Friday File: Acquisitions, Acacia and Intuitive
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Adding our first "brand new" position to the $100K Lock Box Portfolio in over a year...
5 Comments Read MoreFriday File: Sweet Times
Three buys in the Real Money Portfolio this week, including two new stocks... plus we join the "is it a bubble" discussion already in progress...
14 Comments Read MoreFriday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
Plus quarterly updates on PAR, SHOP, NET and more from the Real Money Portfolio... and some cryptocurrency thoughts
32 Comments Read MoreFriday(ish) File: NVIDIA, Teqnion and more…
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
Friday File: Brookfield, WESCO, Pershing and China
Friday File: Soaring Amazon, Swooning Markel, and everything in between…
Updates following earnings for many of our Real Money Portfolio companies, particularly in tech and insurance
21 Comments Read MoreFriday File: Berkley, Bro, Deere and more…
Friday File: Dino, Berk, McCormick & Acacia
A "cheaper than its cash" buy in the Real Money Portfolio, plus a watchlist update and another add-on purchase
12 Comments Read More