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December 11th, 2017
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Latest News about Roku (ROKU)
Recent news which mentions Roku (ROKU)
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
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Big Picture / Asset Allocation
Oklo (OKLO)
Burford Capital (BUR)
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Friday File: Q1 Earningspalooza
May 02, 2025
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IPO
SILVER
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Amazon (AMZN)
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Friday File: Trade Desk, Roku, Kinsale and some Growth Resets
February 14, 2025
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Royal Gold (RGLD)
Vox Royalty (VOXR)
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Friday File: Odds of Success?
November 22, 2024
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Toast (TOST)
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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WESCO (WCC)
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Celsius Holdings (CELH)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Alphabet (GOOGL GOOG)
Sandstorm Gold (SAND SSL/TO)
Pershing Square USA (PSUS)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Thales (HO/PA THLLY THLEF)
Mitchell Rales
Nvidia (NVDA)
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Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
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Nvidia (NVDA)
The Trade Desk (TTD)
Roku (ROKU)
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Friday File — Creeping into Earnings Season
January 12, 2024
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GOLD
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Intuitive Surgical (ISRG)
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Friday File: Best of 2023
December 22, 2023
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Amazon (AMZN)
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Constellation Software (CSU/TO CNSWF)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Dino Polska (DNP/W DNOPY)
Big Picture / Asset Allocation
Apple (AAPL)
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Friday File: Who Deserves Patience?
September 08, 2023
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Mitek Systems (MITK)
Roku (ROKU)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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RPC Inc (RES)
Chubb (CB)
Kinsale Capital (KNSL)
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
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Primecap Odyssey Growth (POGRX)
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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
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Dino Polska (DNP/W DNOPY)
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Friday File
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Goosehead Insurance (GSHD)
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Friday File: What’s up with this Bonkers Banking Week?
March 17, 2023
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Huntington Ingalls Industries (HII)
Kennedy Wilson (KW)
Friday File
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Pilot Flying J
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Activision Blizzard (ATVI)
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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The Trade Desk (TTD)
Roku (ROKU)
Meta Platforms (META)
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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FuelPositive (NHHH/V ZNNMF)
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Friday File: What To Do With Brookfield?
December 16, 2022
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Icahn Enterprises (IEP)
Howard Marks
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Perimeter Solutions (PRM)
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Friday File: Prophets of Doom
October 21, 2022
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Home Depot (HD)
Camping World (CWH)
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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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Roku (ROKU)
David Gardner
Brookfield Asset Management (BAM)
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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)
Amazon (AMZN)
Exor (EXO/MI EXXRF)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Porter & Co/
Matt McCall
Altius Minerals (ALS/TO ATUSF)
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Friday File: Hiding Places?
June 17, 2022
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Altius Minerals (ALS/TO ATUSF)
Anglo Pacific Group (APF/L APY/TO AGPIF)
Royal Gold (RGLD)
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
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AEVA
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Biotech/Medical
Swen Lorenz
Equinox Gold (EQX/V EQXFF)
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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Friday File: Warm Blankets and Rollercoasters
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