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mikekydd

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On Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Posted on February 12, 2023

That green comment button lurking on my screen is .........annoying![...]

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On Friday File: Hard to buy... but worth it? A New Addition to the Lock Box Portfolio
Posted on January 21, 2023

Constellation Software spinoff Topicus (TOI.V, TOITF, also in the Lox Box Portfolio) Interesting addition. My LOX boxes usually just have bagels and cream cheese to eat with the lox. ; )[...]

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On Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Posted on January 17, 2023

Can anyone help me find cusip numbers or other identifiers for the Trulieve and Cureleaf bonds mentioned?[...]

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On Friday File: What Have I Been MOST Wrong About?
Posted on November 5, 2022

Who didnt love and fall for the whole ROKU story? I really like the product and the stock was a rocket. I happily read your love letters to ROKU and wanted to own the stock, but holy cow Batman, it always seemed so crazy expensive. I finally started acc[...]

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On Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies... Growth... Income?
Posted on October 15, 2022

Huh?![...]

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On Friday File: Buying a "God"
Posted on October 9, 2022

I think he's trying to NOT look at them. Especially on days like Friday. ¯_(ツ)_/¯[...]

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On "Will This New Vehicle Take Over the Exploding EV Industry?"
Posted on July 21, 2022

Appealing? Ha. Nothing Abeyta recommends is appealing unless one is looking for short ideas. An Empire premium pick from early last year--Voyager--is now in bankruptcy. Enrique was pounding the tables to buy this. "ITS GOING TO $100!!" Recently he ad[...]

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