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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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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Technology
Shopify (SHOP)
Income Investing
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Big Picture / Asset Allocation
Black Stone Minerals (BSM)
Stocks
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Carrier (CARR)
Nassim Nicholas Taleb
Technology
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
natural gas
Berkshire Hathaway (BRK/B)
Friday File
From
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Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
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Smead Value Fund (SMVLX)
Brown & Brown (BRO)
gold
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
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Friday File
iShares TIPS Bond ETF (TIPS)
Inflation
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
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Unity Software (U)
Grail Technologies
Toast (TOST)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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inTEST (INTT)
Friday File
Medical Properties Trust (MPW)
From
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Altius Minerals (ALS/TO ATUSF)
The Trade Desk (TTD)
Anglo Pacific Group (APF/L APY/TO AGPIF)
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
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IAA (IAA)
Stocks
Tom Gardner
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Amerco (UHAL)
Fastly (FSLY)
Friday File
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
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Dream Finders Homes (DFH)
NewLake Capital Partners (NLCP)
Netflix (NFLX)
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
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Brookfield Asset Management (BAM)
Royal Gold (RGLD)
Farmland Partners (FPI)
From
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Equinox Gold (EQX/V EQXFF)
Hipgnosis Songs Fund (SONG/L HPGSF)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Keysight (KEYS)
Amazon (AMZN)
Technology
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Big Picture / Asset Allocation
Disney (DIS)
Camping World (CWH)
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
Sandstorm Gold (SAND SSL/TO)
Smith/Midland (SMID)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
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Power REIT (PW)
iShares 7/10 Year Treasury Bond ETF (IEF)
AFC Gamma (AFCG)
From
Stock Gumshoe
Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
Tags
Enphase Energy (ENPH)
Shopify (SHOP)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
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Altius Minerals (ALS/TO ATUSF)
EXRRF)
Chewy (CHWY)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
Hipgnosis Songs Fund (SONG/L HPGSF)
D/ R/ Horton (DHI)
Boston Omaha (BOMN)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Cambria Emerging Yield (EYLD)
Kinsale Capital (KNSL)
Trisura (TSU/TO TRRSF)
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
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Kulicke & Soffa (KLIC)
Intel (INTC)
Russia
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
Annual Review
WESCO (WCC)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Blackstone Group (BX)
Brookfield Asset Management (BAM)
Construction Partners (ROAD)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Markel (MKL)
Stocks
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Amazon (AMZN)
Shopify (SHOP)
Microsoft (MSFT)
From
Stock Gumshoe
Roundup of “Forever” EV Battery Pitches: Who’s Teasing What?
January 18, 2022
Tags
Ray Blanco
Tesla Motors (TSLA)
Novonix (NVX/AX NVNXF)
From
Stock Gumshoe
Friday File: Inflation Worries, Renewing a Hedge, and Investing in Dividend Growth
December 17, 2021
Tags
Big Picture / Asset Allocation
Trade Note
Markel (MKL)
From
Stock Gumshoe
2021 Turkey of the Year
November 23, 2021
Tags
Indivior (INDV/L INVVY)
Aqua Metals (AQMS)
Turkey of the Year
From
Stock Gumshoe
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