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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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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
13F
Trinity Industries (TRN)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
NewLake Capital Partners (NLCP)
The Trade Desk (TTD)
Series I Savings Bonds
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Big Picture / Asset Allocation
Kennedy Wilson (KW)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Alphabet (GOOGL GOOG)
Technology
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
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Atkore (ATKR)
Dan Ferris
Income Investing
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
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Crown Castle (CCI)
Netflix (NFLX)
Duke Energy (DUK)
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
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Cheniere Energy (LNG)
Liquefied Natural Gas / LNG
Porter & Co/
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
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Sandstorm Gold (SAND SSL/TO)
Hipgnosis Songs Fund (SONG/L HPGSF)
Illumina (ILMN)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
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FlexShares iBoxx 3 Yr/ Tgt/ Dur/ TIPS ETF (TDTT)
Friday File
Series I Savings Bonds
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Toast (TOST)
Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Medical Properties Trust (MPW)
Dream Finders Homes (DFH)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
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Friday File
Trade Note
Technology
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
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Stocks
Friday File
David Gardner
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Third Avenue Value
Moody's (MCO)
Friday File
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
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Sandstorm Gold (SAND SSL/TO)
Innovative Industrial Properties (IIPR)
Cambria Tail Risk ETF (TAIL)
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
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Hershey (HSY)
Gladstone Land Corp/ (LAND)
Visa (V)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Pinterest
Hilton (HLT)
facebook (FB)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Amazon (AMZN)
Costco (COST)
Markel (MKL)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
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Unity Software (U)
Brookfield Asset Management (BAM)
Sea Ltd (SE)
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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Guardant Health (GH)
Avalara (AVLR)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Ginkgo BIoworks (DNA)
Series I Savings Bonds
Inflation
From
Stock Gumshoe
Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
Tags
The Trade Desk (TTD)
Big Picture / Asset Allocation
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
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CNH Industrial (CNHI)
Brookfield Asset Management (BAM)
Petco (WOOF)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
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Trade Note
Square (SQ)
Friday File
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Friday File
Trade Note
Foreign Investments
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
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Teradyne (TER)
Friday File
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
MSC Industrial Direct (MSM)
Big Picture / Asset Allocation
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Ken Heebner
3M (MMM)
Blackstone Group (BX)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Stocks
Amazon (AMZN)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
The Trade Desk (TTD)
Roku (ROKU)
Shopify (SHOP)
From
Stock Gumshoe
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