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Latest News about Cloudflare (NET)
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Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
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Boston Omaha (BOC)
Pershing Square Holdings (PSH/L PSHZF)
BWX Technologies (BWXT)
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Dakota Gold (DC)
Domino's Pizza (DPZ)
WIngstop (WING)
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Sabine Royalty Trust (SBR)
Westinghouse
NuScale Power (SMR)
From
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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PubMatic (PUBM)
Digital Ocean (DOCN)
$100K Lock Box
From
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Friday File: Who’s Buying What?
November 15, 2024
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WESCO (WCC)
Nu Holdings (NU)
AGCO (AGCO)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Friday File
Dino Polska (DNP/W DNOPY)
The Trade Desk (TTD)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Qurate Preferreds (QRTEP)
Royal Philips (PHG)
Thales (HO/PA THLLY THLEF)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Bitcoin (BTC)
Qurate (QRTEA QRTEB)
Textron (TXT)
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Lowe's (LOW)
JD/com (JD)
Par Technology (PAR)
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Black Stone Minerals (BSM)
Big Picture / Asset Allocation
Huntington Ingalls Industries (HII)
From
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Kinsale Capital (KNSL)
Friday File
EQT (EQT)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Technology
Cloudflare (NET)
Nvidia (NVDA)
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Pershing Square Holdings (PSH/AS PSHZF)
Cloudflare (NET)
Advanced Micro Devices (AMD)
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
WESCO (WCC)
Cloudflare (NET)
Dream Finders Homes (DFH)
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Public Storage (PSA)
Chevron (CHV)
Paramount (PARA)
From
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Keysight (KEYS)
Amazon (AMZN)
Dream Finders Homes (DFH)
From
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Friday File: Nibbling on the Way Down
May 13, 2022
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Cloudflare (NET)
Switch (SWCH)
Dream Finders Homes (DFH)
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Friday File
3M (MMM)
KKR & Co/ (KKR)
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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Avalara (AVLR)
Amazon (AMZN)
Technology
From
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Avalara (AVLR)
Innovative Industrial Properties (IIPR)
Amazon (AMZN)
From
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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American Tower (AMT)
Cloudflare (NET)
Advanced Micro Devices (AMD)
From
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