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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
December 26, 2023
Tickers
SHOP
Tags
Permian Resources (PR)
Earthstone Energy (ESTE)
BigBear/ai (BBAI)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Microsoft (MSFT)
Boston Omaha (BOC)
Artificial Intelligence (A/I/)
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
MGM Resorts (MGM)
Playtech (PTEC/L PTYCY PYTCF)
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
Tags
Artificial Intelligence (A/I/)
Big Picture / Asset Allocation
Square (SQ)
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
Lion Electric (LEV)
Intrusion (INTZ)
Territorial Bancorp (TBNK)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Teqnion (TEQ/ST)
Constellation Software (CSU/TO CNSWF)
Software Circle (SFT/L)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Dino Polska (DNP/W DNOPY)
Qurate (QRTEA QRTEB)
Brookfield Infrastructure Partners (BIP)
From
Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
October 09, 2023
Tags
OpenAI
Symbotic (SYM)
Recursion Pharmaceuticals (RXRX)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Brookfield Corp (BN)
Berkshire Hathaway (BRK/B)
Hanesbrands (HBI)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Friday File
Coherent (COHR)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
S&P 500 ETF (SPY)
Hedging
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
American Tower (AMT)
Nvidia (NVDA)
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Utilities Select Sector SPDR (XLU)
Roku (ROKU)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Trade Note
Big Picture / Asset Allocation
Antero Resources (AR)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
Trulieve (TRUL/CX TCNNF)
$100K Lock Box
Standard Bio Tools (LAB)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Friday File
Qurate Preferreds (QRTEP)
gold
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Brown & Brown (BRO)
Microsoft (MSFT)
Meta Platforms (META)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Dream Finders Homes (DFH)
American Tower (AMT)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Exor (EXO/MI EXXRF)
LVMH (MC/PA LVMUY LVMHF)
Taiwan Semiconductor (TSM)
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Palantir
Digital Realty Trust (DLR)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Friday File
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Coherent (COHR)
From
Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
March 03, 2023
Tickers
NATKY
Tags
Perimeter Solutions (PRM)
Sprott Physical Uranium (UU/TO SRUUF)
Friday File
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Technology
Nvidia (NVDA)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
AFC Gamma (AFCG)
North European Royalty Trust (NRT)
Friday File
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Arafura Resources (ARU/AX ARAFF)
Construction Partners (ROAD)
Twist Bioscience (TWST)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
DigitalBridge (DBRG)
Innovative Industrial Properties (IIPR)
Income Investing
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Turkey of the Year
Cryptocurrencies
Limelight Networks (LLNW)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Occidental Petroleum (OXY)
Lithia Motors (LAD)
Chevron (CVX)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Friday File
Toast (TOST)
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
The Trade Desk (TTD)
Kennedy Wilson (KW)
Friday File
From
Stock Gumshoe
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