Topic Archives: Boston Omaha (BOC)

I’m on a plane to Omaha as I finish up this week’s Friday File, ready to jump into another “Woodstock for Capitalists” weekend with the Annual Meeting for Berkshire Hathaway (BRK-B) and, more quietly, some other investor events and the Markel (MKL) Brunch. This pilgrimage often helps me to reset my thinking as a long-term […]

Merry Christmas, Happy New Year and a lovely solstice and holiday season to you, whichever traditions you choose to embrace.  It’s awfully dark and cold here in New England as the year begins to turn, and I hope you’ve got enough love and friendship to keep you warm… I’m having a nice end of the […]

Infrastructure week! Looks like there’s a big ol chunk of cash that will be rolling downhill in the coming years for all the construction companies, broadband companies, materials companies, etc. after Congress finally passed the bipartisan infrastructure bill that they’ve been sitting on for months. Certainly our roads and bridges and public transport systems and […]

I thought we’d start out today with a quick teaser solution — Altimetry, one of the Stansberry/MarketWise publishers, is selling Joel Litman’s Microcap Confidential for $2,000 (“on sale” from $5,000, naturally, no refunds), and they’re doing so by hinting at a high-potential buy… here’s the intro: “Forensic Accountant who’s been followed by the Top 10 […]

Bad news… Dream Finders Homes (DFH) did not partner up with Boston Omaha’s Yellowstone Acquisition SPAC (YSAC) to go public, as I had harbored some small hope they might… but good news, too, because DFH did go public this week, which came as a surprise to me on Thursday, since I hadn’t noticed the original […]

It’s time for part two of our Annual Review, this week I’m getting to a few of my largest holdings, including some that reported earnings recently and have had a big impact on the market. In the big picture, we’ve seen what impact a surprise event like the viral epidemic in China can cause… and […]

Comments

  • Love your Friday files. No kidding but this morning I was thinking "I wonder how old Travis is. I'm guessing he's 49." ...

  • BOMN, BUR, CSGP, DESP, DFIN, KKR, LBRDA/LBRDP, LMB, PFMT, RADI, RMNI, WCC...

  • BOMN bought their DFH position years ago, when it was private, they’re up more than 500%. What’s going on now? ...

  • You have touched on this before, but what is wrong with DFH. The chart looks horrible and I can't see BOMN touting thi...

  • $BOMN is flying!...

  • They did get an investor presentation out, belatedly, but it’s more about the investment potential of the business tha...

  • Yeah I thought for sure this was going to be BOMN as well, just based on the terminology used rather than the underlying...

  • BOMN is a company started by two guys, one a grandson of Warren Buffett, and modelled after Berkshire Hathaway. They ar...

  • Thanks to this site, I learned about BOMN, and jumped in back in approx 4 months ago a bit under $26, currently at liltt...

  • I like and own Boston Omaha (BOMN), and they do "talk the talk" kind of like great uncle Warren (though they don't highl...

  • At first blush, i thought of Boston Omaha Corp because MF does, in fact, refer to it as "baby Berkshire". Buffet's grand...

  • Yep, the hedge funds run by the two CEOs are selling some shares on behalf of (other) shareholders of those funds (about...

  • Trade Note: As I mentioned above, I had limit orders in for small additions to my positions in Roku (ROKU) and Goose...

  • I have not heard any rumors, and there has been no actual news. I expect they'll end up with something much less sexy t...

  • I covered BOMN a few weeks ago, sorry if that didn't show up properly but ...

  • Yes, but not because of PSTH. I think PSTH at $30 is absurd... if a SPAC trades at a premium, I'd much rather own the S...

  • Here is a sample for you all: SHSP, BOMN, PAR, CWH, FLGT, NCNO, API, INSP, MGNI...

  • Not really. I'd guess it will be something in the financial and/or real estate sectors, I'd particularly like to see th...

  • Trade Note Boston Omaha's (BOMN) new Special Purpose Acquisition Corp. (SPAC), call...

  • I shared my updated thoughts a couple weeks ago here: https://www.stockgumshoe.com/2020/08/friday-file-mostly-boring-rea...

  • Would anyone recommend buying BOMN at its present $16ish price? Thank you, Steve...

  • Looking to double my tiny entry position into $TIPT on Monday, liking them more than $BOMN which I sold out of last summ...

  • I add a couple of $BOMN shares in my Robinhood hobby account every time it gets close to the $24 mark. Thank you for sh...

  • Thank you for this detailed look at BOMN. I feel like I understand the company better, especially the non-billboard part...

  • Glad to hear you're planning to attend the $BOMN get together in June, would love to hear your feedback on that. It's a ...

  • And yes, I’m noticing now that Boston Omaha is down about 18% today — no news drove the shift, and that doesn’t re...

  • Boston Omaha dipped again today, any chance you're thinking of adding again or are you waiting to see if your guess that...

  • Thank you for a further detailed look in on BOMN...

  • FYI, Barron's had a note last week on BOMN that basically says what most of us have probably been thinking (the stock go...

  • Yes, both founders have been rumored to have Berkshire connections -- one is the grandnephew of Warren, the other was ru...

  • One interesting note about Boston Omaha is that one of the heads is the grandson of Warren Buffet himself....

  • And no, it's not responsible to be calling Boston Omaha a "Baby Berkshire" ... though I imagine some folks will be doing...

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