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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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Union Pacific (UNP)
Hilton (HLT)
Friday File
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Domino's Pizza (DPZ)
WIngstop (WING)
Dakota Gold (DC)
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Friday File
Texas Pacific Land Trust (TPL)
Big Picture / Asset Allocation
From
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Dream Finders Homes (DFH)
Goosehead Insurance (GSHD)
WIngstop (WING)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Apple (AAPL)
Ulta Beauty (ULTA)
Restaurant Brands International (QSR)
From
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Celsius Holdings (CELH)
Pershing Square Holdings (PSH/AS PSHZF)
Evolution (EVO/ST EVVTY EVGGF)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Thales (HO/PA THLLY THLEF)
Royal Philips (PHG)
Stocks
From
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Black Stone Minerals (BSM)
Friday File
Africa Oil (AOI/TO AOIFF)
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Stocks
Pershing Square USA (PSUS)
Yiren Digital (YRD)
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Markel (MKL)
Dino Polska (DNP/W DNOPY)
Black Stone Minerals (BSM)
From
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Meta Platforms (META)
Sociedad Quimica y Minera de Chile (SQM)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Stocks
Big Picture / Asset Allocation
Microsoft (MSFT)
From
Stock Gumshoe
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
Tags
Cloudflare (NET)
Innovative Industrial Properties (IIPR)
Camping World (CWH)
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Cloudflare (NET)
DocuSign (DOCU)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Alphabet (GOOGL GOOG)
Par Technology (PAR)
Toast
From
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Friday File: Nibbling on the Way Down
May 13, 2022
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AFC Gamma (AFCG)
Friday File
Big Picture / Asset Allocation
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Avalara (AVLR)
Cathie Wood
Aker Carbon Capture (ACC/OL AKCCF)
From
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Amazon (AMZN)
Avalara (AVLR)
SoFi
From
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
WESCO (WCC)
Rivian
Camping World (CWH)
From
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
Tags
Miller Opportunity Trust (LGOAX)
Friday File
Crown Castle (CCI)
From
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