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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
UnitedHealth Group (UNH)
Apple (AAPL)
Vox Royalty (VOXR)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Celsius Holdings (CELH)
Dakota Gold (DC)
WIngstop (WING)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Texas Pacific Land Trust (TPL)
Sabine Royalty Trust (SBR)
Chubb (CB)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Brookfield Corp (BN)
Unity Software (U)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
CONSOL Energy (CEIX)
Brookfield Asset Management (BAM)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Goosehead Insurance (GSHD)
Dino Polska (DNP/W DNOPY)
Pershing Square
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Mitchell Rales
Pernod Ricard (RI/PA PRNDY PDRDF)
Fortive (FTV)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Textron (TXT)
Ethereum (ETH)
Trade Note
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Trade Note
Tesla Motors (TSLA)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Shopify (SHOP)
Huntington Ingalls Industries (HII)
Black Stone Minerals (BSM)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
EQT (EQT)
American Tower (AMT)
Markel (MKL)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Big Picture / Asset Allocation
Brookfield Corp (BN)
Public Storage (PSA)
From
Stock Gumshoe
Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
Tags
Boston Omaha (BOC)
NVR (NVR)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Cloudflare (NET)
Universal Display (OLED)
Friday File
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Akamai (AKAM)
Life Storage (LSI)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Costco (COST)
Keysight (KEYS)
Toast
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Alphabet (GOOGL GOOG)
Upstart Holdings (UPST)
Perimeter Solutions (PRM)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Blackstone Group (BX)
Construction Partners (ROAD)
Aker Carbon Capture (ACC/OL AKCCF)
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Lemonade (LMND)
Tencent (0700/HK TXTZF TCEHY)
LendingClub (LC)
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Rivian
Match Group (MTCH)
Electronic Arts (EA)
From
Stock Gumshoe
Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
Tags
American Tower (AMT)
The Trade Desk (TTD)
Shopify (SHOP)
From
Stock Gumshoe
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