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Latest News about Markel (MKL)
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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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Norfolk Southern (NSC)
Friday File
Hilton (HLT)
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
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BWX Technologies (BWXT)
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Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
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Heico (HEI)
Rainwater Equity (RW)
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Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
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NuScale Power (SMR)
International General Insurance Holdings (IGIC)
BWX Technologies (BWXT)
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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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Constellation Software (CSU/TO CNSWF)
BWX Technologies (BWXT)
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Thank You, Mr. Buffett
May 05, 2025
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Berkshire Hathaway (BRK/B)
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Friday File: Q1 Earningspalooza
May 02, 2025
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IPO
SILVER
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Hershey (HSY)
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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QXO (QXO)
Orogen (OGN/V OGNRF)
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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Pernod Ricard (RI/PA PRNDY PDRDF)
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Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
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Markel (MKL)
Gold/Precious Metals & Mining
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Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
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UBER
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Amazon (AMZN)
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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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Brookfield Renewable Energy (BEP)
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Friday File: Who’s Buying What?
November 15, 2024
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Friday File: Tricks and Treats
November 01, 2024
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Technology
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From
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Friday File: Gold, Insurance, Intuitive Earnings and the Big Picture
October 18, 2024
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GOLD
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Oklo
Orano
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Friday File: AI in One of Our Favorite Sectors?
September 20, 2024
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Friday File
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Trade Note
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Friday File: Cold Quarter… and a Bunch of Little Buys
September 06, 2024
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
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Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
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Friday File: Boston Omaha Rebuilding Trust?
July 05, 2024
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Eric Savitz
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Friday File: Best and Worst Teaser Stocks, plus More Nuclear Thoughts… and Three Add-0n Buys
June 28, 2024
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OKLO
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Encore Wire (WIRE)
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
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Friday File: Social Inflation Winner?
June 14, 2024
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Porter Stansberry
Agilysys (AGYS)
Par Technology (PAR)
From
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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
May 03, 2024
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Royal Philips (PHG)
Cloudflare (NET)
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Friday File: Sweet Times
March 08, 2024
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Diageo (DEO)
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Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
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Markel (MKL)
Giverny Capital
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Pershing Square
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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