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Latest News about Cloudflare (NET)
Recent news which mentions Cloudflare (NET)
Friday File: Berkshire and some Mini-Berkshire Hopefuls (past and future?)
August 14, 2025
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Friday File: Retail and Restaurant Growth Surprises, Good and Bad
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Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
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Friday File: Finally Sealing the Lock Box
January 03, 2025
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Schrodinger (SDGR)
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From
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Friday File: Who’s Buying What?
November 15, 2024
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Capital One (COF)
Berkshire Hathaway (BRK/B)
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Sandstorm Gold (SAND SSL/TO)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Income Investing
Technology
Enovis (ENOV)
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
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Black Stone Minerals (BSM)
Par Technology (PAR)
Trade Note
From
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Friday File: Brookfield, WESCO, Pershing and China
February 09, 2024
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WESCO (WCC)
Pershing Square USA (PSUS)
Yiren Digital (YRD)
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Shopify (SHOP)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Markel (MKL)
EQT (EQT)
Microsoft (MSFT)
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Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
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Public Storage (PSA)
Brookfield Corp (BN)
Friday File
From
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Friday File: Updates from Keysight, NVIDIA, Cloudflare and more…
November 18, 2022
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Boston Omaha (BOC)
Innovative Industrial Properties (IIPR)
Keysight (KEYS)
From
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Universal Display (OLED)
inTEST (INTT)
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Big Picture / Asset Allocation
Davita (DVA)
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Target (TGT)
Par Technology (PAR)
Big Picture / Asset Allocation
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Friday File: Nibbling on the Way Down
May 13, 2022
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Disney (DIS)
Power REIT (PW)
Upstart Holdings (UPST)
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Big Picture / Asset Allocation
Ken Heebner
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Friday File: Fintech for the Lock Box
January 07, 2022
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SOFI
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LendingClub (LC)
Technology
Roku (ROKU)
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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GlobalFoundries
Camping World (CWH)
Innovative Industrial Properties (IIPR)
From
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Friday File: Trump Media, Cloudflare, GAN, Match and more…
October 22, 2021
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Miller Opportunity Trust (LGOAX)
Intel (INTC)
Brown & Brown (BRO)
From
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