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Latest News about Big Picture / Asset Allocation
Recent news which mentions Big Picture / Asset Allocation
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All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
October 09, 2023
Tags
Docebo (DCBO)
Braze (BRZE)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Warren Buffett
Bruce Flatt
Hanesbrands (HBI)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Berkshire Hathaway (BRK/B)
$100K Lock Box
NVR (NVR)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Options or Futures
S&P 500 ETF (SPY)
Friday File
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
Nvidia (NVDA)
Crown Castle (CCI)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Energy
Stocks
Technology
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
C3/ai (AI)
Antero Resources (AR)
Berry Petroleum (BRY)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
$100K Lock Box
Friday File
Trulieve (TRUL/CX TCNNF)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Illumina (ILMN)
Qurate Preferreds (QRTEP)
Friday File
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Cloudflare (NET)
Kinsale Capital (KNSL)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Dream Finders Homes (DFH)
Hercules Technology Growth Capital (HTGC)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
LVMH (MC/PA LVMUY LVMHF)
Exor (EXO/MI EXXRF)
Friday File
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Illumina (ILMN)
Boston Omaha (BOC)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Qurate (QRTEA QRTEB)
Lumentum (LITE)
Stocks
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
Electronic Arts (EA)
Yellowstone Acquisition Corp/ (YSACU)
Qurate (QRTEA QRTEB)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Trade Note
Cloudflare (NET)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Rolls/Royce (RR/L RYCEY RYCEF)
Leonardo (LDO/MI FINMF FINMY)
BP (BP)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Hercules Technology Growth Capital (HTGC)
Silvergate Capital (SI)
Absolute Software (ABST)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
DigitalBridge Preferreds
Trade Note
Energy Transfer Partners (ETP)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Technology
FuboTV (FUBO)
Stocks
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Canadian Pacific (CP)
Colgate Palmolive (CL)
JANA Partners
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Trade Note
AFC Gamma (AFCG)
Toast (TOST)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Broadridge Financial Solutions (BR)
Big Picture / Asset Allocation
Markel (MKL)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Amerco (UHAL)
Income Investing
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Sprott Inc/ (SII)
American Tower (AMT)
Black Stone Minerals (BSM)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Topicus (TOI/V TOITF)
Nassim Nicholas Taleb
Stocks
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
Berkshire Hathaway (BRK/B)
Porter & Co/
natural gas
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Life Storage (LSI)
Advanced Micro Devices (AMD)
DigitalBridge (DBRG)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
Income Investing
FlexShares iBoxx 3 Yr/ Tgt/ Dur/ TIPS ETF (TDTT)
iShares TIPS Bond ETF (TIPS)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Unity Software (U)
Par Technology (PAR)
The Trade Desk (TTD)
From
Stock Gumshoe
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