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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: Fill up your Snifter
Tags Pernot Ricard (RI/PA PRNDY) Medical Properties Trust (MPW) Diageo (DEO)
From Stock Gumshoe
Top Teaser Stocks of 2023
Tickers SHOP
Tags YPF (YPF) Verses AI (VERS/NEO VRSSF) Kopin (KOPN)
From Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
Tags Sky Harbour (SKYH) Kinsale Capital (KNSL) Insurance
From Stock Gumshoe
Friday File: Gambling on Gambling
Tags Las Vegas Sands (LVS) Foreign Investments Technology
From Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
Tags Big Picture / Asset Allocation Marqeta (MQ) Square (SQ)
From Stock Gumshoe
2023 Turkey of the Year
Tags Indivior (INDV/L INVVY) Lion Electric (LEV) Jim Rickards
From Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
Tags Nvidia (NVDA) Universal Music Group (UMG/AS UMGNF) Constellation Software (CSU/TO CNSWF)
From Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
Tags Brookfield Asset Management (BAM) Roku (ROKU) Brookfield Corp (BN)
From Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
Tags Nvidia (NVDA) OpenAI IonQ (IONQ)
From Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
Tags Bruce Flatt Brookfield Asset Management (BAM) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
Tags Nvidia (NVDA) Lennar (LEN) Keysight (KEYS)
From Stock Gumshoe
Monday File: A Trade Note about Hedging
Tags Friday File Hedging Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
Tags American Tower (AMT) W/R/ Berkley (WRB) Nvidia (NVDA)
From Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Tickers UBER
Tags DoorDash (DASH) Pershing Square Holdings (PSH/AS PSHZF) Energy
From Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
Tags Plug power (PLUG) Enerplus (ERF) Vanguard Mortgage Backed Securities ETF (VMBS)
From Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Tags Standard Bio Tools (LAB) Friday File Lagercrantz (LAGR/B/ST)
From Stock Gumshoe
Friday File — WESCO, Icahn and more…
Tickers GOLD
Tags WESCO (WCC) Carl Icahn gold
From Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
Tags Friday File Big Picture / Asset Allocation Cloudflare (NET)
From Stock Gumshoe
Friday File: Buying a Dinosaur
Tags Big Picture / Asset Allocation iShares MSCI Poland ETF (EPOL) National Instruments (NATI)
From Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
Tags Taiwan Semiconductor (TSM) Berkshire Hathaway (BRK/B) Warren Buffett
From Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Tags Digital Realty Trust (DLR) C3/ai (AI) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
Tags Dream Finders Homes (DFH) Teqnion (TEQ/ST) Occidental Petroleum (OXY)
From Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Tickers NATKY
Tags ALPS Alerian MLP (AMLP) Patterson/UTI (PTEN) Royal Gold (RGLD)
From Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Tags Life Storage (LSI) Nvidia (NVDA) Cloudflare (NET)
From Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Tags Leonardo (LDO/MI FINMF FINMY) ICL Group (ICL) Trade Note
From Stock Gumshoe
Top Teasers of 2022
Tags Karim Rahemtulla Teck Resources (TECK) Arafura Resources (ARU/AX ARAFF)
From Stock Gumshoe
Friday File: Nibbling on High Yields
Tags Brookfield Corp (BN) Amerco (UHAL) Brookfield Asset Management (BAM)
From Stock Gumshoe
2022 Turkey of the Year
Tags Stocks Naked Wines (WINE/L NWINF MJWNY) FTX Token (FTT)
From Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags Louisiana Pacific (LPX) Paramount (PARA) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags AFC Gamma (AFCG) Par Technology (PAR) The Trade Desk (TTD)
From Stock Gumshoe
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