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Latest News about Big Picture / Asset Allocation
Recent news which mentions Big Picture / Asset Allocation
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Antero Resources (AR)
Big Picture / Asset Allocation
Barry Rosenstein
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
NewLake Capital Partners (NLCP)
Inflation
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Electronic Arts (EA)
Broadridge Financial Solutions (BR)
Camping World (CWH)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Shopify (SHOP)
Meta Platforms (META)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Blackstone Group (BX)
Freehold Royalties (FRU/TO FRHLF)
Snap (SNAP)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Ian Lance
Amazon (AMZN)
Exor (EXO/MI EXXRF)
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
EQT (EQT)
Cheniere Energy (LNG)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Life Storage (LSI)
Goosehead Insurance (GSHD)
Crown Castle (CCI)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
Series I Savings Bonds
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
Unity Software (U)
American Tower (AMT)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Camping World (CWH)
Big Picture / Asset Allocation
inTEST (INTT)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Meta Platforms (META)
Altius Minerals (ALS/TO ATUSF)
Green Thumb Industries (GTII/CX GTBIF)
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
IAA (IAA)
Chris Mayer
Tom Gardner
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
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American Express (AXP)
Berkshire Hathaway (BRK/B)
Friday File
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
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Royal Gold (RGLD)
Dream Finders Homes (DFH)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
Tags
Weyerhauser (WY)
Royal Gold (RGLD)
Kennedy Wilson (KW)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
CSFB Financial (CFSB)
Aeva
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
Wal/Mart (WMT)
Par Technology (PAR)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Perimeter Solutions (PRM)
Power REIT (PW)
Keysight (KEYS)
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
Guardant Health (GH)
Brookfield Asset Management (BAM)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Inflation
Goosehead Insurance (GSHD)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
Tags
Shopify (SHOP)
Nvidia (NVDA)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Berkshire Hathaway (BRK/B)
Friday File
Kennedy Wilson (KW)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
AFC Gamma (AFCG)
Berkshire Hathaway (BRK/B)
Friday File
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Anglo Pacific Group (APF/L APY/TO AGPIF)
Trade Note
Technology
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
Tags
Teradyne (TER)
Kulicke & Soffa (KLIC)
Airbus (EADSY EADSF)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
Sea Ltd (SE)
Fastly (FSLY)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Cathie Wood
KKR & Co/ (KKR)
CGM Focus Fund (CGMFX)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Twitter (TWTR)
PayPal (PYPL)
Friday File
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Big Picture / Asset Allocation
The Trade Desk (TTD)
Take Two Interactive (TTWO)
From
Stock Gumshoe
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