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Latest News about Roku (ROKU)
Recent news which mentions Roku (ROKU)
Friday File: Trade Desk, Roku, Kinsale and some Growth Resets
February 14, 2025
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From
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Shopify (SHOP)
Celsius Holdings (CELH)
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Friday File: Good Cloud Growth, Reassuring Underwriting
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Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
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Friday File — Creeping into Earnings Season
January 12, 2024
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GOLD
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gold
First Quantum Minerals (FM/TO FQVLF)
Royal Gold (RGLD)
From
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Friday File: Best of 2023
December 22, 2023
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Teqnion (TEQ/ST)
Evolution (EVO/ST EVVTY EVGGF)
Diageo (DEO)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Advanced Micro Devices (AMD)
Huntington Ingalls Industries (HII)
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From
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Friday File: Who Deserves Patience?
September 08, 2023
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Deterra Royalties (DRR/AX)
Gold/Precious Metals & Mining
Siemens Healthineers (SHL/DE SMMNY SEMHF)
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Softbank (SFTBY)
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
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UBER
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The Trade Desk (TTD)
GrubHub (GRUB)
Big Picture / Asset Allocation
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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
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Friday File
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Friday File: Insurance Co. Highs and Lows
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Kinsale Capital (KNSL)
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Friday File: What’s up with this Bonkers Banking Week?
March 17, 2023
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Icahn Enterprises (IEP)
Brookfield Corp (BN)
Illumina (ILMN)
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Markel (MKL)
Linde (LIN)
Wolfpack Research
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Amazon (AMZN)
John Hussman
Berkshire Hathaway (BRK/B)
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Keith Kohl
Friday File
Adyen (ADYEN/AS ADYEY ADYYF)
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Friday File: What To Do With Brookfield?
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Friday File
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Friday File: Prophets of Doom
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
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Chuck Akre
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
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Amazon (AMZN)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
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Alphabet (GOOGL GOOG)
Par Technology (PAR)
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Friday File: Hiding Places?
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Trade Note
Innovative Industrial Properties (IIPR)
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
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AEVA
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Hipgnosis Songs Fund (SONG/L HPGSF)
10X Investor
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
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Friday File: Warm Blankets and Rollercoasters
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Berkshire Hathaway (BRK/B)
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Friday File
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Friday File: Finding Solace in Asset Allocation
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Amazon (AMZN)
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Friday File: Fintech for the Lock Box
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Trade Note
Cloudflare (NET)
From
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