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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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Friday File
Berkshire Hathaway (BRK/B)
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Friday File: Capital-Light Compounding and 100-Baggers
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Friday File: Insurance and Tech Earnings
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All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
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Friday File: Another Supermax
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Friday File: Lock Box Check-in
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Friday File: Earnings Reports Support Growth Stories… so far
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Friday File: WTF, NVIDIA?
May 26, 2023
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Emerald Health (EMH/V EMHTF)
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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Friday File
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Alphabet (GOOGL GOOG)
Boston Omaha (BOC)
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Friday File
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Technology & Opportunity
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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STORE Capital (STOR)
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Friday File
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Friday File: Prophets of Doom
October 21, 2022
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Gold/Precious Metals & Mining
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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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Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
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GOLD
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Smead Value Fund (SMVLX)
Brown & Brown (BRO)
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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The Big Secret on Wall Street (This Week)
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Liberty Sirius (LSXMA)
Third Avenue Value
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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Keysight (KEYS)
Arthur J/ Gallagher (AJG)
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
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AEVA
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Royalty Pharmaceuticals (RPRX)
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Dream Finders Homes (DFH)
Technology
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Friday File: Nibbling on the Way Down
May 13, 2022
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Sea Ltd (SE)
Power REIT (PW)
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Friday File: Off to Omaha
April 29, 2022
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Elon Musk
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Attractively priced Travis’ Real Money Portfolio stocks relative to his “buy below” targets
February 23, 2022
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Guest Articles
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