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Latest News about Big Picture / Asset Allocation
Recent news which mentions Big Picture / Asset Allocation
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
NVR (NVR)
EQT (EQT)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Tesla Motors (TSLA)
Copart (CPRT)
Altius Renewable Royalties (ARR/TO ATRWF)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Chuck Akre
Johnson Controls (JCI)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
Porter Stansberry
Inflation
Range Resources (RRC)
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Stocks
Big Picture / Asset Allocation
Life Storage (LSI)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
FlexShares iBoxx 3 Yr/ Tgt/ Dur/ TIPS ETF (TDTT)
Inflation
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Big Picture / Asset Allocation
Illumina (ILMN)
Trade Note
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
NVR (NVR)
Amerco (UHAL)
Royalty Pharmaceuticals (RPRX)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
The Trade Desk (TTD)
Anglo Pacific Group (APF/L APY/TO AGPIF)
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
Friday File
Chris Mayer
David Gardner
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Berkshire Hathaway (BRK/B)
Friday File
Fastly (FSLY)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
Gold/Precious Metals & Mining
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
Tags
Porter Stansberry
Inflation
Viper Energy Partners (VNOM)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Abbvie (ABBV)
Sandbox Royalties
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Markel (MKL)
Big Picture / Asset Allocation
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Dream Finders Homes (DFH)
Switch (SWCH)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
Tags
Avalara (AVLR)
Guardant Health (GH)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Power REIT (PW)
iShares 7/10 Year Treasury Bond ETF (IEF)
Ginkgo BIoworks (DNA)
From
Stock Gumshoe
Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
Tags
The Trade Desk (TTD)
Nvidia (NVDA)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Petco (WOOF)
Ferrari (RACE)
Exor (EXO/MI
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
Dream Finders Homes (DFH)
Five Point Holdings (FPH)
Switch (SWCH)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
Sandstorm Gold (SAND SSL/TO)
Anglo Pacific Group (APF/L APY/TO AGPIF)
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
Tags
Ukraine
Leonardo (LDO/MI FINMF FINMY)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
Royalty Pharmaceuticals (RPRX)
Nvidia (NVDA)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Friday File
3M (MMM)
KKR & Co/ (KKR)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Pinterest
Spotify (SPOT)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Take Two Interactive (TTWO)
Activision Blizzard (ATVI)
Sea Ltd (SE)
From
Stock Gumshoe
Roundup of “Forever” EV Battery Pitches: Who’s Teasing What?
January 18, 2022
Tags
Luke Lango's Innovation Investor
Panasonic (PCRFY PCRFF)
Novonix (NVX/AX NVNXF)
From
Stock Gumshoe
Friday File: Inflation Worries, Renewing a Hedge, and Investing in Dividend Growth
December 17, 2021
Tags
Hedging
Smith/Midland (SMID)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
2021 Turkey of the Year
November 23, 2021
Tags
resTORbio (TORC)
Stansberry Venture Value
Par Technology (PAR)
From
Stock Gumshoe
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