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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
Boston Omaha (BOC)
Enerplus (ERF)
Atkore (ATKR)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Dan Ferris
Teck Resources (TECK)
Construction Partners (ROAD)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Disney (DIS)
DigitalBridge Preferreds
Brookfield Property Preferred
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
FuboTV (FUBO)
Aqua Metals (AQMS)
Energy Vault (NRGV)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
AutoNation (AN)
Cheniere Energy (LNG)
Verisign (VRSN)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Big Picture / Asset Allocation
Amerco (UHAL)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Broadridge Financial Solutions (BR)
The Trade Desk (TTD)
Markel (MKL)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Microsoft (MSFT)
TikTok
EQT (EQT)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Intuitive Surgical (ISRG)
Big Picture / Asset Allocation
Altius Renewable Royalties (ARR/TO ATRWF)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Berkshire Hathaway (BRK/B)
Perimeter Solutions (PRM)
Friday File
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
AdvisorShares Ranger Equity Bear ETF (HDGE)
Porter & Co/
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Hipgnosis Songs Fund (SONG/L HPGSF)
American Tower (AMT)
Life Storage (LSI)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
Inflation
iShares TIPS Bond ETF (TIPS)
Income Investing
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Toast (TOST)
IronSource (IS)
DigitalBridge (DBRG)
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
Netflix (NFLX)
Microsoft (MSFT)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
Tom Gardner
Stocks
David Gardner
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Friday File
Berkshire Hathaway (BRK/B)
Liberty Sirius (LSXMA)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Big Picture / Asset Allocation
Roku (ROKU)
Amazon (AMZN)
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
Tags
Visa (V)
Kennedy Wilson (KW)
Series I Savings Bonds
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Mutual Conversion
Biotech/Medical
Hilton (HLT)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Toast
Cloudflare (NET)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Brookfield Asset Management (BAM)
Alphabet (GOOGL GOOG)
Camping World (CWH)
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
Smith/Midland (SMID)
Avalara (AVLR)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Inflation
Trade Note
Ginkgo BIoworks (DNA)
From
Stock Gumshoe
Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
Tags
The Trade Desk (TTD)
Shopify (SHOP)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
EXRRF)
Big Picture / Asset Allocation
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
iShares US Home Construction ETF (ITB)
Universal Display (OLED)
Toast
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Okta (OKTA)
Trisura (TSU/TO TRRSF)
Nickel 28 Capital (NKL/V)
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
Tags
Rheinmetall (RHM/DE RNMBF RNMBY)
Intel (INTC)
Ukraine
From
Stock Gumshoe
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