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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
Alphabet (GOOGL GOOG)
Dream Finders Homes (DFH)
Arthur J/ Gallagher (AJG)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Extreme Value
Altius Renewable Royalties (ARR/TO ATRWF)
Sprott Physical Silver Trust (PSLV)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Utilities Select Sector SPDR (XLU)
Topicus (TOI/V TOITF)
Exor (EXO/MI EXXRF)
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
Range Resources (RRC)
natural gas
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Oxford Nanopore (ONT/L ONTTF)
Life Storage (LSI)
Advanced Micro Devices (AMD)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
Friday File
Income Investing
Series I Savings Bonds
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Big Picture / Asset Allocation
Toast (TOST)
Applovin (APP)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
inTEST (INTT)
Markel (MKL)
Friday File
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Shopify (SHOP)
Technology
Kings Garden
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
Big Picture / Asset Allocation
David Gardner
Copart (CPRT)
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Yacktman Fund (YACKX)
Life Storage (LSI)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Franco/Nevada (FNV)
Trade Note
Royal Gold (RGLD)
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
Tags
PepsiCo (PEP)
Stocks
Coca Cola (KO)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Allergan (AGN)
Mutual Conversion
10X Investor
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Target (TGT)
Alphabet (GOOGL GOOG)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Big Picture / Asset Allocation
Keysight (KEYS)
Power REIT (PW)
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
Roku (ROKU)
Nomad Royalty (NSR/TO NSRXF)
Smith/Midland (SMID)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Trade Note
Millennium Investment & Acquisition (MILC)
Big Picture / Asset Allocation
From
Stock Gumshoe
Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
Tags
Enphase Energy (ENPH)
Shopify (SHOP)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Stellantis (STLA)
Amazon (AMZN)
Smith/Midland (SMID)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
Big Picture / Asset Allocation
Inflation
Yellowstone Acquisition Corp/ (YSACU)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Cambria Emerging Yield (EYLD)
Nickel 28 Capital (NKL/V)
Vale S/A/ (VALE)
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
Tags
Sea Ltd (SE)
Thales (HO/PA THLLY THLEF)
Intel (INTC)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
The Trade Desk (TTD)
Markel (MKL)
Friday File
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Cathie Wood
Big Picture / Asset Allocation
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Friday File
Markel (MKL)
facebook (FB)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
The Trade Desk (TTD)
Activision Blizzard (ATVI)
Big Picture / Asset Allocation
From
Stock Gumshoe
Roundup of “Forever” EV Battery Pitches: Who’s Teasing What?
January 18, 2022
Tags
Ray Blanco
Tesla Motors (TSLA)
Profits Unlimited
From
Stock Gumshoe
Friday File: Inflation Worries, Renewing a Hedge, and Investing in Dividend Growth
December 17, 2021
Tags
Roku (ROKU)
3M (MMM)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
2021 Turkey of the Year
November 23, 2021
Tags
Limelight Networks (LLNW)
Bryan Beach
Crop Infrastructure (CROP/CX CRXPF)
From
Stock Gumshoe
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