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Latest News about Big Picture / Asset Allocation

Recent news which mentions Big Picture / Asset Allocation

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Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
Tags The Big Secret on Wall Street (This Week) Ulta Beauty (ULTA) Marqeta (MQ)
From Stock Gumshoe
2023 Turkey of the Year
Tags Rogue Strategic Trader Nomi Prins Office Properties Income Trust (OPI)
From Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
Tags Big Picture / Asset Allocation Nvidia (NVDA) Hilton (HLT)
From Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
Tags Brookfield Corp (BN) Kinsale Capital (KNSL) 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 Verses AI (VERS/NEO VRSSF) OpenAI John Deere (DE)
From Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
Tags Brookfield Asset Management (BAM) Brookfield Corp (BN) Partners Value Investments LP (PVF/UN/V)
From Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
Tags Dream Finders Homes (DFH) Par Technology (PAR) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Monday File: A Trade Note about Hedging
Tags Options or Futures Big Picture / Asset Allocation S&P 500 ETF (SPY)
From Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
Tags W/R/ Berkley (WRB) Intuitive Surgical (ISRG) American Tower (AMT)
From Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Tickers UBER
Tags Berkshire Hathaway (BRK/B) Nasdaq ETF (QQQ) Friday File
From Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
Tags Big Picture / Asset Allocation Enerplus (ERF) Brookfield Reinsurance (BNRE)
From Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Tags Kinsale Capital (KNSL) Stocks marijuana
From Stock Gumshoe
Friday File — WESCO, Icahn and more…
Tickers GOLD
Tags Shopify (SHOP) WESCO (WCC) gold
From Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
Tags Stocks Kinsale Capital (KNSL) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Buying a Dinosaur
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?
Tags Technology Exor (EXO/MI EXXRF) Wal/Mart (WMT)
From Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Tags Brian Dalton Friday File Teqnion (TEQ/ST)
From Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
Tags Ecora Resources (ECOR/L ECOR/TO ECRAF) Occidental Petroleum (OXY) 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 Big Picture / Asset Allocation Freehold Royalties (FRU/TO FRHLF) Halliburton (HAL)
From Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Tags Public Storage (PSA) Technology Life Storage (LSI)
From Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Tags Atkore (ATKR) AFC Gamma (AFCG) Matson (MATX)
From Stock Gumshoe
Top Teasers of 2022
Tags Dividend Hunter ShotSpotter (SSTI) Rolls/Royce (RR/L RYCEY RYCEF)
From Stock Gumshoe
Friday File: Nibbling on High Yields
Tags DigitalBridge (DBRG) Energy Transfer Partners (ETP) Carbon Streaming Corp/ (NETZ/NO OFSTF)
From Stock Gumshoe
2022 Turkey of the Year
Tags Applied DNA (APDN) Enrique Abeyta Technology
From Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags Southwestern Energy (SWN) Seth Klarman Viking Global
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags Friday File Trade Note Series I Savings Bonds
From Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
Tags WESCO (WCC) The Trade Desk (TTD) Markel (MKL)
From Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
Tags TikTok Amerco (UHAL) Stocks
From Stock Gumshoe
Friday File: Prophets of Doom
Tags Sprott Physical Gold Trust (PHYS) Nouriel Roubini Altius Renewable Royalties (ARR/TO ATRWF)
From Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
Tags Berkshire Hathaway (BRK/B) Crown Castle (CCI) Nvidia (NVDA)
From Stock Gumshoe
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