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Recent news which mentions Cloudflare (NET)
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
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UBER
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HCM II Acquisition (HOND // SPAC to become Terrestrial Energy (IMSR)))
Union Pacific (UNP)
CSX Corp (CSX)
From
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
February 21, 2025
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Dakota Gold (DC)
Cloudflare (NET)
Celsius Holdings (CELH)
From
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Westinghouse
Technology
Chubb (CB)
From
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Alphabet (GOOGL GOOG)
PubMatic (PUBM)
Kinsale Capital (KNSL)
From
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Friday File: Who’s Buying What?
November 15, 2024
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Penn National (PENN)
Dollar General (DG)
Charter Communications (CHTR)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Dream Finders Homes (DFH)
Triple Flag Precious Metals (TFPM/TO)
Nvidia (NVDA)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Veralto (VLT)
Arcadea
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
Africa Oil (AOI/TO AOIFF)
Textron (TXT)
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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Pershing Square USA (PSUS)
WESCO (WCC)
Symbotic (SYM)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Markel (MKL)
Qurate (QRTEA QRTEB)
Broadridge Financial Solutions (BR)
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Markel (MKL)
EQT (EQT)
Roku (ROKU)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Microsoft (MSFT)
Stocks
Big Picture / Asset Allocation
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Howard Hughes Corp (HHC)
Advanced Micro Devices (AMD)
Dream Finders Homes (DFH)
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Dream Finders Homes (DFH)
WESCO (WCC)
Markel (MKL)
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Yacktman Fund (YACKX)
Akamai (AKAM)
Moody's (MCO)
From
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Toast
Friday File
Alphabet (GOOGL GOOG)
From
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Friday File: Nibbling on the Way Down
May 13, 2022
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The Trade Desk (TTD)
Brookfield Asset Management (BAM)
Friday File
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Cathie Wood
Brookfield Asset Management (BAM)
Friday File
From
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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Royalty Pharmaceuticals (RPRX)
LendingClub (LC)
Technology
From
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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Cloudflare (NET)
Amazon (AMZN)
AFC Gamma (AFCG)
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Bill Miller
Brown & Brown (BRO)
Intel (INTC)
From
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