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Latest News about Shopify (SHOP)
Recent news which mentions Shopify (SHOP)
Friday File: Trade Desk, Roku, Kinsale and some Growth Resets
February 14, 2025
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Friday File
Technology
Kinsale Capital (KNSL)
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Friday File: Who’s Buying What?
November 15, 2024
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Friday File: Better and Cheaper?
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Friday File: Restaurants, Energy Drinks, Berkshire and more…
August 09, 2024
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Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy
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Friday File: Berkshire, Brookfield, Restaurants and Electrical Infrastructure
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Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
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Par Technology (PAR)
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The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
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Absci (ABSI)
Fortinet (FTNT)
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Friday File: Best of 2023
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Chapters Group (CHG/DE)
Standard Bio Tools (LAB)
Alphabet (GOOGL GOOG)
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Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Brookfield Asset Management (BAM)
Big Picture / Asset Allocation
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Friday File: Earnings Hits and Misses
August 04, 2023
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Shopify (SHOP)
Markel (MKL)
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Friday File — WESCO, Icahn and more…
May 05, 2023
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Friday File: Hits and Misses on the Earnings Front
February 17, 2023
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Galaxy Digital Holdings (GLXY/TO BRPHF)
Teqnion (TEQ/ST)
WESCO (WCC)
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Friday File: More High Yield Speculation
January 27, 2023
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Amazon (AMZN)
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Meta Platforms (META)
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Friday File: Luxurious Laundry, plus updates from AMZN, GOOG, ROKU, SHOP and more…
July 29, 2022
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IronSource (IS)
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Friday File: A Couple Buys on Reentry
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Anglo Pacific Group (APF/L APY/TO AGPIF)
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Friday File: Restaurant Royalties, and a little Wallowing in Pessimism
June 10, 2022
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Friday File: Europe in the Lock Box, Splitsville, and “What’s my Favorite?”
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Constellation Software (CSU/TO CNSWF)
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
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facebook (FB)
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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: Off to Omaha
April 29, 2022
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Teladoc (TDOC)
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Friday File: Culling at the Bottom of the Portfolio
April 14, 2022
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Voyager Digital (VYGR/TO VYGVF)
Deterra Royalties (DRR/AX)
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Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
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Enphase Energy (ENPH)
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Friday File: The Curtain Comes Down
March 04, 2022
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Lam Research (LRCX)
Leonardo (LDO/MI FINMF FINMY)
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Berkshire Hathaway (BRK/B)
WESCO (WCC)
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Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
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Alphabet (GOOGL GOOG)
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Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch
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