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Recent news which mentions Cloudflare (NET)
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
CSX Corp (CSX)
Lennar (LEN)
Topicus (TOI/V TOITF)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Celsius Holdings (CELH)
Friday File
WIngstop (WING)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Amazon (AMZN)
Permian Basin Royalty Trust (PBT)
Technology
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Unity Software (U)
Cloudflare (NET)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
CNH Industrial (CNHI)
Friday File
Apple (AAPL)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
The Trade Desk (TTD)
Roku (ROKU)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Amazon (AMZN)
Roku (ROKU)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Shopify (SHOP)
Friday File
Stansberry's Investment Advisory
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Trade Note
Alibaba (BABA)
ETFs or Mutual Funds
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Brookfield Asset Management (BAM)
Brookfield Corp (BN)
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
American Tower (AMT)
Alphabet (GOOGL GOOG)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Trade Note
Technology
Public Storage (PSA)
From
Stock Gumshoe
Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
Tags
Technology
Stocks
NVR (NVR)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
NVR (NVR)
Kennedy Wilson (KW)
Universal Display (OLED)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Life Storage (LSI)
Akamai (AKAM)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Berkshire Hathaway (BRK/B)
Target (TGT)
Markel (MKL)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Perimeter Solutions (PRM)
Innovative Industrial Properties (IIPR)
Power REIT (PW)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Big Picture / Asset Allocation
KKR & Co/ (KKR)
Friday File
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Upstart Holdings (UPST)
Royalty Pharmaceuticals (RPRX)
Roku (ROKU)
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Cloudflare (NET)
Friday File
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
Tags
Intel (INTC)
GAN ltd (GAN)
Advanced Micro Devices (AMD)
From
Stock Gumshoe
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