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Latest News about Berkshire Hathaway (BRK/B)
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Universal Music Group (UMG/AS UMGNF)
Trade Note
Software Circle (SFT/L)
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Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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Trade Note
Tiptree (TIPT)
Sandstorm Gold (SAND SSL/TO)
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Chapters Group (CHG/DE)
Qurate Preferreds (QRTEP)
Par Technology (PAR)
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Friday File: Buffett, Burry and Brookfield
September 29, 2023
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Brookfield Corp (BN)
Big Picture / Asset Allocation
Partners Value Investments LP (PVF/UN/V)
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Friday File: Another Supermax
September 15, 2023
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Brown & Brown (BRO)
Friday File
Apple (AAPL)
From
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Friday File: Lock Box Check-in
September 01, 2023
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KBW Property & Casualty Insurers ETF (KBWP)
inTEST (INTT)
PubMatic (PUBM)
From
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Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Smith/Midland (SMID)
Kinsale Capital (KNSL)
Altius Minerals (ALS/TO ATUSF)
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
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DoorDash (DASH)
Big Picture / Asset Allocation
The Trade Desk (TTD)
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Teqnion (TEQ/ST)
Sandstorm Gold (SAND SSL/TO)
Coca Cola (KO)
From
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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BWX Technologies (BWXT)
Motley Fool
Morgan Housel
From
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Berkshire Hathaway’s 50th Omaha Meeting
May 09, 2023
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Friday File
Stocks
Berkshire Hathaway (BRK/B)
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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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Warren Buffett
Apple (AAPL)
Taiwan Semiconductor (TSM)
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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SolarWindow (WNDW)
Berkshire Hathaway (BRK/B)
Nomi Prins
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Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
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Qurate (QRTEA QRTEB)
Teqnion (TEQ/ST)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
From
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Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
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Markel (MKL)
Black Stone Minerals (BSM)
Gold/Precious Metals & Mining
From
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Friday File: Royalties Worth a Buy?
March 09, 2023
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Occidental Petroleum (OXY)
Friday File
Berkshire Hathaway (BRK/B)
From
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Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
March 03, 2023
Tickers
NATKY
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Cameco (CCJ)
Extreme Value
Teqnion (TEQ/ST)
From
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Wolfpack Research
Paramount (PARA)
Roku (ROKU)
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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The Trade Desk (TTD)
Roku (ROKU)
Alphabet (GOOGL GOOG)
From
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Friday File: More High Yield Speculation
January 27, 2023
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Qurate Preferreds (QRTEP)
Trade Note
Johnson and Johnson (JNJ)
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Friday File: Hard to buy… but worth it? A New Addition to the Lock Box Portfolio
January 20, 2023
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$100K Lock Box
Teqnion (TEQ/ST)
Interactive Brokers (IBKR)
From
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Intel (INTC)
AutoNation (AN)
Occidental Petroleum (OXY)
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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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Johnson Controls (JCI)
Alphabet (GOOGL GOOG)
Exor (EXO/MI EXXRF)
From
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Friday File: Buying a “God”
October 07, 2022
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Friday File
EQT (EQT)
Berkshire Hathaway (BRK/B)
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Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
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Inflation
DocuSign (DOCU)
Royal Gold (RGLD)
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Avalara (AVLR)
Electronic Arts (EA)
CNH Industrial (CNHI)
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Friday File: Revenge on Private Equity?
August 12, 2022
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The Trade Desk (TTD)
DigitalBridge (DBRG)
American Tower (AMT)
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Shopify (SHOP)
The Trade Desk (TTD)
Wal/Mart (WMT)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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TransDigm (TDG)
Berkshire Hathaway (BRK/B)
Gold/Precious Metals & Mining
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Amerco (UHAL)
Public Storage (PSA)
Alphabet (GOOGL GOOG)
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