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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
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Teqnion (TEQ/ST)
Friday File
Roku (ROKU)
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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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Gold/Precious Metals & Mining
Stocks
Amazon (AMZN)
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Roku (ROKU)
Boston Omaha (BOC)
Apple (AAPL)
From
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Friday File: More High Yield Speculation
January 27, 2023
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Johnson and Johnson (JNJ)
Crown Castle (CCI)
Unity Software (U)
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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STORE Capital (STOR)
Carl Icahn
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From
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Friday File: Growing WITHOUT Big Tech?
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Amerco (UHAL)
TikTok
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Friday File: Prophets of Doom
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
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The Trade Desk (TTD)
Series I Savings Bonds
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
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Friday File
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Ginkgo BIoworks (DNA)
CNH Industrial (CNHI)
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Harry Dent
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BDCS
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Elevation
Christopher Hancock
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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D/ R/ Horton (DHI)
Meta Platforms (META)
Paul Mampilly
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Paramount (PARA)
Liberty Sirius (LSXMA)
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Friday File: Hiding Places?
June 17, 2022
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Big Picture / Asset Allocation
Roku (ROKU)
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
June 03, 2022
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Friday File
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
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Bill Ackman
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Costco (COST)
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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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Constellation Software (CSU/TO CNSWF)
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Friday File: Shuffling Pot Financiers
April 07, 2022
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Goosehead Insurance (GSHD)
Power REIT (PW)
Dream Finders Homes (DFH)
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Friday File: Diversifying Away From Yourself
April 01, 2022
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Altius Minerals (ALS/TO ATUSF)
Berkshire Hathaway (BRK/B)
Amazon (AMZN)
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Royal Gold (RGLD)
Altius Minerals (ALS/TO ATUSF)
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Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
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WESCO (WCC)
Markel (MKL)
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Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Activision Blizzard (ATVI)
Roku (ROKU)
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From
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Lou Basenese’s pitch regarding Amazon Project Kuiper
January 16, 2022
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Guest Articles
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Friday File: Buying at lower prices, Selling at higher risk levels
January 14, 2022
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The Trade Desk (TTD)
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Friday File: Fintech for the Lock Box
January 07, 2022
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Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
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Stocks
Blackstone Group (BX)
Trade Note
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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Kennedy Wilson (KW)
NewLake Capital Partners (NLCP)
Series I Savings Bonds
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SE, CPNG, AMZN, BABA, MELI, EBAY
October 13, 2021
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Guest Articles
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Sea Ltd (SE)
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Friday File Part 1: Fire, Tech, and “Too Big to Grow”
October 08, 2021
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Friday File
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