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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: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Kering (KER/PA PPRUY PPRUF)
Sandstorm Gold (SAND SSL/TO)
Hermes (RMS/PA HESAY)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
American Financial Group (AFG)
Travelers (TRV)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Qurate (QRTEA QRTEB)
Toast (TOST)
Friday File
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Teeka Tiwari
Sam Volkering
Matt McCall
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
Synopsys (SNPS)
KLA/Tencor (KLAC)
Exscientia (EXAI)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Big Picture / Asset Allocation
Remy Cointreau (RCO/PA REMYY REMYF)
Friday File
From
Stock Gumshoe
Top Teaser Stocks of 2023
December 26, 2023
Tickers
SHOP
Tags
Kopin (KOPN)
YPF (YPF)
Arista Networks (ANET)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Alphabet (GOOGL GOOG)
BioArctic (BIOA/B/ST BRCTF)
Willis Towers Watson (WLTW)
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
MGM Resorts (MGM)
Technology
Las Vegas Sands (LVS)
From
Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
Tags
Porter & Co/
John Deere (DE)
Marqeta (MQ)
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
ESS Tech (GWH)
Indivior (INDV/L INVVY)
Frank Curzio
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Chris Mayer
Teqnion (TEQ/ST)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Black Stone Minerals (BSM)
Qurate (QRTEA QRTEB)
Brookfield Corp (BN)
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
OpenAI
Docebo (DCBO)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Autopilot
Berkshire Hathaway (BRK/B)
Brookfield Corp (BN)
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Hon Hai Precision Industry (Foxconn) (2317/TW HNHPF)
Brookfield Asset Management (BAM)
NVR (NVR)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Friday File
Big Picture / Asset Allocation
Hedging
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
Big Picture / Asset Allocation
Intuitive Surgical (ISRG)
Friday File
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Roku (ROKU)
Marc Lichtenfeld
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Enerplus (ERF)
IonQ (IONQ)
Annaly (NLY)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
U/Haul Holdings (UHAL)
$100K Lock Box
Bergman & Beving (BERG/B/ST)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Illumina (ILMN)
Shopify (SHOP)
Carl Icahn
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Brown & Brown (BRO)
Meta Platforms (META)
Cloudflare (NET)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Dividend Hunter
Dream Finders Homes (DFH)
Trade Note
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Greg Abel
LVMH (MC/PA LVMUY LVMHF)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Nomi Prins
Restaurant Brands International (QSR)
Hilton (HLT)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Stocks
Chevron (CVX)
Ecora Resources (ECOR/L ECOR/TO ECRAF)
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
Yellowstone Acquisition Corp/ (YSACU)
Kazatomprom (KAP/L
Royal Gold (RGLD)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Big Picture / Asset Allocation
Alphabet (GOOGL GOOG)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Trulieve (TRUL/CX TCNNF)
Northrop Grumman (NOC)
Technology
From
Stock Gumshoe
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