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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: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Polestar (PSNY)
Friday File
Ecora Resources (ECOR/L ECOR/TO ECRAF)
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)
Halliburton (HAL)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Technology
Boston Omaha (BOC)
Trade Note
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Agriculture
Northrop Grumman (NOC)
Marathon Oil (MRO)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
ShotSpotter (SSTI)
Sprott Inc/ (SII)
Dan Ferris
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Income Investing
Brookfield Asset Management (BAM)
Disney (DIS)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Limelight Networks (LLNW)
Energy Vault (NRGV)
Stocks
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Upstart Holdings (UPST)
Alibaba (BABA)
Southwestern Energy (SWN)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Inflation
NewLake Capital Partners (NLCP)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Income Investing
WESCO (WCC)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Brown & Brown (BRO)
Apple (AAPL)
Income Investing
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Atkore (ATKR)
Stocks
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Nassim Nicholas Taleb
Nvidia (NVDA)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
natural gas
Liquefied Natural Gas / LNG
Porter & Co/
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Hipgnosis Songs Fund (SONG/L HPGSF)
Alphabet (GOOGL GOOG)
DigitalBridge (DBRG)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
Inflation
FlexShares iBoxx 3 Yr/ Tgt/ Dur/ TIPS ETF (TDTT)
Friday File
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Brookfield Asset Management (BAM)
IronSource (IS)
Toast (TOST)
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
Magnite (MGNI)
Kings Garden
Friday File
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
Big Picture / Asset Allocation
Tom Gardner
IAA (IAA)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Cloudflare (NET)
Amerco (UHAL)
Verisign (VRSN)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Big Picture / Asset Allocation
Netflix (NFLX)
Trade Note
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
Tags
Altria (MO)
Viper Energy Partners (VNOM)
Stansberry's Investment Advisory
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Par Technology (PAR)
Velodyne Lidar (VLDR)
Technology
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Cloudflare (NET)
Big Picture / Asset Allocation
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Disney (DIS)
Sea Ltd (SE)
Brookfield Asset Management (BAM)
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
Roku (ROKU)
Guardant Health (GH)
Disney (DIS)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Series I Savings Bonds
Dream Finders Homes (DFH)
GAN ltd (GAN)
From
Stock Gumshoe
Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
Tags
Big Picture / Asset Allocation
Shopify (SHOP)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Big Picture / Asset Allocation
Ferrari (RACE)
Petco (WOOF)
From
Stock Gumshoe
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