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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 IonQ (IONQ) Arista Networks (ANET) Dream Finders Homes (DFH)
From Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
Tags Sky Harbour (SKYH) Marsh & McLennan (MMC) Microsoft (MSFT)
From Stock Gumshoe
Friday File: Gambling on Gambling
Tags Bespoke Investment Liz Ann Sonders Howard Marks
From Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
Tags Big Picture / Asset Allocation Porter Stansberry Marqeta (MQ)
From Stock Gumshoe
2023 Turkey of the Year
Tags Territorial Bancorp (TBNK) Nomi Prins Indivior (INDV/L INVVY)
From Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
Tags Hilton (HLT) Coca Cola (KO) Chapters Group (CHG/DE)
From Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
Tags Friday File WESCO (WCC) Brookfield Corp (BN)
From Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
Tags Big Picture / Asset Allocation Microsoft (MSFT) C3/ai (AI)
From Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
Tags Bruce Flatt Brookfield Asset Management (BAM) Berkshire Hathaway (BRK/B)
From Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
Tags $100K Lock Box Lennar (LEN) Big Picture / Asset Allocation
From Stock Gumshoe
Monday File: A Trade Note about Hedging
Tags Friday File Options or Futures Hedging
From Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
Tags Big Picture / Asset Allocation American Tower (AMT) Crown Castle (CCI)
From Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Tickers UBER
Tags Domino's Pizza (DPZ) Technology Utilities Select Sector SPDR (XLU)
From Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
Tags Syrah Resources (SYR/AX SYAAF) C3/ai (AI) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Tags Standard Bio Tools (LAB) Kinsale Capital (KNSL) Stocks
From Stock Gumshoe
Friday File — WESCO, Icahn and more…
Tickers GOLD
Tags Big Picture / Asset Allocation Icahn Enterprises (IEP) Shopify (SHOP)
From Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
Tags Stocks Kinsale Capital (KNSL) Alphabet (GOOGL GOOG)
From Stock Gumshoe
Friday File: Buying a Dinosaur
Tags National Instruments (NATI) Emerson Electric (EMR) Dream Finders Homes (DFH)
From Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
Tags Berkshire Hathaway (BRK/B) Cryptocurrencies Stocks
From Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Tags Brookfield Corp (BN) Permian Basin Royalty Trust (PBT) Friday File
From Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
Tags Big Picture / Asset Allocation Polestar (PSNY) Gold/Precious Metals & Mining
From Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Tickers NATKY
Tags ALPS Alerian MLP (AMLP) Halliburton (HAL) Qurate Preferreds (QRTEP)
From Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Tags Public Storage (PSA) Boston Omaha (BOC) Cloudflare (NET)
From Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Tags WESCO (WCC) Innovative Industrial Properties (IIPR) Trulieve (TRUL/CX TCNNF)
From Stock Gumshoe
Top Teasers of 2022
Tags Absolute Software (ABST) Carvana (CVNA) Construction Partners (ROAD)
From Stock Gumshoe
Friday File: Nibbling on High Yields
Tags DigitalBridge Preferreds Big Picture / Asset Allocation Disney (DIS)
From Stock Gumshoe
2022 Turkey of the Year
Tags Indivior (INDV/L INVVY) Carvana (CVNA) WonderFi (WNDR/NEO WONDF)
From Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags Bausch Health (BHC) Ovintiv (OVV) STORE Capital (STOR)
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags Friday File Toast (TOST) Par Technology (PAR)
From Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
Tags Perimeter Solutions (PRM) Alphabet (GOOGL GOOG) The Trade Desk (TTD)
From Stock Gumshoe
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