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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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Norfolk Southern (NSC)
CSX Corp (CSX)
Eagle Energy Metals
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Friday File
Brookfield Corp (BN)
Dakota Gold (DC)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Nvidia (NVDA)
Foreign Investments
Permian Basin Royalty Trust (PBT)
From
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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GameStop (GME)
Friday File
Unity Software (U)
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Friday File: Who’s Buying What?
November 15, 2024
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Dollar General (DG)
Bank of America (BAC)
Floor & Decor (FND)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Nvidia (NVDA)
Sandstorm Gold (SAND SSL/TO)
Goosehead Insurance (GSHD)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Friday File
American Financial Group (AFG)
Apple (AAPL)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Friday File
ALPS Alerian MLP (AMLP)
Stansberry's Investment Advisory
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Trade Note
Pershing Square
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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Advanced Micro Devices (AMD)
Brookfield Asset Management (BAM)
Trade Note
From
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Microsoft (MSFT)
Big Picture / Asset Allocation
Stocks
From
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Microsoft (MSFT)
Big Picture / Asset Allocation
Nvidia (NVDA)
From
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Brookfield Asset Management (BAM)
Pershing Square Holdings (PSH/AS PSHZF)
Advanced Micro Devices (AMD)
From
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Universal Display (OLED)
Kennedy Wilson (KW)
Dream Finders Homes (DFH)
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Friday File
Amerco (UHAL)
Chevron (CHV)
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)
Technology
Amazon (AMZN)
From
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Friday File: Nibbling on the Way Down
May 13, 2022
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Big Picture / Asset Allocation
Upstart Holdings (UPST)
Friday File
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Aker Carbon Capture (ACC/OL AKCCF)
Cloudflare (NET)
Ken Heebner
From
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Lemonade (LMND)
Technology
SoFi
From
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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Avalara (AVLR)
NewLake Capital Partners (NLCP)
Camping World (CWH)
From
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Avalara (AVLR)
Trump Media & Technology (DWAC SPAC)
American Tower (AMT)
From
Stock Gumshoe
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