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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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NuScale Power (SMR)
Howard Hughes Holdings (HHH)
Chipotle Mexican Grill (CMG)
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)
Toast (TOST)
Friday File
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Amazon (AMZN)
Oklo (OKLO)
Trade Note
From
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Kinsale Capital (KNSL)
Friday File
Brookfield Corp (BN)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Universal Music Group (UMG/AS UMGNF)
Alphabet (GOOGL GOOG)
Royal Philips (PHG)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Nvidia (NVDA)
Sandstorm Gold (SAND SSL/TO)
Toast (TOST)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Chapters Group (CHG/DE)
Hershey (HSY)
Enovis (ENOV)
From
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Bitcoin (BTC)
Textron (TXT)
cryptocurrencies
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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ETFs or Mutual Funds
WESCO (WCC)
Cloudflare (NET)
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Dino Polska (DNP/W DNOPY)
Qurate (QRTEA QRTEB)
Brookfield Infrastructure Partners (BIP)
From
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Markel (MKL)
Stocks
Big Picture / Asset Allocation
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Friday File
Microsoft (MSFT)
Brookfield Corp (BN)
From
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Technology
NewLake Capital Partners (NLCP)
Dream Finders Homes (DFH)
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Universal Display (OLED)
Kennedy Wilson (KW)
Medical Properties Trust (MPW)
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Amazon (AMZN)
HP Inc/ (HPQ)
Apple (AAPL)
From
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Alphabet (GOOGL GOOG)
Berkshire Hathaway (BRK/B)
Target (TGT)
From
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Friday File: Nibbling on the Way Down
May 13, 2022
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Alphabet (GOOGL GOOG)
Perimeter Solutions (PRM)
Upstart Holdings (UPST)
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Ken Heebner
Big Picture / Asset Allocation
Trade Note
From
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Cloudflare (NET)
Technology
Amazon (AMZN)
From
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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Camping World (CWH)
Royal Gold (RGLD)
Electronic Arts (EA)
From
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Match Group (MTCH)
The Trade Desk (TTD)
Intel (INTC)
From
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