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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
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UBER
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Chevron (CVX)
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
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Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
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Viper Energy Partners (VNOM)
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Friday File: More Gold, Switching Insurers, and Fading Brad
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Palantir (PLTR)
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Friday File: Markel Shakes up their Brunch… plus Ackman & Hughes, Berkshire, Nukes, Tech, Gold & more…
May 09, 2025
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Thank You, Mr. Buffett
May 05, 2025
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Friday File: Q1 Earningspalooza
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IPO
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Friday File: How Much to Pay for Slowing Growth?
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Friday File
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
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Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
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Gold/Precious Metals & Mining
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Friday File: Rethinking Amazon, Alphabet and Markel
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Friday File: Wildfires, Quantumania and more…
January 10, 2025
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Friday File: Google Enthusiasm, Markel Activism, Hershey Takeover?
December 13, 2024
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Friday File: Who’s Buying What?
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Friday File: Tricks and Treats
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
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altius
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Friday File: Cold Quarter… and a Bunch of Little Buys
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
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Friday File: Boston Omaha Rebuilding Trust?
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
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Friday File: Social Inflation Winner?
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Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
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Friday File
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Friday File: Good Cloud Growth, Reassuring Underwriting
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Friday File: Sweet Times
March 08, 2024
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Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Alibaba (BABA)
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