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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 Arafura Resources (ARU/AX ARAFF) Immunogen (IMGN) Palantir (PLTR)
From Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
Tags Friday File Sky Harbour (SKYH) Willis Towers Watson (WLTW)
From Stock Gumshoe
Friday File: Gambling on Gambling
Tags Las Vegas Sands (LVS) DraftKings (DKNG) Bespoke Investment
From Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
Tags Square (SQ) Big Picture / Asset Allocation John Deere (DE)
From Stock Gumshoe
2023 Turkey of the Year
Tags Plug power (PLUG) Frank Curzio Lion Electric (LEV)
From Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
Tags Chapters Group (CHG/DE) Liberty Braves (BATRA BATRB BATRK) Chris Mayer
From Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
Tags Shopify (SHOP) WESCO (WCC) Cloudflare (NET)
From Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
Tags Verses AI (VERS/NEO VRSSF) Stocks Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
Tags Hanesbrands (HBI) Bruce Flatt Friday File
From Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
Tags Kinsale Capital (KNSL) Brookfield Corp (BN) Toast (TOST)
From Stock Gumshoe
Monday File: A Trade Note about Hedging
Tags S&P 500 ETF (SPY) Hedging Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
Tags Intuitive Surgical (ISRG) Nvidia (NVDA) American Tower (AMT)
From Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Tickers UBER
Tags Apple (AAPL) Marc Lichtenfeld Occidental Petroleum (OXY)
From Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
Tags Bloom Energy (BE) Syrah Resources (SYR/AX SYAAF) Brookfield Asset Management (BAM)
From Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Tags Bergman & Beving (BERG/B/ST) Lifco (LIFCO/B/ST) Innovative Industrial Properties (IIPR)
From Stock Gumshoe
Friday File — WESCO, Icahn and more…
Tickers GOLD
Tags Carl Icahn Shopify (SHOP) Bill Ackman
From Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
Tags Alphabet (GOOGL GOOG) Kinsale Capital (KNSL) EQT (EQT)
From Stock Gumshoe
Friday File: Buying a Dinosaur
Tags Jéronimo Martins (JRONY JRONF) Dino Polska (DNP/W DNOPY) Emerson Electric (EMR)
From Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
Tags Friday File Berkshire Hathaway (BRK/B) Greg Abel
From Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Tags Pershing Square Holdings (PSH/AS PSHZF) ETFs or Mutual Funds ESS Tech (GWH)
From Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
Tags Porter Stansberry Chevron (CVX) Occidental Petroleum (OXY)
From Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Tickers NATKY
Tags Kazatomprom (KAP/L Dan Ferris Teqnion (TEQ/ST)
From Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Tags Brookfield Asset Management (BAM) Boston Omaha (BOC) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Tags Enphase Energy (ENPH) Columbia Care (CCHWF) Ascend Wellness (AAWH)
From Stock Gumshoe
Top Teasers of 2022
Tags Construction Partners (ROAD) Arafura Resources (ARU/AX ARAFF) Ginkgo BIoworks (DNA)
From Stock Gumshoe
Friday File: Nibbling on High Yields
Tags Friday File Brookfield Corp (BN) Carbon Streaming Corp/ (NETZ/NO OFSTF)
From Stock Gumshoe
2022 Turkey of the Year
Tags Carvana (CVNA) Empire Elite Growth Ilika (IKA/L ILIKF)
From Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags Sea Ltd (SE) Friday File Third Point Offshore (TPNTF)
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags Inflation NewLake Capital Partners (NLCP) Trade Note
From Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
Tags Perimeter Solutions (PRM) Alphabet (GOOGL GOOG) Friday File
From Stock Gumshoe
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