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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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QXO (QXO)
Sky Harbour (SKYH)
Evolution (EVO/ST EVVTY EVGGF)
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Friday File: Q1 Earningspalooza
May 02, 2025
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IPO
SILVER
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Aspen Insurance (AHL)
Friday File
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Friday File: Trade Desk, Roku, Kinsale and some Growth Resets
February 14, 2025
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Royal Gold (RGLD)
Roku (ROKU)
Kinsale Capital (KNSL)
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Friday File: Odds of Success?
November 22, 2024
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Penguin Solutions (PENG) (was SMART Global)
Friday File
Toast (TOST)
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Friday File
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Advanced Micro Devices (AMD)
Apple (AAPL)
Amazon (AMZN)
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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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SoundHound AI (SOUN)
TuSimple (TSP)
Atkore (ATKR)
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Friday File — Creeping into Earnings Season
January 12, 2024
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GOLD
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Seabridge Gold (SA SEA/TO)
gold
Roku (ROKU)
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Friday File: Best of 2023
December 22, 2023
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Commodities / Natural Resources
Evolution (EVO/ST EVVTY EVGGF)
Technology
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Markel (MKL)
Huntington Ingalls Industries (HII)
Big Picture / Asset Allocation
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Friday File: Who Deserves Patience?
September 08, 2023
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Trade Note
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Boston Omaha (BOC)
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Softbank (SFTBY)
Goosehead Insurance (GSHD)
WESCO (WCC)
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
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UBER
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Intuitive Surgical (ISRG)
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GrubHub (GRUB)
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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
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Domino's Pizza (DPZ)
Amazon (AMZN)
Topicus (TOI/V TOITF)
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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W/R/ Berkley (WRB)
Sociedad Quimica y Minera de Chile (SQM)
Friday File
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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)
Friday File
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Röko
Microsoft (MSFT)
Coca Cola (KO)
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Porter Stansberry
Amazon (AMZN)
Apple (AAPL)
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Square (SQ)
Guest Articles
Toast (TOST)
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Friday File: What To Do With Brookfield?
December 16, 2022
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Trade Note
Brookfield Asset Management (BAM)
Blackstone Group (BX)
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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The Trade Desk (TTD)
Friday File
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Friday File: Prophets of Doom
October 21, 2022
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Alphabet (GOOGL GOOG)
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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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Income Investing
Ian Lance
Inflation
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Zymergen (ZY)
Roku (ROKU)
Brown & Brown (BRO)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Crown Castle (CCI)
Alphabet (GOOGL GOOG)
Deterra Royalties (DRR/AX)
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Friday File: Hiding Places?
June 17, 2022
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Anglo Pacific Group (APF/L APY/TO AGPIF)
The Trade Desk (TTD)
Sandstorm Gold (SAND SSL/TO)
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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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Pershing Square Holdings (PSH/AS PSHZF)
Sandbox Royalties
Abbvie (ABBV)
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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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Smith/Midland (SMID)
Sandstorm Gold (SAND SSL/TO)
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Friday File: Warm Blankets and Rollercoasters
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Tiptree (TIPT)
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Roku (ROKU)
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