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Friday File: Earnings Hits and Misses
August 04, 2023
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TransDigm (TDG)
WESCO (WCC)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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$100K Lock Box
Dino Polska (DNP/W DNOPY)
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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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Friday File
Brookfield Corp (BN)
Novonix (NVX/AX NVNXF)
From
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Sandstorm Gold (SAND SSL/TO)
Atkore (ATKR)
Nvidia (NVDA)
From
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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MarketWise (MKTW)
Friday File
Berkshire Hathaway (BRK/B)
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Friday File: Moving up in Quality
May 12, 2023
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Perimeter Solutions (PRM)
Toast (TOST)
Friday File
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Friday File: Buying a Dinosaur
April 21, 2023
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Cloudflare (NET)
Nvidia (NVDA)
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Friday File: More High Yield Speculation
January 27, 2023
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Brown & Brown (BRO)
John Malone
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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AFC Gamma (AFCG)
North European Royalty Trust (NRT)
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Friday File: Nibbling on High Yields
December 23, 2022
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Brookfield Asset Management (BAM)
Disney (DIS)
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Friday File: What To Do With Brookfield?
December 16, 2022
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KKR & Co/ (KKR)
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Inflation
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From
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Universal Music Group (UMG/AS UMGNF)
Warner Music Group (WMG)
Copart (CPRT)
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Friday File: Revenge on Private Equity?
August 12, 2022
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Unity Software (U)
Grail Technologies
Perimeter Solutions (PRM)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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EQT (EQT)
Enrique Abeyta
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Friday File: Hiding Places?
June 17, 2022
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Royal Gold (RGLD)
Roku (ROKU)
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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DocuSign (DOCU)
Toast (TOST)
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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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Berkshire Hathaway (BRK/B)
Friday File
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Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Magic Software (MGIC)
Labrador Iron Ore Royalty (LIF/TO LIFZF)
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Friday File: Shuffling Pot Financiers
April 07, 2022
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Power REIT (PW)
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GAN ltd (GAN)
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Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Sea Ltd (SE)
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Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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Friday File
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Friday File: Riding the Overreaction Machine
March 18, 2022
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Fastly (FSLY)
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Friday File
3M (MMM)
Ark Innovation ETF (ARKK)
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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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Universal Music Group (UMG/AS UMGNF)
Warner Music Group (WMG)
Crown Castle (CCI)
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Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Roku (ROKU)
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Microsoft (MSFT)
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