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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: Buying a Dinosaur
April 21, 2023
Tags
Innovative Industrial Properties (IIPR)
Friday File
Edwin Dorsey
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Wal/Mart (WMT)
Friday File
Greg Abel
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Lowe's (LOW)
Energy
Palantir
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Friday File
Porter Stansberry
Lumentum (LITE)
From
Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
March 03, 2023
Tickers
NATKY
Tags
Patterson/UTI (PTEN)
Halliburton (HAL)
Toast (TOST)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Stocks
Trade Note
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Marathon Oil (MRO)
Green Thumb Industries (GTII/CX GTBIF)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
ShotSpotter (SSTI)
YPF (YPF)
Hercules Technology Growth Capital (HTGC)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Brookfield Asset Management (BAM)
Carbon Streaming Corp/ (NETZ/NO OFSTF)
Friday File
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Cybin (CYBN)
Naked Wines (WINE/L NWINF MJWNY)
Empire Financial Research
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Ovintiv (OVV)
Colgate Palmolive (CL)
Dominos Pizza (DPZ)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Amerco (UHAL)
The Trade Desk (TTD)
Inflation
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Friday File
Camping World (CWH)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Amazon (AMZN)
Big Picture / Asset Allocation
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Construction Partners (ROAD)
Crown Castle (CCI)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Nassim Nicholas Taleb
Big Picture / Asset Allocation
Utilities Select Sector SPDR (XLU)
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
Big Picture / Asset Allocation
Tellurian (TELL)
natural gas
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Gold/Precious Metals & Mining
Nvidia (NVDA)
Life Storage (LSI)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
Inflation
Income Investing
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Avalara (AVLR)
TransDigm (TDG)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Royalty Pharmaceuticals (RPRX)
Big Picture / Asset Allocation
WESCO (WCC)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Green Thumb Industries (GTII/CX GTBIF)
Anglo Pacific Group (APF/L APY/TO AGPIF)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
Tom Gardner
Stocks
David Gardner
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Apple (AAPL)
Akamai (AKAM)
Chevron (CHV)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Netflix (NFLX)
Cambria Tail Risk ETF (TAIL)
Income Investing
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
Tags
Gold/Precious Metals & Mining
Diamondback Energy (FANG)
PepsiCo (PEP)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Technology
Russia
Twitter (TWTR)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Friday File
Target (TGT)
Wal/Mart (WMT)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Big Picture / Asset Allocation
Unity Software (U)
Keysight (KEYS)
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
Smith/Midland (SMID)
Nomad Royalty (NSR/TO NSRXF)
Disney (DIS)
From
Stock Gumshoe
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