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Friday File: Earnings Hits and Misses
August 04, 2023
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Markel (MKL)
Trade Note
Friday File
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Atkore (ATKR)
Par Technology (PAR)
Dino Polska (DNP/W DNOPY)
From
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Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
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Brookfield Reinsurance (BNRE)
Berry Petroleum (BRY)
Office Properties Income Trust (OPI)
From
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Visa (V)
Friday File
Berkshire Hathaway (BRK/B)
From
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Diageo (DEO)
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Friday File
From
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Friday File: Moving up in Quality
May 12, 2023
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Trade Note
Stocks
Royal Gold (RGLD)
From
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Friday File: Buying a Dinosaur
April 21, 2023
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Big Picture / Asset Allocation
Trade Note
Foreign Investments
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Nvidia (NVDA)
From
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Friday File: More High Yield Speculation
January 27, 2023
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Michael Burry
John Malone
Trade Note
From
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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ConocoPhillips (COP)
Clearfield (CLFD)
Boston Omaha (BOC)
From
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Friday File: Nibbling on High Yields
December 23, 2022
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Friday File
Brookfield Corp (BN)
DigitalBridge Preferreds
From
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Friday File: What To Do With Brookfield?
December 16, 2022
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Brookfield Reinsurance (BNRE)
Income Investing
Brookfield Asset Management (BAM)
From
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Big Picture / Asset Allocation
Huntington Ingalls Industries (HII)
Trade Note
From
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Stellantis (STLA)
Chewy (CHWY)
Berkshire Hathaway (BRK/B)
From
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Friday File: Revenge on Private Equity?
August 12, 2022
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Par Technology (PAR)
PubMatic (PUBM)
The Trade Desk (TTD)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Stocks
Roku (ROKU)
Amazon (AMZN)
From
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Anglo Pacific Group (APF/L APY/TO AGPIF)
The Trade Desk (TTD)
Altius Minerals (ALS/TO ATUSF)
From
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Friday File: Hiding Places?
June 17, 2022
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Ginkgo BIoworks (DNA)
Franco/Nevada (FNV)
Berkshire Hathaway (BRK/B)
From
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Medical Properties Trust (MPW)
Visa (V)
Square (SQ)
From
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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Illumina (ILMN)
Trade Note
Disney (DIS)
From
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Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Altius Minerals (ALS/TO ATUSF)
Labrador Iron Ore Royalty (LIF/TO LIFZF)
Magic Software (MGIC)
From
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Friday File: Shuffling Pot Financiers
April 07, 2022
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Amazon (AMZN)
Millennium Investment & Acquisition (MILC)
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From
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Friday File pt. 2: Mistakes Were Made
March 25, 2022
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NewLake Capital Partners (NLCP)
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From
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Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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$100K Lock Box
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ABB (ABB)
From
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Friday File: Riding the Overreaction Machine
March 18, 2022
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Innovative Industrial Properties (IIPR)
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Brown & Brown (BRO)
Foreign Investments
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From
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Tiptree (TIPT)
Royal Gold (RGLD)
Roku (ROKU)
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Avalara (AVLR)
CGM Focus Fund (CGMFX)
Cathie Wood
From
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Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
January 28, 2022
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Hipgnosis Songs Fund (SONG/L HPGSF)
Brown & Brown (BRO)
Microsoft (MSFT)
From
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Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Shopify (SHOP)
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Trade Note
From
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