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Recent news which mentions Cloudflare (NET)
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
Tickers
UBER
Tags
Uber
Boston Omaha (BOC)
Spring Valley Acquisition II (SVII)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Cloudflare (NET)
Trade Note
Celsius Holdings (CELH)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Nvidia (NVDA)
Amazon (AMZN)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Tiptree (TIPT)
Topicus (TOI/V TOITF)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
Willis Towers Watson (WLTW)
Hilton (HLT)
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Bill Ackman
Amazon (AMZN)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Pernod Ricard (RI/PA PRNDY PDRDF)
Advanced Micro Devices (AMD)
Income Investing
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Friday File
Black Stone Minerals (BSM)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Tesla Motors (TSLA)
Symbotic (SYM)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Apple (AAPL)
Brookfield Asset Management (BAM)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Brown & Brown (BRO)
Goosehead Insurance (GSHD)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Stocks
Microsoft (MSFT)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
Tags
Innovative Industrial Properties (IIPR)
Cloudflare (NET)
Howard Hughes Corp (HHC)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Innovative Industrial Properties (IIPR)
Cloudflare (NET)
Medical Properties Trust (MPW)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Cloudflare (NET)
DocuSign (DOCU)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Target (TGT)
Big Picture / Asset Allocation
Wal/Mart (WMT)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
The Trade Desk (TTD)
Upstart Holdings (UPST)
Unity Software (U)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Friday File
KKR & Co/ (KKR)
Blackstone Group (BX)
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Sea Ltd (SE)
Cloudflare (NET)
Roku (ROKU)
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Sandstorm Gold (SAND SSL/TO)
Big Picture / Asset Allocation
Friday File
From
Stock Gumshoe
Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
Tags
Alphabet (GOOGL GOOG)
Cloudflare (NET)
Trade Note
From
Stock Gumshoe
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