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Latest News about Roku (ROKU)
Recent news which mentions Roku (ROKU)
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
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Friday File
QXO (QXO)
Burford Capital (BUR)
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Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
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Aspen Insurance (AHL)
silver
Evolution (EVO/ST EVVTY EVGGF)
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Friday File: Trade Desk, Roku, Kinsale and some Growth Resets
February 14, 2025
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Shopify (SHOP)
Technology
Royal Gold (RGLD)
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Friday File: Odds of Success?
November 22, 2024
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Roku (ROKU)
Penguin Solutions (PENG) (was SMART Global)
Royal Gold (RGLD)
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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Powell (POWL)
Symbotic (SYM)
Trade Note
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
July 12, 2024
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Pershing Square
Triple Flag Precious Metals (TFPM/TO)
Royal Gold (RGLD)
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Textron (TXT)
Cloudflare (NET)
Advanced Micro Devices (AMD)
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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
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BioArctic (BIOA/B/ST BRCTF)
Trade Note
Kinsale Capital (KNSL)
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Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
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Royal Gold (RGLD)
Par Technology (PAR)
Franco/Nevada (FNV)
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Friday File: Best of 2023
December 22, 2023
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Atkore (ATKR)
Unity Software (U)
Fluence
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Apple (AAPL)
Trade Note
Qurate Preferreds (QRTEP)
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Friday File: Who Deserves Patience?
September 08, 2023
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Rio Tinto (RIO)
Deterra Royalties (DRR/AX)
CNH Industrial (CNHI)
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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Friday File
EQT (EQT)
Marc Lichtenfeld
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
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ALPS Alerian MLP (AMLP)
Intuitive Surgical (ISRG)
Berkshire Hathaway (BRK/B)
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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
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Teqnion (TEQ/ST)
Brown & Brown (BRO)
Friday File
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Meta Platforms (META)
Friday File
EQT (EQT)
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Friday File: What’s up with this Bonkers Banking Week?
March 17, 2023
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AcuityAds (AT/TO ACUIF)
Friday File
Brookfield Corp (BN)
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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American Express (AXP)
Brookfield Asset Management (BAM)
Air Products & Chemicals (APD)
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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Berkshire Hathaway (BRK/B)
Apple (AAPL)
The Trade Desk (TTD)
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Technology & Opportunity
Alphabet (GOOGL GOOG)
The Trade Desk (TTD)
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Friday File: What To Do With Brookfield?
December 16, 2022
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Howard Marks
Zevia (ZVIA)
Stem (STEM)
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Roku (ROKU)
Kennedy Wilson (KW)
Markel (MKL)
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Friday File: Prophets of Doom
October 21, 2022
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Income Investing
Construction Partners (ROAD)
Atkore (ATKR)
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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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DigitalBridge (DBRG)
Brown & Brown (BRO)
Morgan Housel
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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LVMH (MC/PA LVMUY LVMHF)
Roku (ROKU)
Shopify (SHOP)
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Ian Dyer
Enrique Abeyta
American Tower (AMT)
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Friday File: Hiding Places?
June 17, 2022
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Comcast (CMCSA)
AFC Gamma (AFCG)
Altius Minerals (ALS/TO ATUSF)
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
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Advanced Micro Devices (AMD)
Sandbox Royalties
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)
WESCO (WCC)
Disney (DIS)
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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MSC Industrial Direct (MSM)
Royalty Pharmaceuticals (RPRX)
Berkshire Hathaway (BRK/B)
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