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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
Tickers SHOP
Tags BigBear/ai (BBAI) Kopin (KOPN) ASML (ASML)
From Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
Tags Microsoft (MSFT) Trade Note Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Gambling on Gambling
Tags Flutter (PDYPY) MGM Resorts (MGM) Caesars Entertainment (CZR)
From Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
Tags Artificial Intelligence (A/I/) John Deere (DE) PayPal (PYPL)
From Stock Gumshoe
2023 Turkey of the Year
Tags Office Properties Income Trust (OPI) Whitney Tilson Jim Rickards
From Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
Tags Universal Music Group (UMG/AS UMGNF) Lowe's (LOW) Chris Mayer
From Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
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…
Tags Stocks Ambarella (AMBA) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
Tags Autopilot Michael Burry Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
Tags Royalty Pharmaceuticals (RPRX) Dream Finders Homes (DFH) Nvidia (NVDA)
From Stock Gumshoe
Monday File: A Trade Note about Hedging
Tags Hedging Big Picture / Asset Allocation S&P 500 ETF (SPY)
From Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
Tags Intuitive Surgical (ISRG) American Tower (AMT) Teqnion (TEQ/ST)
From Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Tickers UBER
Tags Domino's Pizza (DPZ) Dodge & Cox Stock (DODGX) Roku (ROKU)
From Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
Tags Novonix (NVX/AX NVNXF) Big Picture / Asset Allocation Nvidia (NVDA)
From Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Tags Lagercrantz (LAGR/B/ST) Innovative Industrial Properties (IIPR) Standard Bio Tools (LAB)
From Stock Gumshoe
Friday File — WESCO, Icahn and more…
Tickers GOLD
Tags Qurate Preferreds (QRTEP) Shopify (SHOP) Icahn Enterprises (IEP)
From Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
Tags Cloudflare (NET) American Tower (AMT) Brown & Brown (BRO)
From Stock Gumshoe
Friday File: Buying a Dinosaur
Tags National Instruments (NATI) Trade Note Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
Tags Bitcoin (BTC) LVMH (MC/PA LVMUY LVMHF) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Tags Kerrisdale Capital Hilton (HLT) ESS Tech (GWH)
From Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
Tags Occidental Petroleum (OXY) Qurate (QRTEA QRTEB) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Tickers NATKY
Tags Yellowstone Acquisition Corp/ (YSACU) Perimeter Solutions (PRM) Pershing Square Holdings (PSH/AS PSHZF)
From Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Tags Technology Microsoft (MSFT) Nvidia (NVDA)
From Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Tags Trulieve (TRUL/CX TCNNF) Innovative Industrial Properties (IIPR) North European Royalty Trust (NRT)
From Stock Gumshoe
Top Teasers of 2022
Tags PG&E Corp (PCG) Adam O'Dell YPF (YPF)
From Stock Gumshoe
Friday File: Nibbling on High Yields
Tags Income Investing DigitalBridge Preferreds Carbon Streaming Corp/ (NETZ/NO OFSTF)
From Stock Gumshoe
2022 Turkey of the Year
Tags FuboTV (FUBO) Voyager Digital (VYGR/TO VYGVF) Stocks
From Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags Upstart Holdings (UPST) Disney (DIS) Enhabit (EHAB)
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags Trade Note NewLake Capital Partners (NLCP) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
Tags Perimeter Solutions (PRM) Innovative Industrial Properties (IIPR) Alphabet (GOOGL GOOG)
From Stock Gumshoe
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