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Latest News about Friday File
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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Nvidia (NVDA)
Restaurant Brands International (QSR)
Jim Chanos
From
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Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
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Lumentum (LITE)
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Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
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Plains All America Pipeline (PAA)
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Friday File: What’s up with this Bonkers Banking Week?
March 17, 2023
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Roku (ROKU)
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Brookfield Asset Management (BAM)
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Friday File: Royalties Worth a Buy?
March 09, 2023
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Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
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Friday File: Earnings Updates and Resets
February 24, 2023
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T Bills
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Friday File: More High Yield Speculation
January 27, 2023
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Friday File Part Two: In Other News
January 20, 2023
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Icahn Enterprises (IEP)
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Atkore (ATKR)
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Technology & Opportunity
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Friday File
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Top Teasers of 2022
December 28, 2022
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Arafura Resources (ARU/AX ARAFF)
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Friday File: Nibbling on High Yields
December 23, 2022
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Brookfield Asset Management (BAM)
Trade Note
Brookfield Property Preferred
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Friday File: What To Do With Brookfield?
December 16, 2022
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Brookfield Corp (BN)
KKR & Co/ (KKR)
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Friday File: Pot Landlords, e-Signatures and Dog Food
December 09, 2022
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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NewLake Capital Partners (NLCP)
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Icahn Enterprises (IEP)
Bill Ackman
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Series I Savings Bonds
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Big Picture / Asset Allocation
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Brown & Brown (BRO)
Meta Platforms (META)
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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
Electronic Arts (EA)
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Friday File: Buying a “God”
October 07, 2022
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Berkshire Hathaway (BRK/B)
Range Resources (RRC)
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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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Market Vectors Gold Miners ETF (GDX)
American Tower (AMT)
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Friday File: Inflation Protection
September 16, 2022
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Early Friday File: A New Model Candidate for the Lock Box
September 07, 2022
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Veeva Systems (VEEV)
Avalara (AVLR)
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Warner Music Group (WMG)
Ferrari (RACE)
Avalara (AVLR)
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Friday File: Revenge on Private Equity?
August 12, 2022
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Illumina (ILMN)
Brookfield Asset Management (BAM)
PubMatic (PUBM)
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