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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: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Trulieve (TRUL/CX TCNNF)
BP (BP)
WESCO (WCC)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Donnelley Financial Solutions (DFIN)
PG&E Corp (PCG)
Construction Partners (ROAD)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Innovative Industrial Properties Preferreds
DigitalBridge Preferreds
DigitalBridge (DBRG)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Applied DNA (APDN)
Enrique Abeyta
Asana (ASAN)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Barry Rosenstein
JANA Partners
Crown Holdings (CCK)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
AFC Gamma (AFCG)
Toast (TOST)
Friday File
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Income Investing
WESCO (WCC)
Roku (ROKU)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
NVR (NVR)
Friday File
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Sprott Physical Silver Trust (PSLV)
Innovative Industrial Properties (IIPR)
Atkore (ATKR)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Netflix (NFLX)
Amerco (UHAL)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
Cheniere Energy (LNG)
Friday File
Range Resources (RRC)
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Avalara (AVLR)
Brown & Brown (BRO)
Public Storage (PSA)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
Series I Savings Bonds
Income Investing
iShares TIPS Bond ETF (TIPS)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Illumina (ILMN)
Unity Software (U)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Innovative Industrial Properties (IIPR)
Kennedy Wilson (KW)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Green Thumb Industries (GTII/CX GTBIF)
Commodities / Natural Resources
Disney (DIS)
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
Friday File
Big Picture / Asset Allocation
Tom Gardner
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Big Picture / Asset Allocation
Paramount (PARA)
Chevron (CHV)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Innovative Industrial Properties (IIPR)
Sandstorm Gold (SAND SSL/TO)
Anglo Pacific Group (APF/L APY/TO AGPIF)
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
Tags
Commodities / Natural Resources
Market Vectors Gold Miners ETF (GDX)
PermRock Royalty Trust (PRT)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Advanced Micro Devices (AMD)
Cepton (CPTN)
Pinterest
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Toast
Costco (COST)
Friday File
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Dream Finders Homes (DFH)
Alphabet (GOOGL GOOG)
Innovative Industrial Properties (IIPR)
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
Sandstorm Gold (SAND SSL/TO)
Innovative Industrial Properties (IIPR)
Markel (MKL)
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
Shopify (SHOP)
Big Picture / Asset Allocation
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
PetSmart
EXRRF)
Kennedy Wilson (KW)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
NVR (NVR)
D/ R/ Horton (DHI)
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Cambria Emerging Yield (EYLD)
Nutrien (NTR)
Cambria Global Value (GVAL)
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
Tags
Leonardo (LDO/MI FINMF FINMY)
Brown & Brown (BRO)
Applied Materials (AMAT)
From
Stock Gumshoe
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