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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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WESCO (WCC)
Roku (ROKU)
Bill Ackman
From
Stock Gumshoe
Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Kinsale Capital (KNSL)
Tellurian (TELL)
POET Technologies (POET PTK/V)
From
Stock Gumshoe
Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Nvidia (NVDA)
J&J Snack Foods (JJSF)
Chris Bloomstran
From
Stock Gumshoe
Friday File: Social Inflation Winner?
June 14, 2024
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Tom Gardner
Omni Bridgeway (OBL/AX IMMFF)
W/R/ Berkley (WRB)
From
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
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D/ R/ Horton (DHI)
Paradigm Mastermind Group
Kopin (KOPN)
From
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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Acacia Research (ACTG)
Nvidia (NVDA)
Sky Harbour (SKYH)
From
Stock Gumshoe
Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Trade Note
Friday File
Boston Omaha (BOC)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Stocks
Pernod Ricard (RI/PA PRNDY PDRDF)
Berkshire Hathaway (BRK/B)
From
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Kinsale Capital (KNSL)
Goosehead Insurance (GSHD)
Meta Platforms (META)
From
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
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Big Picture / Asset Allocation
Friday File
Alphabet (GOOGL GOOG)
From
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Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Ecora Resources (ECOR/L ECOR/TO ECRAF)
Boston Omaha (BOC)
Trump Media & Technology (DWAC SPAC)
From
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
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Fluence
Hermes (RMS/PA HESAY)
Stem (STEM)
From
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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David Einhorn
Acacia Research (ACTG)
EQT (EQT)
From
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More Advertising for the Lock Box
March 14, 2024
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Criteo (CRTO)
Stocks
The Trade Desk (TTD)
From
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Friday File: Sweet Times
March 08, 2024
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Markel (MKL)
Chapters Group (CHG/DE)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Trade Note
Big Picture / Asset Allocation
Friday File
From
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Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
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Trade Note
The Trade Desk (TTD)
Encore Wire (WIRE)
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Brookfield Corp (BN)
WESCO (WCC)
Acacia Research (ACTG)
From
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Pernod Ricard (RI/PA PRNDY PDRDF)
Remy Cointreau (RCO/PA REMYY REMYF)
Intuitive Surgical (ISRG)
From
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Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
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Friday File
Arix Bioscience (ARIX/L)
Trade Note
From
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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Insurance
Sky Harbour (SKYH)
Willis Towers Watson (WLTW)
From
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Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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Keysight (KEYS)
Atkore (ATKR)
Occidental Petroleum (OXY)
From
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Berkshire Hathaway (BRK/B)
Chris Mayer
Royalty Pharmaceuticals (RPRX)
From
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Trade Note and More Quarterly Earnings Updates
November 13, 2023
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Friday File
The Trade Desk (TTD)
Trade Note
From
Stock Gumshoe
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Brookfield Corp (BN)
Dream Finders Homes (DFH)
Nvidia (NVDA)
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Kinsale Capital (KNSL)
Dino Polska (DNP/W DNOPY)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Insurance and Tech Earnings
October 27, 2023
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Hedging
BioArctic (BIOA/B/ST BRCTF)
Chubb (CB)
From
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Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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SBA Communications (SBAC)
Trade Note
Friday File
From
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Chubb (CB)
Berkshire Hathaway (BRK/B)
Toast (TOST)
From
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Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
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Trade Note
Friday File
Foreign Investments
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