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Latest News about Big Picture / Asset Allocation

Recent news which mentions Big Picture / Asset Allocation

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Top Teaser Stocks of 2023
Tickers SHOP
Tags Propel Holdings (PRL/TO PRLPF) Rolls/Royce (RR/L RYCEY RYCEF) Kopin (KOPN)
From Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
Tags Boston Omaha (BOC) Brown & Brown (BRO) Artificial Intelligence (A/I/)
From Stock Gumshoe
Friday File: Gambling on Gambling
Tags Howard Marks Las Vegas Sands (LVS) Bespoke Investment
From Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
Tags Stocks Porter & Co/ John Deere (DE)
From Stock Gumshoe
2023 Turkey of the Year
Tags Lion Electric (LEV) Stem (STEM) Territorial Bancorp (TBNK)
From Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
Tags Software Circle (SFT/L) Teqnion (TEQ/ST) Constellation Software (CSU/TO CNSWF)
From Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
Tags Markel (MKL) Big Picture / Asset Allocation 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 Recursion Pharmaceuticals (RXRX) Symbotic (SYM) OpenAI
From Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
Tags Warren Buffett Michael Burry Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
Tags Dream Finders Homes (DFH) Big Picture / Asset Allocation Huntington Ingalls Industries (HII)
From Stock Gumshoe
Monday File: A Trade Note about Hedging
Tags Friday File Options or Futures 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 Big Picture / Asset Allocation W/R/ Berkley (WRB) Medtronic (MDT)
From Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Tickers UBER
Tags Toast (TOST) RPC Inc (RES) Intuitive Surgical (ISRG)
From Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
Tags Berry Petroleum (BRY) Brookfield Reinsurance (BNRE) Office Properties Income Trust (OPI)
From Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Tags Friday File Kinsale Capital (KNSL) inTEST (INTT)
From Stock Gumshoe
Friday File — WESCO, Icahn and more…
Tickers GOLD
Tags Carl Icahn Shopify (SHOP) Bill Ackman
From Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
Tags Roku (ROKU) Meta Platforms (META) Microsoft (MSFT)
From Stock Gumshoe
Friday File: Buying a Dinosaur
Tags American Tower (AMT) Dream Finders Homes (DFH) Innovative Industrial Properties (IIPR)
From Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
Tags Berkshire Hathaway (BRK/B) Friday File Exor (EXO/MI EXXRF)
From Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Tags Altius Minerals (ALS/TO ATUSF) Exor (EXO/MI EXXRF) Nvidia (NVDA)
From Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
Tags Stocks Big Picture / Asset Allocation Teqnion (TEQ/ST)
From Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Tickers NATKY
Tags Dan Ferris Kazatomprom (KAP/L NATKY)
From Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Tags Nvidia (NVDA) Cloudflare (NET) Technology
From Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Tags CF Industries (CF) Marathon Oil (MRO) Rolls/Royce (RR/L RYCEY RYCEF)
From Stock Gumshoe
Top Teasers of 2022
Tags Construction Partners (ROAD) Arafura Resources (ARU/AX ARAFF) Ginkgo BIoworks (DNA)
From Stock Gumshoe
Friday File: Nibbling on High Yields
Tags DigitalBridge (DBRG) Innovative Industrial Properties (IIPR) Income Investing
From Stock Gumshoe
2022 Turkey of the Year
Tags Aqua Metals (AQMS) Indivior (INDV/L INVVY) Technology
From Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags Sea Ltd (SE) Friday File Third Point Offshore (TPNTF)
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags AFC Gamma (AFCG) Series I Savings Bonds Friday File
From Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
Tags Markel (MKL) Big Picture / Asset Allocation Roku (ROKU)
From Stock Gumshoe
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