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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
Nano Nuclear (NNE)
Uber
Markel (MKL)
From
Stock Gumshoe
Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
Tags
Cloudflare (NET)
Celsius Holdings (CELH)
WIngstop (WING)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Oklo (OKLO)
Amazon (AMZN)
Trade Note
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Domino's Pizza (DPZ)
Tiptree (TIPT)
WIngstop (WING)
From
Stock Gumshoe
Friday File: Who’s Buying What?
November 15, 2024
Tags
David Einhorn
Boston Omaha (BOC)
Exor (EXO/AS EXXRF)
From
Stock Gumshoe
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Celsius Holdings (CELH)
Cloudflare (NET)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
Tags
Chapters Group (CHG/DE)
Hershey (HSY)
Enovis (ENOV)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Toast (TOST)
Qurate Preferreds (QRTEP)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
Tags
Tesla Motors (TSLA)
China
Tencent (0700/HK TXTZF TCEHY)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Shopify (SHOP)
Advanced Micro Devices (AMD)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Alphabet (GOOGL GOOG)
Kinsale Capital (KNSL)
Friday File
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Brookfield Corp (BN)
Friday File
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
Tags
Friday File
Nvidia (NVDA)
Howard Hughes Corp (HHC)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Markel (MKL)
Big Picture / Asset Allocation
Camping World (CWH)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Bank of America (BAC)
Yacktman Fund (YACKX)
DocuSign (DOCU)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Technology
Dream Finders Homes (DFH)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Keysight (KEYS)
Innovative Industrial Properties (IIPR)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Blackstone Group (BX)
Brookfield Asset Management (BAM)
Construction Partners (ROAD)
From
Stock Gumshoe
Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
Technology
Cloudflare (NET)
Avalara (AVLR)
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Avalara (AVLR)
Amazon (AMZN)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
Tags
Intel (INTC)
GAN ltd (GAN)
Crown Castle (CCI)
From
Stock Gumshoe
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