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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 Berkshire Hathaway (BRK/B) Stocks Friday File
From Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
Tags WESCO (WCC) Shopify (SHOP) 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…
Tags Palantir (PLTR) Symbotic (SYM) Unity Software (U)
From Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
Tags Warren Buffett Friday File Bruce Flatt
From Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
Tags Boston Omaha (BOC) Adyen (ADYEN/AS ADYEY ADYYF) Huntington Ingalls Industries (HII)
From Stock Gumshoe
Monday File: A Trade Note about Hedging
Tags Hedging Big Picture / Asset Allocation Friday File
From Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
Tags American Tower (AMT) Intuitive Surgical (ISRG) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Tickers UBER
Tags Energy Technology Stocks
From Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
Tags Nvidia (NVDA) Trade Note Bloom Energy (BE)
From Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Tags Innovative Industrial Properties (IIPR) serial acquirers Danaher (DHR)
From Stock Gumshoe
Friday File — WESCO, Icahn and more…
Tickers GOLD
Tags Qurate Preferreds (QRTEP) Friday File Illumina (ILMN)
From Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
Tags Cloudflare (NET) Roku (ROKU) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Buying a Dinosaur
Tags Trade Note Crown Castle (CCI) Edwin Dorsey
From Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
Tags Greg Abel Paramount (PARA) Bitcoin (BTC)
From Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Tags Alphabet (GOOGL GOOG) Brian Dalton Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
Tags Qurate (QRTEA QRTEB) Stocks Lumentum (LITE)
From Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Tickers NATKY
Tags NATKY) Berkshire Hathaway (BRK/B) Kazatomprom (KAP/L
From Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Tags Microsoft (MSFT) Life Storage (LSI) Boston Omaha (BOC)
From Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Tags Big Picture / Asset Allocation Green Thumb Industries (GTII/CX GTBIF) Ascend Wellness (AAWH)
From Stock Gumshoe
Top Teasers of 2022
Tags Construction Partners (ROAD) Altius Renewable Royalties (ARR/TO ATRWF) Dan Ferris
From Stock Gumshoe
Friday File: Nibbling on High Yields
Tags Disney (DIS) Brookfield Corp (BN) Carbon Streaming Corp/ (NETZ/NO OFSTF)
From Stock Gumshoe
2022 Turkey of the Year
Tags Empire Elite Growth Voyager Digital (VYGR/TO VYGVF) FTX Token (FTT)
From Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags 13F Third Point Offshore (TPNTF) Taiwan Semiconductor (TSM)
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags Toast (TOST) Amerco (UHAL) AFC Gamma (AFCG)
From Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
Tags Broadridge Financial Solutions (BR) Big Picture / Asset Allocation Markel (MKL)
From Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
Tags Goosehead Insurance (GSHD) Arthur J/ Gallagher (AJG) Technology
From Stock Gumshoe
Friday File: Prophets of Doom
Tags Sprott Inc/ (SII) American Tower (AMT) Extreme Value
From Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
Tags Nassim Nicholas Taleb Topicus (TOI/V TOITF) Compass Minerals (CMP)
From Stock Gumshoe
Friday File: Buying a “God”
Tags Big Picture / Asset Allocation Inflation Cambria Tail Risk ETF (TAIL)
From Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
Tickers GOLD
Tags Oxford Nanopore (ONT/L ONTTF) Royal Gold (RGLD) Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
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