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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: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
March 03, 2023
Tickers
NATKY
Tags
ALPS Alerian MLP (AMLP)
Patterson/UTI (PTEN)
Friday File
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Boston Omaha (BOC)
Technology
Trade Note
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Trulieve (TRUL/CX TCNNF)
Enphase Energy (ENPH)
Clearfield (CLFD)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Karim Rahemtulla
Construction Partners (ROAD)
Hercules Technology Growth Capital (HTGC)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Carbon Streaming Corp/ (NETZ/NO OFSTF)
Amerco (UHAL)
Disney (DIS)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Limelight Networks (LLNW)
Matterport
Turkey of the Year
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Todd Combs
Chevron (CVX)
New York Times (NYT)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Series I Savings Bonds
Amerco (UHAL)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Perimeter Solutions (PRM)
Big Picture / Asset Allocation
Income Investing
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Boston Omaha (BOC)
Goosehead Insurance (GSHD)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Amazon (AMZN)
Dan Ferris
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Kinsale Capital (KNSL)
Technology
Ian Lance
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
AdvisorShares Ranger Equity Bear ETF (HDGE)
Inflation
Porter & Co/
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Big Picture / Asset Allocation
Crown Castle (CCI)
Avalara (AVLR)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
iShares TIPS Bond ETF (TIPS)
Friday File
Income Investing
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Berkshire Hathaway (BRK/B)
Par Technology (PAR)
TransDigm (TDG)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
WESCO (WCC)
Cloudflare (NET)
inTEST (INTT)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Alphabet (GOOGL GOOG)
Innovative Industrial Properties (IIPR)
Commodities / Natural Resources
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
Tom Gardner
Friday File
David Gardner
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Amazon (AMZN)
Third Avenue Value
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Friday File
Altius Minerals (ALS/TO ATUSF)
Trade Note
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
Tags
Gold/Precious Metals & Mining
Visa (V)
Square (SQ)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Marriott (MAR)
Russia
Activision Blizzard (ATVI)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Big Picture / Asset Allocation
Wal/Mart (WMT)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Brookfield Asset Management (BAM)
Sea Ltd (SE)
Power REIT (PW)
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
Roku (ROKU)
Nomad Royalty (NSR/TO NSRXF)
Constellation Software (CSU/TO CNSWF)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
GAN ltd (GAN)
Ginkgo BIoworks (DNA)
Series I Savings Bonds
From
Stock Gumshoe
Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
Tags
The Trade Desk (TTD)
Nvidia (NVDA)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Kennedy Wilson (KW)
Markel (MKL)
Stellantis (STLA)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
Switch (SWCH)
Dream Finders Homes (DFH)
Universal Music Group (UMG/AS UMGNF)
From
Stock Gumshoe
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