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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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Burford Capital (BUR)
Boston Omaha (BOC)
Roku (ROKU)
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Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
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Evolution (EVO/ST EVVTY EVGGF)
Berkshire Hathaway (BRK/B)
American Integrity Insurance (AII)
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Friday File: Trade Desk, Roku, Kinsale and some Growth Resets
February 14, 2025
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Kinsale Capital (KNSL)
Shopify (SHOP)
Roku (ROKU)
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Friday File: Odds of Success?
November 22, 2024
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Roku (ROKU)
Penguin Solutions (PENG) (was SMART Global)
Atkore (ATKR)
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Sandstorm Gold (SAND SSL/TO)
Bill Ackman
Powell (POWL)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Pershing Square USA (PSUS)
Kinsale Capital (KNSL)
Roku (ROKU)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Enovis (ENOV)
Veralto (VLT)
Leonardo (LDO/MI FINMF FINMY)
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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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Toast (TOST)
BioArctic (BIOA/B/ST BRCTF)
ARM Holdings (ARM)
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Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
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Friday File
Sandstorm Gold (SAND SSL/TO)
Royal Gold (RGLD)
From
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Friday File: Best of 2023
December 22, 2023
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Symbotic (SYM)
DigitalBridge Preferreds
Dream Finders Homes (DFH)
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Brookfield Corp (BN)
Kinsale Capital (KNSL)
Roku (ROKU)
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Friday File: Who Deserves Patience?
September 08, 2023
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Perimeter Solutions (PRM)
Stellantis (STLA)
Siemens Healthineers (SHL/DE SMMNY SEMHF)
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Marc Lichtenfeld
Symbotic (SYM)
RPC Inc (RES)
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
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Technology
Utilities Select Sector SPDR (XLU)
Occidental Petroleum (OXY)
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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
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Roku (ROKU)
Nvidia (NVDA)
Symbotic (SYM)
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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EQT (EQT)
Kinsale Capital (KNSL)
Roku (ROKU)
From
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Friday File: What’s up with this Bonkers Banking Week?
March 17, 2023
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Brookfield Corp (BN)
Kinsale Capital (KNSL)
Roku (ROKU)
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Par Technology (PAR)
Brookfield Corp (BN)
Louisiana Pacific (LPX)
From
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Roku (ROKU)
John Hussman
Porter Stansberry
From
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Friday File
Technology & Opportunity
AmmPower (AMMP/CX AMMPF)
From
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Friday File: What To Do With Brookfield?
December 16, 2022
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Brookfield Asset Management (BAM)
Trade Note
Zevia (ZVIA)
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Income Investing
Kennedy Wilson (KW)
Markel (MKL)
From
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Friday File: Prophets of Doom
October 21, 2022
Tags
Income Investing
Gold/Precious Metals & Mining
iShares TIPS Bond ETF (TIPS)
From
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Exor (EXO/MI EXXRF)
Cathie Wood
Roku (ROKU)
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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)
Roku (ROKU)
IronSource (IS)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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EQT (EQT)
Berkshire Hathaway (BRK/B)
Comcast (CMCSA)
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Friday File: Hiding Places?
June 17, 2022
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Dream Finders Homes (DFH)
Altius Minerals (ALS/TO ATUSF)
Ginkgo BIoworks (DNA)
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Snap (SNAP)
Restaurant Brands International (QSR)
Mutual Conversion
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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
Tags
Guardant Health (GH)
Nomad Royalty (NSR/TO NSRXF)
Innovative Industrial Properties (IIPR)
From
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Berkshire Hathaway (BRK/B)
W/W/ Grainger (GWW)
Markel (MKL)
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