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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: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Exor (EXO/AS EXXRF)
Big Picture / Asset Allocation
Power REIT (PW)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Trade Note
Wheaton Precious Metals (WPM)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Pernod Ricard (RI/PA PRNDY PDRDF)
Jéronimo Martins (JRONY JRONF)
options
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Trade Note
Par Technology (PAR)
Qurate Preferreds (QRTEP)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Porter Stansberry
Colin Tedards
Nomi Prins
From
Stock Gumshoe
The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
February 12, 2024
Tags
Microsoft (MSFT)
Unity Software (U)
Propel Holdings (PRL/TO PRLPF)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Diageo (DEO)
Brown/Forman (BFB BFA)
Friday File
From
Stock Gumshoe
Top Teaser Stocks of 2023
December 26, 2023
Tickers
SHOP
Tags
Propel Holdings (PRL/TO PRLPF)
Crowdstrike (CRWD)
Permian Resources (PR)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
BioArctic (BIOA/B/ST BRCTF)
Alphabet (GOOGL GOOG)
Markel (MKL)
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
Bespoke Investment
Flutter (PDYPY)
Howard Marks
From
Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
Tags
Porter & Co/
John Deere (DE)
Marqeta (MQ)
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
Turkey of the Year
Big Picture / Asset Allocation
Aqua Metals (AQMS)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Stocks
Software Circle (SFT/L)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Shopify (SHOP)
Cloudflare (NET)
Broadridge Financial Solutions (BR)
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
Unity Software (U)
C3/ai (AI)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Michael Burry
Hanesbrands (HBI)
Bruce Flatt
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Par Technology (PAR)
Lennar (LEN)
$100K Lock Box
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
S&P 500 ETF (SPY)
Options or Futures
Hedging
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
Crown Castle (CCI)
American Tower (AMT)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
DoorDash (DASH)
Primecap Odyssey Growth (POGRX)
GrubHub (GRUB)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Friday File
Brookfield Corp (BN)
Vanguard Mortgage Backed Securities ETF (VMBS)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
Standard Bio Tools (LAB)
Lagercrantz (LAGR/B/ST)
Lifco (LIFCO/B/ST)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Bill Ackman
Icahn Enterprises (IEP)
gold
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Brown & Brown (BRO)
Cloudflare (NET)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Crown Castle (CCI)
American Tower (AMT)
Foreign Investments
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Cryptocurrencies
Gold/Precious Metals & Mining
Warren Buffett
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
ESS Tech (GWH)
Kerrisdale Capital
C3/ai (AI)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Lumentum (LITE)
Occidental Petroleum (OXY)
Coherent (COHR)
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
Dan Ferris
Papa John's (PZZA)
Patterson/UTI (PTEN)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Cloudflare (NET)
Life Storage (LSI)
Boston Omaha (BOC)
From
Stock Gumshoe
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