Some big picture thoughts, news about PAR and our insurance companies... and a possible hedge against the social inflation those insurers are grappling with. Plus, sure, Apple announced some AI stuff...
8 Comments Read MoreFriday File: Social Inflation Winner?
Friday File: Altucher’s AiPhone Story, Homes, Nukes and, yes, more NVIDIA Chatter
A quick teaser solution... plus updates on trades in AI and obesity... plus three new buys in the Real Money Portfolio this week...
19 Comments Read MoreFriday File: NVIDIA, Ackman, Toast, Keysight and more…
Friday File: Thoughts on the Markel Reunion… and Valuation
Friday File: Beating Buffett to his “Secret” Stock?
Berkshire Makes a Buy, Plus Some Updates on Boston Omaha, Acacia, and a Watchlist stock whose earnings might be bottoming out...
5 Comments Read MoreTuesday File: What’s the Deal, Boston Omaha?
Answering the reader question, "So Travis, what are you doing after this Boston Omaha news?"
16 Comments Read MoreFriday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure
Lots of quarterly updates from some of our larger holdings... and reassurance from a couple of our small and new ones.
15 Comments Read MoreFriday File: Good Cloud Growth, Reassuring Underwriting
Quarterly updates from some of our larger technology and insurance holdings... and a few "boring" buys
4 Comments Read MoreFriday File: Alphabet & Growth Slowdowns and Insurance Stocks
Friday File: Intuitive Reports, plus some more Preferreds for the uneasy