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Latest News about Shopify (SHOP)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
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Friday File: Best of 2023
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
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Friday File: Earnings Hits and Misses
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Markel (MKL)
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Friday File — WESCO, Icahn and more…
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Friday File: Hits and Misses on the Earnings Front
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
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Friday File: A Couple Buys on Reentry
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
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Friday File: Off to Omaha
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Friday File: Culling at the Bottom of the Portfolio
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Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
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Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
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Friday File: Finding Solace in Asset Allocation
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