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Latest News about Big Picture / Asset Allocation
Recent news which mentions Big Picture / Asset Allocation
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China, Berkshire, and some Portfolio Updates from the Rich and Famous
November 16, 2022
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Pershing Square Holdings (PSH/AS PSHZF)
Bausch Health (BHC)
Louisiana Pacific (LPX)
From
Stock Gumshoe
Friday File: Elections, Inflation Shock… What to do?
November 11, 2022
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Huntington Ingalls Industries (HII)
NewLake Capital Partners (NLCP)
Friday File
From
Stock Gumshoe
Friday File: What Have I Been MOST Wrong About?
November 04, 2022
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Friday File
Innovative Industrial Properties (IIPR)
The Trade Desk (TTD)
From
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Friday File: Growing WITHOUT Big Tech?
October 28, 2022
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Stocks
AFC Gamma (AFCG)
Big Picture / Asset Allocation
From
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Friday File: Prophets of Doom
October 21, 2022
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The Trade Desk (TTD)
Altius Renewable Royalties (ARR/TO ATRWF)
Sprott Physical Gold Trust (PHYS)
From
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Friday File: Was It All a Dream? Where to Look Now? Antifragile Companies… Growth… Income?
October 14, 2022
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Friday File
Chuck Akre
Cathie Wood
From
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Friday File: Buying a “God”
October 07, 2022
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Liquefied Natural Gas / LNG
Range Resources (RRC)
EQT (EQT)
From
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Friday File: Selling Royalties, Buying Value and Asset Management
September 23, 2022
Tickers
GOLD
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Gold/Precious Metals & Mining
Goosehead Insurance (GSHD)
Big Picture / Asset Allocation
From
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Friday File: Inflation Protection
September 16, 2022
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iShares TIPS Bond ETF (TIPS)
Series I Savings Bonds
Big Picture / Asset Allocation
From
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Friday File: Revenge on Private Equity?
August 12, 2022
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Perimeter Solutions (PRM)
Avalara (AVLR)
Nvidia (NVDA)
From
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Friday File: Earningspalooza Draws the Eye to Cheap Stocks
August 05, 2022
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Friday File
Amerco (UHAL)
Innovative Industrial Properties (IIPR)
From
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Friday File: A Couple Buys on Reentry
July 15, 2022
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Disney (DIS)
Kings Garden
Alphabet (GOOGL GOOG)
From
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Friday File: Another Safe(r) Harbor?
June 30, 2022
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Tom Gardner
David Gardner
Copart (CPRT)
From
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Friday File: Selling Sigs, Buying Storage
June 24, 2022
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Yacktman Fund (YACKX)
Verisign (VRSN)
Public Storage (PSA)
From
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Friday File: Hiding Places?
June 17, 2022
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Cambria Tail Risk ETF (TAIL)
Sandstorm Gold (SAND SSL/TO)
Income Investing
From
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De-tease: Stansberry’s “5-Stock Inflation Protection Portfolio”
June 09, 2022
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Gladstone Land Corp/ (LAND)
Barrick Gold (GOLD)
Diageo (DEO)
From
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Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions
May 27, 2022
Tickers
AEVA
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Camping World (CWH)
Activision Blizzard (ATVI)
Electronic Arts (EA)
From
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Friday File: Is this the Tom Hanks moment for inflation or recession?
May 20, 2022
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Target (TGT)
Keysight (KEYS)
Big Picture / Asset Allocation
From
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Friday File: Nibbling on the Way Down
May 13, 2022
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Disney (DIS)
AFC Gamma (AFCG)
Alphabet (GOOGL GOOG)
From
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Friday File: Reflection on the Berkshire & Markel Confabs, plus a few buys and sells in a wild week
May 06, 2022
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Guardant Health (GH)
Smith/Midland (SMID)
Markel (MKL)
From
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Friday File: Shuffling Pot Financiers
April 07, 2022
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Trade Note
Ginkgo BIoworks (DNA)
Amazon (AMZN)
From
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Teaser Tracking Update — 2022 Spreadsheet Now Live
April 07, 2022
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Enphase Energy (ENPH)
Nvidia (NVDA)
The Trade Desk (TTD)
From
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Friday File: Diversifying Away From Yourself
April 01, 2022
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Boston Omaha (BOMN)
Big Picture / Asset Allocation
CNH Industrial (CNHI)
From
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Friday File: Riding the Overreaction Machine
March 18, 2022
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Big Picture / Asset Allocation
Universal Display (OLED)
AFC Gamma (AFCG)
From
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Friday File: Nickel, Potash and Oil, Oh My!
March 11, 2022
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Zoom Video Communications (ZM)
Nickel 28 Capital (NKL/V)
Canadian Pacific (CP)
From
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Friday File: The Curtain Comes Down
March 04, 2022
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Thales (HO/PA THLLY THLEF)
Friday File
Lockheed Martin (LMT)
From
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Friday File: Warm Blankets and Rollercoasters
February 18, 2022
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Big Picture / Asset Allocation
Franco/Nevada (FNV)
Roku (ROKU)
From
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Friday File: Profiting from Infrastructure and Inflation
February 11, 2022
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CGM Focus Fund (CGMFX)
Big Picture / Asset Allocation
Construction Partners (ROAD)
From
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Friday File: Annual Review Kicks Into Gear — Updates on Alphabet, Amazon and more…
February 04, 2022
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Technology
Spotify (SPOT)
PayPal (PYPL)
From
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Friday File: Finding Solace in Asset Allocation
January 21, 2022
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Camping World (CWH)
Anglo Pacific Group (APF/L APY/TO AGPIF)
Activision Blizzard (ATVI)
From
Stock Gumshoe
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