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Latest News about Roku (ROKU)
Recent news which mentions Roku (ROKU)
Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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The Trade Desk (TTD)
Cloudflare (NET)
Textron (TXT)
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Stock Gumshoe
Friday File: Big Ups and Downs — Who’s Still a Buy, Who’s a Sell, What Have we Learned?
February 16, 2024
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WESCO (WCC)
Toast (TOST)
ARM Holdings (ARM)
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Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
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Par Technology (PAR)
Sandstorm Gold (SAND SSL/TO)
Qurate Preferreds (QRTEP)
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Friday File: Best of 2023
December 22, 2023
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Technology
BioArctic (BIOA/B/ST BRCTF)
Brown/Forman (BFB BFA)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Qurate (QRTEA QRTEB)
Qurate Preferreds (QRTEP)
Big Picture / Asset Allocation
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Friday File: Who Deserves Patience?
September 08, 2023
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Friday File
Mitek Systems (MITK)
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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Alphabet (GOOGL GOOG)
RPC Inc (RES)
WESCO (WCC)
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Big Picture / Asset Allocation
Marc Lichtenfeld
Uber
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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
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Chris Mayer
The Trade Desk (TTD)
Topicus (TOI/V TOITF)
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Kinsale Capital (KNSL)
Friday File
Goosehead Insurance (GSHD)
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Friday File: What’s up with this Bonkers Banking Week?
March 17, 2023
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Markel (MKL)
Icahn Enterprises (IEP)
Huntington Ingalls Industries (HII)
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Kinsale Capital (KNSL)
Friday File
Brookfield Corp (BN)
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Boston Omaha (BOC)
Markel (MKL)
The Trade Desk (TTD)
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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FuelPositive (NHHH/V ZNNMF)
Guest Articles
The Trade Desk (TTD)
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Friday File: What To Do With Brookfield?
December 16, 2022
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Zevia (ZVIA)
Stem (STEM)
Trade Note
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Innovative Industrial Properties (IIPR)
Alphabet (GOOGL GOOG)
Kennedy Wilson (KW)
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Friday File: Prophets of Doom
October 21, 2022
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Home Depot (HD)
Sprott Inc/ (SII)
Meta Platforms (META)
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
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Ian Lance
Morgan Housel
Johnson Controls (JCI)
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Friday File
Amazon (AMZN)
Wal/Mart (WMT)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Perimeter Solutions (PRM)
Meta Platforms (META)
Energy
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Friday File: Hiding Places?
June 17, 2022
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Amazon (AMZN)
Friday File
Franco/Nevada (FNV)
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
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Electronic Arts (EA)
Amazon (AMZN)
Royalty Pharmaceuticals (RPRX)
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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
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Innovative Industrial Properties (IIPR)
Sandstorm Gold (SAND SSL/TO)
Trade Note
From
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Sandstorm Gold (SAND SSL/TO)
Fastly (FSLY)
Keysight (KEYS)
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Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Friday File
Match Group (MTCH)
Amazon (AMZN)
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Friday File: Fintech for the Lock Box
January 07, 2022
Tickers
SOFI
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Amazon (AMZN)
Friday File
Avalara (AVLR)
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Friday File: Inflation Worries, Renewing a Hedge, and Investing in Dividend Growth
December 17, 2021
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Universal Electronics (UIEC)
3M (MMM)
Perimeter Solutions (PRM)
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Friday File: Pandemic Darlings Continue to Fall on Hard Times… which are worth buying?
December 10, 2021
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Blackstone Group (BX)
Trade Note
Stitch Fix (SFIX)
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Friday File: Money Flows to Data Centers
November 19, 2021
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Roblox (RBLX)
Sandstorm Gold (SAND SSL/TO)
Stocks
From
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Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
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Match Group (MTCH)
Nvidia (NVDA)
Kinsale Capital (KNSL)
From
Stock Gumshoe
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