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Latest News about Friday File
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
Tickers
GOLD
Tags
SMART Global Holdings (SGH)
Nvidia (NVDA)
Technology
From
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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ALPS Alerian MLP (AMLP)
Friday File
Diageo (DEO)
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Friday File: Thoughts on the Markel Reunion… and Valuation
May 25, 2024
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Markel (MKL)
Friday File
From
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Friday File: Beating Buffett to his “Secret” Stock?
May 17, 2024
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Chubb (CB)
Friday File
The Trade Desk (TTD)
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Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Friday File
Boston Omaha (BOC)
Trade Note
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Diageo (DEO)
Friday File
Stocks
From
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Meta Platforms (META)
Trade Note
Friday File
From
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Friday File: Intuitive Reports, plus some more Preferreds for the uneasy
April 19, 2024
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MFA Financial (MFA)
AG Mortgage Investment Trust (MITT)
S&P 500 ETF (SPY)
From
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
$100K Lock Box
American Tower (AMT)
Income Investing
From
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Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
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JW Therapeutics (JWCTF)
HOOKIPA Pharma (HOOK)
Danaher (DHR)
From
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Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
Tags
Friday File
Trade Note
Ecora Resources (ECOR/L ECOR/TO ECRAF)
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
Tags
Kering (KER/PA PPRUY PPRUF)
Reddit (RDDT)
Clarivate (CLVT)
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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ALPS Alerian MLP (AMLP)
Friday File
Trade Note
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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cryptocurrencies
Qurate (QRTEA QRTEB)
Par Technology (PAR)
From
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Friday(ish) File: NVIDIA, Teqnion and more…
February 22, 2024
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Friday File
Acacia Research (ACTG)
Tom Poppe
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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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The Trade Desk (TTD)
WESCO (WCC)
Trade Note
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Par Technology (PAR)
ETFs or Mutual Funds
Tencent (0700/HK TXTZF TCEHY)
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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Evolution (EVO/ST EVVTY EVGGF)
Advanced Micro Devices (AMD)
Pershing Square Holdings (PSH/AS PSHZF)
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Arthur J/ Gallagher (AJG)
Altius Renewable Royalties (ARR/TO ATRWF)
Markel (MKL)
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Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
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Sky Harbour (SKYH)
Pernod Ricard (RI/PA PRNDY PDRDF)
Taiwan Semiconductor (TSM)
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Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
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gold
Par Technology (PAR)
Intuitive Surgical (ISRG)
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Friday File: Fill up your Snifter
January 05, 2024
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Medical Properties Trust (MPW)
Pernot Ricard (RI/PA PRNDY)
Remy Cointreau (RCO/PA REMYY REMYF)
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Friday File: Best of 2023
December 22, 2023
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Stocks
Diageo (DEO)
Friday File
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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Friday File
Sandstorm Gold (SAND SSL/TO)
Trade Note
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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Atkore (ATKR)
Nvidia (NVDA)
Brookfield Corp (BN)
From
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Software Circle (SFT/L)
Teqnion (TEQ/ST)
Chris Mayer
From
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Trade Note and More Quarterly Earnings Updates
November 13, 2023
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Boston Omaha (BOC)
Par Technology (PAR)
The Trade Desk (TTD)
From
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Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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U/Haul Holdings (UHAL)
Tiptree (TIPT)
Brookfield Corp (BN)
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Cloudflare (NET)
Qurate Preferreds (QRTEP)
Shopify (SHOP)
From
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Friday File: Insurance and Tech Earnings
October 27, 2023
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Alphabet (GOOGL GOOG)
Goosehead Insurance (GSHD)
W/R/ Berkley (WRB)
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