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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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Franco/Nevada (FNV)
Evolution (EVO/ST EVVTY EVGGF)
Pershing Square Holdings (PSH/L PSHZF)
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Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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WIngstop (WING)
Brookfield Corp (BN)
Dakota Gold (DC)
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Sabine Royalty Trust (SBR)
Chubb (CB)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
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Brookfield Corp (BN)
Dream Finders Homes (DFH)
Tiptree (TIPT)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
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American Financial Group (AFG)
Green Brick Partners (GBRK)
Seth Klarman
From
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Shopify (SHOP)
Royal Gold (RGLD)
Sandstorm Gold (SAND SSL/TO)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Enovis (ENOV)
Lockheed Martin (LMT)
Hershey (HSY)
From
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Dorchester Minerals (DMLP)
Africa Oil (AOI/TO AOIFF)
Shopify (SHOP)
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Par Technology (PAR)
Lowe's (LOW)
Markel (MKL)
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Broadridge Financial Solutions (BR)
Qurate Preferreds (QRTEP)
Brookfield Infrastructure Partners (BIP)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Cloudflare (NET)
Roku (ROKU)
EQT (EQT)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Big Picture / Asset Allocation
Friday File
Technology
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Dream Finders Homes (DFH)
Nvidia (NVDA)
Advanced Micro Devices (AMD)
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Friday File
Big Picture / Asset Allocation
Camping World (CWH)
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Liberty Sirius (LSXMA)
Moody's (MCO)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Toast
Target (TGT)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
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Perimeter Solutions (PRM)
Keysight (KEYS)
Sea Ltd (SE)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Big Picture / Asset Allocation
Ken Heebner
CGM Focus Fund (CGMFX)
From
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
$100K Lock Box
Tencent (0700/HK TXTZF TCEHY)
Trade Note
From
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Series I Savings Bonds
Power REIT (PW)
Universal Display (OLED)
From
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Bill Miller
Cloudflare (NET)
Advanced Micro Devices (AMD)
From
Stock Gumshoe
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