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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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Constellation Software (CSU/TO CNSWF)
Lamar Advertising (LAMR)
Nucor (NUE)
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Trade Note
Brookfield Corp (BN)
Friday File
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Daily Journal (DJCO)
Nvidia (NVDA)
W/R/ Berkley (WRB)
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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)
GameStop (GME)
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Friday File: Who’s Buying What?
November 15, 2024
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Standard Bio Tools (LAB)
Roblox (RBLX)
Royal Philips (PHG)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Evolution (EVO/ST EVVTY EVGGF)
Pershing Square Holdings (PSH/AS PSHZF)
Cloudflare (NET)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Chapters Group (CHG/DE)
Pernod Ricard (RI/PA PRNDY PDRDF)
Hershey (HSY)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Toast (TOST)
Qurate Preferreds (QRTEP)
Berkshire Hathaway (BRK/B)
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Pershing Square
Tencent (0700/HK TXTZF TCEHY)
Symbotic (SYM)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Qurate Preferreds (QRTEP)
Brookfield Corp (BN)
Friday File
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Stocks
Markel (MKL)
Big Picture / Asset Allocation
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Brookfield Corp (BN)
Microsoft (MSFT)
Friday File
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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)
NVR (NVR)
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Royalty Pharmaceuticals (RPRX)
NVR (NVR)
Amerco (UHAL)
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Friday File
Berkshire Hathaway (BRK/B)
Amerco (UHAL)
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Toast
Par Technology (PAR)
Alphabet (GOOGL GOOG)
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Friday File: Nibbling on the Way Down
May 13, 2022
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The Trade Desk (TTD)
Sea Ltd (SE)
Power REIT (PW)
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Blackstone Group (BX)
Brookfield Asset Management (BAM)
Construction Partners (ROAD)
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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AFC Gamma (AFCG)
Friday File
Upstart Holdings (UPST)
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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Friday File
Rivian
AFC Gamma (AFCG)
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Trade Note
Brown & Brown (BRO)
facebook (FB)
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