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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)
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
Tags Big Picture / Asset Allocation Friday File Bloom Energy (BE)
From Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Tags inTEST (INTT) Standard Bio Tools (LAB) Lifco (LIFCO/B/ST)
From Stock Gumshoe
Friday File — WESCO, Icahn and more…
Tickers GOLD
Tags Shopify (SHOP) WESCO (WCC) Bill Ackman
From Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
Tags Roku (ROKU) Albemarle (ALB) Markel (MKL)
From Stock Gumshoe
Friday File: Buying a Dinosaur
Tags Crown Castle (CCI) Dream Finders Homes (DFH) Dino Polska (DNP/W DNOPY)
From Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
Tags Cryptocurrencies Gold/Precious Metals & Mining Taiwan Semiconductor (TSM)
From Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Tags ETFs or Mutual Funds Pershing Square Holdings (PSH/AS PSHZF) Altius Minerals (ALS/TO ATUSF)
From Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
Tags Income Investing Berkshire Hathaway (BRK/B) Coherent (COHR)
From Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Tickers NATKY
Tags Toast (TOST) Yellowstone Acquisition Corp/ (YSACU) Activision Blizzard (ATVI)
From Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Tags Friday File Stocks Microsoft (MSFT)
From Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Tags Enerplus (ERF) Stocks Trulieve (TRUL/CX TCNNF)
From Stock Gumshoe
Top Teasers of 2022
Tags Friday File Rolls/Royce (RR/L RYCEY RYCEF) Twist Bioscience (TWST)
From Stock Gumshoe
Friday File: Nibbling on High Yields
Tags Innovative Industrial Properties (IIPR) Big Picture / Asset Allocation Friday File
From Stock Gumshoe
2022 Turkey of the Year
Tags Aqua Metals (AQMS) Big Picture / Asset Allocation WonderFi (WNDR/NEO WONDF)
From Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags Colgate Palmolive (CL) Restoration Hardware (RH) Micron Technology (MU)
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags Inflation The Trade Desk (TTD) Huntington Ingalls Industries (HII)
From Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
Tags Friday File Big Picture / Asset Allocation Perimeter Solutions (PRM)
From Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
Tags Shopify (SHOP) American Tower (AMT) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Prophets of Doom
Tags Extreme Value AFC Gamma (AFCG) Meta Platforms (META)
From Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
Tags Morgan Housel Roku (ROKU) Chuck Akre
From Stock Gumshoe
Friday File: Buying a “God”
Tags Friday File Big Picture / Asset Allocation Porter & Co/
From Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
Tickers GOLD
Tags Nvidia (NVDA) Life Storage (LSI) Friday File
From Stock Gumshoe
Friday File: Inflation Protection
Tags Series I Savings Bonds Big Picture / Asset Allocation FlexShares iBoxx 3 Yr/ Tgt/ Dur/ TIPS ETF (TDTT)
From Stock Gumshoe
Friday File: Revenge on Private Equity?
Tags Toast (TOST) Brookfield Asset Management (BAM) DigitalBridge (DBRG)
From Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
Tags Kennedy Wilson (KW) WESCO (WCC) inTEST (INTT)
From Stock Gumshoe
Friday File: A Couple Buys on Reentry
Tags Netflix (NFLX) Dream Finders Homes (DFH) Meta Platforms (META)
From Stock Gumshoe
Friday File: Another Safe(r) Harbor?
Tags Stocks IAA (IAA) Chris Mayer
From Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
Tags Fastly (FSLY) Chevron (CHV) Amerco (UHAL)
From Stock Gumshoe
Friday File: Hiding Places?
Tags Royal Gold (RGLD) Friday File Sandstorm Gold (SAND SSL/TO)
From Stock Gumshoe
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