Checking out the best buys in the Real Money Portfolio over the past year... what can we learn from them?
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Friday File: Best of 2023
Friday File: Capital-Light Compounding and 100-Baggers
Some thoughts on serial acquirers and long-term compounding... plus a couple buys
9 Comments Read MoreFriday File: Valuation Matters… and Why Don’t I Own Apple?
How I think about valuation, with some examples large and small... plus a few other Real Money Portfolio updates
19 Comments Read MoreFriday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
Are we in a reset and a tough year... or the end of an era and a tough decade? Checking in on American Tower, Brookfield Asset Management, and others...
9 Comments Read MoreFriday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
Amazon (AMZN) is about to drop by 95%! Just kidding, but the price will fall about that much after the close tonight — the stock split they announced goes through today and will show up tomorrow in your account, if you own shares, so AMZN shareholders can expect to see 20X the number of shares […]
16 Comments Read MoreFriday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
Updates on WCC, IIPR, SHOP, SAND, ILMN and more... and maybe a new Lock Box candidate
24 Comments Read MoreFriday File: Smoke in the Box
“Strong Buy Alert” teased by Motley Fool Canada — next “Forty Dollar Frank” Stock?
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