ATVI, SFIX, BOMN Pershing and more... a stop loss and a little buying in the Real Money Portfoilo
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Friday File: Freaking Out
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Friday File: Camping, Smoking and Dreaming
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Friday File: Doc’n the Box
A new $100K Lock Box purchase, an add-on in carbon capture, and more news from the Real Money Portfolio
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Friday File: Smoke in the Box
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Friday File: Back to the Woods
A deeper dive on Camping World, plus updates on GAN, SFIX, WRAP, FUBO and more...
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Friday File: Quarterly Miscellany, including GAN, PSTH, NVDA, SE, KEYS and BOMN
Earnings Updates for the Real Money Portfolio... plus a first look at coming-public Hagerty
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Friday File: Another High Yielder to Light Up the Portfolio
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Friday File: Quarterly Pressure on Small(er) Tech, plus a few buys and speculations
Roku, Fastly, Markel, Kambi, Boston Omaha and more are covered in my Latest thoughts (and buys and sells) from the Real Money Portfolio
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Friday File: Fears Rising in a Strong Quarter
Some shifts in my insurance-related positions, plus updates from GOOG, AMZN, AMT, GSHD, Kambi, MPW, SHOP, MMM and more...
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Friday File: “Never go Down” Inflation Investments and Some Price Updates
A checkup on Pershing Square after a wild week, plus thoughts on MarketWise, Roku, Inflation, Intrusion, Intuitive Surgical, Crown Castle and more, including a few add-on buys and one stop loss...
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