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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: Annualized Returns, Some Clunker Updates, and Coinbase
April 16, 2021
Tickers
UBER
Tags
Nasdaq ETF (QQQ)
Nvidia (NVDA)
Coinbase
From
Stock Gumshoe
Friday File: Par-ty Time, or a World in Decline?
April 09, 2021
Tags
AcuityAds (AT/TO ACUIF)
Excelsior Mining (MIN/TO EXMGF)
Technology
From
Stock Gumshoe
Friday File: Cheaper SPACs and a Year to Remember
April 02, 2021
Tags
General Growth Properties (GGP)
Brookfield Asset Management (BAM)
Pershing Square Tontine Holdings (PSTH)
From
Stock Gumshoe
Friday File: Goose in the Box
March 26, 2021
Tags
Berkshire Hathaway (BRK/B)
Goosehead Insurance (GSHD)
Wynn Resorts (WYNN)
From
Stock Gumshoe
Friday File: Annual Review Complete, plus another buy for the Lock Box
March 19, 2021
Tags
Big Picture / Asset Allocation
Howard Marks
Universal Display (OLED)
From
Stock Gumshoe
Friday File: Insurtech, Discounts to Book Value and more…
March 12, 2021
Tags
Friday File
Guardant Health (GH)
DocuSign (DOCU)
From
Stock Gumshoe
Friday File: The SPAC to End All SPACS… and a new Gumshoe Portfolio is born
March 05, 2021
Tags
Shopify (SHOP)
Bill Bonner
Roku (ROKU)
From
Stock Gumshoe
Friday File: New SPAC, Annual Review pt. 4, and more…
February 19, 2021
Tickers
GOLD
Tags
Big Picture / Asset Allocation
Social Leverage Acquisition (SLAC)
Fastly (FSLY)
From
Stock Gumshoe
Friday File: Annual Review Part Three
February 12, 2021
Tags
Dropbox
Brookfield Renewable Energy (BEP)
Avid (AVID)
From
Stock Gumshoe
Friday File: I Can’t Believe it, but Two MORE Buys
February 05, 2021
Tags
Broadridge Financial Solutions (BR)
Hipgnosis Songs Fund (SONG/L HPGSF)
Alphabet (GOOGL GOOG)
From
Stock Gumshoe
Friday File: A New Cyclical Buy
January 15, 2021
Tags
Stripe
Friday File
Osisko Gold Royalties (OR)
From
Stock Gumshoe
Friday File: Happy (?) New Year!
January 08, 2021
Tags
Amazon (AMZN)
GAN ltd (GAN)
AerSale (ASLE)
From
Stock Gumshoe
Top Teaser Stocks of 2020
December 23, 2020
Tags
Big Picture / Asset Allocation
From
Stock Gumshoe
2020 Turkey of the Year
November 25, 2020
Tags
QuickLogic (QUIK)
GasFrac Energy Services
Turkey of the Year
From
Stock Gumshoe
Friday File: Earnings and Elections
November 06, 2020
Tags
The Trade Desk (TTD)
Cloudflare (NET)
AcuityAds (AT/TO ACUIF)
From
Stock Gumshoe
Friday File: A Richer Crown, A Missed Fast Stop, and a Subversive Pot REIT
October 23, 2020
Tags
Innovative Industrial Properties (IIPR)
Big Picture / Asset Allocation
Limelight Networks (LLNW)
From
Stock Gumshoe
What is Stock Gumshoe, and Who Are These Authors?
October 22, 2020
Tags
Big Picture / Asset Allocation
From
Stock Gumshoe
Friday File: Shaving Momentum (but not too close)
October 16, 2020
Tags
Roku (ROKU)
Options or Futures
Shopify (SHOP)
From
Stock Gumshoe
Friday File: “Pre-IPOs” and some Real Money Portfolio updates
September 11, 2020
Tickers
IPO
Tags
Banyan Hill
Big Picture / Asset Allocation
Palm Beach Venture
From
Stock Gumshoe
Friday File: Overvalued Holds (and a Sell), plus more Video Games
September 04, 2020
Tags
Ansys (ANSS)
Power REIT (PW)
Shopify (SHOP)
From
Stock Gumshoe
Friday File: Real World Research, M&A, Beat and Raise Quarters, and Reader Questions
August 28, 2020
Tags
Stitch Fix (SFIX)
Livongo Health (LVGO)
Trading Systems / Books / Tools
From
Stock Gumshoe
Friday File: Valuation Fears, GAN, and some New Speculations
August 21, 2020
Tags
Fanduel
Penn National (PENN)
Technology
From
Stock Gumshoe
Friday File: Earningspalooza, with a half-dozen buys and sells
August 07, 2020
Tags
Teladoc (TDOC)
Fastly (FSLY)
Amazon (AMZN)
From
Stock Gumshoe
Friday File: A Light Trim for the Flyboys?
July 10, 2020
Tags
Sea Ltd (SE)
Royal Gold (RGLD)
GAN ltd (GAN)
From
Stock Gumshoe
Friday File part 2: Nibbles and Two Watchlist Additions
June 26, 2020
Tags
Kambi (KAMBI/ST KMBIF)
GIlat (GILT
Pershing Square Holdings (PSH/AS PSHZF)
From
Stock Gumshoe
Friday File: The Relative Safety of Agencies
June 12, 2020
Tags
W/R/ Berkley (WRB)
Travelers (TRV)
Willis Towers Watson (WLTW)
From
Stock Gumshoe
Friday File: Pot Real Estate, Clouds and a Cautionary Tale
June 05, 2020
Tags
Zoom Video Communications (ZM)
Technology
Power REIT (PW)
From
Stock Gumshoe
Friday File: A New Gambling Client, Quarters from KEYS and OKTA, and a 5G Check-in
May 29, 2020
Tags
Cloudflare (NET)
coronavirus
Intuitive Surgical (ISRG)
From
Stock Gumshoe
Friday File: Buys on the Edge, plus a look at Dividend Growth and Compounding
May 22, 2020
Tickers
GOLD
TCL
Tags
Cheescake Factory (CAKE)
Nvidia (NVDA)
Sila Nanotechnologies
From
Stock Gumshoe
Friday Draft
May 15, 2020
Tags
Stocks
Friday File
Sea Ltd (SE)
From
Stock Gumshoe
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