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Latest News about Trade Note
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Atkore (ATKR)
Powell (POWL)
Vistra (VST)
From
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Friday File: The Dumb Thing I Did This Week (plus hopefully some smarter stuff)
July 26, 2024
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Atkore (ATKR)
Markel (MKL)
Friday File
From
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Friday File: Markel Value Ideas, NVIDIA, Acacia and Booze…
June 21, 2024
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Daily Journal (DJCO)
Touk Sinantha
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From
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Friday File: Social Inflation Winner?
June 14, 2024
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Apple (AAPL)
Microsoft (MSFT)
YPF (YPF)
From
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Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
June 07, 2024
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GOLD
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Paradigm Mastermind Group
Nvidia (NVDA)
Dream Finders Homes (DFH)
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Friday File: NVIDIA, Ackman, Toast, Keysight and more…
May 31, 2024
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John Deere (DE)
Sky Harbour (SKYH)
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Tuesday File: What’s the Deal, Boston Omaha?
May 14, 2024
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Friday File
Boston Omaha (BOC)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Chapters Group (CHG/DE)
Textron (TXT)
Mitchell Rales
From
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Meta Platforms (META)
Chapters Group (CHG/DE)
Series I Savings Bonds
From
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
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Vaulted
American Tower (AMT)
Sandstorm Gold (SAND SSL/TO)
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Thursday File: A Buy and a Sell before Good Friday
March 28, 2024
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Teqnion (TEQ/ST)
Trump Media & Technology (DWAC SPAC)
Boston Omaha (BOC)
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Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
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Kering (KER/PA PPRUY PPRUF)
Clarivate (CLVT)
Novo Nordisk (NVO)
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Friday File: Acquisitions, Acacia and Intuitive
March 15, 2024
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Toast (TOST)
Equitrans (ETRN)
Friday File
From
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More Advertising for the Lock Box
March 14, 2024
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Integral Ad Science (IAS)
Trade Note
$100K Lock Box
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Friday File: Sweet Times
March 08, 2024
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Big Picture / Asset Allocation
Brookfield Corp (BN)
Travelers (TRV)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Qurate Preferreds (QRTEP)
Par Technology (PAR)
Big Picture / Asset Allocation
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Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
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Atkore (ATKR)
SoundHound AI (SOUN)
Friday File
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Stocks
Foreign Investments
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Friday File: Berkley, Bro, Deere and more…
January 26, 2024
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Altius Renewable Royalties (ARR/TO ATRWF)
CNH Industrial (CNHI)
W/R/ Berkley (WRB)
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Friday File: Dino, Berk, McCormick & Acacia
January 19, 2024
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Chapters Group (CHG/DE)
Liberty Sirius (LSXMA)
Arix Bioscience (ARIX/L)
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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Brown & Brown (BRO)
AON (AON)
Sky Harbour (SKYH)
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Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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WESCO (WCC)
Occidental Petroleum (OXY)
Brookfield Corp (BN)
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Berkshire Hathaway (BRK/B)
Constellation Software (CSU/TO CNSWF)
Hilton (HLT)
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Trade Note and More Quarterly Earnings Updates
November 13, 2023
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Friday File
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Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
November 09, 2023
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DocuSign (DOCU)
Toast (TOST)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Black Stone Minerals (BSM)
Roku (ROKU)
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Friday File: Insurance and Tech Earnings
October 27, 2023
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Markel (MKL)
Friday File
American Tower (AMT)
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Friday File: Royalties, Robots, Insurance and Interest Rates
October 20, 2023
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Royal Gold (RGLD)
Trade Note
Chubb (CB)
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Friday File: PAR, LAB, Chapters and Qurate
October 06, 2023
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W/R/ Berkley (WRB)
Markel (MKL)
Brookfield Corp (BN)
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Friday File: Battery Storage Check-In, plus a new “Hard to Buy” Stock and some REIT Updates
September 22, 2023
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Chapters Group (CHG/DE)
Topicus (TOI/V TOITF)
EQT (EQT)
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