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Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Royal Gold (RGLD)
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Friday File: Buffett, Burry and Brookfield
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September 15, 2023
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Friday File: Earnings Hits and Misses
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Monday File: A Trade Note about Hedging
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Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
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Options or Futures
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Friday File: Expensive Stocks, How Worried Should We Be?
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Friday File: WTF, NVIDIA?
May 26, 2023
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Friday File Bonus: What Should Markel Really be Worth?
May 17, 2023
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Friday File: Moving up in Quality
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Friday File Bonus: Boston Omaha Notes
May 12, 2023
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Friday File — WESCO, Icahn and more…
May 05, 2023
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Friday File: Insurance Co. Highs and Lows
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Friday File: Buying a Dinosaur
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Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
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Friday File: Updates on Boston Omaha and Ecora
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Friday File: Gold, Energy Income and Fallen REITs
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