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Latest News about Big Picture / Asset Allocation

Recent news which mentions Big Picture / Asset Allocation

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Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
Tags Square (SQ) The Big Secret on Wall Street (This Week) Artificial Intelligence (A/I/)
From Stock Gumshoe
2023 Turkey of the Year
Tags Aqua Metals (AQMS) Rogue Strategic Trader Jim Rickards
From Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
Tags Big Picture / Asset Allocation Alphabet (GOOGL GOOG) Danaher (DHR)
From Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
Tags Dino Polska (DNP/W DNOPY) Roku (ROKU) Kinsale Capital (KNSL)
From Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
Tags BigBear/ai (BBAI) John Deere (DE) IonQ (IONQ)
From Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
Tags Warren Buffett Brookfield Corp (BN) Michael Burry
From Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
Tags Nvidia (NVDA) Trade Note Kinsale Capital (KNSL)
From Stock Gumshoe
Monday File: A Trade Note about Hedging
Tags Options or Futures S&P 500 ETF (SPY) Friday File
From Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
Tags Nvidia (NVDA) Crown Castle (CCI) W/R/ Berkley (WRB)
From Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Tickers UBER
Tags Roku (ROKU) Primecap Odyssey Growth (POGRX) Vanguard Wellington (VWELX)
From Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
Tags Antero Resources (AR) C3/ai (AI) Friday File
From Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Tags U/Haul Holdings (UHAL) Kinsale Capital (KNSL) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File — WESCO, Icahn and more…
Tickers GOLD
Tags Illumina (ILMN) Qurate Preferreds (QRTEP) Friday File
From Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
Tags Cloudflare (NET) Big Picture / Asset Allocation Brown & Brown (BRO)
From Stock Gumshoe
Friday File: Buying a Dinosaur
Tags Friday File Foreign Investments American Tower (AMT)
From Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
Tags Stocks Technology Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Tags SolarWindow (WNDW) Brookfield Asset Management (BAM) Jim Chanos
From Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
Tags Ecora Resources (ECOR/L ECOR/TO ECRAF) Income Investing Polestar (PSNY)
From Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Tickers NATKY
Tags Altius Minerals (ALS/TO ATUSF) Big Picture / Asset Allocation Royal Gold (RGLD)
From Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Tags Microsoft (MSFT) Life Storage (LSI) Huntington Ingalls Industries (HII)
From Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Tags AFC Gamma (AFCG) Columbia Care (CCHWF) Curaleaf Holdings (CURA/CX CURLF)
From Stock Gumshoe
Top Teasers of 2022
Tags Karim Rahemtulla Dividend Hunter Teck Resources (TECK)
From Stock Gumshoe
Friday File: Nibbling on High Yields
Tags DigitalBridge (DBRG) Disney (DIS) Brookfield Corp (BN)
From Stock Gumshoe
2022 Turkey of the Year
Tags Voyager Digital (VYGR/TO VYGVF) Empire Elite Growth FTX Token (FTT)
From Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags Icahn Enterprises (IEP) Sea Ltd (SE) Amazon (AMZN)
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags Toast (TOST) Amerco (UHAL) AFC Gamma (AFCG)
From Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
Tags Roku (ROKU) Kennedy Wilson (KW) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
Tags Friday File NVR (NVR) Boston Omaha (BOC)
From Stock Gumshoe
Friday File: Prophets of Doom
Tags Dow (DOW) Dan Ferris Altius Renewable Royalties (ARR/TO ATRWF)
From Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
Tags Constellation Software (CSU/TO CNSWF) Nvidia (NVDA) Johnson Controls (JCI)
From Stock Gumshoe
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