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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: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Friday File
AON (AON)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
DraftKings (DKNG)
Flutter (PDYPY)
Caesars Entertainment (CZR)
From
Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
Tags
John Deere (DE)
Artificial Intelligence (A/I/)
Marqeta (MQ)
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
Aqua Metals (AQMS)
Turkey of the Year
Indivior (INDV/L INVVY)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Trade Note
Nvidia (NVDA)
Stocks
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Black Stone Minerals (BSM)
Trade Note
Big Picture / Asset Allocation
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
Amazon (AMZN)
Braze (BRZE)
SoundHound AI (SOUN)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Partners Value Investments LP (PVF/UN/V)
Berkshire Hathaway (BRK/B)
Hanesbrands (HBI)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
NVR (NVR)
Trade Note
Smith/Midland (SMID)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Hedging
S&P 500 ETF (SPY)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
Intuitive Surgical (ISRG)
American Tower (AMT)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Dodge & Cox Stock (DODGX)
Domino's Pizza (DPZ)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Vanguard Mortgage Backed Securities ETF (VMBS)
Annaly (NLY)
Enerplus (ERF)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
U/Haul Holdings (UHAL)
Innovative Industrial Properties (IIPR)
Lagercrantz (LAGR/B/ST)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
WESCO (WCC)
Big Picture / Asset Allocation
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Meta Platforms (META)
W/R/ Berkley (WRB)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
National Instruments (NATI)
Trade Note
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Friday File
Paramount (PARA)
Taiwan Semiconductor (TSM)
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Illumina (ILMN)
Brookfield Corp (BN)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Sky Harbour (SKYH)
Teqnion (TEQ/ST)
Chevron (CVX)
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
Sprott Physical Uranium (UU/TO SRUUF)
Par Technology (PAR)
Black Stone Minerals (BSM)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Cloudflare (NET)
Boston Omaha (BOC)
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Leonardo (LDO/MI FINMF FINMY)
Matson (MATX)
ConocoPhillips (COP)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Teck Resources (TECK)
YPF (YPF)
Adam O'Dell
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Income Investing
DigitalBridge Preferreds
Carbon Streaming Corp/ (NETZ/NO OFSTF)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Indivior (INDV/L INVVY)
Aqua Metals (AQMS)
Turkey of the Year
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
STORE Capital (STOR)
Cheniere Energy (LNG)
Encompass Health (EHC)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Inflation
Series I Savings Bonds
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
WESCO (WCC)
Income Investing
Electronic Arts (EA)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Shopify (SHOP)
American Tower (AMT)
EQT (EQT)
From
Stock Gumshoe
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