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More annual checkups on Real Money Portfolio stocks, including Berkshire, Kambi, GAN, Roku, Shopify, Brookfield and more...

Updates on some Insurance Disruptors, and part two of the Annual Review gets to PW, IIPR, MPW, CHWY, SFIX and more...

A couple new Real Money Portfolio positions, plus Part One of the Annual Review (and, yes, some GameStop comments)

Adding an IPO to the Real Money Portfolio, plus several other small buys and updates on Boston Omaha, Fastly, Power REIT and more...

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...

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...

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...

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...

Some more thoughts on emerging insurance disruptors, SPACs, base metal royalties, and what to do with huge winning positions in nosebleed-valuation stocks

Quarterly news from NVIDIA, Keysight, GAN and Sea... and updates on YSAC, Pershing Square, Altius, Roku and more...