You’ve already heard quite a bit from me this week, since I shared the latest buy news from the $100K Lock Box portfolio yesterday… but I’ve still got a few things to share with you to close out the week… including one more add-on buy. We’ve got news from a few of our Real Money […]

Colin Tedards' Near Future Report teases: The Next NVIDIA: How to Unlock the Next Wave of AI Profits. Thinkolator answers below...

Fine, call it a "Wednesday File" -- 13F updates, a couple companies that jump out, and some thoughts about the market's vibes...

What's Bruce Kaser pitching as a way to profit from the "Rebirth of Value Investing?"

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 […]

I like David Einhorn, though I don’t know him (at least as far as I know, he was a year or two ahead of me in school, at the same University and in the same major, so perhaps we shared a beer or a study session at some point), but someone has to remind him […]

Looking at some ways to piggyback on excellent investors -- and a new personal investment

Sniffing out the solution to the "RED BULLETIN" teaser from Wall Street Daily's Publisher Series

Sleuthifying a Fool pitch for the Friday File, plus some updates on companies I own and follow

Friday File look at favorite insurers, updates on royalty companies, and thoughts on some recent quarterly results from our Universe.

Adding to a large sector bet for our latest Idea of the Month

Friday File look at a Kent Moors teaser about Australia's Arckaringa Basin ... and updates on a few faves

Markel released their earnings last night, and they were, well, typical very good Markel earnings — they actually had an above average year in some ways, with good underwriting and not much catastrophe loss and good increases in sales (written premiums). And now, after crashing to about 1.05X book value after announcing the Alterra acquisition, […]

Friday File look at Tom Dyson's tease that we can profit from "the most successful investor operating on Wall Street today"

This won’t shock you, probably, but I bought into the stock of a reinsurance company last week and, after reading up on the company some more and spending time with their filings and reports, I’m going to suggest that you take a look at this one as well. And it doesn’t hurt that, thanks to […]

I’m absolutely sure that you can find plenty of articles about David Einhorn’s presentation today at the Value Investing Congress — unlike the past couple years, he did not tear any companies apart or allege really gross misvaluations or fraud, but did present a couple shorts and a couple longs. The shorts were a repeat […]