A New Buy for the Real Money Portfolio... plus some thoughts on Charlie Munger, Howard Marks and John Chambers.
2 Comments Read MoreFriday File: Gambling on Gambling
Friday 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
Friday File: Brookfield and Berkshire Earnings (plus a few buys and sells)
An early Thursday File this week, thanks to the holiday... more in the ongoing adventures of the Real Money Portfolio
12 Comments Read MoreFriday File: Buying a Couple Disappointments (plus quarterly updates galore)
Friday File: Insurance and Tech Earnings
Big tech earnings, fantastic insurance results, and more from the Real Money Portfoliio
4 Comments Read MoreFriday File: Royalties, Robots, Insurance and Interest Rates
Friday File: Melvin’s “$91,761 per year income stream, get in by November 8” pitch
Checking out a teaser for the Friday File... plus some Real Money Portfolio performance updates
23 Comments Read MoreFriday File: PAR, LAB, Chapters and Qurate
Some big picture blather about debt and real estate fears, and investor sentiment in general, plus two add-on buys and one new addition to the Real Money Portfolio
9 Comments Read More