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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 Rolls/Royce (RR/L RYCEY RYCEF) Kopin (KOPN) IonQ (IONQ)
From Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
Tags Brown & Brown (BRO) Trade Note Arthur J/ Gallagher (AJG)
From Stock Gumshoe
Friday File: Gambling on Gambling
Tags Bespoke Investment DraftKings (DKNG) MGM Resorts (MGM)
From Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
Tags Ulta Beauty (ULTA) Marqeta (MQ) Stocks
From Stock Gumshoe
2023 Turkey of the Year
Tags Plug power (PLUG) Office Properties Income Trust (OPI) Jim Rickards
From Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
Tags Danaher (DHR) Royalty Pharmaceuticals (RPRX) Coca Cola (KO)
From Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
Tags Kinsale Capital (KNSL) Qurate (QRTEA QRTEB) Big Picture / Asset Allocation
From Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
Tags Alphabet (GOOGL GOOG) Artificial Intelligence (A/I/) OpenAI
From Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
Tags Berkshire Hathaway (BRK/B) Bruce Flatt Michael Burry
From Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
Tags Berkshire Hathaway (BRK/B) Lennar (LEN) Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
From Stock Gumshoe
Monday File: A Trade Note about Hedging
Tags Friday File S&P 500 ETF (SPY) Options or Futures
From Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
Tags Intuitive Surgical (ISRG) W/R/ Berkley (WRB) Medtronic (MDT)
From Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Tickers UBER
Tags Pershing Square Holdings (PSH/AS PSHZF) Marc Lichtenfeld Friday File
From Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
Tags IonQ (IONQ) Novonix (NVX/AX NVNXF) 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 Lifco (LIFCO/B/ST) Lagercrantz (LAGR/B/ST) U/Haul Holdings (UHAL)
From Stock Gumshoe
Friday File — WESCO, Icahn and more…
Tickers GOLD
Tags Illumina (ILMN) Bill Ackman gold
From Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
Tags Alphabet (GOOGL GOOG) American Tower (AMT) Markel (MKL)
From Stock Gumshoe
Friday File: Buying a Dinosaur
Tags Trade Note Crown Castle (CCI) Dream Finders Homes (DFH)
From Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
Tags Friday File Amazon (AMZN) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Tags Friday File Palantir Pershing Square Holdings (PSH/AS PSHZF)
From Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
Tags Stocks Lumentum (LITE) Boston Omaha (BOC)
From Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Tickers NATKY
Tags Qurate Preferreds (QRTEP) Dan Ferris Rick Rule
From Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Tags Brookfield Asset Management (BAM) Boston Omaha (BOC) Stocks
From Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Tags ConocoPhillips (COP) Curaleaf Holdings (CURA/CX CURLF) Leonardo (LDO/MI FINMF FINMY)
From Stock Gumshoe
Top Teasers of 2022
Tags Hercules Technology Growth Capital (HTGC) Arafura Resources (ARU/AX ARAFF) Altius Minerals (ALS/TO ATUSF)
From Stock Gumshoe
Friday File: Nibbling on High Yields
Tags Trade Note DigitalBridge Preferreds Brookfield Corp (BN)
From Stock Gumshoe
2022 Turkey of the Year
Tags Ilika (IKA/L ILIKF) Carvana (CVNA) Binance
From Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags Lithia Motors (LAD) Ovintiv (OVV) Taiwan Semiconductor (TSM)
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags AFC Gamma (AFCG) Inflation Series I Savings Bonds
From Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
Tags Friday File The Trade Desk (TTD) Camping World (CWH)
From Stock Gumshoe
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