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Latest News about Big Picture / Asset Allocation

Recent news which mentions Big Picture / Asset Allocation

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Friday File: What’s Going to Happen Next Year, and What Should I Buy?
Tags Markel (MKL) Sandstorm Gold (SAND SSL/TO) Amazon (AMZN)
From Stock Gumshoe
Friday File: Gambling on Gambling
Tags Foreign Investments Las Vegas Sands (LVS) Howard Marks
From Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
Tags Artificial Intelligence (A/I/) Stocks The Big Secret on Wall Street (This Week)
From Stock Gumshoe
2023 Turkey of the Year
Tags Territorial Bancorp (TBNK) Indivior (INDV/L INVVY) Nomi Prins
From Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
Tags Chapters Group (CHG/DE) Hilton (HLT) Coca Cola (KO)
From Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
Tags Qurate (QRTEA QRTEB) Brookfield Asset Management (BAM) Cloudflare (NET)
From Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
Tags Docebo (DCBO) Ambarella (AMBA) Nvidia (NVDA)
From Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
Tags Partners Value Investments LP (PVF/UN/V) Friday File Autopilot
From Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
Tags D/ R/ Horton (DHI) Dream Finders Homes (DFH) Royalty Pharmaceuticals (RPRX)
From Stock Gumshoe
Monday File: A Trade Note about Hedging
Tags Friday File Options or Futures S&P 500 ETF (SPY)
From Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
Tags American Tower (AMT) Big Picture / Asset Allocation Crown Castle (CCI)
From Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Tickers UBER
Tags Berkshire Hathaway (BRK/B) ALPS Alerian MLP (AMLP) Intuitive Surgical (ISRG)
From Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
Tags Friday File Nvidia (NVDA) Annaly (NLY)
From Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Tags Big Picture / Asset Allocation Lagercrantz (LAGR/B/ST) Trulieve (TRUL/CX TCNNF)
From Stock Gumshoe
Friday File — WESCO, Icahn and more…
Tickers GOLD
Tags gold Bill Ackman Qurate Preferreds (QRTEP)
From Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
Tags Goosehead Insurance (GSHD) Albemarle (ALB) Cloudflare (NET)
From Stock Gumshoe
Friday File: Buying a Dinosaur
Tags Jéronimo Martins (JRONY JRONF) Friday File iShares MSCI Poland ETF (EPOL)
From Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
Tags Greg Abel Stellantis (STLA) Apple (AAPL)
From Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Tags Stocks SolarWindow (WNDW) Altius Minerals (ALS/TO ATUSF)
From Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
Tags Polestar (PSNY) Big Picture / Asset Allocation Gold/Precious Metals & Mining
From Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Tickers NATKY
Tags Freehold Royalties (FRU/TO FRHLF) Qurate (QRTEA QRTEB) Patterson/UTI (PTEN)
From Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Tags Boston Omaha (BOC) Public Storage (PSA) Trade Note
From Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Tags Matson (MATX) Atkore (ATKR) Income Investing
From Stock Gumshoe
Top Teasers of 2022
Tags Karim Rahemtulla Adam O'Dell Donnelley Financial Solutions (DFIN)
From Stock Gumshoe
Friday File: Nibbling on High Yields
Tags Carbon Streaming Corp/ (NETZ/NO OFSTF) Amerco (UHAL) Income Investing
From Stock Gumshoe
2022 Turkey of the Year
Tags Stocks Indivior (INDV/L INVVY) WonderFi (WNDR/NEO WONDF)
From Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags Viking Global Icahn Enterprises (IEP) Micron Technology (MU)
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags Amerco (UHAL) Series I Savings Bonds NewLake Capital Partners (NLCP)
From Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
Tags Broadridge Financial Solutions (BR) Big Picture / Asset Allocation Markel (MKL)
From Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
Tags Brown & Brown (BRO) Meta Platforms (META) TikTok
From Stock Gumshoe
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