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Friday File: Expensive Stocks, How Worried Should We Be?

June 30, 2023

Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?

April 14, 2023

Friday File: Big Tech Reports… Any Change to Our Thinking?

February 03, 2023

Friday File: More High Yield Speculation

January 27, 2023

China, Berkshire, and some Portfolio Updates from the Rich and Famous

November 16, 2022

Friday File: Growing WITHOUT Big Tech?

October 28, 2022

Friday File: Prophets of Doom

October 21, 2022

Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?

October 14, 2022

Friday File: Arbitrage, Deals, Discount Buys, and Another Brick in the Wall

September 02, 2022

Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…

July 29, 2022

July 26, 2022

Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…

July 22, 2022

Friday File: Selling Sigs, Buying Storage

June 24, 2022

Friday File: Hiding Places?

June 17, 2022

Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”

June 03, 2022

Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions

May 27, 2022

Friday File: Is this the Tom Hanks moment for inflation or recession?

May 20, 2022

Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week

May 06, 2022

Friday File: Shuffling Pot Financiers

April 07, 2022

Friday File: Diversifying Away From Yourself

April 01, 2022

Friday File: Nickel, Potash and Oil, Oh My!

March 11, 2022

Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…

February 04, 2022

Friday File: Finding Solace in Asset Allocation

January 21, 2022

Lou Basenese’s pitch regarding Amazon Project Kuiper

January 16, 2022

Friday File: Buying at lower prices, Selling at higher risk levels

January 14, 2022

Friday File: Fintech for the Lock Box

January 07, 2022

Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?

December 10, 2021

Friday File: One Sell, Five Buys as Earnings Season Steams Ahead

November 05, 2021

SE, CPNG, AMZN, BABA, MELI, EBAY

October 13, 2021

Friday File Part 1: Fire, Tech, and “Too Big to Grow”

October 08, 2021

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