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Friday File: Best of 2023
December 22, 2023
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DigitalBridge Preferreds
Toast (TOST)
Berkshire Hathaway (BRK/B)
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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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BioArctic (BIOA/B/ST BRCTF)
Amazon (AMZN)
Toast (TOST)
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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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Berkshire Hathaway (BRK/B)
Keysight (KEYS)
Cisco (CSCO)
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Trade Note
Danaher (DHR)
Royalty Pharmaceuticals (RPRX)
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Friday File: Insurance and Tech Earnings
October 27, 2023
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Trade Note
W/R/ Berkley (WRB)
Meta Platforms (META)
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All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
October 09, 2023
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Stocks
Braze (BRZE)
Symbotic (SYM)
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Friday File: Another Supermax
September 15, 2023
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Apple (AAPL)
Brookfield Corp (BN)
Friday File
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Friday File: Lock Box Check-in
September 01, 2023
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Digital Ocean (DOCN)
Chubb (CB)
Dino Polska (DNP/W DNOPY)
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Teqnion (TEQ/ST)
EQT (EQT)
WESCO (WCC)
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Friday File: WTF, NVIDIA?
May 26, 2023
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Carl Icahn
Pershing Square Holdings (PSH/AS PSHZF)
Alphabet (GOOGL GOOG)
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Motley Fool
Friday File
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Big Picture / Asset Allocation
Microsoft (MSFT)
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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Friday File
Big Picture / Asset Allocation
Stocks
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Brookfield Corp (BN)
Huntington Ingalls Industries (HII)
Cloudflare (NET)
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Amazon (AMZN)
The Trade Desk (TTD)
Berkshire Hathaway (BRK/B)
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Par Technology (PAR)
Roku (ROKU)
Guest Articles
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Micron Technology (MU)
Alphabet (GOOGL GOOG)
Ginkgo BIoworks (DNA)
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Innovative Industrial Properties (IIPR)
Friday File
Big Picture / Asset Allocation
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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NVR (NVR)
Arthur J/ Gallagher (AJG)
American Tower (AMT)
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Friday File: Prophets of Doom
October 21, 2022
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Texas Pacific Land Trust (TPL)
Copart (CPRT)
Income Investing
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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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Crown Castle (CCI)
Nassim Nicholas Taleb
Brookfield Asset Management (BAM)
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Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
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Avalara (AVLR)
Smead Value Fund (SMVLX)
DocuSign (DOCU)
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Roku (ROKU)
Twist Bioscience (TWST)
Brown & Brown (BRO)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Porter Stansberry
Paul Mampilly
Intuitive Surgical (ISRG)
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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)
Trade Note
Meta Platforms (META)
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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HP Inc/ (HPQ)
Moody's (MCO)
Berkshire Hathaway (BRK/B)
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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Shopify (SHOP)
Construction Partners (ROAD)
Friday File
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
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Aeva
Marriott (MAR)
Restaurant Brands International (QSR)
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Markel (MKL)
Target (TGT)
Toast
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Friday File: Nibbling on the Way Down
May 13, 2022
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Alphabet (GOOGL GOOG)
Perimeter Solutions (PRM)
Brookfield Asset Management (BAM)
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