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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
Enerplus (ERF)
Clearfield (CLFD)
ConocoPhillips (COP)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Adam O'Dell
Arafura Resources (ARU/AX ARAFF)
ChargePoint (CHPT)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Energy Transfer Preferred
Brookfield Property Preferred
Energy Transfer Partners (ETP)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Cryptocurrencies
Binance
FTX Token (FTT)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Carl Icahn
Enhabit (EHAB)
STORE Capital (STOR)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Series I Savings Bonds
Huntington Ingalls Industries (HII)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Alphabet (GOOGL GOOG)
Innovative Industrial Properties (IIPR)
Kennedy Wilson (KW)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Boston Omaha (BOC)
Microsoft (MSFT)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Snap (SNAP)
Goosehead Insurance (GSHD)
Tesla Motors (TSLA)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
American Tower (AMT)
Perimeter Solutions (PRM)
Amerco (UHAL)
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
Range Resources (RRC)
Berkshire Hathaway (BRK/B)
EQT (EQT)
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Oxford Nanopore (ONT/L ONTTF)
Berkshire Hathaway (BRK/B)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
Friday File
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
Toast (TOST)
Avalara (AVLR)
IronSource (IS)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Friday File
NVR (NVR)
inTEST (INTT)
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
Chris Mayer
Copart (CPRT)
David Gardner
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Cloudflare (NET)
Amerco (UHAL)
Davita (DVA)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Income Investing
Comcast (CMCSA)
Cambria Tail Risk ETF (TAIL)
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
Tags
Barrick Gold (GOLD)
Series I Savings Bonds
Stocks
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Central and Eastern Europe Fund (CEE)
facebook (FB)
Undervalued Shares
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Toast
Costco (COST)
Friday File
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Friday File
Power REIT (PW)
Unity Software (U)
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
Sandstorm Gold (SAND SSL/TO)
Innovative Industrial Properties (IIPR)
Topicus (TOI/V TOITF)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
iShares 20+ Year Treasury Bond ETF (TLT)
Goosehead Insurance (GSHD)
Pershing Square Holdings (PSH/AS PSHZF)
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
Smith/Midland (SMID)
Altius Minerals (ALS/TO ATUSF)
CNH Industrial (CNHI)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
Hipgnosis Songs Fund (SONG/L HPGSF)
Universal Music Group (UMG/AS UMGNF)
Five Point Holdings (FPH)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Trisura (TSU/TO TRRSF)
James River (JRVR)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
Tags
ASML (ASML)
Keysight (KEYS)
Big Picture / Asset Allocation
From
Stock Gumshoe
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