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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: Prophets of Doom
October 21, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
Brookfield Asset Management (BAM)
Perimeter Solutions (PRM)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Utilities Select Sector SPDR (XLU)
Perimeter Solutions (PRM)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
Liquefied Natural Gas / LNG
EQT (EQT)
Range Resources (RRC)
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
DigitalBridge (DBRG)
Avalara (AVLR)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
iShares TIPS Bond ETF (TIPS)
Big Picture / Asset Allocation
FlexShares iBoxx 3 Yr/ Tgt/ Dur/ TIPS ETF (TDTT)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Unity Software (U)
Nvidia (NVDA)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Cloudflare (NET)
Keysight (KEYS)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Dream Finders Homes (DFH)
Green Thumb Industries (GTII/CX GTBIF)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
Copart (CPRT)
IAA (IAA)
Tom Gardner
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Big Picture / Asset Allocation
Davita (DVA)
Amerco (UHAL)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
Sandstorm Gold (SAND SSL/TO)
Comcast (CMCSA)
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
Tags
Visa (V)
Energy
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Camping World (CWH)
Pershing Square Holdings (PSH/AS PSHZF)
Swen Lorenz
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Cloudflare (NET)
Amazon (AMZN)
Wal/Mart (WMT)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Dream Finders Homes (DFH)
Unity Software (U)
Big Picture / Asset Allocation
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
WESCO (WCC)
Berkshire Hathaway (BRK/B)
Constellation Software (CSU/TO CNSWF)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Pershing Square Holdings (PSH/AS PSHZF)
GAN ltd (GAN)
AFC Gamma (AFCG)
From
Stock Gumshoe
Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
Tags
Nvidia (NVDA)
Big Picture / Asset Allocation
Enphase Energy (ENPH)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Ferrari (RACE)
Berkshire Hathaway (BRK/B)
Smith/Midland (SMID)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
AFC Gamma (AFCG)
Short Selling
D/ R/ Horton (DHI)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Commodities / Natural Resources
Friday File
Canadian Pacific (CP)
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
Tags
Goosehead Insurance (GSHD)
Lam Research (LRCX)
Teradyne (TER)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
The Trade Desk (TTD)
Friday File
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Blackstone Group (BX)
CGM Focus Fund (CGMFX)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Friday File
Spotify (SPOT)
Annual Review
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Thor Industries (THO)
Electronic Arts (EA)
Match Group (MTCH)
From
Stock Gumshoe
Roundup of “Forever” EV Battery Pitches: Who’s Teasing What?
January 18, 2022
Tags
Luke Lango's Innovation Investor
Alpha Investor
Stocks
From
Stock Gumshoe
Friday File: Inflation Worries, Renewing a Hedge, and Investing in Dividend Growth
December 17, 2021
Tags
Sandstorm Gold (SAND SSL/TO)
American Tower (AMT)
AFC Gamma (AFCG)
From
Stock Gumshoe
2021 Turkey of the Year
November 23, 2021
Tags
GAN ltd (GAN)
LCI Industries (LCII)
Indivior (INDV/L INVVY)
From
Stock Gumshoe
Friday File: One Sell, Five Buys as Earnings Season Steams Ahead
November 05, 2021
Tags
Amazon (AMZN)
AFC Gamma (AFCG)
Cloudflare (NET)
From
Stock Gumshoe
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