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Latest News about Big Picture / Asset Allocation
Recent news which mentions Big Picture / Asset Allocation
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All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
October 09, 2023
Tags
OpenAI
Alphabet (GOOGL GOOG)
Braze (BRZE)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Friday File
Michael Burry
Partners Value Investments LP (PVF/UN/V)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Kinsale Capital (KNSL)
U/Haul Holdings (UHAL)
D/ R/ Horton (DHI)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Hedging
S&P 500 ETF (SPY)
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
Nvidia (NVDA)
W/R/ Berkley (WRB)
Crown Castle (CCI)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
The Trade Desk (TTD)
Stocks
ALPS Alerian MLP (AMLP)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Berry Petroleum (BRY)
Trade Note
Plug power (PLUG)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
Teqnion (TEQ/ST)
Markel (MKL)
Lifco (LIFCO/B/ST)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
gold
Big Picture / Asset Allocation
Qurate Preferreds (QRTEP)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Stocks
Big Picture / Asset Allocation
Sociedad Quimica y Minera de Chile (SQM)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Friday File
Dream Finders Homes (DFH)
Hercules Technology Growth Capital (HTGC)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Taiwan Semiconductor (TSM)
Friday File
Stellantis (STLA)
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Howard Hughes Corp (HHC)
Friday File
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Boston Omaha (BOC)
Gold/Precious Metals & Mining
Polestar (PSNY)
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
Freeport/McMoRan (FCX)
Halliburton (HAL)
Rick Rule
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Big Picture / Asset Allocation
Stocks
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Columbia Care (CCHWF)
Trade Note
WESCO (WCC)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Dividend Hunter
Altius Renewable Royalties (ARR/TO ATRWF)
ChargePoint (CHPT)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Friday File
Amerco (UHAL)
DigitalBridge Preferreds
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Cybin (CYBN)
Naked Wines (WINE/L NWINF MJWNY)
Empire Elite Growth
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
JANA Partners
Pershing Square Holdings (PSH/AS PSHZF)
New York Times (NYT)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Trade Note
Toast (TOST)
Par Technology (PAR)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Roku (ROKU)
Income Investing
Markel (MKL)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Arthur J/ Gallagher (AJG)
Alphabet (GOOGL GOOG)
Goosehead Insurance (GSHD)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Intuitive Surgical (ISRG)
Crown Castle (CCI)
Stocks
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Amazon (AMZN)
The Trade Desk (TTD)
Stocks
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
natural gas
Berkshire Hathaway (BRK/B)
Porter Stansberry
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Hipgnosis Songs Fund (SONG/L HPGSF)
Life Storage (LSI)
Advanced Micro Devices (AMD)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
iShares TIPS Bond ETF (TIPS)
Series I Savings Bonds
Friday File
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Applovin (APP)
Switch (SWCH)
Friday File
From
Stock Gumshoe
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