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Latest News about Big Picture / Asset Allocation
Recent news which mentions Big Picture / Asset Allocation
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Friday File
Viking Global
Trinity Industries (TRN)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Toast (TOST)
Amerco (UHAL)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Big Picture / Asset Allocation
Roku (ROKU)
Friday File
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Brown & Brown (BRO)
Income Investing
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
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Construction Partners (ROAD)
AFC Gamma (AFCG)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Carrier (CARR)
Income Investing
Inflation
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
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Range Resources (RRC)
Tellurian (TELL)
AdvisorShares Ranger Equity Bear ETF (HDGE)
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Illumina (ILMN)
Life Storage (LSI)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
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Series I Savings Bonds
Friday File
Income Investing
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
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Berkshire Hathaway (BRK/B)
IronSource (IS)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Keysight (KEYS)
WESCO (WCC)
Kennedy Wilson (KW)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Big Picture / Asset Allocation
Green Thumb Industries (GTII/CX GTBIF)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
Chris Mayer
Stocks
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Paramount (PARA)
Liberty Sirius (LSXMA)
Yacktman Fund (YACKX)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Sandstorm Gold (SAND SSL/TO)
Netflix (NFLX)
Amazon (AMZN)
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
Tags
Big Picture / Asset Allocation
Square (SQ)
PayPal (PYPL)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Royalty Pharmaceuticals (RPRX)
Abbvie (ABBV)
PCSB Financial (PCSB)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Par Technology (PAR)
Target (TGT)
Wal/Mart (WMT)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Camping World (CWH)
Innovative Industrial Properties (IIPR)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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Smith/Midland (SMID)
Guardant Health (GH)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Millennium Investment & Acquisition (MILC)
Trade Note
Inflation
From
Stock Gumshoe
Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
Tags
Shopify (SHOP)
Nvidia (NVDA)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
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Boston Omaha (BOMN)
Kennedy Wilson (KW)
Markel (MKL)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
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Universal Music Group (UMG/AS UMGNF)
Lightspeed POS (LSPD)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Foreign Investments
BHP Billiton (BHP)
James River (JRVR)
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
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Sea Ltd (SE)
Kulicke & Soffa (KLIC)
Lam Research (LRCX)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
The Trade Desk (TTD)
Royalty Pharmaceuticals (RPRX)
Sea Ltd (SE)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Ark Innovation ETF (ARKK)
Trade Note
Blackstone Group (BX)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Stocks
Pinterest
Snap (SNAP)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Zynga (ZNGA)
Amazon (AMZN)
Royal Gold (RGLD)
From
Stock Gumshoe
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