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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
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UBER
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GSR III Acquisition (GSRT // SPAC to become Terra Innovatum (NKLR))
D/ R/ Horton (DHI)
Eagle Energy Metals
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Celsius Holdings (CELH)
Toast (TOST)
Brookfield Corp (BN)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Technology
NuScale Power (SMR)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
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Tiptree (TIPT)
Cloudflare (NET)
Topicus (TOI/V TOITF)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Brookfield Asset Management (BAM)
Clarivate (CLVT)
CNH Industrial (CNHI)
From
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Toast (TOST)
Pershing Square USA (PSUS)
Shopify (SHOP)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Huntington Ingalls Industries (HII)
Standard Bio Tools (LAB)
Friday File
From
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Par Technology (PAR)
Qurate Preferreds (QRTEP)
Cloudflare (NET)
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Friday File
Markel (MKL)
Pershing Square
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Big Picture / Asset Allocation
Kinsale Capital (KNSL)
Qurate (QRTEA QRTEB)
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Kinsale Capital (KNSL)
American Tower (AMT)
Stocks
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Technology
Nvidia (NVDA)
Brookfield Asset Management (BAM)
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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NVR (NVR)
NewLake Capital Partners (NLCP)
Brookfield Asset Management (BAM)
From
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Big Picture / Asset Allocation
Kennedy Wilson (KW)
Royalty Pharmaceuticals (RPRX)
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Moody's (MCO)
Yacktman Fund (YACKX)
Friday File
From
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Berkshire Hathaway (BRK/B)
Friday File
Markel (MKL)
From
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Friday File: Nibbling on the Way Down
May 13, 2022
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Friday File
AFC Gamma (AFCG)
The Trade Desk (TTD)
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Big Picture / Asset Allocation
Ken Heebner
3M (MMM)
From
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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$100K Lock Box
Amazon (AMZN)
Avalara (AVLR)
From
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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Kinsale Capital (KNSL)
Stocks
AcuityAds (AT/TO ACUIF)
From
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Snap (SNAP)
Intel (INTC)
Avalara (AVLR)
From
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