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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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D/ R/ Horton (DHI)
BWX Technologies (BWXT)
Hilton (HLT)
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Celsius Holdings (CELH)
Toast (TOST)
Friday File
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Foreign Investments
BWX Technologies (BWXT)
Oklo (OKLO)
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Topicus (TOI/V TOITF)
Brookfield Asset Management (BAM)
Stocks
From
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Friday File: Who’s Buying What?
November 15, 2024
Tags
Universal Music Group (UMG/AS UMGNF)
Berkshire Hathaway (BRK/B)
Dollar General (DG)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Pershing Square USA (PSUS)
Alphabet (GOOGL GOOG)
Celsius Holdings (CELH)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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The Trade Desk (TTD)
Enovis (ENOV)
Stocks
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Trade Note
Qurate (QRTEA QRTEB)
Textron (TXT)
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Par Technology (PAR)
Symbotic (SYM)
Brookfield Asset Management (BAM)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Broadridge Financial Solutions (BR)
Advanced Micro Devices (AMD)
Kinsale Capital (KNSL)
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Microsoft (MSFT)
Sociedad Quimica y Minera de Chile (SQM)
Brown & Brown (BRO)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Friday File
Big Picture / Asset Allocation
Boston Omaha (BOC)
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Keysight (KEYS)
NewLake Capital Partners (NLCP)
Technology
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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inTEST (INTT)
Kennedy Wilson (KW)
WESCO (WCC)
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Public Storage (PSA)
Life Storage (LSI)
Amazon (AMZN)
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Target (TGT)
Par Technology (PAR)
Berkshire Hathaway (BRK/B)
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Friday File: Nibbling on the Way Down
May 13, 2022
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AFC Gamma (AFCG)
Big Picture / Asset Allocation
Upstart Holdings (UPST)
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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3M (MMM)
Aker Carbon Capture (ACC/OL AKCCF)
Friday File
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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Sea Ltd (SE)
Lemonade (LMND)
Tencent (0700/HK TXTZF TCEHY)
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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Stocks
Electronic Arts (EA)
Nvidia (NVDA)
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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facebook (FB)
Alphabet (GOOGL GOOG)
Bill Miller
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