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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
Altius Minerals (ALS/TO ATUSF)
Union Pacific (UNP)
CSX Corp (CSX)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Brookfield Corp (BN)
Friday File
Toast (TOST)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
NuScale Power (SMR)
Sabine Royalty Trust (SBR)
Westinghouse
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Brookfield Asset Management (BAM)
Stocks
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
Greenlight Capital Re (GLRE)
Restaurant Brands International (QSR)
Stellantis (STLA)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Shopify (SHOP)
Evolution (EVO/ST EVVTY EVGGF)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Textron (TXT)
Nvidia (NVDA)
Arcadea
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Qurate Preferreds (QRTEP)
Berkshire Hathaway (BRK/B)
Friday File
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Friday File
Brookfield Corp (BN)
Symbotic (SYM)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Friday File
Kinsale Capital (KNSL)
Qurate Preferreds (QRTEP)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Big Picture / Asset Allocation
Markel (MKL)
Stocks
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Trade Note
Huntington Ingalls Industries (HII)
Life Storage (LSI)
From
Stock Gumshoe
Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
Tags
Keysight (KEYS)
Innovative Industrial Properties (IIPR)
Technology
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Amerco (UHAL)
NVR (NVR)
Royalty Pharmaceuticals (RPRX)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Moody's (MCO)
Alphabet (GOOGL GOOG)
Verisign (VRSN)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Alphabet (GOOGL GOOG)
Target (TGT)
Costco (COST)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Disney (DIS)
Big Picture / Asset Allocation
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Ark Innovation ETF (ARKK)
KKR & Co/ (KKR)
Friday File
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
AFC Gamma (AFCG)
Tencent (0700/HK TXTZF TCEHY)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
AcuityAds (AT/TO ACUIF)
Activision Blizzard (ATVI)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
Tags
Cloudflare (NET)
American Tower (AMT)
Advanced Micro Devices (AMD)
From
Stock Gumshoe
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