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Latest News about Cloudflare (NET)
Recent news which mentions Cloudflare (NET)
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
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Berkshire Hathaway (BRK/B)
Howard Hughes Holdings (HHH)
Markel (MKL)
From
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Brookfield Asset Management (BAM)
Friday File
Dakota Gold (DC)
From
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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
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Stocks
Kinsale Capital (KNSL)
Unity Software (U)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Flutter (PDYPY)
AGCO (AGCO)
Friday File
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Alphabet (GOOGL GOOG)
Franco/Nevada (FNV)
Roku (ROKU)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Fortive (FTV)
Amazon (AMZN)
Apple (AAPL)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Africa Oil (AOI/TO AOIFF)
EQT (EQT)
Berkshire Hathaway (BRK/B)
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
WESCO (WCC)
China
JD/com (JD)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Advanced Micro Devices (AMD)
Huntington Ingalls Industries (HII)
Black Stone Minerals (BSM)
From
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Alphabet (GOOGL GOOG)
Sociedad Quimica y Minera de Chile (SQM)
Meta Platforms (META)
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Nvidia (NVDA)
Technology
Brookfield Asset Management (BAM)
From
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Stocks
Friday File
Advanced Micro Devices (AMD)
From
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Friday File
Markel (MKL)
Royalty Pharmaceuticals (RPRX)
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Berkshire Hathaway (BRK/B)
American Express (AXP)
Fastly (FSLY)
From
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Cloudflare (NET)
Toast
Par Technology (PAR)
From
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Friday File: Nibbling on the Way Down
May 13, 2022
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Disney (DIS)
Perimeter Solutions (PRM)
Sea Ltd (SE)
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Ark Innovation ETF (ARKK)
Brookfield Asset Management (BAM)
Aker Carbon Capture (ACC/OL AKCCF)
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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LendingClub (LC)
Royalty Pharmaceuticals (RPRX)
Friday File
From
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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Friday File
AFC Gamma (AFCG)
Series I Savings Bonds
From
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Bill Miller
Brown & Brown (BRO)
Match Group (MTCH)
From
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