A hodgepodge for you today, including one new buy as well as updates on RPRX, ROKU, SFIX, TDOC, OKTA, GAN, CCI, SPLK, FSLY and more...
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Friday File: Real World Research, M&A, Beat and Raise Quarters, and Reader Questions
Friday File: A Little More Arbitrage, Plus Berkshire, Shopify, Starbucks and other Updates
Thanks so much to the new folks who’ve joined us as Irregulars this week — we’re midway through our annual charitable membership drive, and it’s looking pretty good… I’m hoping we can get our totals up to last year’s numbers, and we’re almost halfway there with a donation pile of close to $6,000 now. That’s […]
38 Comments Read MoreFriday File: Turmoil in Tech-Land, earningspalooza continues, plus some small buys and a couple new watchlist stocks
Moving the deck chairs around at the top of the Real Money Portfolio, particularly in big tech... plus some new life insurance watchlist stocks, and earnings news from Hershey, Starbucks, Qualcomm, CoreSite and so many more...
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