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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
Tags Software Circle (SFT/L) Chris Mayer Royalty Pharmaceuticals (RPRX)
From Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
Tags WESCO (WCC) Qurate Preferreds (QRTEP) Markel (MKL)
From Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
Tags Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF) Technology Artificial Intelligence (A/I/)
From Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
Tags Berkshire Hathaway (BRK/B) Partners Value Investments LP (PVF/UN/V) Hanesbrands (HBI)
From Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
Tags Dino Polska (DNP/W DNOPY) Big Picture / Asset Allocation Lennar (LEN)
From Stock Gumshoe
Monday File: A Trade Note about Hedging
Tags Friday File Hedging 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 Medtronic (MDT) Big Picture / Asset Allocation Nvidia (NVDA)
From Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Tickers UBER
Tags Dodge & Cox Stock (DODGX) Stocks Energy
From Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
Tags Syrah Resources (SYR/AX SYAAF) Berry Petroleum (BRY) Friday File
From Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Tags Danaher (DHR) U/Haul Holdings (UHAL) $100K Lock Box
From Stock Gumshoe
Friday File — WESCO, Icahn and more…
Tickers GOLD
Tags Shopify (SHOP) WESCO (WCC) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
Tags Brown & Brown (BRO) Meta Platforms (META) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Buying a Dinosaur
Tags iShares MSCI Poland ETF (EPOL) Jéronimo Martins (JRONY JRONF) Foreign Investments
From Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
Tags Stocks Gold/Precious Metals & Mining Greg Abel
From Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Tags Howard Hughes Corp (HHC) Kerrisdale Capital Nvidia (NVDA)
From Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
Tags Dream Finders Homes (DFH) Berkshire Hathaway (BRK/B) Qurate (QRTEA QRTEB)
From Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Tickers NATKY
Tags Black Stone Minerals (BSM) Rick Rule Freeport/McMoRan (FCX)
From Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Tags Trade Note Friday File Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Tags Atkore (ATKR) AFC Gamma (AFCG) Matson (MATX)
From Stock Gumshoe
Top Teasers of 2022
Tags Construction Partners (ROAD) Atkore (ATKR) Altius Minerals (ALS/TO ATUSF)
From Stock Gumshoe
Friday File: Nibbling on High Yields
Tags Innovative Industrial Properties (IIPR) Disney (DIS) Innovative Industrial Properties Preferreds
From Stock Gumshoe
2022 Turkey of the Year
Tags Cybin (CYBN) Ilika (IKA/L ILIKF) WonderFi (WNDR/NEO WONDF)
From Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags Fidelity National Information Services (FIS) David Einhorn Ted Wechsler
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags Series I Savings Bonds Friday File Trade Note
From Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
Tags Markel (MKL) Income Investing The Trade Desk (TTD)
From Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
Tags TikTok Stocks Amerco (UHAL)
From Stock Gumshoe
Friday File: Prophets of Doom
Tags Sprott Physical Gold Trust (PHYS) Nouriel Roubini Altius Renewable Royalties (ARR/TO ATRWF)
From Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
Tags Series I Savings Bonds Intuitive Surgical (ISRG) American Tower (AMT)
From Stock Gumshoe
Friday File: Buying a “God”
Tags Tellurian (TELL) Friday File Cambria Tail Risk ETF (TAIL)
From Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
Tickers GOLD
Tags Advanced Micro Devices (AMD) DocuSign (DOCU) Big Picture / Asset Allocation
From Stock Gumshoe
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