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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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Bank of America (BAC)
Canadian National Railway (CNI)
Union Pacific (UNP)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Friday File
Dakota Gold (DC)
Trade Note
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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BWX Technologies (BWXT)
Technology
Foreign Investments
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
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Topicus (TOI/V TOITF)
Friday File
Unity Software (U)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
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Boston Omaha (BOC)
Markel (MKL)
Restaurant Brands International (QSR)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Royal Gold (RGLD)
Shopify (SHOP)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Textron (TXT)
Nvidia (NVDA)
Cloudflare (NET)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Stansberry's Investment Advisory
Black Stone Minerals (BSM)
Dorchester Minerals (DMLP)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
China
Symbotic (SYM)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Broadridge Financial Solutions (BR)
Huntington Ingalls Industries (HII)
Markel (MKL)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Meta Platforms (META)
Kinsale Capital (KNSL)
American Tower (AMT)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Huntington Ingalls Industries (HII)
Boston Omaha (BOC)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
Tags
Keysight (KEYS)
Cloudflare (NET)
NewLake Capital Partners (NLCP)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Camping World (CWH)
Universal Display (OLED)
Friday File
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Yacktman Fund (YACKX)
Third Avenue Value
Paramount (PARA)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Technology
Toast
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
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Disney (DIS)
Upstart Holdings (UPST)
Camping World (CWH)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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CGM Focus Fund (CGMFX)
Friday File
Cathie Wood
From
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
LendingClub (LC)
Royalty Pharmaceuticals (RPRX)
$100K Lock Box
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Trade Note
GlobalFoundries
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Advanced Micro Devices (AMD)
Alphabet (GOOGL GOOG)
Bill Miller
From
Stock Gumshoe
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