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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
December 26, 2023
Tickers
SHOP
Tags
Unity Software (U)
Crowdstrike (CRWD)
Rolls/Royce (RR/L RYCEY RYCEF)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Sky Harbour (SKYH)
Marsh & McLennan (MMC)
Artificial Intelligence (A/I/)
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
Big Picture / Asset Allocation
DraftKings (DKNG)
Foreign Investments
From
Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
Tags
Porter Stansberry
PayPal (PYPL)
Porter & Co/
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
ESS Tech (GWH)
Office Properties Income Trust (OPI)
Jim Rickards
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Royalty Pharmaceuticals (RPRX)
Liberty Braves (BATRA BATRB BATRK)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Advanced Micro Devices (AMD)
Markel (MKL)
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…
October 09, 2023
Tags
Appian (APPN)
Symbotic (SYM)
Digital Realty Trust (DLR)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Autopilot
Friday File
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Toast (TOST)
Altius Minerals (ALS/TO ATUSF)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
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?
July 21, 2023
Tags
Friday File
American Tower (AMT)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Dodge & Cox Stock (DODGX)
Toast (TOST)
Nasdaq ETF (QQQ)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Annaly (NLY)
Brookfield Corp (BN)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
serial acquirers
Trulieve (TRUL/CX TCNNF)
$100K Lock Box
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Shopify (SHOP)
Illumina (ILMN)
gold
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Kinsale Capital (KNSL)
EQT (EQT)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Innovative Industrial Properties (IIPR)
National Instruments (NATI)
Crown Castle (CCI)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Warren Buffett
Amazon (AMZN)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Icahn Enterprises (IEP)
ESS Tech (GWH)
Tom Gayner
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Sky Harbour (SKYH)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Occidental Petroleum (OXY)
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
Franco/Nevada (FNV)
Electronic Arts (EA)
Black Stone Minerals (BSM)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Life Storage (LSI)
Brookfield Corp (BN)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Trulieve (TRUL/CX TCNNF)
ConocoPhillips (COP)
North European Royalty Trust (NRT)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
Dividend Hunter
Nomi Prins
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Innovative Industrial Properties (IIPR)
Brookfield Corp (BN)
Disney (DIS)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Crop Infrastructure (CROP/CX CRXPF)
Binance
Voyager Digital (VYGR/TO VYGVF)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Ted Wechsler
Viking Global
13F
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Friday File
Trade Note
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Alphabet (GOOGL GOOG)
Friday File
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
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