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

I wrote a short note to you last weekend while I was attending the Berkshire Hathaway annual meeting, and as part of that I noted that I had taken some profits on several of my time-sensitive gold positions, including some warrants on Brazil Resources and call options on Sandstorm Gold, among others. I didn’t get […]

An Agora teaser solution and other updates for the Friday File