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Latest News about Big Picture / Asset Allocation
Recent news which mentions Big Picture / Asset Allocation
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Top Teaser Stocks of 2023
December 26, 2023
Tickers
SHOP
Tags
ASML (ASML)
CGX Energy (OYL/V CGXEF)
Arafura Resources (ARU/AX ARAFF)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Friday File
Toast (TOST)
Markel (MKL)
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
Evolution (EVO/ST EVVTY EVGGF)
MGM Resorts (MGM)
Flutter (PDYPY)
From
Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
Tags
Porter & Co/
PayPal (PYPL)
The Big Secret on Wall Street (This Week)
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
Office Properties Income Trust (OPI)
Aqua Metals (AQMS)
Rogue Strategic Trader
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Berkshire Hathaway (BRK/B)
Stocks
Constellation Software (CSU/TO CNSWF)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Friday File
WESCO (WCC)
Brookfield Corp (BN)
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
IonQ (IONQ)
Symbotic (SYM)
Palantir (PLTR)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Michael Burry
Hanesbrands (HBI)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
The Trade Desk (TTD)
Altius Minerals (ALS/TO ATUSF)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Friday File
Options or Futures
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
Big Picture / Asset Allocation
American Tower (AMT)
Crown Castle (CCI)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Penny Options Trader
Energy
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Antero Resources (AR)
Brookfield Reinsurance (BNRE)
Office Properties Income Trust (OPI)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
marijuana
Lifco (LIFCO/B/ST)
Friday File
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Icahn Enterprises (IEP)
Big Picture / Asset Allocation
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Sociedad Quimica y Minera de Chile (SQM)
Markel (MKL)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Keysight (KEYS)
Trade Note
Dividend Hunter
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Ferrari (RACE)
Wal/Mart (WMT)
Friday File
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
C3/ai (AI)
ETFs or Mutual Funds
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Income Investing
Dream Finders Homes (DFH)
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
Franco/Nevada (FNV)
Papa John's (PZZA)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Public Storage (PSA)
Boston Omaha (BOC)
Stocks
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Friday File
Northrop Grumman (NOC)
BP (BP)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Friday File
PG&E Corp (PCG)
YPF (YPF)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Brookfield Corp (BN)
Brookfield Property Preferred
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Stocks
Indivior (INDV/L INVVY)
WonderFi (WNDR/NEO WONDF)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Baupost Group
Ginkgo BIoworks (DNA)
Barry Rosenstein
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Series I Savings Bonds
Amerco (UHAL)
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Income Investing
Perimeter Solutions (PRM)
The Trade Desk (TTD)
From
Stock Gumshoe
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