Checking up on an Agora pot teaser, plus some Real Money Portfolio updates
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Friday File: “Anheuser-Busch has their sights on one specific microcap marijuana company.”
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Friday File: Two Sell/Buy Simplifications in Mining, plus more Buffett, a Dating Trade, and thoughts on a dozen other holdings
A few minor Real Money Portfolio trades, plus updates on Aptiv, Berkshire, Clean TeQ, CoreSite, eCobalt, Estre Ambiental, Facebook, Fairfax, JD.com, Kennedy-Wilson, Ligand, Match, Maverix, Medical Properties Trust, Qualcomm, Sandstorm, Shopify, Square, Skyworks, and Xylem... phew!
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Graham Centre Value Investing Conference: Buying “Value” in Real Estate
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Friday File, Part Three: India (Fairfax India and Graham Value Conference notes and thoughts)
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Friday File Part Two – Portfolio News and Updates (GOOG, SPACs, IQ, FB, INTC, SWKS, MKL)
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Friday File Part One: Visit to the Thawing North, and a Few Buys (and sells)
Notes from the Fairfax Financial Annual Meeting (plus sum-up of a bunch of transactions -- more coming in separate posts this week)
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Friday File, Part One: Fairfax, Columbia, IIPR and some Random Thoughts
No Transactions in the Real Money Portfolio this week, but thoughts on Fairfax Financial and Fairfax India, Innovative Industrial Properties, and Columbia Financial
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Friday File, Part Two: Grant’s Conference Notes
Thoughts on the big picture, plus inflation, bitcoin, life insurers, closed-end funds, gold and more from the Spring Grant's Conference
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Friday File: Another Netflix Wanna-be, plus BOMN and NVDA updates
Adding one new stock to the Real Money Portfolio, plus some add-on buys... and updates on Boston Omaha, NVIDIA, Alphabet, Facebook, and more...
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Friday File: Tesla, Facebook, India and Marijuana… Disjointed Thoughts Following a Disruptive Week
Two buys in the Real Money Portfolio, plus thoughts on Naspers, NVIDIA, IIPR, Fairfax India, Berkshire and General Electric, among others...
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