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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: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Keysight (KEYS)
Big Picture / Asset Allocation
Trade Note
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
Twist Bioscience (TWST)
YPF (YPF)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Carbon Streaming Corp/ (NETZ/NO OFSTF)
Friday File
Brookfield Corp (BN)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Limelight Networks (LLNW)
Crop Infrastructure (CROP/CX CRXPF)
Turkey of the Year
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Alibaba (BABA)
Icahn Enterprises (IEP)
Southwestern Energy (SWN)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Friday File
AFC Gamma (AFCG)
Toast (TOST)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Friday File
Electronic Arts (EA)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Stocks
Alphabet (GOOGL GOOG)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Texas Pacific Land Trust (TPL)
Dow (DOW)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Amazon (AMZN)
Constellation Software (CSU/TO CNSWF)
Electronic Arts (EA)
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
Big Picture / Asset Allocation
Porter Stansberry
Inflation
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Amerco (UHAL)
American Tower (AMT)
DigitalBridge (DBRG)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
iShares TIPS Bond ETF (TIPS)
Series I Savings Bonds
Income Investing
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Toast (TOST)
Avalara (AVLR)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Dream Finders Homes (DFH)
Kennedy Wilson (KW)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Commodities / Natural Resources
Green Thumb Industries (GTII/CX GTBIF)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
IAA (IAA)
Tom Gardner
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Verisign (VRSN)
Davita (DVA)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Dream Finders Homes (DFH)
Innovative Industrial Properties (IIPR)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
Tags
Sprott Inc/ (SII)
Energy
Kennedy Wilson (KW)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Roku (ROKU)
Undervalued Shares
Central and Eastern Europe Fund (CEE)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Technology
Markel (MKL)
Target (TGT)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Sea Ltd (SE)
Disney (DIS)
Power REIT (PW)
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
Tags
Friday File
Amazon (AMZN)
Constellation Software (CSU/TO CNSWF)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
GAN ltd (GAN)
Dream Finders Homes (DFH)
Series I Savings Bonds
From
Stock Gumshoe
Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
Tags
The Trade Desk (TTD)
Enphase Energy (ENPH)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Chewy (CHWY)
Ivego (IVG/MI IVCGF)
PetSmart
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
Trade Note
Big Picture / Asset Allocation
iShares US Home Construction ETF (ITB)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Norilsk Nickel (NILSY)
Kinsale Capital (KNSL)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
Tags
Ukraine
Shopify (SHOP)
Russia
From
Stock Gumshoe
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