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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI

April 07, 2023

Friday File: Updates on Boston Omaha and Ecora

March 31, 2023

Friday File: Gold, Energy Income and Fallen REITs

March 24, 2023

Friday File: What’s up with this Bonkers Banking Week?

March 17, 2023

Friday File: Royalties Worth a Buy?

March 09, 2023

Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio

March 03, 2023

Friday File: Earnings Updates and Resets

February 24, 2023

Friday File: Hits and Misses on the Earnings Front

February 17, 2023

Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness

February 10, 2023

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

February 03, 2023

Friday File: More High Yield Speculation

January 27, 2023

Friday File Part Two: In Other News

January 20, 2023

Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction

January 13, 2023

Friday File: Advertising, Payments and Ammonia

January 06, 2023

Top Teasers of 2022

December 28, 2022

Friday File: Nibbling on High Yields

December 23, 2022

Friday File: What To Do With Brookfield?

December 16, 2022

Friday File: Pot Landlords, e-Signatures and Dog Food

December 09, 2022

Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…

November 18, 2022

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

November 16, 2022

Friday File: Elections, Inflation Shock… What to do?

November 11, 2022

Friday File: What Have I Been MOST Wrong About?

November 04, 2022

Friday File: Growing WITHOUT Big Tech?

October 28, 2022

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

October 14, 2022

Friday File: Buying a “God”

October 07, 2022

Friday File: Selling Royalties, Buying Value and Asset Management

September 23, 2022

Friday File: Inflation Protection

September 16, 2022

Early Friday File: A New Model Candidate for the Lock Box

September 07, 2022

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

September 02, 2022

Friday File: Revenge on Private Equity?

August 12, 2022

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