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Friday File: Another Supermax
September 15, 2023
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Friday File
Berkshire Hathaway (BRK/B)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Who Deserves Patience?
September 08, 2023
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Labrador Iron Ore Royalty (LIF/TO LIFZF)
Altius Minerals (ALS/TO ATUSF)
Mitek Systems (MITK)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Toast (TOST)
Friday File
U/Haul Holdings (UHAL)
From
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Friday File: Earnings Hits and Misses
August 04, 2023
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Trade Note
Symbotic (SYM)
Teqnion (TEQ/ST)
From
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Dino Polska (DNP/W DNOPY)
EQT (EQT)
Stocks
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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Annaly (NLY)
Friday File
Plug power (PLUG)
From
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Atkore (ATKR)
Goosehead Insurance (GSHD)
Teqnion (TEQ/ST)
From
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Alphabet (GOOGL GOOG)
Berkshire Hathaway (BRK/B)
Motley Fool
From
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Friday File: Moving up in Quality
May 12, 2023
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Trade Note
Brookfield Corp (BN)
Stocks
From
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Friday File: Buying a Dinosaur
April 21, 2023
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National Instruments (NATI)
Trade Note
Edwin Dorsey
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Technology
Alphabet (GOOGL GOOG)
Huntington Ingalls Industries (HII)
From
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Friday File: More High Yield Speculation
January 27, 2023
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Michael Burry
Unity Software (U)
Crown Castle (CCI)
From
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Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
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Innovative Industrial Properties (IIPR)
Cresco Labs (CL/CX CRLBF)
Friday File
From
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Friday File: Nibbling on High Yields
December 23, 2022
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DigitalBridge Preferreds
Income Investing
Brookfield Asset Management (BAM)
From
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Friday File: What To Do With Brookfield?
December 16, 2022
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Roku (ROKU)
Brookfield Reinsurance (BNRE)
Zevia (ZVIA)
From
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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The Trade Desk (TTD)
Series I Savings Bonds
Friday File
From
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Activision Blizzard (ATVI)
Stellantis (STLA)
Friday File
From
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Friday File: Revenge on Private Equity?
August 12, 2022
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Berkshire Hathaway (BRK/B)
American Tower (AMT)
The Trade Desk (TTD)
From
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Porter Stansberry
Anglo Pacific Group (APF/L APY/TO AGPIF)
Comcast (CMCSA)
From
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Microsoft (MSFT)
Trade Note
Technology
From
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Friday File: Hiding Places?
June 17, 2022
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The Trade Desk (TTD)
NewLake Capital Partners (NLCP)
Anglo Pacific Group (APF/L APY/TO AGPIF)
From
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Jeremy Grantham
Square (SQ)
Trade Note
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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Amazon (AMZN)
Berkshire Hathaway (BRK/B)
WESCO (WCC)
From
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Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Series I Savings Bonds
Labrador Iron Ore Royalty (LIF/TO LIFZF)
Shopify (SHOP)
From
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Friday File: Shuffling Pot Financiers
April 07, 2022
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Series I Savings Bonds
Amazon (AMZN)
Millennium Investment & Acquisition (MILC)
From
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Friday File pt. 2: Mistakes Were Made
March 25, 2022
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Royal Gold (RGLD)
Berkshire Hathaway (BRK/B)
Fairfax Financial Holdings (FFH/TO FRFHF)
From
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Friday File, pt.1: Breaking Rules for the Lock Box
March 24, 2022
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Trade Note
inTEST (INTT)
$100K Lock Box
From
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Friday File: Riding the Overreaction Machine
March 18, 2022
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Short Selling
Altius Minerals (ALS/TO ATUSF)
NewLake Capital Partners (NLCP)
From
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Nova Royalty Corp/ (NOVR/V NOVRF)
Cambria Global Value (GVAL)
Norilsk Nickel (NILSY)
From
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Annual Review
Friday File
Tiptree (TIPT)
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