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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
Canadian National Railway (CNI)
Sky Harbour (SKYH)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Celsius Holdings (CELH)
Friday File
WIngstop (WING)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Westinghouse
NuScale Power (SMR)
Texas Pacific Land Trust (TPL)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Dream Finders Homes (DFH)
Goosehead Insurance (GSHD)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
CONSOL Energy (CEIX)
Nike (NKE)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Pershing Square USA (PSUS)
Nvidia (NVDA)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Enovis (ENOV)
Veralto (VLT)
Danaher (DHR)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
ALPS Alerian MLP (AMLP)
Friday File
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Yiren Digital (YRD)
China
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Brookfield Corp (BN)
Qurate (QRTEA QRTEB)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Markel (MKL)
American Tower (AMT)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Public Storage (PSA)
Technology
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
Tags
Brookfield Asset Management (BAM)
Stocks
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Innovative Industrial Properties (IIPR)
Medical Properties Trust (MPW)
Royalty Pharmaceuticals (RPRX)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Paramount (PARA)
Yacktman Fund (YACKX)
Akamai (AKAM)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Par Technology (PAR)
Markel (MKL)
Technology
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Big Picture / Asset Allocation
The Trade Desk (TTD)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Construction Partners (ROAD)
Cathie Wood
KKR & Co/ (KKR)
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Technology
LendingClub (LC)
$100K Lock Box
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Camping World (CWH)
Kennedy Wilson (KW)
NewLake Capital Partners (NLCP)
From
Stock Gumshoe
Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
Tags
American Tower (AMT)
Intel (INTC)
Advanced Micro Devices (AMD)
From
Stock Gumshoe
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