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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
shop
Propel Holdings (PRL/TO PRLPF)
YPF (YPF)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Amazon (AMZN)
Qurate Preferreds (QRTEP)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
Bespoke Investment
MGM Resorts (MGM)
Big Picture / Asset Allocation
From
Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
Tags
Square (SQ)
Artificial Intelligence (A/I/)
PayPal (PYPL)
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
Intrusion (INTZ)
Li/Cycle (LICY)
Aqua Metals (AQMS)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Chris Mayer
Alphabet (GOOGL GOOG)
Chapters Group (CHG/DE)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Markel (MKL)
Advanced Micro Devices (AMD)
Dino Polska (DNP/W DNOPY)
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
John Deere (DE)
Verses AI (VERS/NEO VRSSF)
Braze (BRZE)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Big Picture / Asset Allocation
Warren Buffett
Friday File
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Berkshire Hathaway (BRK/B)
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
Lennar (LEN)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Hedging
Big Picture / Asset Allocation
Options or Futures
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
Friday File
Teqnion (TEQ/ST)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Berkshire Hathaway (BRK/B)
RPC Inc (RES)
Utilities Select Sector SPDR (XLU)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Brookfield Reinsurance (BNRE)
Plug power (PLUG)
Syrah Resources (SYR/AX SYAAF)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
Stocks
Trulieve (TRUL/CX TCNNF)
Bergman & Beving (BERG/B/ST)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
gold
Bill Ackman
Illumina (ILMN)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Alphabet (GOOGL GOOG)
American Tower (AMT)
Markel (MKL)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Dividend Hunter
Innovative Industrial Properties (IIPR)
Dino Polska (DNP/W DNOPY)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Ferrari (RACE)
LVMH (MC/PA LVMUY LVMHF)
Greg Abel
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Berkshire Hathaway (BRK/B)
Jim Chanos
SolarWindow (WNDW)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Friday File
Polestar (PSNY)
Occidental Petroleum (OXY)
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
Qurate Preferreds (QRTEP)
Dan Ferris
Rick Rule
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Alphabet (GOOGL GOOG)
Stocks
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Enphase Energy (ENPH)
Innovative Industrial Properties (IIPR)
ICL Group (ICL)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Adam O'Dell
ChargePoint (CHPT)
Twist Bioscience (TWST)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Brookfield Asset Management (BAM)
Disney (DIS)
Brookfield Corp (BN)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Ilika (IKA/L ILIKF)
Carvana (CVNA)
Applied DNA (APDN)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Sea Ltd (SE)
Alphabet (GOOGL GOOG)
Ted Wechsler
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Inflation
AFC Gamma (AFCG)
Series I Savings Bonds
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Alphabet (GOOGL GOOG)
WESCO (WCC)
Markel (MKL)
From
Stock Gumshoe
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