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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
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Brown & Brown (BRO)
Domino's Pizza (DPZ)
Nvidia (NVDA)
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Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
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Wal/Mart (WMT)
Berkshire Hathaway (BRK/B)
Taiwan Semiconductor (TSM)
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Amazon (AMZN)
Markel (MKL)
Alphabet (GOOGL GOOG)
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Friday File: More High Yield Speculation
January 27, 2023
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TransEnterix (TRXC)
Crown Castle (CCI)
Michael Burry
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Berkshire Hathaway (BRK/B)
Canadian Pacific (CP)
Lithia Motors (LAD)
From
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Meta Platforms (META)
Brown & Brown (BRO)
EQT (EQT)
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Friday File: Prophets of Doom
October 21, 2022
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iShares TIPS Bond ETF (TIPS)
Copart (CPRT)
Russell Napier
From
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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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Morgan Housel
Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Ferrari (RACE)
Warner Music Group (WMG)
Avalara (AVLR)
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Zymergen (ZY)
LVMH (MC/PA LVMUY LVMHF)
IronSource (IS)
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Harry Dent
July 26, 2022
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ASIA
BDCS
CEL
DRIP
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George Huang
Roger Conrad
Japan
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Meta Platforms (META)
Intuitive Surgical (ISRG)
Anglo American (AAL/L NGLOY)
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Paramount (PARA)
DocuSign (DOCU)
Verisign (VRSN)
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Friday File: Hiding Places?
June 17, 2022
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Sandstorm Gold (SAND SSL/TO)
Innovative Industrial Properties (IIPR)
Amazon (AMZN)
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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Salesforce/com (CRM)
Smith/Midland (SMID)
Goosehead Insurance (GSHD)
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
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facebook (FB)
Hilton (HLT)
Pinterest
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Berkshire Hathaway (BRK/B)
Wal/Mart (WMT)
Dream Finders Homes (DFH)
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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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Shopify (SHOP)
Roku (ROKU)
Brookfield Asset Management (BAM)
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Friday File: Shuffling Pot Financiers
April 07, 2022
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GAN ltd (GAN)
Trade Note
Amazon (AMZN)
From
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Friday File: Diversifying Away From Yourself
April 01, 2022
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Ferrari (RACE)
Altius Minerals (ALS/TO ATUSF)
Chewy (CHWY)
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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The Trade Desk (TTD)
Avantis International Small Cap Value (AVDV)
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Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
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PayPal (PYPL)
Big Picture / Asset Allocation
Twitter (TWTR)
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Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Big Picture / Asset Allocation
Take Two Interactive (TTWO)
Winnebago (WGO)
From
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Lou Basenese’s pitch regarding Amazon Project Kuiper
January 16, 2022
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Guest Articles
Amazon (AMZN)
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Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
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AFC Gamma (AFCG)
Power REIT (PW)
Amazon (AMZN)
From
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Friday File: Fintech for the Lock Box
January 07, 2022
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SOFI
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Alphabet (GOOGL GOOG)
Technology
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Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
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Blackstone Group (BX)
DocuSign (DOCU)
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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AcuityAds (AT/TO ACUIF)
AFC Gamma (AFCG)
Match Group (MTCH)
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SE, CPNG, AMZN, BABA, MELI, EBAY
October 13, 2021
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Sea Ltd (SE)
Guest Articles
Amazon (AMZN)
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Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
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Shopify (SHOP)
Intuitive Surgical (ISRG)
Voyager Digital (VYGR/CX VYGVF)
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