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Latest News about Roku (ROKU)
Recent news which mentions Roku (ROKU)
Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
Tags
Evolution (EVO/ST EVVTY EVGGF)
Dream Finders Homes (DFH)
Goosehead Insurance (GSHD)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Qurate Preferreds (QRTEP)
Standard Bio Tools (LAB)
Cloudflare (NET)
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Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
Tags
Encore Wire (WIRE)
ARM Holdings (ARM)
BioArctic (BIOA/B/ST BRCTF)
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Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
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Franco/Nevada (FNV)
Sandstorm Gold (SAND SSL/TO)
Roku (ROKU)
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Friday File: Best of 2023
December 22, 2023
Tags
The Trade Desk (TTD)
Shopify (SHOP)
Constellation Software (CSU/TO CNSWF)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Brookfield Corp (BN)
Friday File
Black Stone Minerals (BSM)
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Friday File: Who Deserves Patience?
September 08, 2023
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BHP Billiton (BHP)
Foreign Investments
Roku (ROKU)
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
Tags
Softbank (SFTBY)
Roku (ROKU)
Symbotic (SYM)
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
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Apple (AAPL)
Primecap Odyssey Growth (POGRX)
Dodge & Cox Stock (DODGX)
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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
Tags
The Trade Desk (TTD)
Roku (ROKU)
Chris Mayer
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Markel (MKL)
Meta Platforms (META)
Stocks
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Friday File: What’s up with this Bonkers Banking Week?
March 17, 2023
Tags
AcuityAds (AT/TO ACUIF)
Roku (ROKU)
Kennedy Wilson (KW)
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
Tags
Paramount (PARA)
Travel Centers of America (TA)
DigitalBridge (DBRG)
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
Tags
The Trade Desk (TTD)
Markel (MKL)
Meta Platforms (META)
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Square (SQ)
Par Technology (PAR)
Alphabet (GOOGL GOOG)
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Friday File: What To Do With Brookfield?
December 16, 2022
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Stem (STEM)
Blackstone Group (BX)
Zevia (ZVIA)
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Big Picture / Asset Allocation
Perimeter Solutions (PRM)
Income Investing
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Friday File: Prophets of Doom
October 21, 2022
Tags
Blackstone Group (BX)
Russell Napier
Gold/Precious Metals & Mining
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
The Trade Desk (TTD)
Roku (ROKU)
Constellation Software (CSU/TO CNSWF)
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
Tags
IronSource (IS)
Ginkgo BIoworks (DNA)
Apple (AAPL)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
Tags
Berkshire Hathaway (BRK/B)
American Tower (AMT)
Intuitive Surgical (ISRG)
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Friday File: Hiding Places?
June 17, 2022
Tags
Ginkgo BIoworks (DNA)
Franco/Nevada (FNV)
The Trade Desk (TTD)
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Biotech/Medical
Technology
Amazon (AMZN)
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
Tags
Topicus (TOI/V TOITF)
Smith/Midland (SMID)
Big Picture / Asset Allocation
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
Nvidia (NVDA)
Berkshire Hathaway (BRK/B)
WESCO (WCC)
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Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Big Picture / Asset Allocation
Amazon (AMZN)
Sea Ltd (SE)
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
Tags
AFC Gamma (AFCG)
Royalty Pharmaceuticals (RPRX)
Roku (ROKU)
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Friday File: Inflation Worries, Renewing a Hedge, and Investing in Dividend Growth
December 17, 2021
Tags
AFC Gamma (AFCG)
Sandstorm Gold (SAND SSL/TO)
Markel (MKL)
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Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
Tags
Stitch Fix (SFIX)
Friday File
Trade Note
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Friday File: Money Flows to Data Centers
November 19, 2021
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Chevron (CVX)
Galaxy Digital Holdings (GLXY/TO BRPHF)
Keppel DC REIT (AJBU/ST KPDCF)
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