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December 11th, 2017
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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
IonQ (IONQ)
YPF (YPF)
ASML (ASML)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Friday File
Willis Towers Watson (WLTW)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
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Howard Marks
Bespoke Investment
Las Vegas Sands (LVS)
From
Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
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Stocks
Porter & Co/
John Deere (DE)
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
Plug power (PLUG)
Frank Curzio
Lion Electric (LEV)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Stocks
Danaher (DHR)
Trade Note
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
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Kinsale Capital (KNSL)
Friday File
Brookfield Corp (BN)
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
IonQ (IONQ)
SoundHound AI (SOUN)
C3/ai (AI)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
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Warren Buffett
Partners Value Investments LP (PVF/UN/V)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
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Dream Finders Homes (DFH)
U/Haul Holdings (UHAL)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
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Options or Futures
Friday File
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
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Medtronic (MDT)
Big Picture / Asset Allocation
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Intuitive Surgical (ISRG)
GrubHub (GRUB)
DoorDash (DASH)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Annaly (NLY)
Plug power (PLUG)
C3/ai (AI)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
marijuana
Standard Bio Tools (LAB)
Trulieve (TRUL/CX TCNNF)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Friday File
Qurate Preferreds (QRTEP)
gold
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
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Alphabet (GOOGL GOOG)
Kinsale Capital (KNSL)
Friday File
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Trade Note
Big Picture / Asset Allocation
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Gold/Precious Metals & Mining
Greg Abel
Stellantis (STLA)
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
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Howard Hughes Corp (HHC)
Carl Icahn
Restaurant Brands International (QSR)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
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Sky Harbour (SKYH)
Lumentum (LITE)
Dream Finders Homes (DFH)
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
Papa John's (PZZA)
Freeport/McMoRan (FCX)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Public Storage (PSA)
Nvidia (NVDA)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Stocks
Big Picture / Asset Allocation
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Arafura Resources (ARU/AX ARAFF)
Construction Partners (ROAD)
Twist Bioscience (TWST)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
DigitalBridge Preferreds
Carbon Streaming Corp/ (NETZ/NO OFSTF)
Brookfield Property Preferred
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Cryptocurrencies
Turkey of the Year
Big Picture / Asset Allocation
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Carl Icahn
Dominos Pizza (DPZ)
Enhabit (EHAB)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Friday File
Toast (TOST)
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Kennedy Wilson (KW)
Perimeter Solutions (PRM)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
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