A "cheaper than its cash" buy in the Real Money Portfolio, plus a watchlist update and another add-on purchase
12 Comments Read MoreFriday File: Dino, Berk, McCormick & Acacia
Friday File — Creeping into Earnings Season
Musing about sentiment and 2024 forecasts, plus some updates on Intuitive Surgical and our gold plays
13 Comments Read MoreFriday File: Fill up your Snifter
Friday File: Best of 2023
Checking out the best buys in the Real Money Portfolio over the past year... what can we learn from them?
9 Comments Read MoreHow to enter a stock position in a stepwise fashion in a foreign small company – questions about EVO.ST
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
A little pointless forecasting, plus answers to reader questions and a trade update or two
15 Comments Read MoreFriday File: Gambling on Gambling
A New Buy for the Real Money Portfolio... plus some thoughts on Charlie Munger, Howard Marks and John Chambers.
2 Comments Read MoreFriday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
Friday File: Capital-Light Compounding and 100-Baggers
Some thoughts on serial acquirers and long-term compounding... plus a couple buys
9 Comments Read MoreTrade Note and More Quarterly Earnings Updates