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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
CGX Energy (OYL/V CGXEF)
Big Picture / Asset Allocation
YPF (YPF)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
AON (AON)
Markel (MKL)
Insurance
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
Howard Marks
Evolution (EVO/ST EVVTY EVGGF)
Technology
From
Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
Tags
PayPal (PYPL)
Porter Stansberry
Porter & Co/
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
Nomi Prins
Indivior (INDV/L INVVY)
Rogue Strategic Trader
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Nvidia (NVDA)
Liberty Braves (BATRA BATRB BATRK)
Danaher (DHR)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Broadridge Financial Solutions (BR)
Trade Note
WESCO (WCC)
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
Recursion Pharmaceuticals (RXRX)
Ambarella (AMBA)
OpenAI
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Hanesbrands (HBI)
Warren Buffett
Autopilot
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
NVR (NVR)
Brookfield Corp (BN)
Royalty Pharmaceuticals (RPRX)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Friday File
S&P 500 ETF (SPY)
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
American Tower (AMT)
Friday File
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Nasdaq ETF (QQQ)
Dodge & Cox Stock (DODGX)
Toast (TOST)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Syrah Resources (SYR/AX SYAAF)
Friday File
Berry Petroleum (BRY)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
Danaher (DHR)
U/Haul Holdings (UHAL)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Qurate Preferreds (QRTEP)
Nvidia (NVDA)
gold
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Friday File
Stocks
Albemarle (ALB)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
National Instruments (NATI)
Innovative Industrial Properties (IIPR)
Crown Castle (CCI)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Amazon (AMZN)
Warren Buffett
LVMH (MC/PA LVMUY LVMHF)
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Brian Dalton
Restaurant Brands International (QSR)
Chipotle Mexican Grill (CMG)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Income Investing
Chevron (CVX)
Gold/Precious Metals & Mining
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
Yellowstone Acquisition Corp/ (YSACU)
Qurate Preferreds (QRTEP)
Activision Blizzard (ATVI)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Stocks
Friday File
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Trulieve (TRUL/CX TCNNF)
ConocoPhillips (COP)
Leonardo (LDO/MI FINMF FINMY)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Adam O'Dell
Rolls/Royce (RR/L RYCEY RYCEF)
IonQ (IONQ)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
DigitalBridge (DBRG)
Income Investing
DigitalBridge Preferreds
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Energy Vault (NRGV)
Naked Wines (WINE/L NWINF MJWNY)
Aqua Metals (AQMS)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Verisign (VRSN)
Barry Rosenstein
Ginkgo BIoworks (DNA)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Friday File
Big Picture / Asset Allocation
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Alphabet (GOOGL GOOG)
Friday File
WESCO (WCC)
From
Stock Gumshoe
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