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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
Sprott Physical Uranium (UU/TO SRUUF)
Halliburton (HAL)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Brookfield Corp (BN)
Nvidia (NVDA)
Friday File
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Cresco Labs (CL/CX CRLBF)
Ascend Wellness (AAWH)
Rolls/Royce (RR/L RYCEY RYCEF)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
Silvergate Capital (SI)
Twist Bioscience (TWST)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Trade Note
Big Picture / Asset Allocation
Amerco (UHAL)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Empire Financial Research
WonderFi (WNDR/NEO WONDF)
FTX Token (FTT)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Barry Rosenstein
Crown Holdings (CCK)
JANA Partners
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Par Technology (PAR)
Series I Savings Bonds
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Friday File
Electronic Arts (EA)
Income Investing
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Income Investing
Apple (AAPL)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Home Depot (HD)
Sprott Inc/ (SII)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Income Investing
David Gardner
Roku (ROKU)
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
Friday File
Cheniere Energy (LNG)
EQT (EQT)
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
DocuSign (DOCU)
Brookfield Asset Management (BAM)
Crown Castle (CCI)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
iShares TIPS Bond ETF (TIPS)
Income Investing
Series I Savings Bonds
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Avalara (AVLR)
Toast (TOST)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Cloudflare (NET)
Big Picture / Asset Allocation
Amerco (UHAL)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Friday File
Kings Garden
Magnite (MGNI)
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
IAA (IAA)
Tom Gardner
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Fastly (FSLY)
Alphabet (GOOGL GOOG)
American Express (AXP)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
The Trade Desk (TTD)
Big Picture / Asset Allocation
Netflix (NFLX)
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
Tags
Sandstorm Gold (SAND SSL/TO)
PayPal (PYPL)
Stocks
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Revance Therapeutics (RVNC)
Alphabet (GOOGL GOOG)
Hipgnosis Songs Fund (SONG/L HPGSF)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Costco (COST)
Toast
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Friday File
Brookfield Asset Management (BAM)
Unity Software (U)
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
Topicus (TOI/V TOITF)
Trade Note
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Millennium Investment & Acquisition (MILC)
Power REIT (PW)
AFC Gamma (AFCG)
From
Stock Gumshoe
Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
Tags
Enphase Energy (ENPH)
The Trade Desk (TTD)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Altius Minerals (ALS/TO ATUSF)
CNH Industrial (CNHI)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
AFC Gamma (AFCG)
Toast
D/ R/ Horton (DHI)
From
Stock Gumshoe
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