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Latest News about Alphabet (GOOGL GOOG)
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Friday File: Best of 2023
December 22, 2023
Tags
Nvidia (NVDA)
Brown/Forman (BFB BFA)
Pernot Ricard (RI/PA PRNDY)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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Marsh & McLennan (MMC)
Insurance
Arthur J/ Gallagher (AJG)
From
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Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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WESCO (WCC)
Brookfield Corp (BN)
Atkore (ATKR)
From
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Danaher (DHR)
Trade Note
Royalty Pharmaceuticals (RPRX)
From
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Friday File: Insurance and Tech Earnings
October 27, 2023
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Friday File
Microsoft (MSFT)
W/R/ Berkley (WRB)
From
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All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
October 09, 2023
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Nvidia (NVDA)
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
John Deere (DE)
From
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Friday File: Another Supermax
September 15, 2023
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Exor (EXO/AS EXXRF)
Friday File
Brookfield Corp (BN)
From
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Friday File: Lock Box Check-in
September 01, 2023
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Teqnion (TEQ/ST)
Markel (MKL)
Tiptree (TIPT)
From
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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RPC Inc (RES)
Goosehead Insurance (GSHD)
Kinsale Capital (KNSL)
From
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Friday File: WTF, NVIDIA?
May 26, 2023
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The Trade Desk (TTD)
Technology
Cisco (CSCO)
From
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Nvidia (NVDA)
MarketWise (MKTW)
Morgan Housel
From
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Kinsale Capital (KNSL)
Cloudflare (NET)
Markel (MKL)
From
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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Hilton (HLT)
Chipotle Mexican Grill (CMG)
ESS Tech (GWH)
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Brookfield Asset Management (BAM)
Alphabet (GOOGL GOOG)
Trade Note
From
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Roku (ROKU)
Meta Platforms (META)
John Hussman
From
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Square (SQ)
Angel Publishing
FuelPositive (NHHH/V ZNNMF)
From
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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ValueAct Capital
Berkshire Hathaway (BRK/B)
Enhabit (EHAB)
From
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Big Picture / Asset Allocation
Innovative Industrial Properties (IIPR)
Friday File
From
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Income Investing
Dream Finders Homes (DFH)
AFC Gamma (AFCG)
From
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Friday File: Prophets of Doom
October 21, 2022
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Income Investing
Snap (SNAP)
Texas Pacific Land Trust (TPL)
From
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
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The Trade Desk (TTD)
Amazon (AMZN)
Electronic Arts (EA)
From
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Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
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Inflation
Life Storage (LSI)
Nvidia (NVDA)
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Zymergen (ZY)
LVMH (MC/PA LVMUY LVMHF)
Ferrari (RACE)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Matt McCall
NVR (NVR)
Deterra Royalties (DRR/AX)
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Commodities / Natural Resources
Dream Finders Homes (DFH)
The Trade Desk (TTD)
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Friday File
Amerco (UHAL)
Chevron (CHV)
From
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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WESCO (WCC)
Arthur J/ Gallagher (AJG)
Markel (MKL)
From
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
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Twitter (TWTR)
Biotech/Medical
Par Technology (PAR)
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Wal/Mart (WMT)
Big Picture / Asset Allocation
Costco (COST)
From
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Friday File: Nibbling on the Way Down
May 13, 2022
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Perimeter Solutions (PRM)
Alphabet (GOOGL GOOG)
Brookfield Asset Management (BAM)
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