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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
Arafura Resources (ARU/AX ARAFF)
BigBear/ai (BBAI)
Palantir (PLTR)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Sandstorm Gold (SAND SSL/TO)
Amazon (AMZN)
Markel (MKL)
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
Playtech (PTEC/L PTYCY PYTCF)
Flutter (PDYPY)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
Tags
Porter & Co/
PayPal (PYPL)
John Deere (DE)
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
Rogue Strategic Trader
Aqua Metals (AQMS)
Office Properties Income Trust (OPI)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Danaher (DHR)
Pershing Square Holdings (PSH/AS PSHZF)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Qurate (QRTEA QRTEB)
Qurate Preferreds (QRTEP)
Apple (AAPL)
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
FuboTV (FUBO)
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Bruce Flatt
Brookfield Asset Management (BAM)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Coherent (COHR)
Royalty Pharmaceuticals (RPRX)
Trade Note
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Hedging
Big Picture / Asset Allocation
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
Crown Castle (CCI)
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
Intuitive Surgical (ISRG)
ALPS Alerian MLP (AMLP)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Brookfield Corp (BN)
Vanguard Mortgage Backed Securities ETF (VMBS)
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
Big Picture / Asset Allocation
Markel (MKL)
Trulieve (TRUL/CX TCNNF)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Qurate Preferreds (QRTEP)
Bill Ackman
gold
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Alphabet (GOOGL GOOG)
Cloudflare (NET)
Stocks
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Foreign Investments
Innovative Industrial Properties (IIPR)
Edwin Dorsey
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)
Taiwan Semiconductor (TSM)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
ETFs or Mutual Funds
C3/ai (AI)
Restaurant Brands International (QSR)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Chevron (CVX)
Boston Omaha (BOC)
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
Activision Blizzard (ATVI)
NATKY)
Dan Ferris
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Public Storage (PSA)
Boston Omaha (BOC)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
WESCO (WCC)
Innovative Industrial Properties (IIPR)
Trulieve (TRUL/CX TCNNF)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Absolute Software (ABST)
Carvana (CVNA)
Construction Partners (ROAD)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Energy Transfer Preferred
Trade Note
Brookfield Asset Management (BAM)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
FTX Token (FTT)
FuboTV (FUBO)
Turkey of the Year
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Celanese (CE)
Big Picture / Asset Allocation
Canadian Pacific (CP)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Par Technology (PAR)
Big Picture / Asset Allocation
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Income Investing
Alphabet (GOOGL GOOG)
The Trade Desk (TTD)
From
Stock Gumshoe
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