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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: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Marc Lichtenfeld
Dodge & Cox Stock (DODGX)
Nasdaq ETF (QQQ)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Syrah Resources (SYR/AX SYAAF)
Novonix (NVX/AX NVNXF)
Office Properties Income Trust (OPI)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
Lifco (LIFCO/B/ST)
Standard Bio Tools (LAB)
inTEST (INTT)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Nvidia (NVDA)
Qurate Preferreds (QRTEP)
Carl Icahn
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Meta Platforms (META)
Brown & Brown (BRO)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Crown Castle (CCI)
Dino Polska (DNP/W DNOPY)
Dream Finders Homes (DFH)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Gold/Precious Metals & Mining
Warren Buffett
Taiwan Semiconductor (TSM)
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Canadian Pacific (CP)
Alphabet (GOOGL GOOG)
Energy
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Qurate (QRTEA QRTEB)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
Friday File
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
Par Technology (PAR)
Qurate Preferreds (QRTEP)
Extreme Value
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Boston Omaha (BOC)
Public Storage (PSA)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Curaleaf Holdings (CURA/CX CURLF)
WESCO (WCC)
ICL Group (ICL)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Friday File
Rolls/Royce (RR/L RYCEY RYCEF)
Absolute Software (ABST)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Energy Transfer Preferred
Carbon Streaming Corp/ (NETZ/NO OFSTF)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Crop Infrastructure (CROP/CX CRXPF)
Cryptocurrencies
Cybin (CYBN)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
JANA Partners
Amazon (AMZN)
Daniel Loeb
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Par Technology (PAR)
NewLake Capital Partners (NLCP)
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Roku (ROKU)
Markel (MKL)
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Dream Finders Homes (DFH)
Meta Platforms (META)
Amerco (UHAL)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
iShares TIPS Bond ETF (TIPS)
Nouriel Roubini
Sprott Physical Gold Trust (PHYS)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Roku (ROKU)
Morgan Housel
Topicus (TOI/V TOITF)
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
AdvisorShares Ranger Equity Bear ETF (HDGE)
Porter Stansberry
Cambria Tail Risk ETF (TAIL)
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Life Storage (LSI)
Nvidia (NVDA)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
Inflation
Income Investing
Friday File
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Big Picture / Asset Allocation
PubMatic (PUBM)
Friday File
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Camping World (CWH)
WESCO (WCC)
inTEST (INTT)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Kings Garden
Friday File
Commodities / Natural Resources
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
Stocks
IAA (IAA)
Chris Mayer
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Amerco (UHAL)
Bank of America (BAC)
American Express (AXP)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Berkshire Hathaway (BRK/B)
The Trade Desk (TTD)
Income Investing
From
Stock Gumshoe
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