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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: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Stocks
Netflix (NFLX)
Big Picture / Asset Allocation
From
Stock Gumshoe
Artificial Intelligence Stocks A-to-V — Which 63 Stocks Have Been Pitched as “AI” Ideas by Investment Newsletters?
May 22, 2024
Tags
Big Picture / Asset Allocation
Technology
Artificial Intelligence (A/I/)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Trade Note
Microsoft (MSFT)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Stellantis (STLA)
Jéronimo Martins (JRONY JRONF)
Trade Note
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Alphabet (GOOGL GOOG)
Stocks
Diageo (DEO)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Ethereum (ETH)
Par Technology (PAR)
Trade Note
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Matt McCall
Rogue Economics
Colin Tedards
From
Stock Gumshoe
The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
February 12, 2024
Tags
BWX Technologies (BWXT)
Microsoft (MSFT)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Medical Properties Trust (MPW)
Diageo (DEO)
Brown/Forman (BFB BFA)
From
Stock Gumshoe
Top Teaser Stocks of 2023
December 26, 2023
Tickers
SHOP
Tags
Arista Networks (ANET)
Dream Finders Homes (DFH)
Permian Resources (PR)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Arthur J/ Gallagher (AJG)
Friday File
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
Foreign Investments
Howard Marks
DraftKings (DKNG)
From
Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
Tags
Big Picture / Asset Allocation
John Deere (DE)
Marqeta (MQ)
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
Indivior (INDV/L INVVY)
Whitney Tilson
Rogue Strategic Trader
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Berkshire Hathaway (BRK/B)
Constellation Software (CSU/TO CNSWF)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Advanced Micro Devices (AMD)
Roku (ROKU)
Brookfield Asset Management (BAM)
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
Artificial Intelligence (A/I/)
Stocks
C3/ai (AI)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Michael Burry
Hanesbrands (HBI)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Brookfield Asset Management (BAM)
Dino Polska (DNP/W DNOPY)
Royalty Pharmaceuticals (RPRX)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
S&P 500 ETF (SPY)
Hedging
Options or Futures
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
Crown Castle (CCI)
Intuitive Surgical (ISRG)
Medtronic (MDT)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Big Picture / Asset Allocation
Marc Lichtenfeld
Uber
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Big Picture / Asset Allocation
Trade Note
IonQ (IONQ)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
serial acquirers
Lifco (LIFCO/B/ST)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Qurate Preferreds (QRTEP)
gold
Bill Ackman
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Cloudflare (NET)
Big Picture / Asset Allocation
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Friday File
Emerson Electric (EMR)
Foreign Investments
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Paramount (PARA)
Stocks
Warren Buffett
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Restaurant Brands International (QSR)
Brookfield Corp (BN)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Stocks
Chevron (CVX)
Dream Finders Homes (DFH)
From
Stock Gumshoe
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