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Latest News about Big Picture / Asset Allocation
Recent news which mentions Big Picture / Asset Allocation
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Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
November 28, 2023
Tags
Square (SQ)
Big Picture / Asset Allocation
John Deere (DE)
From
Stock Gumshoe
2023 Turkey of the Year
November 20, 2023
Tags
Rogue Strategic Trader
Nomi Prins
Plug power (PLUG)
From
Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
November 17, 2023
Tags
Nvidia (NVDA)
Big Picture / Asset Allocation
Coca Cola (KO)
From
Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
November 03, 2023
Tags
Kinsale Capital (KNSL)
Brookfield Corp (BN)
Black Stone Minerals (BSM)
From
Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
October 09, 2023
Tags
Appian (APPN)
Big Picture / Asset Allocation
Recursion Pharmaceuticals (RXRX)
From
Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
September 29, 2023
Tags
Brookfield Corp (BN)
Brookfield Asset Management (BAM)
Friday File
From
Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
August 18, 2023
Tags
Altius Minerals (ALS/TO ATUSF)
Huntington Ingalls Industries (HII)
Adyen (ADYEN/AS ADYEY ADYYF)
From
Stock Gumshoe
Monday File: A Trade Note about Hedging
July 31, 2023
Tags
S&P 500 ETF (SPY)
Friday File
Hedging
From
Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
July 21, 2023
Tags
Crown Castle (CCI)
Big Picture / Asset Allocation
Medtronic (MDT)
From
Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
July 14, 2023
Tickers
UBER
Tags
Apple (AAPL)
Vanguard Wellington (VWELX)
DoorDash (DASH)
From
Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
July 07, 2023
Tags
Novonix (NVX/AX NVNXF)
C3/ai (AI)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
June 02, 2023
Tags
Markel (MKL)
inTEST (INTT)
Lagercrantz (LAGR/B/ST)
From
Stock Gumshoe
Friday File — WESCO, Icahn and more…
May 05, 2023
Tickers
GOLD
Tags
Big Picture / Asset Allocation
Nvidia (NVDA)
gold
From
Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
April 28, 2023
Tags
Markel (MKL)
Stocks
Kinsale Capital (KNSL)
From
Stock Gumshoe
Friday File: Buying a Dinosaur
April 21, 2023
Tags
National Instruments (NATI)
Trade Note
American Tower (AMT)
From
Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
April 14, 2023
Tags
Greg Abel
Gold/Precious Metals & Mining
Stocks
From
Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
April 07, 2023
Tags
Brian Dalton
Friday File
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
March 31, 2023
Tags
Coherent (COHR)
Polestar (PSNY)
Stocks
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
Cameco (CCJ)
Extreme Value
Teqnion (TEQ/ST)
From
Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
February 10, 2023
Tags
Life Storage (LSI)
Technology
Public Storage (PSA)
From
Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
January 13, 2023
Tags
Atkore (ATKR)
AFC Gamma (AFCG)
Matson (MATX)
From
Stock Gumshoe
Top Teasers of 2022
December 28, 2022
Tags
PG&E Corp (PCG)
Karim Rahemtulla
Friday File
From
Stock Gumshoe
Friday File: Nibbling on High Yields
December 23, 2022
Tags
Income Investing
Carbon Streaming Corp/ (NETZ/NO OFSTF)
Brookfield Asset Management (BAM)
From
Stock Gumshoe
2022 Turkey of the Year
November 22, 2022
Tags
Technology
Empire Elite Growth
Voyager Digital (VYGR/TO VYGVF)
From
Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
Tags
Comstock Resources (CRK)
Paramount (PARA)
Taiwan Semiconductor (TSM)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
Tags
Series I Savings Bonds
Trade Note
Friday File
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
Tags
Electronic Arts (EA)
Alphabet (GOOGL GOOG)
The Trade Desk (TTD)
From
Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
October 28, 2022
Tags
Income Investing
Apple (AAPL)
Arthur J/ Gallagher (AJG)
From
Stock Gumshoe
Friday File: Prophets of Doom
October 21, 2022
Tags
WESCO (WCC)
Brookfield Asset Management (BAM)
Apple (AAPL)
From
Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
Tags
Chuck Akre
Brown & Brown (BRO)
Constellation Software (CSU/TO CNSWF)
From
Stock Gumshoe
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