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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: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Brookfield Corp (BN)
Altius Minerals (ALS/TO ATUSF)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
Hedging
Options or Futures
Big Picture / Asset Allocation
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
W/R/ Berkley (WRB)
American Tower (AMT)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Apple (AAPL)
Roku (ROKU)
Domino's Pizza (DPZ)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Annaly (NLY)
Friday File
Vanguard Mortgage Backed Securities ETF (VMBS)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
Lifco (LIFCO/B/ST)
Teqnion (TEQ/ST)
Markel (MKL)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
gold
Big Picture / Asset Allocation
Qurate Preferreds (QRTEP)
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Kinsale Capital (KNSL)
Microsoft (MSFT)
W/R/ Berkley (WRB)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
Teqnion (TEQ/ST)
Trade Note
Jéronimo Martins (JRONY JRONF)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Wal/Mart (WMT)
Cryptocurrencies
Technology
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Restaurant Brands International (QSR)
Energy
Boston Omaha (BOC)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Coherent (COHR)
Qurate (QRTEA QRTEB)
Lumentum (LITE)
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)
Sandstorm Gold (SAND SSL/TO)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Microsoft (MSFT)
Stocks
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
BP (BP)
Huntington Ingalls Industries (HII)
Enphase Energy (ENPH)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
Silvergate Capital (SI)
Teck Resources (TECK)
Altius Minerals (ALS/TO ATUSF)
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Innovative Industrial Properties (IIPR)
Big Picture / Asset Allocation
Disney (DIS)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Matterport
Voyager Digital (VYGR/TO VYGVF)
Binance
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
AutoNation (AN)
Carl Icahn
Jefferies
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Toast (TOST)
Trade Note
Par Technology (PAR)
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Kennedy Wilson (KW)
Markel (MKL)
WESCO (WCC)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Shopify (SHOP)
Microsoft (MSFT)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Meta Platforms (META)
Roku (ROKU)
Pinterest
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Cathie Wood
Perimeter Solutions (PRM)
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
Liquefied Natural Gas / LNG
Friday File
Range Resources (RRC)
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
Market Vectors Gold Miners ETF (GDX)
DocuSign (DOCU)
DigitalBridge (DBRG)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
Friday File
Series I Savings Bonds
iShares TIPS Bond ETF (TIPS)
From
Stock Gumshoe
Friday File: Revenge on Private Equity?
August 12, 2022
Tags
Friday File
Switch (SWCH)
Applovin (APP)
From
Stock Gumshoe
Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
Tags
Friday File
Dream Finders Homes (DFH)
Amerco (UHAL)
From
Stock Gumshoe
Friday File: A Couple Buys on Reentry
July 15, 2022
Tags
Trade Note
Netflix (NFLX)
Technology
From
Stock Gumshoe
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