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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
Tickers SHOP
Tags ASML (ASML) Dream Finders Homes (DFH) Permian Resources (PR)
From Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
Tags Arthur J/ Gallagher (AJG) Willis Towers Watson (WLTW) Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: Gambling on Gambling
Tags MGM Resorts (MGM) Playtech (PTEC/L PTYCY PYTCF) Technology
From Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
Tags Porter & Co/ PayPal (PYPL) Porter Stansberry
From Stock Gumshoe
2023 Turkey of the Year
Tags Indivior (INDV/L INVVY) Nomi Prins Rogue Strategic Trader
From Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
Tags Liberty Braves (BATRA BATRB BATRK) Nvidia (NVDA) Danaher (DHR)
From Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
Tags Black Stone Minerals (BSM) Advanced Micro Devices (AMD) Markel (MKL)
From Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
Tags Recursion Pharmaceuticals (RXRX) Ambarella (AMBA) OpenAI
From Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
Tags Brookfield Corp (BN) Partners Value Investments LP (PVF/UN/V) Michael Burry
From Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
Tags D/ R/ Horton (DHI) NVR (NVR) Brookfield Corp (BN)
From Stock Gumshoe
Monday File: A Trade Note about Hedging
Tags Hedging Options or Futures S&P 500 ETF (SPY)
From Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
Tags W/R/ Berkley (WRB) Nvidia (NVDA) Crown Castle (CCI)
From Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Tickers UBER
Tags Toast (TOST) Dodge & Cox Stock (DODGX) Nasdaq ETF (QQQ)
From Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
Tags Plug power (PLUG) Antero Resources (AR) Office Properties Income Trust (OPI)
From Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Tags Lifco (LIFCO/B/ST) Teqnion (TEQ/ST) Bergman & Beving (BERG/B/ST)
From Stock Gumshoe
Friday File — WESCO, Icahn and more…
Tickers GOLD
Tags Friday File WESCO (WCC) Carl Icahn
From Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
Tags Markel (MKL) American Tower (AMT) Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: Buying a Dinosaur
Tags American Tower (AMT) Innovative Industrial Properties (IIPR) National Instruments (NATI)
From Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
Tags Bitcoin (BTC) LVMH (MC/PA LVMUY LVMHF) Apple (AAPL)
From Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Tags Stocks Lowe's (LOW) Hilton (HLT)
From Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
Tags Dream Finders Homes (DFH) Boston Omaha (BOC) Teqnion (TEQ/ST)
From Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Tickers NATKY
Tags Franco/Nevada (FNV) Black Stone Minerals (BSM) Electronic Arts (EA)
From Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Tags Brookfield Corp (BN) Nvidia (NVDA) Life Storage (LSI)
From Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Tags ICL Group (ICL) Trade Note WESCO (WCC)
From Stock Gumshoe
Top Teasers of 2022
Tags Dan Ferris Big Picture / Asset Allocation YPF (YPF)
From Stock Gumshoe
Friday File: Nibbling on High Yields
Tags Energy Transfer Preferred Brookfield Property Preferred Carbon Streaming Corp/ (NETZ/NO OFSTF)
From Stock Gumshoe
2022 Turkey of the Year
Tags Asana (ASAN) Ilika (IKA/L ILIKF) Matterport
From Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags Restoration Hardware (RH) Ginkgo BIoworks (DNA) Barry Rosenstein
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags Huntington Ingalls Industries (HII) Toast (TOST) AFC Gamma (AFCG)
From Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
Tags Perimeter Solutions (PRM) Roku (ROKU) Innovative Industrial Properties (IIPR)
From Stock Gumshoe
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