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Friday File: Portfolio Construction in a Time of Greed and Fear
May 15, 2026
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Versamet Royalties (VMET)
Pershing Square Holdings (PSH/L PSHZF)
Acacia Research (ACTG)
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Friday File: Heavy Stuff, Oil, Toast, and Growth…
May 08, 2026
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Friday File: Alphabet Wins! Now What?
May 01, 2026
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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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Sky Harbour (SKYH)
Union Pacific (UNP)
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Friday File: Brookfield, Nuke Stories, Restaurants and more…
August 08, 2025
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Friday File
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From
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Friday File: Runoff, Cloud Competition and Shifting Growth Expectations
August 01, 2025
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Stellantis (STLA)
Technology
Peter Lynch
From
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Friday File: Earnings Season heats up in our portfolio, dealing with Animal Spirits and Mr. Market
July 25, 2025
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From
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Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
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Franco/Nevada (FNV)
Burford Capital (BUR)
Income Investing
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Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
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Northern Star Resources (NST/AX NESRF)
Hershey (HSY)
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Thursday File: Argentine Billions, Fusion Daydreams, and more SPACs
July 03, 2025
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Eni (E)
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Friday File: LAB, Rainwater, Insurance and Berkshire
June 27, 2025
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Standard Bio Tools (LAB)
Dino Polska (DNP/W DNOPY)
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Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
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Evolution (EVO/ST EVVTY EVGGF)
Friday File
Oklo (OKLO)
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Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
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BHP Billiton (BHP)
Friday File
Global X Nasdaq Covered Call ETF (QYLD)
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Wednesday File: Another Nuclear Mania Story?
June 11, 2025
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Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
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QXO (QXO)
Centrus Energy (LEU)
Africa Oil (AOI/TO AOIFF)
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Friday File: Faith in the Future?
May 30, 2025
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GOLD
UBER
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Howard Hughes Holdings (HHH)
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Friday File: Meanwhile, Across the Sea…
May 23, 2025
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Dino Polska (DNP/W DNOPY)
NuScale Power (SMR)
QXO (QXO)
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Friday File: Intelligent Wings, Mag 7 Rankings, plus CELH, PAR, BN, OKLO and more…
May 16, 2025
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Alphabet (GOOGL GOOG)
Meta Platforms (META)
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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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Tyler Technologies (TYL)
Arch Capital (ACGL)
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Trade Note: Can a Buffett Wannabe Make it Work?
May 06, 2025
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Friday File: Q1 Earningspalooza
May 02, 2025
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Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
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Chubb (CB)
QXO (QXO)
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Friday File: Toasting Gold until it Hertz?
April 18, 2025
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GOLD
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Friday File
SPDR Gold Shares (GLD)
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Answers: Porter’s Latest “Baby Berkshire”
April 14, 2025
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Friday File: Turtling Up?
April 11, 2025
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Trade Note: Stop Losses & Trade Victims
April 07, 2025
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Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
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International General Insurance Holdings (IGIC)
Diageo (DEO)
Remy Cointreau (RCO/PA REMYY REMYF)
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Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
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International General Insurance Holdings (IGIC)
Hedging
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Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
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Stellantis (STLA)
International General Insurance Holdings (IGIC)
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Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
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GOLD
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Stocks
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