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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: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Trulieve (TRUL/CX TCNNF)
BP (BP)
WESCO (WCC)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Donnelley Financial Solutions (DFIN)
PG&E Corp (PCG)
Construction Partners (ROAD)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Friday File
Carbon Streaming Corp/ (NETZ/NO OFSTF)
Brookfield Corp (BN)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Voyager Digital (VYGR/TO VYGVF)
FuboTV (FUBO)
Cybin (CYBN)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Todd Combs
Verisign (VRSN)
Ted Wechsler
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Inflation
NewLake Capital Partners (NLCP)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Electronic Arts (EA)
Friday File
Broadridge Financial Solutions (BR)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Boston Omaha (BOC)
Microsoft (MSFT)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Meta Platforms (META)
Sprott Inc/ (SII)
Home Depot (HD)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Roku (ROKU)
Income Investing
David Gardner
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
Cheniere Energy (LNG)
Friday File
Range Resources (RRC)
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Illumina (ILMN)
Advanced Micro Devices (AMD)
Gold/Precious Metals & Mining
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
Series I Savings Bonds
Income Investing
iShares TIPS Bond ETF (TIPS)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Nvidia (NVDA)
Friday File
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Royalty Pharmaceuticals (RPRX)
WESCO (WCC)
Friday File
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Disney (DIS)
Altius Minerals (ALS/TO ATUSF)
Green Thumb Industries (GTII/CX GTBIF)
From
Stock Gumshoe
Friday File: Another Safe(r) Harbor?
June 30, 2022
Tags
David Gardner
Copart (CPRT)
Chris Mayer
From
Stock Gumshoe
Friday File: Selling Sigs, Buying Storage
June 24, 2022
Tags
Fastly (FSLY)
Alphabet (GOOGL GOOG)
American Express (AXP)
From
Stock Gumshoe
Friday File: Hiding Places?
June 17, 2022
Tags
Amazon (AMZN)
Friday File
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
Tags
Visa (V)
Franco/Nevada (FNV)
Diamondback Energy (FANG)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
Tags
Twitter (TWTR)
Mutual Conversion
Pinterest
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
Tags
Costco (COST)
Toast
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Nibbling on the Way Down
May 13, 2022
Tags
Camping World (CWH)
Cloudflare (NET)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
Tags
Innovative Industrial Properties (IIPR)
Sandstorm Gold (SAND SSL/TO)
Markel (MKL)
From
Stock Gumshoe
Friday File: Shuffling Pot Financiers
April 07, 2022
Tags
GAN ltd (GAN)
Series I Savings Bonds
Dream Finders Homes (DFH)
From
Stock Gumshoe
Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
Tags
Nvidia (NVDA)
Enphase Energy (ENPH)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
Tags
Ferrari (RACE)
Big Picture / Asset Allocation
Stellantis (STLA)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
Berkshire Hathaway (BRK/B)
Pershing Square Holdings (PSH/AS PSHZF)
Friday File
From
Stock Gumshoe
Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
Tags
Netflix (NFLX)
Cloudbreak Discovery (CDL/L)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: The Curtain Comes Down
March 04, 2022
Tags
Par Technology (PAR)
KLA/Tencor (KLAC)
ASML (ASML)
From
Stock Gumshoe
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