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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
Comstock Resources (CRK)
Micron Technology (MU)
Bausch Health (BHC)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Trade Note
Amerco (UHAL)
Friday File
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Perimeter Solutions (PRM)
Markel (MKL)
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Goosehead Insurance (GSHD)
Meta Platforms (META)
Stocks
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
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Apple (AAPL)
WESCO (WCC)
Texas Pacific Land Trust (TPL)
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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Series I Savings Bonds
Chuck Akre
Income Investing
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
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Liquefied Natural Gas / LNG
Friday File
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Hipgnosis Songs Fund (SONG/L HPGSF)
Berkshire Hathaway (BRK/B)
Market Vectors Gold Miners ETF (GDX)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
Inflation
Income Investing
FlexShares iBoxx 3 Yr/ Tgt/ Dur/ TIPS ETF (TDTT)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
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American Tower (AMT)
Grail Technologies
Avalara (AVLR)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Markel (MKL)
Keysight (KEYS)
Camping World (CWH)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
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Kings Garden
Netflix (NFLX)
Commodities / Natural Resources
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
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IAA (IAA)
Copart (CPRT)
Stocks
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
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DocuSign (DOCU)
Chevron (CHV)
Public Storage (PSA)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
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Comcast (CMCSA)
Income Investing
Dream Finders Homes (DFH)
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
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Diamondback Energy (FANG)
PermRock Royalty Trust (PRT)
Stocks
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Universal Music Group (UMG/AS UMGNF)
Allergan (AGN)
Aeva
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Alphabet (GOOGL GOOG)
Big Picture / Asset Allocation
Technology
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Cloudflare (NET)
Switch (SWCH)
Brookfield Asset Management (BAM)
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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Brookfield Asset Management (BAM)
Roku (ROKU)
Constellation Software (CSU/TO CNSWF)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
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Millennium Investment & Acquisition (MILC)
Inflation
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
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The Trade Desk (TTD)
Big Picture / Asset Allocation
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
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Kennedy Wilson (KW)
Amazon (AMZN)
Boston Omaha (BOMN)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
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Lightspeed POS (LSPD)
iShares US Home Construction ETF (ITB)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Commodities / Natural Resources
Norilsk Nickel (NILSY)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
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Keysight (KEYS)
Smith/Midland (SMID)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
W/W/ Grainger (GWW)
Keysight (KEYS)
Markel (MKL)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Trade Note
Aker Carbon Capture (ACC/OL AKCCF)
Friday File
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
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Annual Review
Stocks
Electronic Arts (EA)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Roku (ROKU)
Zynga (ZNGA)
Electronic Arts (EA)
From
Stock Gumshoe
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