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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
Danaher (DHR)
Universal Music Group (UMG/AS UMGNF)
Lowe's (LOW)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Kinsale Capital (KNSL)
Brookfield Corp (BN)
Black Stone Minerals (BSM)
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
Docebo (DCBO)
SoundHound AI (SOUN)
Stocks
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Brookfield Asset Management (BAM)
Brookfield Corp (BN)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Brookfield Corp (BN)
Adyen (ADYEN/AS ADYEY ADYYF)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Hedging
Friday File
S&P 500 ETF (SPY)
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
Medtronic (MDT)
Big Picture / Asset Allocation
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Technology
Vanguard Wellington (VWELX)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Antero Resources (AR)
IonQ (IONQ)
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
Innovative Industrial Properties (IIPR)
Standard Bio Tools (LAB)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Bill Ackman
Carl Icahn
Friday File
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Friday File
American Tower (AMT)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
iShares MSCI Poland ETF (EPOL)
Dividend Hunter
Jéronimo Martins (JRONY JRONF)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Warren Buffett
LVMH (MC/PA LVMUY LVMHF)
Friday File
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Icahn Enterprises (IEP)
ESS Tech (GWH)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Qurate Preferreds (QRTEP)
Income Investing
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
NATKY)
Altius Minerals (ALS/TO ATUSF)
Freeport/McMoRan (FCX)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Cloudflare (NET)
Boston Omaha (BOC)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
ConocoPhillips (COP)
Trulieve (TRUL/CX TCNNF)
Leonardo (LDO/MI FINMF FINMY)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Atkore (ATKR)
Construction Partners (ROAD)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
DigitalBridge Preferreds
Big Picture / Asset Allocation
Brookfield Property Preferred
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Aqua Metals (AQMS)
Binance
Intrusion (INTZ)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Restoration Hardware (RH)
New York Times (NYT)
Trinity Industries (TRN)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
The Trade Desk (TTD)
Huntington Ingalls Industries (HII)
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Friday File
Kennedy Wilson (KW)
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Dream Finders Homes (DFH)
Amazon (AMZN)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Dan Ferris
Camping World (CWH)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Alphabet (GOOGL GOOG)
Utilities Select Sector SPDR (XLU)
Morgan Housel
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
Range Resources (RRC)
Porter Stansberry
Inflation
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Market Vectors Gold Miners ETF (GDX)
Hipgnosis Songs Fund (SONG/L HPGSF)
Oxford Nanopore (ONT/L ONTTF)
From
Stock Gumshoe
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