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Latest News about Alphabet (GOOGL GOOG)
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Friday File: Alphabet & Growth Slowdowns and Insurance Stocks
April 26, 2024
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Friday File
Series I Savings Bonds
Evolution (EVO/ST EVVTY EVGGF)
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Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
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Friday File: A Sale after 15 Years… and A Double-Down Buy After Six Months
April 05, 2024
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Friday File: Sweet Times
March 08, 2024
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Chubb (CB)
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The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
February 12, 2024
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Friday File: Soaring Amazon, Swooning Markel, and everything in between…
February 02, 2024
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Technology
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Friday File: Best of 2023
December 22, 2023
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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
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Microsoft (MSFT)
Marsh & McLennan (MMC)
AON (AON)
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Friday File: Yet More Thoughts on NVIDIA, plus an update on some “Slumping” Holdings (including one buy)
December 01, 2023
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Nvidia (NVDA)
Cisco (CSCO)
Trade Note
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Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
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Teqnion (TEQ/ST)
Chris Mayer
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Friday File: Insurance and Tech Earnings
October 27, 2023
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Goosehead Insurance (GSHD)
Friday File
Hedging
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All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
October 09, 2023
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Palantir (PLTR)
Mobileye
Amazon (AMZN)
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Friday File: Another Supermax
September 15, 2023
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Friday File
Exor (EXO/AS EXXRF)
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Friday File: Lock Box Check-in
September 01, 2023
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Tiptree (TIPT)
KBW Property & Casualty Insurers ETF (KBWP)
Mitek Systems (MITK)
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Black Stone Minerals (BSM)
Brown & Brown (BRO)
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Friday File: WTF, NVIDIA?
May 26, 2023
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Tom Gardner
Netflix (NFLX)
Teeka Tiwari
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Friday File: Another Bet on Electrical Infrastructure
May 19, 2023
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Rule Breakers
Nvidia (NVDA)
Joe Wiesenthal
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Markel (MKL)
American Tower (AMT)
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Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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Altius Minerals (ALS/TO ATUSF)
Berkshire Hathaway (BRK/B)
Brookfield Corp (BN)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Big Picture / Asset Allocation
Brookfield Asset Management (BAM)
Alphabet (GOOGL GOOG)
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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John Hussman
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Roku (ROKU)
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Angel Publishing
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Par Technology (PAR)
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Taiwan Semiconductor (TSM)
ValueAct Capital
Barry Rosenstein
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Perimeter Solutions (PRM)
Income Investing
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Amazon (AMZN)
American Tower (AMT)
Meta Platforms (META)
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Friday File: Prophets of Doom
October 21, 2022
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Snap (SNAP)
Russell Napier
Sprott Inc/ (SII)
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
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Brookfield Asset Management (BAM)
Roku (ROKU)
Amerco (UHAL)
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Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
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GOLD
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Brown & Brown (BRO)
Life Storage (LSI)
Hipgnosis Songs Fund (SONG/L HPGSF)
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Stellantis (STLA)
Ferrari (RACE)
Ginkgo BIoworks (DNA)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Rio Tinto (RIO)
Technology
Vale S/A/ (VALE)
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