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Latest News about Big Picture / Asset Allocation
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
AFC Gamma (AFCG)
Arthur J/ Gallagher (AJG)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
Perimeter Solutions (PRM)
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From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Income Investing
Cathie Wood
Friday File
From
Stock Gumshoe
Friday File: Buying a “God”
October 07, 2022
Tags
Porter Stansberry
EQT (EQT)
Cambria Tail Risk ETF (TAIL)
From
Stock Gumshoe
Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
Tags
DigitalBridge (DBRG)
Sandstorm Gold (SAND SSL/TO)
Hipgnosis Songs Fund (SONG/L HPGSF)
From
Stock Gumshoe
Friday File: Inflation Protection
September 16, 2022
Tags
Series I Savings Bonds
Income Investing
Inflation
From
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Friday File: Revenge on Private Equity?
August 12, 2022
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American Tower (AMT)
Grail Technologies
Avalara (AVLR)
From
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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NVR (NVR)
Big Picture / Asset Allocation
Royalty Pharmaceuticals (RPRX)
From
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Dream Finders Homes (DFH)
Meta Platforms (META)
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From
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Friday File: Another Safe(r) Harbor?
June 30, 2022
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Big Picture / Asset Allocation
Tom Gardner
Copart (CPRT)
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Friday File
Amazon (AMZN)
Amerco (UHAL)
From
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Friday File: Hiding Places?
June 17, 2022
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Dream Finders Homes (DFH)
Comcast (CMCSA)
Sandstorm Gold (SAND SSL/TO)
From
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De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
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Texas Pacific Land Trust (TPL)
Mastercard (MA)
PermRock Royalty Trust (PRT)
From
Stock Gumshoe
Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
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CSFB Financial (CFSB)
Advanced Micro Devices (AMD)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Keysight (KEYS)
Dream Finders Homes (DFH)
Par Technology (PAR)
From
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Friday File: Nibbling on the Way Down
May 13, 2022
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Switch (SWCH)
The Trade Desk (TTD)
Disney (DIS)
From
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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Brookfield Asset Management (BAM)
Shopify (SHOP)
Berkshire Hathaway (BRK/B)
From
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Friday File: Shuffling Pot Financiers
April 07, 2022
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Dream Finders Homes (DFH)
iShares 20+ Year Treasury Bond ETF (TLT)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
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Big Picture / Asset Allocation
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: Diversifying Away From Yourself
April 01, 2022
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Brookfield Asset Management (BAM)
Altius Minerals (ALS/TO ATUSF)
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Riding the Overreaction Machine
March 18, 2022
Tags
NVR (NVR)
Big Picture / Asset Allocation
Berkshire Hathaway (BRK/B)
From
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Kinsale Capital (KNSL)
Sandstorm Gold (SAND SSL/TO)
Avantis International Small Cap Value (AVDV)
From
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Friday File: The Curtain Comes Down
March 04, 2022
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Teradyne (TER)
BAE Systems (BAESF)
Thales (HO/PA THLLY THLEF)
From
Stock Gumshoe
Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Friday File
Markel (MKL)
Roku (ROKU)
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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Construction Partners (ROAD)
Blackstone Group (BX)
Aker Carbon Capture (ACC/OL AKCCF)
From
Stock Gumshoe
Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
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facebook (FB)
Pinterest
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From
Stock Gumshoe
Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Sea Ltd (SE)
Trade Note
Big Picture / Asset Allocation
From
Stock Gumshoe
Roundup of “Forever” EV Battery Pitches: Who’s Teasing What?
January 18, 2022
Tags
Alpha Investor
Enovix (ENVX)
Fluence
From
Stock Gumshoe
Friday File: Inflation Worries, Renewing a Hedge, and Investing in Dividend Growth
December 17, 2021
Tags
Trade Note
AFC Gamma (AFCG)
Big Picture / Asset Allocation
From
Stock Gumshoe
2021 Turkey of the Year
November 23, 2021
Tags
Crop Infrastructure (CROP/CX CRXPF)
resTORbio (TORC)
Bryan Beach
From
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