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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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Burford Capital (BUR)
QXO (QXO)
Friday File
From
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Friday File: Q1 Earningspalooza
May 02, 2025
Tickers
IPO
SILVER
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Brown & Brown (BRO)
Teqnion (TEQ/ST)
IPO
From
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Friday File: Trade Desk, Roku, Kinsale and some Growth Resets
February 14, 2025
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Kinsale Capital (KNSL)
Friday File
From
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Friday File: Odds of Success?
November 22, 2024
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Friday File
Nvidia (NVDA)
Brown & Brown (BRO)
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Friday File: Mistakes, a new Lock Box Stock, and Quarterly Updates
August 02, 2024
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American Tower (AMT)
Constellation Energy (CEG)
Vistra (VST)
From
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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 Holdings (PSH/AS PSHZF)
Franco/Nevada (FNV)
Dino Polska (DNP/W DNOPY)
From
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Friday File: Good Cloud Growth, Reassuring Underwriting
May 03, 2024
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Huntington Ingalls Industries (HII)
Lockheed Martin (LMT)
Amazon (AMZN)
From
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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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Nvidia (NVDA)
WESCO (WCC)
Friday File
From
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Friday File — Creeping into Earnings Season
January 12, 2024
Tickers
GOLD
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Friday File
Sandstorm Gold (SAND SSL/TO)
Par Technology (PAR)
From
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Friday File: Best of 2023
December 22, 2023
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SomaLogic (SLGC)
Commodities / Natural Resources
Dino Polska (DNP/W DNOPY)
From
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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WESCO (WCC)
Friday File
Brookfield Corp (BN)
From
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Friday File: Who Deserves Patience?
September 08, 2023
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Siemens Healthineers (SHL/DE SMMNY SEMHF)
Roku (ROKU)
Guest Articles
From
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Friday File: Earnings Reports Support Growth Stories… so far
July 28, 2023
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RPC Inc (RES)
Kinsale Capital (KNSL)
Stocks
From
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Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
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Domino's Pizza (DPZ)
Utilities Select Sector SPDR (XLU)
Technology
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Friday File: Expensive Stocks, How Worried Should We Be?
June 30, 2023
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Dino Polska (DNP/W DNOPY)
Roku (ROKU)
Domino's Pizza (DPZ)
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Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Goosehead Insurance (GSHD)
Albemarle (ALB)
Alphabet (GOOGL GOOG)
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Friday File: What’s up with this Bonkers Banking Week?
March 17, 2023
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Kinsale Capital (KNSL)
Brookfield Asset Management (BAM)
Illumina (ILMN)
From
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Pilot Flying J
Charlie Munger
Linde (LIN)
From
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Friday File: Big Tech Reports… Any Change to Our Thinking?
February 03, 2023
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The Trade Desk (TTD)
Alphabet (GOOGL GOOG)
Berkshire Hathaway (BRK/B)
From
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Friday File: Advertising, Payments and Ammonia
January 06, 2023
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Meta Platforms (META)
Square (SQ)
Friday File
From
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Friday File: What To Do With Brookfield?
December 16, 2022
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Brookfield Reinsurance (BNRE)
Income Investing
Fluence
From
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Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Income Investing
The Trade Desk (TTD)
Alphabet (GOOGL GOOG)
From
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Friday File: Prophets of Doom
October 21, 2022
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Apple (AAPL)
Perimeter Solutions (PRM)
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From
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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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Electronic Arts (EA)
Brown & Brown (BRO)
Morgan Housel
From
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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Roku (ROKU)
LVMH (MC/PA LVMUY LVMHF)
Shopify (SHOP)
From
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Friday File: Mampilly, Stansberry, Berkshire, Copper, and much more…
July 22, 2022
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Stocks
Upstart Holdings (UPST)
Perimeter Solutions (PRM)
From
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Friday File: Hiding Places?
June 17, 2022
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Amazon (AMZN)
Netflix (NFLX)
Big Picture / Asset Allocation
From
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
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Alphabet (GOOGL GOOG)
10X Investor
Berkshire Hathaway (BRK/B)
From
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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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Illumina (ILMN)
Guardant Health (GH)
Topicus (TOI/V TOITF)
From
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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The Trade Desk (TTD)
W/W/ Grainger (GWW)
Tiptree (TIPT)
From
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