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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
Arista Networks (ANET)
ASML (ASML)
BigBear/ai (BBAI)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Artificial Intelligence (A/I/)
Alphabet (GOOGL GOOG)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
DraftKings (DKNG)
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
John Deere (DE)
Artificial Intelligence (A/I/)
Ulta Beauty (ULTA)
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
Territorial Bancorp (TBNK)
Indivior (INDV/L INVVY)
Turkey of the Year
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Trade Note
Nvidia (NVDA)
Big Picture / Asset Allocation
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
Recursion Pharmaceuticals (RXRX)
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
Palantir (PLTR)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Autopilot
Michael Burry
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Dream Finders Homes (DFH)
Royalty Pharmaceuticals (RPRX)
Par Technology (PAR)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Options or Futures
Friday File
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
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
Vanguard Wellington (VWELX)
The Oxford Club
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Vanguard Mortgage Backed Securities ETF (VMBS)
Annaly (NLY)
Enerplus (ERF)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
Markel (MKL)
Lifco (LIFCO/B/ST)
marijuana
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Illumina (ILMN)
Carl Icahn
Friday File
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Markel (MKL)
EQT (EQT)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
iShares MSCI Poland ETF (EPOL)
Innovative Industrial Properties (IIPR)
Keysight (KEYS)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Berkshire Hathaway (BRK/B)
LVMH (MC/PA LVMUY LVMHF)
Ferrari (RACE)
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
SolarWindow (WNDW)
Jim Chanos
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Qurate (QRTEA QRTEB)
Occidental Petroleum (OXY)
Dream Finders Homes (DFH)
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
Friday File
Dan Ferris
Activision Blizzard (ATVI)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Life Storage (LSI)
Technology
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Atkore (ATKR)
AFC Gamma (AFCG)
Columbia Care (CCHWF)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Big Picture / Asset Allocation
Altius Renewable Royalties (ARR/TO ATRWF)
Donnelley Financial Solutions (DFIN)
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
Crop Infrastructure (CROP/CX CRXPF)
Asana (ASAN)
Empire Elite Growth
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Sea Ltd (SE)
Verisign (VRSN)
Intel (INTC)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Inflation
Series I Savings Bonds
AFC Gamma (AFCG)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Roku (ROKU)
Big Picture / Asset Allocation
Kennedy Wilson (KW)
From
Stock Gumshoe
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