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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
Enphase Energy (ENPH)
Friday File
Cresco Labs (CL/CX CRLBF)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
PG&E Corp (PCG)
Construction Partners (ROAD)
Donnelley Financial Solutions (DFIN)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Friday File
Carbon Streaming Corp/ (NETZ/NO OFSTF)
Brookfield Corp (BN)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Binance
Cryptocurrencies
FTX Token (FTT)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Seth Klarman
Canadian Pacific (CP)
Ginkgo BIoworks (DNA)
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
Camping World (CWH)
Big Picture / Asset Allocation
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
AFC Gamma (AFCG)
Arthur J/ Gallagher (AJG)
Brown & Brown (BRO)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Dow (DOW)
Blackstone Group (BX)
Altius Renewable Royalties (ARR/TO ATRWF)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Utilities Select Sector SPDR (XLU)
DigitalBridge (DBRG)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
Tellurian (TELL)
Cambria Tail Risk ETF (TAIL)
Friday File
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Hipgnosis Songs Fund (SONG/L HPGSF)
Alphabet (GOOGL GOOG)
DigitalBridge (DBRG)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
Friday File
Big Picture / Asset Allocation
FlexShares iBoxx 3 Yr/ Tgt/ Dur/ TIPS ETF (TDTT)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Switch (SWCH)
TransDigm (TDG)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Amerco (UHAL)
Big Picture / Asset Allocation
Camping World (CWH)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Dream Finders Homes (DFH)
Meta Platforms (META)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
Friday File
Tom Gardner
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Akamai (AKAM)
Third Avenue Value
Moody's (MCO)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Franco/Nevada (FNV)
Berkshire Hathaway (BRK/B)
Amazon (AMZN)
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
Tags
Series I Savings Bonds
Barrick Gold (GOLD)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Pinterest
Mutual Conversion
Twitter (TWTR)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Toast
Costco (COST)
Wal/Mart (WMT)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Disney (DIS)
Sea Ltd (SE)
AFC Gamma (AFCG)
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
Shopify (SHOP)
Big Picture / Asset Allocation
Trade Note
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Millennium Investment & Acquisition (MILC)
AFC Gamma (AFCG)
Power REIT (PW)
From
Stock Gumshoe
Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
Tags
Nvidia (NVDA)
The Trade Desk (TTD)
Enphase Energy (ENPH)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Chewy (CHWY)
Ivego (IVG/MI IVCGF)
Kennedy Wilson (KW)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
Innovative Industrial Properties (IIPR)
Trade Note
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Brown & Brown (BRO)
Commodities / Natural Resources
Africa Oil (AOI/TO AOIFF)
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
Tags
Goosehead Insurance (GSHD)
Friday File
Advanced Micro Devices (AMD)
From
Stock Gumshoe
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