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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
Carl Icahn
Lithia Motors (LAD)
Southwestern Energy (SWN)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Series I Savings Bonds
Big Picture / Asset Allocation
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Roku (ROKU)
Perimeter Solutions (PRM)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Stocks
Shopify (SHOP)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Camping World (CWH)
Intuitive Surgical (ISRG)
Altius Renewable Royalties (ARR/TO ATRWF)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Ian Lance
American Tower (AMT)
Morgan Housel
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
Tellurian (TELL)
Range Resources (RRC)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
Advanced Micro Devices (AMD)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
Inflation
Friday File
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Avalara (AVLR)
American Tower (AMT)
Applovin (APP)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Markel (MKL)
NVR (NVR)
WESCO (WCC)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Trade Note
Anglo Pacific Group (APF/L APY/TO AGPIF)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
Tom Gardner
IAA (IAA)
David Gardner
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Chevron (CHV)
Friday File
Amerco (UHAL)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Trade Note
Roku (ROKU)
Anglo Pacific Group (APF/L APY/TO AGPIF)
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
Tags
Daniela Cambone
PermRock Royalty Trust (PRT)
Altria (MO)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Russia
Brookline Bancorp (BRKL)
Pinterest
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Wal/Mart (WMT)
Big Picture / Asset Allocation
Costco (COST)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Alphabet (GOOGL GOOG)
Perimeter Solutions (PRM)
Brookfield Asset Management (BAM)
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
Sandstorm Gold (SAND SSL/TO)
Illumina (ILMN)
Smith/Midland (SMID)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
Series I Savings Bonds
GAN ltd (GAN)
Power REIT (PW)
From
Stock Gumshoe
Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
Tags
Shopify (SHOP)
Big Picture / Asset Allocation
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
PetSmart
Big Picture / Asset Allocation
Boston Omaha (BOMN)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
NewLake Capital Partners (NLCP)
PulteGroup (PHM)
Lightspeed POS (LSPD)
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Nickel 28 Capital (NKL/V)
ETFs or Mutual Funds
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
Tags
Raytheon Co (RTN)
Smith/Midland (SMID)
Advanced Micro Devices (AMD)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
Tags
WESCO (WCC)
W/W/ Grainger (GWW)
Markel (MKL)
From
Stock Gumshoe
Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
Tags
Construction Partners (ROAD)
Big Picture / Asset Allocation
Blackstone Group (BX)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
Tags
Alphabet (GOOGL GOOG)
Advanced Micro Devices (AMD)
Twitter (TWTR)
From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
Tags
Peloton
Sandstorm Gold (SAND SSL/TO)
Match Group (MTCH)
From
Stock Gumshoe
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