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Latest News about Cloudflare (NET)
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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
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Union Pacific (UNP)
Altius Minerals (ALS/TO ATUSF)
Universal Music Group (UMG/AS UMGNF)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Brookfield Asset Management (BAM)
Toast (TOST)
Friday File
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Big Picture / Asset Allocation
Permian Basin Royalty Trust (PBT)
Trade Note
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Brookfield Asset Management (BAM)
Big Picture / Asset Allocation
Stocks
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
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Friday File
Seth Klarman
Sky Harbour (SKYH)
From
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Goosehead Insurance (GSHD)
Bill Ackman
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Sandstorm Gold (SAND SSL/TO)
Standard Bio Tools (LAB)
Textron (TXT)
From
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
ALPS Alerian MLP (AMLP)
Africa Oil (AOI/TO AOIFF)
Trade Note
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Brookfield Asset Management (BAM)
Foreign Investments
Acacia Research (ACTG)
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Trade Note
Black Stone Minerals (BSM)
Huntington Ingalls Industries (HII)
From
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Alphabet (GOOGL GOOG)
Kinsale Capital (KNSL)
EQT (EQT)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Cloudflare (NET)
Nvidia (NVDA)
Technology
From
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Nvidia (NVDA)
Howard Hughes Corp (HHC)
Power REIT (PW)
From
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Markel (MKL)
Big Picture / Asset Allocation
Camping World (CWH)
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Yacktman Fund (YACKX)
DocuSign (DOCU)
Bank of America (BAC)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Big Picture / Asset Allocation
Markel (MKL)
Wal/Mart (WMT)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
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Innovative Industrial Properties (IIPR)
Keysight (KEYS)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Blackstone Group (BX)
Brookfield Asset Management (BAM)
Construction Partners (ROAD)
From
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
SoFi
Lemonade (LMND)
$100K Lock Box
From
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Alphabet (GOOGL GOOG)
Kinsale Capital (KNSL)
Universal Display (OLED)
From
Stock Gumshoe
Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Friday File
Trump Media & Technology (DWAC SPAC)
Bill Miller
From
Stock Gumshoe
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