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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: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
BioArctic (BIOA/B/ST BRCTF)
Sky Harbour (SKYH)
Toast (TOST)
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
Flutter (PDYPY)
Caesars Entertainment (CZR)
MGM Resorts (MGM)
From
Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
Tags
Marqeta (MQ)
Porter & Co/
Porter Stansberry
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
Lion Electric (LEV)
Limelight Networks (LLNW)
Plug power (PLUG)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Hilton (HLT)
Teqnion (TEQ/ST)
Danaher (DHR)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Shopify (SHOP)
Cloudflare (NET)
Qurate Preferreds (QRTEP)
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
Mobileye
IonQ (IONQ)
Verses AI (VERS/NEO VRSSF)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Brookfield Corp (BN)
Brookfield Asset Management (BAM)
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)
Smith/Midland (SMID)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
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?
July 21, 2023
Tags
American Tower (AMT)
Intuitive Surgical (ISRG)
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Toast (TOST)
ALPS Alerian MLP (AMLP)
GrubHub (GRUB)
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)
Plug power (PLUG)
Antero Resources (AR)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
Stocks
Big Picture / Asset Allocation
marijuana
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Shopify (SHOP)
Qurate Preferreds (QRTEP)
Icahn Enterprises (IEP)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Roku (ROKU)
W/R/ Berkley (WRB)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
National Instruments (NATI)
Trade Note
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Friday File
Paramount (PARA)
Taiwan Semiconductor (TSM)
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Tom Gayner
Berkshire Hathaway (BRK/B)
Jim Chanos
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Boston Omaha (BOC)
Friday File
Coherent (COHR)
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
Kazatomprom (KAP/L
Papa John's (PZZA)
Freeport/McMoRan (FCX)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Life Storage (LSI)
Technology
Stocks
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Trade Note
Ascend Wellness (AAWH)
WESCO (WCC)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Donnelley Financial Solutions (DFIN)
SkyWater Technology (SKYT)
Altius Renewable Royalties (ARR/TO ATRWF)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
DigitalBridge Preferreds
Income Investing
Amerco (UHAL)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Limelight Networks (LLNW)
Naked Wines (WINE/L NWINF MJWNY)
Cybin (CYBN)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Daniel Loeb
Southwestern Energy (SWN)
Bill Ackman
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Par Technology (PAR)
Amerco (UHAL)
Huntington Ingalls Industries (HII)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Broadridge Financial Solutions (BR)
Markel (MKL)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
TikTok
NVR (NVR)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
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