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Latest News about The Trade Desk (TTD)
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Friday File: Lock Box Check-in
September 01, 2023
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Markel (MKL)
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Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
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Symbotic (SYM)
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Teqnion (TEQ/ST)
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Friday File: WTF, NVIDIA?
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Friday File: Moving up in Quality
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Friday File: Hits and Misses on the Earnings Front
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Friday File: More High Yield Speculation
January 27, 2023
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Friday File
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Friday File: What Have I Been MOST Wrong About?
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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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Friday File: Revenge on Private Equity?
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Friday File
Amazon (AMZN)
Wal/Mart (WMT)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Intuitive Surgical (ISRG)
Biotech/Medical
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Microsoft (MSFT)
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Shopify (SHOP)
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Friday File: Hiding Places?
June 17, 2022
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
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AEVA
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Sandstorm Gold (SAND SSL/TO)
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Friday File: Nibbling on the Way Down
May 13, 2022
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Teaser Tracking Update — 2022 Spreadsheet Now Live
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Friday File
Annual Review
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Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Electronic Arts (EA)
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Friday File: Buying at lower prices, Selling at higher risk levels
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AFC Gamma (AFCG)
Power REIT (PW)
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Friday File: DocuSign Craters… What to Do?
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Friday File: Metaverse Gainers, Quarterly Updates and more…
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Royalty Pharmaceuticals (RPRX)
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Advanced Micro Devices (AMD)
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Friday File: Freaking Out
September 24, 2021
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