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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: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Burford Capital (BUR)
Big Picture / Asset Allocation
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Friday File
BHP Billiton (BHP)
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Energy
Vistra (VST)
American Financial Group (AFG)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Amazon (AMZN)
Michael Cembalest
Hilton (HLT)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Markel (MKL)
Big Picture / Asset Allocation
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Friday File
Trade Note
Triple Flag Precious Metals (TFPM/TO)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Exor (EXO/AS EXXRF)
Pernod Ricard (RI/PA PRNDY PDRDF)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Markel (MKL)
Royal Gold (RGLD)
NatGold
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Danny Moses
ETFs or Mutual Funds
Stocks
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
QXO (QXO)
Glencore (GLEN/L GLNCY)
Tesla Motors (TSLA)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
Howard Hughes Holdings (HHH)
KKR & Co/ (KKR)
Boyar Research
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
Friday File
Alphabet (GOOGL GOOG)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
Chubb (CB)
Evolution (EVO/ST EVVTY EVGGF)
Foreign Investments
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Vistra (VST)
ETFs or Mutual Funds
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Topicus (TOI/V TOITF)
Cloudflare (NET)
Schrodinger (SDGR)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
UIPath (PATH)
Junior Resource Speculator
Digest Publishing
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Dream Finders Homes (DFH)
Roku (ROKU)
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Par Technology (PAR)
Berkshire Hathaway (BRK/B)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Repligen (RGEN)
Advanced Micro Devices (AMD)
Enphase Energy (ENPH)
From
Stock Gumshoe
Artificial Intelligence Stocks A-to-V — Which 63 Stocks Have Been Pitched as “AI” Ideas by Investment Newsletters?
May 22, 2024
Tags
Big Picture / Asset Allocation
Artificial Intelligence (A/I/)
Technology
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Exor (EXO/AS EXXRF)
Alphabet (GOOGL GOOG)
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Kering (KER/PA PPRUY PPRUF)
Jéronimo Martins (JRONY JRONF)
Structure Therapeutics (GPCR)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Berkshire Hathaway (BRK/B)
Travelers (TRV)
Diageo (DEO)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Africa Oil (AOI/TO AOIFF)
Toast (TOST)
Black Stone Minerals (BSM)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Big Picture / Asset Allocation
Matt McCall
Tom Dyson
From
Stock Gumshoe
The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
February 12, 2024
Tags
Alphabet (GOOGL GOOG)
Thinkific Labs (THNC/TO THNCF))
Symbotic (SYM)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Friday File
Suntory (2578/T STBFY STBFF)
Medical Properties Trust (MPW)
From
Stock Gumshoe
Top Teaser Stocks of 2023
December 26, 2023
Tickers
SHOP
Tags
IonQ (IONQ)
Propel Holdings (PRL/TO PRLPF)
shop
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Apple (AAPL)
Markel (MKL)
Insurance
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
Foreign Investments
Howard Marks
Evolution (EVO/ST EVVTY EVGGF)
From
Stock Gumshoe
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