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Friday File: $30 “#1 Crypto Stock” Pitch… Plus Quarters from Fastly, Cloudflare, Roku, WESCO and more…
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Friday File: Insurance and Tech Updates (and buys)
Quarterly updates from Amazon, Alphabet, AJ Gallagher, Brown & Brown, Markel, Goosehead and more... buying in five stocks this week, and selling in one
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Friday File: More on Coinbase and Bitcoin, Quarters from Crown Castle and Intuitive Surgical, and more…
Three buys, one sell and a couple little speculations this week -- updates from the Real Money Portfolio
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Friday File: Benchmarked Returns, Some Clunker Updates, and Coinbase
Checking out recently weak MILE, WRAP and INTZ... plus a little buying, some updates on crypto investment valuations, and much more...
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Friday File: Par-ty Time, or a World in Decline?
Big news from PAR, plus some big-picture blatheration and a new crypto buy (and a sell), plus a new watchlist stock
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Friday File: Cheaper SPACs and a Year to Remember
A few buys in the Real Money Portfolio, plus check-ins on safer SPAC prices, quarters from BOMN and CHWY, and much more...
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Friday File: Goose in the Box
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Friday File: Annual Review Complete, plus another buy for the Lock Box
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Annual Review — The Whole Magilla (OK, Megillah)
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Friday File: Insurtech, Discounts to Book Value and more…
Another chunk of the Annual Review as we look at Metromile, Lemonade, Stitch Fix, Tiptree, DocuSign and many more...
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