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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 Immunogen (IMGN) Permian Resources (PR) YPF (YPF)
From Stock Gumshoe
Friday File: What’s Going to Happen Next Year, and What Should I Buy?
Tags AON (AON) Brown & Brown (BRO) Sky Harbour (SKYH)
From Stock Gumshoe
Friday File: Gambling on Gambling
Tags Liz Ann Sonders Bespoke Investment Howard Marks
From Stock Gumshoe
Porter’s “Artificial Illusion” Pitch — Buy the beneficiaries of AI, not the future pretenders?
Tags Artificial Intelligence (A/I/) Stocks John Deere (DE)
From Stock Gumshoe
2023 Turkey of the Year
Tags Plug power (PLUG) Voyager Digital (VYGR/TO VYGVF) Lion Electric (LEV)
From Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
Tags Danaher (DHR) Pershing Square Holdings (PSH/AS PSHZF) Friday File
From Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
Tags Shopify (SHOP) Broadridge Financial Solutions (BR) Big Picture / Asset Allocation
From Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
Tags C3/ai (AI) Microsoft (MSFT) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
Tags Michael Burry Hanesbrands (HBI) Bruce Flatt
From Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
Tags Keysight (KEYS) Brookfield Asset Management (BAM) The Trade Desk (TTD)
From Stock Gumshoe
Monday File: A Trade Note about Hedging
Tags S&P 500 ETF (SPY) Big Picture / Asset Allocation Hedging
From Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
Tags Medtronic (MDT) W/R/ Berkley (WRB) Teqnion (TEQ/ST)
From Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Tickers UBER
Tags Roku (ROKU) Vanguard Wellington (VWELX) Options or Futures
From Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
Tags Vanguard Mortgage Backed Securities ETF (VMBS) Brookfield Corp (BN) Annaly (NLY)
From Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Tags Lagercrantz (LAGR/B/ST) Trulieve (TRUL/CX TCNNF) Markel (MKL)
From Stock Gumshoe
Friday File — WESCO, Icahn and more…
Tickers GOLD
Tags Icahn Enterprises (IEP) Big Picture / Asset Allocation Shopify (SHOP)
From Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
Tags Meta Platforms (META) Friday File EQT (EQT)
From Stock Gumshoe
Friday File: Buying a Dinosaur
Tags Big Picture / Asset Allocation Hercules Technology Growth Capital (HTGC) American Tower (AMT)
From Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
Tags Ferrari (RACE) Wal/Mart (WMT) Friday File
From Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Tags Altius Minerals (ALS/TO ATUSF) Kerrisdale Capital Brookfield Asset Management (BAM)
From Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
Tags Boston Omaha (BOC) Chevron (CVX) Qurate (QRTEA QRTEB)
From Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Tickers NATKY
Tags Pershing Square Holdings (PSH/AS PSHZF) Southern Copper (SCCO) Dan Ferris
From Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Tags Brookfield Corp (BN) Friday File Nvidia (NVDA)
From Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Tags North European Royalty Trust (NRT) Trulieve (TRUL/CX TCNNF) Rolls/Royce (RR/L RYCEY RYCEF)
From Stock Gumshoe
Top Teasers of 2022
Tags Arafura Resources (ARU/AX ARAFF) Silvergate Capital (SI) SkyWater Technology (SKYT)
From Stock Gumshoe
Friday File: Nibbling on High Yields
Tags Big Picture / Asset Allocation DigitalBridge Preferreds Brookfield Corp (BN)
From Stock Gumshoe
2022 Turkey of the Year
Tags Cryptocurrencies Voyager Digital (VYGR/TO VYGVF) Naked Wines (WINE/L NWINF MJWNY)
From Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags EQT (EQT) JANA Partners Friday File
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags The Trade Desk (TTD) AFC Gamma (AFCG) NewLake Capital Partners (NLCP)
From Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
Tags Broadridge Financial Solutions (BR) Big Picture / Asset Allocation Markel (MKL)
From Stock Gumshoe
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