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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
Tickers SHOP
Tags Nvidia (NVDA) Arista Networks (ANET) Crowdstrike (CRWD)
From Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
Tags Sandstorm Gold (SAND SSL/TO) BioArctic (BIOA/B/ST BRCTF) AON (AON)
From Stock Gumshoe
Friday File: Gambling on Gambling
Tags Caesars Entertainment (CZR) Annie Duke Bespoke Investment
From Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
Tags Stocks Porter & Co/ John Deere (DE)
From Stock Gumshoe
2023 Turkey of the Year
Tags Stem (STEM) Territorial Bancorp (TBNK) Intrusion (INTZ)
From Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
Tags Software Circle (SFT/L) Constellation Software (CSU/TO CNSWF) Teqnion (TEQ/ST)
From Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
Tags Brookfield Infrastructure Partners (BIP) Qurate (QRTEA QRTEB) 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…
Tags Nvidia (NVDA) Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF) FuboTV (FUBO)
From Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
Tags Brookfield Asset Management (BAM) Partners Value Investments LP (PVF/UN/V) Autopilot
From Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
Tags Berkshire Hathaway (BRK/B) Friday File Coherent (COHR)
From Stock Gumshoe
Monday File: A Trade Note about Hedging
Tags Hedging Big Picture / Asset Allocation S&P 500 ETF (SPY)
From Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
Tags Intuitive Surgical (ISRG) American Tower (AMT) Nvidia (NVDA)
From Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Tickers UBER
Tags Intuitive Surgical (ISRG) DoorDash (DASH) GrubHub (GRUB)
From Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
Tags Brookfield Asset Management (BAM) Syrah Resources (SYR/AX SYAAF) Bloom Energy (BE)
From Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Tags Lifco (LIFCO/B/ST) Innovative Industrial Properties (IIPR) Bergman & Beving (BERG/B/ST)
From Stock Gumshoe
Friday File — WESCO, Icahn and more…
Tickers GOLD
Tags Nvidia (NVDA) WESCO (WCC) Bill Ackman
From Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
Tags Alphabet (GOOGL GOOG) Kinsale Capital (KNSL) Friday File
From Stock Gumshoe
Friday File: Buying a Dinosaur
Tags iShares MSCI Poland ETF (EPOL) Keysight (KEYS) Innovative Industrial Properties (IIPR)
From Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
Tags Stocks Big Picture / Asset Allocation Warren Buffett
From Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Tags Energy Lowe's (LOW) C3/ai (AI)
From Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
Tags Qurate (QRTEA QRTEB) Gold/Precious Metals & Mining Qurate Preferreds (QRTEP)
From Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Tickers NATKY
Tags Franco/Nevada (FNV) Toast (TOST) Qurate Preferreds (QRTEP)
From Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Tags Nvidia (NVDA) Cloudflare (NET) Technology
From Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Tags BP (BP) Enerplus (ERF) Curaleaf Holdings (CURA/CX CURLF)
From Stock Gumshoe
Top Teasers of 2022
Tags Carvana (CVNA) Teck Resources (TECK) Sprott Inc/ (SII)
From Stock Gumshoe
Friday File: Nibbling on High Yields
Tags DigitalBridge (DBRG) Income Investing Innovative Industrial Properties (IIPR)
From Stock Gumshoe
2022 Turkey of the Year
Tags Crop Infrastructure (CROP/CX CRXPF) Ilika (IKA/L ILIKF) Applied DNA (APDN)
From Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags ValueAct Capital Restoration Hardware (RH) Amazon (AMZN)
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags NewLake Capital Partners (NLCP) Inflation Trade Note
From Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
Tags The Trade Desk (TTD) Kennedy Wilson (KW) Friday File
From Stock Gumshoe
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