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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: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Enphase Energy (ENPH)
Repligen (RGEN)
Friday File
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
Technology
Big Picture / Asset Allocation
Artificial Intelligence (A/I/)
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Sandstorm Gold (SAND SSL/TO)
$100K Lock Box
American Tower (AMT)
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)
Stellantis (STLA)
Kering (KER/PA PPRUY PPRUF)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Hershey (HSY)
Arch Capital (ACGL)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Berkshire Hathaway (BRK/B)
Qurate Preferreds (QRTEP)
Par Technology (PAR)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Palm Beach Venture
Legacy Research Group
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
SkyWater Technology (SKYT)
BWX Technologies (BWXT)
Palantir (PLTR)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Sandstorm Gold (SAND SSL/TO)
Big Picture / Asset Allocation
Davide Campari/Milano (CPR/MI DVDCF DVCMY)
From
Stock Gumshoe
Top Teaser Stocks of 2023
December 26, 2023
Tickers
SHOP
Tags
Arista Networks (ANET)
Earthstone Energy (ESTE)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Brown & Brown (BRO)
Willis Towers Watson (WLTW)
BioArctic (BIOA/B/ST BRCTF)
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
Flutter (PDYPY)
Las Vegas Sands (LVS)
MGM Resorts (MGM)
From
Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
Tags
Big Picture / Asset Allocation
The Big Secret on Wall Street (This Week)
Marqeta (MQ)
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
Lion Electric (LEV)
ESS Tech (GWH)
Rogue Strategic Trader
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Teqnion (TEQ/ST)
Software Circle (SFT/L)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Friday File
Brookfield Corp (BN)
Black Stone Minerals (BSM)
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
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
Digital Realty Trust (DLR)
Stocks
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Big Picture / Asset Allocation
Hanesbrands (HBI)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Toast (TOST)
Altius Minerals (ALS/TO ATUSF)
Friday File
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Friday File
Options or Futures
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
Nvidia (NVDA)
Intuitive Surgical (ISRG)
American Tower (AMT)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Stocks
DoorDash (DASH)
The Oxford Club
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Nvidia (NVDA)
Annaly (NLY)
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
June 02, 2023
Tags
Friday File
Lifco (LIFCO/B/ST)
U/Haul Holdings (UHAL)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
WESCO (WCC)
Qurate Preferreds (QRTEP)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Microsoft (MSFT)
Friday File
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
National Instruments (NATI)
Emerson Electric (EMR)
Innovative Industrial Properties (IIPR)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Ferrari (RACE)
Big Picture / Asset Allocation
Taiwan Semiconductor (TSM)
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Palantir
Carl Icahn
Canadian Pacific (CP)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Boston Omaha (BOC)
Sky Harbour (SKYH)
Dream Finders Homes (DFH)
From
Stock Gumshoe
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