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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: Evolution, Boston Omaha, QXO and more…
June 20, 2025
Tags
Sky Harbour (SKYH)
Evolution (EVO/ST EVVTY EVGGF)
QXO (QXO)
From
Stock Gumshoe
Friday File: Mailbag! Little Insurance Stocks, Gold Royalties, Covered Call ETFs and more…
June 13, 2025
Tags
Friday File
Triple Flag Precious Metals (TFPM/TO)
BHP Billiton (BHP)
From
Stock Gumshoe
Friday File: More Gold, Switching Insurers, and Fading Brad
June 06, 2025
Tags
Royal Gold (RGLD)
Sandstorm Gold (SAND SSL/TO)
BigBear/ai (BBAI)
From
Stock Gumshoe
Friday File: Faith in the Future?
May 30, 2025
Tickers
GOLD
UBER
Tags
Alphabet (GOOGL GOOG)
BWX Technologies (BWXT)
Franco/Nevada (FNV)
From
Stock Gumshoe
Thank You, Mr. Buffett
May 05, 2025
Tags
Berkshire Hathaway (BRK/B)
Big Picture / Asset Allocation
Markel (MKL)
From
Stock Gumshoe
Friday File: How Much to Pay for Slowing Growth?
April 25, 2025
Tags
Intuitive Surgical (ISRG)
Chubb (CB)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: What’s the Plan for “Oh, Sh*t” Tariff Chaos?
April 04, 2025
Tags
Big Picture / Asset Allocation
Markel (MKL)
Sandstorm Gold (SAND SSL/TO)
From
Stock Gumshoe
Friday File: Diversification, A Strange Deal, Gold Stupidity and much more…
March 28, 2025
Tags
Gold/Precious Metals & Mining
Orogen (OGN/V OGNRF)
Sky Harbour (SKYH)
From
Stock Gumshoe
Friday File: Payouts, Used Cars, Wins and Worries
March 21, 2025
Tags
Alphabet (GOOGL GOOG)
Beacon Roofing (BECN)
Iveco (IVG/MI IVCGF)
From
Stock Gumshoe
Friday File: $3,000 Gold! Correction! Crash?
March 14, 2025
Tickers
GOLD
Tags
iShares iBonds 1/5 Year Treasury Ladder ETF (LDRT)
Primecap Odyssey Growth (POGRX)
iShares iBonds 1/5 Year High Yield and Income Ladder ETF (LDRH)
From
Stock Gumshoe
Friday File: Stop Losses and the Big Picture
March 07, 2025
Tags
KKR & Co/ (KKR)
Greenlight Capital Re (GLRE)
Acacia Research (ACTG)
From
Stock Gumshoe
Friday File: Rethinking Amazon, Alphabet and Markel
February 07, 2025
Tickers
UBER
Tags
W/R/ Berkley (WRB)
Amazon (AMZN)
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: DeepWeak, Insurance, and Gambling
January 31, 2025
Tags
W/R/ Berkley (WRB)
Amazon (AMZN)
Permian Basin Royalty Trust (PBT)
From
Stock Gumshoe
Friday File: AI ETFs, Trading Systems, and Waiting for Earnings
January 25, 2025
Tags
Travelers (TRV)
W/R/ Berkley (WRB)
Oklo (OKLO)
From
Stock Gumshoe
Friday File: Finally Sealing the Lock Box
January 03, 2025
Tags
Kinsale Capital (KNSL)
Alphabet (GOOGL GOOG)
GameStop (GME)
From
Stock Gumshoe
Announcing the 2024 Turkey of the Year
November 27, 2024
Tags
Daily Profit Cycle
James Altucher
Curzio Research
From
Stock Gumshoe
Friday File: Odds of Success?
November 22, 2024
Tags
Toast (TOST)
Trade Note
Nvidia (NVDA)
From
Stock Gumshoe
Friday File: What Now?
November 08, 2024
Tags
Intel (INTC)
Apple (AAPL)
Toast (TOST)
From
Stock Gumshoe
Friday File: Best Picks of the Past 17 Years… Plus a Tale of Two Growth Stocks
July 19, 2024
Tags
Big Picture / Asset Allocation
Repligen (RGEN)
The Trade Desk (TTD)
From
Stock Gumshoe
Artificial Intelligence Stocks A-to-V — Which 63 Stocks Have Been Pitched as “AI” Ideas by Investment Newsletters?
May 22, 2024
Tags
Artificial Intelligence (A/I/)
Technology
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Cutting Down the Tower, Speculating on Gold
April 12, 2024
Tickers
GOLD
Tags
Amazon (AMZN)
Model N (MODN)
Microsoft (MSFT)
From
Stock Gumshoe
Friday File: NVIDIA by the Fingernails, Gold (and other shiny things), Energy Storage and more…
March 22, 2024
Tickers
GOLD
Tags
Royal Philips (PHG)
Ferrari (RACE)
Novo Nordisk (NVO)
From
Stock Gumshoe
Friday File: Sweet Times
March 08, 2024
Tags
Arch Capital (ACGL)
Stocks
Berkshire Hathaway (BRK/B)
From
Stock Gumshoe
Friday File: Berkshire Valuation, “Mystery” Insurance, and a new Energy position
March 01, 2024
Tags
Berkshire Hathaway (BRK/B)
Qurate (QRTEA QRTEB)
EQT (EQT)
From
Stock Gumshoe
What’s Going On with Palm Beach and MarketWise?
February 14, 2024
Tags
Palm Beach Letter
Kris Sayce
Big Picture / Asset Allocation
From
Stock Gumshoe
The A-to-V of Artificial Intelligence Stocks — 54 Stocks Teased as A.I. Plays by Investment Newsletters
February 12, 2024
Tags
Nvidia (NVDA)
Carrier (CARR)
Taiwan Semiconductor (TSM)
From
Stock Gumshoe
Friday File: Fill up your Snifter
January 05, 2024
Tags
Friday File
Sandstorm Gold (SAND SSL/TO)
Brown/Forman (BFB BFA)
From
Stock Gumshoe
Top Teaser Stocks of 2023
December 26, 2023
Tickers
SHOP
Tags
Nvidia (NVDA)
SkyWater Technology (SKYT)
Propel Holdings (PRL/TO PRLPF)
From
Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
December 15, 2023
Tags
Trade Note
Brown & Brown (BRO)
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Gambling on Gambling
December 08, 2023
Tags
MGM Resorts (MGM)
Playtech (PTEC/L PTYCY PYTCF)
DraftKings (DKNG)
From
Stock Gumshoe
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