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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?
Tags Porter Stansberry Porter & Co/ Artificial Intelligence (A/I/)
From Stock Gumshoe
2023 Turkey of the Year
Tags Rogue Strategic Trader Nomi Prins Plug power (PLUG)
From Stock Gumshoe
Friday File: Capital-Light Compounding and 100-Baggers
Tags Pershing Square Holdings (PSH/AS PSHZF) Alphabet (GOOGL GOOG) Royalty Pharmaceuticals (RPRX)
From Stock Gumshoe
Friday File: Buying a Couple Disappointments (plus quarterly updates galore)
Tags Cloudflare (NET) Broadridge Financial Solutions (BR) Shopify (SHOP)
From Stock Gumshoe
All the AI Stock Picks from Everybody! 25 Different Stocks That Have been Teased as A.I. Picks This Year…
Tags Verses AI (VERS/NEO VRSSF) Nvidia (NVDA) John Deere (DE)
From Stock Gumshoe
Friday File: Buffett, Burry and Brookfield
Tags Partners Value Investments LP (PVF/UN/V) Hanesbrands (HBI) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Bargains and Busts as Earnings Season fades
Tags Atkore (ATKR) Adyen (ADYEN/AS ADYEY ADYYF) Huntington Ingalls Industries (HII)
From Stock Gumshoe
Monday File: A Trade Note about Hedging
Tags Options or Futures Big Picture / Asset Allocation S&P 500 ETF (SPY)
From Stock Gumshoe
Friday File: Season Opens… what’s up with Intuitive, W.R. Berkley, Teqnion and the rest?
Tags Nvidia (NVDA) Big Picture / Asset Allocation Medtronic (MDT)
From Stock Gumshoe
Friday File: Pre-earnings Hodgepodge (Berkshire, Roku, Domino’s and more)
Tickers UBER
Tags Occidental Petroleum (OXY) Options or Futures Uber
From Stock Gumshoe
Friday File: Brookfield gets more Insurance-y, plus a midyear look at teaser performance
Tags Vanguard Mortgage Backed Securities ETF (VMBS) Antero Resources (AR) IonQ (IONQ)
From Stock Gumshoe
Friday File: U-Haul, Teqnion, a $100K Lock Box addition… and a Couple new Watchlist Stocks
Tags Innovative Industrial Properties (IIPR) Big Picture / Asset Allocation Standard Bio Tools (LAB)
From Stock Gumshoe
Friday File — WESCO, Icahn and more…
Tickers GOLD
Tags Bill Ackman Carl Icahn Friday File
From Stock Gumshoe
Friday File: Insurance Co. Highs and Lows
Tags Markel (MKL) Stocks Kinsale Capital (KNSL)
From Stock Gumshoe
Friday File: Buying a Dinosaur
Tags Big Picture / Asset Allocation Dino Polska (DNP/W DNOPY) Innovative Industrial Properties (IIPR)
From Stock Gumshoe
Friday File: Buffett goes East, Bassy Impresses, and what’s that “Fedcoin” fear about?
Tags Amazon (AMZN) Berkshire Hathaway (BRK/B) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Teaser Performance, Shorts, Activists, Pershing and AI
Tags Illumina (ILMN) Boston Omaha (BOC) Big Picture / Asset Allocation
From Stock Gumshoe
Friday File: Updates on Boston Omaha and Ecora
Tags Porter Stansberry Income Investing Qurate Preferreds (QRTEP)
From Stock Gumshoe
Friday File: Thoughts from Warren, Restaurant Updates, and a buy and sell in the Real Money Portfolio
Tickers NATKY
Tags McDonald's (MCD) Cameco (CCJ) Teqnion (TEQ/ST)
From Stock Gumshoe
Friday File: Brookfield Stays Discounted, U-Haul Delivers some Weakness
Tags Cloudflare (NET) Nvidia (NVDA) Boston Omaha (BOC)
From Stock Gumshoe
Friday File: Momentum & Value Picks, A Watchlist Buy, and Some Risk Reduction
Tags ConocoPhillips (COP) Trulieve (TRUL/CX TCNNF) Marathon Oil (MRO)
From Stock Gumshoe
Top Teasers of 2022
Tags Bollore Group (BOL/PA BOIVF) YPF (YPF) ChargePoint (CHPT)
From Stock Gumshoe
Friday File: Nibbling on High Yields
Tags Brookfield Property Preferred DigitalBridge Preferreds Big Picture / Asset Allocation
From Stock Gumshoe
2022 Turkey of the Year
Tags Indivior (INDV/L INVVY) Limelight Networks (LLNW) Empire Financial Research
From Stock Gumshoe
China, Berkshire, and some Portfolio Updates from the Rich and Famous
Tags Todd Combs Third Point Offshore (TPNTF) Occidental Petroleum (OXY)
From Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
Tags The Trade Desk (TTD) Huntington Ingalls Industries (HII) Inflation
From Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
Tags Kennedy Wilson (KW) Friday File Camping World (CWH)
From Stock Gumshoe
Friday File: Growing WITHOUT Big Tech?
Tags Arthur J/ Gallagher (AJG) Income Investing Apple (AAPL)
From Stock Gumshoe
Friday File: Prophets of Doom
Tags Russell Napier Innovative Industrial Properties (IIPR) Home Depot (HD)
From Stock Gumshoe
Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
Tags Kinsale Capital (KNSL) Electronic Arts (EA) Utilities Select Sector SPDR (XLU)
From Stock Gumshoe
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