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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: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Chris Mayer
Big Picture / Asset Allocation
Lowe's (LOW)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
WESCO (WCC)
Cloudflare (NET)
Trade Note
From
Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
October 09, 2023
Tags
Recursion Pharmaceuticals (RXRX)
Unity Software (U)
Verses AI (VERS/NEO VRSSF)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Hanesbrands (HBI)
Brookfield Corp (BN)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
NVR (NVR)
Trade Note
Toast (TOST)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
S&P 500 ETF (SPY)
Friday File
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
Teqnion (TEQ/ST)
Medtronic (MDT)
Friday File
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Big Picture / Asset Allocation
Penny Options Trader
Dodge & Cox Stock (DODGX)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Office Properties Income Trust (OPI)
Berry Petroleum (BRY)
Trade Note
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
inTEST (INTT)
$100K Lock Box
serial acquirers
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
gold
Big Picture / Asset Allocation
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Brown & Brown (BRO)
Meta Platforms (META)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Hercules Technology Growth Capital (HTGC)
Emerson Electric (EMR)
Dividend Hunter
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Taiwan Semiconductor (TSM)
Friday File
Stellantis (STLA)
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Illumina (ILMN)
ETFs or Mutual Funds
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Income Investing
Berkshire Hathaway (BRK/B)
Porter Stansberry
From
Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
March 03, 2023
Tickers
NATKY
Tags
Royal Gold (RGLD)
Sprott Uranium Miners (URNM)
Sprott Physical Uranium (UU/TO SRUUF)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Huntington Ingalls Industries (HII)
Alphabet (GOOGL GOOG)
Public Storage (PSA)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
AFC Gamma (AFCG)
Friday File
Green Thumb Industries (GTII/CX GTBIF)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Donnelley Financial Solutions (DFIN)
Atkore (ATKR)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Brookfield Asset Management (BAM)
Income Investing
Brookfield Corp (BN)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Cybin (CYBN)
Naked Wines (WINE/L NWINF MJWNY)
Cryptocurrencies
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
David Einhorn
Alphabet (GOOGL GOOG)
Occidental Petroleum (OXY)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Series I Savings Bonds
Huntington Ingalls Industries (HII)
Friday File
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Friday File
Electronic Arts (EA)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Goosehead Insurance (GSHD)
AFC Gamma (AFCG)
Friday File
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
iShares TIPS Bond ETF (TIPS)
Sprott Inc/ (SII)
Freehold Royalties (FRU/TO FRHLF)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
David Gardner
Income Investing
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
Inflation
Big Picture / Asset Allocation
Cambria Tail Risk ETF (TAIL)
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
DigitalBridge (DBRG)
Big Picture / Asset Allocation
Inflation
From
Stock Gumshoe
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