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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)
Danaher (DHR)
Nvidia (NVDA)
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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
U/Haul Holdings (UHAL)
Nvidia (NVDA)
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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Brookfield Corp (BN)
W/R/ Berkley (WRB)
Trade Note
From
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Friday File: Buffett, Burry and Brookfield
September 29, 2023
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Michael Burry
Autopilot
Brookfield Corp (BN)
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Friday File: Another Supermax
September 15, 2023
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Alphabet (GOOGL GOOG)
Friday File
Berkshire Hathaway (BRK/B)
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Friday File: Lock Box Check-in
September 01, 2023
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Tiptree (TIPT)
Galaxy Digital Holdings (GLXY/TO BRPHF)
Innovative Industrial Properties (IIPR)
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Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Boston Omaha (BOC)
Huntington Ingalls Industries (HII)
Adyen (ADYEN/AS ADYEY ADYYF)
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
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UBER
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Pershing Square Holdings (PSH/AS PSHZF)
Dodge & Cox Stock (DODGX)
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Friday File: Valuation Matters… and Why Don’t I Own Apple?
June 16, 2023
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Visa (V)
Atkore (ATKR)
Constellation Software (CSU/TO CNSWF)
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Bill Ackman
Boston Omaha (BOC)
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Berkshire Hathaway’s 50th Omaha Meeting
May 09, 2023
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Stocks
Friday File
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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LVMH (MC/PA LVMUY LVMHF)
Ferrari (RACE)
Exor (EXO/MI EXXRF)
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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Nvidia (NVDA)
Energy
Markel (MKL)
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Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
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Qurate Preferreds (QRTEP)
Qurate (QRTEA QRTEB)
Stocks
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Friday File: Gold, Energy Income and Fallen REITs
March 24, 2023
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Royal Gold (RGLD)
ALPS Alerian MLP (AMLP)
Income Investing
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Friday File: Royalties Worth a Buy?
March 09, 2023
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Keysight (KEYS)
Occidental Petroleum (OXY)
WESCO (WCC)
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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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Southern Copper (SCCO)
Black Stone Minerals (BSM)
Dan Ferris
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Teqnion (TEQ/ST)
Berkshire Hathaway (BRK/B)
Friday File
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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John Hussman
Friday File
Berkshire Hathaway (BRK/B)
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Friday File: More High Yield Speculation
January 27, 2023
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The Trade Desk (TTD)
Qurate Preferreds (QRTEP)
Qurate (QRTEA QRTEB)
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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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Penny Stocks
Teqnion (TEQ/ST)
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Chevron (CVX)
Third Point Offshore (TPNTF)
Intel (INTC)
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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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Chuck Akre
Compass Minerals (CMP)
Series I Savings Bonds
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Friday File: Buying a “God”
October 07, 2022
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Inflation
AdvisorShares Ranger Equity Bear ETF (HDGE)
Liquefied Natural Gas / LNG
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Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
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Life Storage (LSI)
DocuSign (DOCU)
Brookfield Asset Management (BAM)
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Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall
September 02, 2022
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Stellantis (STLA)
Pershing Square Holdings (PSH/AS PSHZF)
Trade Note
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Friday File: Revenge on Private Equity?
August 12, 2022
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Trade Note
Applovin (APP)
The Trade Desk (TTD)
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Unity Software (U)
Twist Bioscience (TWST)
Alphabet (GOOGL GOOG)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Roku (ROKU)
D/ R/ Horton (DHI)
Crown Castle (CCI)
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Moody's (MCO)
Bank of America (BAC)
Alphabet (GOOGL GOOG)
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