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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: Looking back at NVIDIA
August 22, 2025
Tags
Big Picture / Asset Allocation
Microsoft (MSFT)
BWX Technologies (BWXT)
From
Stock Gumshoe
Friday File: Multiple Expansion and Contraction, Interest Rates for Insurance Companies, and a New Royalty Buy
July 18, 2025
Tags
Kinsale Capital (KNSL)
CSX Corp (CSX)
Franco/Nevada (FNV)
From
Stock Gumshoe
Friday File: Big Gold Deal, Ongoing Litigation, Sweet New CEO?
July 11, 2025
Tags
Hershey (HSY)
Vox Royalty (VOXR)
Northern Star Resources (NST/AX NESRF)
From
Stock Gumshoe
Friday File: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Sky Harbour (SKYH)
Oklo (OKLO)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Royal Gold (RGLD)
Heritage Insurance (HRTG)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Big Picture / Asset Allocation
Markel (MKL)
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Nvidia (NVDA)
Sandstorm Gold (SAND SSL/TO)
Vox Royalty (VOXR)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Berkshire Hathaway (BRK/B)
Markel (MKL)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
Big Picture / Asset Allocation
Trade Note
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Friday File
Berkshire Hathaway (BRK/B)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Triple Flag Precious Metals (TFPM/TO)
Sky Harbour (SKYH)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Hedging
QXO (QXO)
Stellantis (STLA)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
The Trade Desk (TTD)
iShares iBonds 1/5 Year High Yield and Income Ladder ETF (LDRH)
QXO (QXO)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Builders FirstSource (BLDR)
Keysight (KEYS)
Vistra (VST)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Pershing Square Holdings (PSH/AS PSHZF)
Atkore (ATKR)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Big Picture / Asset Allocation
Trade Note
Permian Basin Royalty Trust (PBT)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
W/R/ Berkley (WRB)
Brookfield Corp (BN)
Friday File
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
WIngstop (WING)
Domino's Pizza (DPZ)
Tiptree (TIPT)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Critical Elements Corporation (CRE/V CRECF)
Dave Lashmet
Turkey of the Year
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Big Picture / Asset Allocation
Trade Note
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Par Technology (PAR)
The Trade Desk (TTD)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Tesla Motors (TSLA)
Friday File
Anavex Life Sciences (AVXL)
From
Stock Gumshoe
Artificial Intelligence Stocks A-to-V — Which 63 Stocks Have Been Pitched as “AI” Ideas by Investment Newsletters?
May 22, 2024
Tags
Artificial Intelligence (A/I/)
Technology
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
gold
Vaulted
Trade Note
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
Nvidia (NVDA)
Reddit (RDDT)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
W/R/ Berkley (WRB)
Chapters Group (CHG/DE)
Pernod Ricard (RI/PA PRNDY PDRDF)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Par Technology (PAR)
Textron (TXT)
Qurate (QRTEA QRTEB)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Teeka Tiwari
Tom Dyson
Palm Beach Research Group
From
Stock Gumshoe
The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
February 12, 2024
Tags
John Deere (DE)
Fortinet (FTNT)
Unity Software (U)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Medical Properties Trust (MPW)
Big Picture / Asset Allocation
Friday File
From
Stock Gumshoe
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