More annual checkups on Real Money Portfolio stocks, including Berkshire, Kambi, GAN, Roku, Shopify, Brookfield and more...
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Friday File: Annual Review Part Three
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Friday File: I Can’t Believe it, but Two MORE Buys
Updates on some Insurance Disruptors, and part two of the Annual Review gets to PW, IIPR, MPW, CHWY, SFIX and more...
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Friday File: Some Buys Beyond the Games
A couple new Real Money Portfolio positions, plus Part One of the Annual Review (and, yes, some GameStop comments)
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Friday File: Dreaming of NVR
Adding an IPO to the Real Money Portfolio, plus several other small buys and updates on Boston Omaha, Fastly, Power REIT and more...
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Friday File: A New Cyclical Buy
Adding a distributor to the Real Money Portfolio, plus a few more buys and sells, thoughts on Lemonade, Intuitive Surgical, Pershing Square and many more...
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Friday File: Happy (?) New Year!
What's happening with our Real Money Portfolio as we start the year? Updates on Roku, AerSale, The Trade Desk, Power REIT, GAN and many more...
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Friday File: Adding a Dividend Grower, Getting More Risk-Averse
A couple new buys in the Real Money Portfolio this week, plus updates on Equinox, GAN, some stop loss orders in high fliers, and many more...
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Friday File: We’re All Speculators Now
Reducing some leverage in some names, and buying a little more equity in others in our latest Real Money Portfolioupdate -- with updates on CHWY, SFIX, YSAC, ROKU, VSBLTY and dozens more...
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Friday File: Lemonade, Handling Success, and a Couple New Watchlist Stocks
Some more thoughts on emerging insurance disruptors, SPACs, base metal royalties, and what to do with huge winning positions in nosebleed-valuation stocks
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Friday File: SPACs, Big news from GAN, and a new Watchlist Stock
Quarterly news from NVIDIA, Keysight, GAN and Sea... and updates on YSAC, Pershing Square, Altius, Roku and more...
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