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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
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Teqnion (TEQ/ST)
Chris Mayer
WESCO (WCC)
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Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
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Cryptocurrencies
Paramount (PARA)
Taiwan Semiconductor (TSM)
From
Stock Gumshoe
Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Meta Platforms (META)
John Hussman
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: More High Yield Speculation
January 27, 2023
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Berkshire Hathaway (BRK/B)
Johnson and Johnson (JNJ)
Income Investing
From
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Verisign (VRSN)
Activision Blizzard (ATVI)
AutoNation (AN)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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NVR (NVR)
Arthur J/ Gallagher (AJG)
TikTok
From
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Friday File: Prophets of Doom
October 21, 2022
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Atkore (ATKR)
Black Stone Minerals (BSM)
The Trade Desk (TTD)
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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Technology
The Trade Desk (TTD)
Amazon (AMZN)
From
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Copart (CPRT)
BYD (1211/HK BYDDF BYDDY)
Hipgnosis Songs Fund (SONG/L HPGSF)
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Wal/Mart (WMT)
Shopify (SHOP)
Apple (AAPL)
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Harry Dent
July 26, 2022
Tickers
ASIA
BDCS
CEL
DRIP
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Matt Badiali
Alternative Energy Holdings (AEHI)
Westport Fuel Systems (WPRT)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Par Technology (PAR)
Anglo Pacific Group (APF/L APY/TO AGPIF)
Biotech/Medical
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Davita (DVA)
Berkshire Hathaway (BRK/B)
Moody's (MCO)
From
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Friday File: Hiding Places?
June 17, 2022
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Netflix (NFLX)
Altius Minerals (ALS/TO ATUSF)
Gold/Precious Metals & Mining
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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Berkshire Hathaway (BRK/B)
Amazon (AMZN)
Technology
From
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
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Camping World (CWH)
Cepton (CPTN)
Electronic Arts (EA)
From
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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: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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Constellation Software (CSU/TO CNSWF)
Disney (DIS)
Topicus (TOI/V TOITF)
From
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Friday File: Shuffling Pot Financiers
April 07, 2022
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Series I Savings Bonds
iShares 20+ Year Treasury Bond ETF (TLT)
GAN ltd (GAN)
From
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Friday File: Diversifying Away From Yourself
April 01, 2022
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Stellantis (STLA)
Altius Minerals (ALS/TO ATUSF)
Exor (EXO/MI
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Altius Minerals (ALS/TO ATUSF)
Netflix (NFLX)
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From
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Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
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Stocks
Shopify (SHOP)
Big Picture / Asset Allocation
From
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Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Anglo Pacific Group (APF/L APY/TO AGPIF)
Trade Note
Roku (ROKU)
From
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Lou Basenese’s pitch regarding Amazon Project Kuiper
January 16, 2022
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Guest Articles
Amazon (AMZN)
From
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Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
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Shopify (SHOP)
Nvidia (NVDA)
Innovative Industrial Properties (IIPR)
From
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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Alphabet (GOOGL GOOG)
Royalty Pharmaceuticals (RPRX)
Tencent (0700/HK TXTZF TCEHY)
From
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Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
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Friday File
Blackstone Group (BX)
Stitch Fix (SFIX)
From
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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Markel (MKL)
Series I Savings Bonds
WESCO (WCC)
From
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SE, CPNG, AMZN, BABA, MELI, EBAY
October 13, 2021
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Alibaba (BABA)
Amazon (AMZN)
Coupang (CPNG)
From
Stock Gumshoe
Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
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Friday File
Innovative Industrial Properties (IIPR)
Apple (AAPL)
From
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