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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
Big Picture / Asset Allocation
Nvidia (NVDA)
Hilton (HLT)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Dino Polska (DNP/W DNOPY)
Big Picture / Asset Allocation
Roku (ROKU)
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
Stocks
FuboTV (FUBO)
SoundHound AI (SOUN)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Berkshire Hathaway (BRK/B)
Hanesbrands (HBI)
Autopilot
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
NVR (NVR)
D/ R/ Horton (DHI)
Boston Omaha (BOC)
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
Big Picture / Asset Allocation
Medtronic (MDT)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Pershing Square Holdings (PSH/AS PSHZF)
ALPS Alerian MLP (AMLP)
Utilities Select Sector SPDR (XLU)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Brookfield Reinsurance (BNRE)
Enerplus (ERF)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
marijuana
serial acquirers
Bergman & Beving (BERG/B/ST)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Qurate Preferreds (QRTEP)
Icahn Enterprises (IEP)
Illumina (ILMN)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Goosehead Insurance (GSHD)
Friday File
American Tower (AMT)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Keysight (KEYS)
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
Stellantis (STLA)
Cryptocurrencies
Bitcoin (BTC)
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Stocks
Brookfield Corp (BN)
ETFs or Mutual Funds
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Lumentum (LITE)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Occidental Petroleum (OXY)
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
Southern Copper (SCCO)
Dominos Pizza (DPZ)
Sprott Inc/ (SII)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Microsoft (MSFT)
Alphabet (GOOGL GOOG)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Clearfield (CLFD)
BP (BP)
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Ginkgo BIoworks (DNA)
Big Picture / Asset Allocation
Carvana (CVNA)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Amerco (UHAL)
Brookfield Corp (BN)
Energy Transfer Partners (ETP)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
FuboTV (FUBO)
Stocks
Cybin (CYBN)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Occidental Petroleum (OXY)
Bill Ackman
Todd Combs
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
NewLake Capital Partners (NLCP)
Amerco (UHAL)
Toast (TOST)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
WESCO (WCC)
The Trade Desk (TTD)
Markel (MKL)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
EQT (EQT)
Friday File
American Tower (AMT)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Nouriel Roubini
Sprott Physical Gold Trust (PHYS)
Sprott Inc/ (SII)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Perimeter Solutions (PRM)
Duke Energy (DUK)
David Gardner
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
Porter & Co/
Inflation
Range Resources (RRC)
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Illumina (ILMN)
Big Picture / Asset Allocation
DocuSign (DOCU)
From
Stock Gumshoe
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