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BWM - Issue # 42 - March 17, 2024
Oil & Gas, Banks, eCommerce & Other Big/Small Tech, Gambling, Some Healthcare, couple Shorts, Trading, AI, Lessons, Restaurants & HelloFresh and other…
Mar 18
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YZ
13
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BWM - Issue # 42 - March 17, 2024
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March 2024 Portfolio Update
Topics: Quote, Portfolio & Discussion, more Earnings, Comments From Me, Interesting 13Fs*, Book + Section for Paid subscribers (including detailed…
Mar 10
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YZ
19
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March 2024 Portfolio Update
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BWM - Issue # 41 - March 3, 2024
Banks, Drugs, A Few Shorts, Tobacco, Gaming, Berkshire, Energy, a lot of Tech, IPOs, some Reading materials, International, Fast Foods, Bananas and…
Mar 3
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YZ
21
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BWM - Issue # 41 - March 3, 2024
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February 2024
BWM - Issue # 40 - February 17, 2024
Payments, Ecommerce, Medical Devices, a few shorts, Big Tech & lil tech, more Earnings, lots of Podcasts, Telecom, Death, Gold, Candy Bars, and other…
Feb 18
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YZ
12
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BWM - Issue # 40 - February 17, 2024
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February 2024 Portfolio Update
Topics: Quote, Portfolio & Discussion, Some Earnings, Looking at Portfolio as S.O.T.P., Books + Section for Paid subscribers.
Feb 11
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YZ
15
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February 2024 Portfolio Update
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BWM - Issue # 39 - February 4, 2024
Restaurants, Earnings, Payments, Bunch of shorts, Semi-Luxury stocks, Big Tech, Online Retail, Commodities, Investing Lessons, Drugs, Celsius, Pizza…
Feb 5
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YZ
18
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BWM - Issue # 39 - February 4, 2024
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January 2024
1-800-FLOWERS.COM, Inc. ($FLWS)
"Flowers and much much more...maybe too much more..."
Jan 28
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YZ
22
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1-800-FLOWERS.COM, Inc. ($FLWS)
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BWM - Issue # 38 - January 21, 2024
Personal Care, Commodities, Payments, lots of Tech, Luxury, Chinese Stocks, Micro caps, Music, Gaming, few Shorts, Litigation, International, Books…
Jan 22
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YZ
21
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BWM - Issue # 38 - January 21, 2024
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BWM - Issue # 37 - January 7, 2024
Few Shorts, Luxury Goods, Las Vegas, Big Tech, High Growth, Consumer Staples, Vintage footage of Benjamin Graham, Lots of Podcasts, Cheesecake & Apple…
Jan 8
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YZ
14
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BWM - Issue # 37 - January 7, 2024
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January 2024 Portfolio Update
Topics: Quote, Comments From Me, Portfolio & Discussion, 2023Y Review Investing +, Latticework Note 2023 + Section for Paid subscribers.
Jan 4
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YZ
18
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January 2024 Portfolio Update
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December 2023
Deck the Halls with Investment Ideas
A Christmas Collaboration from Seven Investors
Published on Hourglass Investing
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Dec 16, 2023
BWM - Issue # 36 - December 10, 2023
Spotify, M&A, Shorting, Charlie Munger, Tobacco, Charter, Food, Payments, Asia, Moats, Tech, Gaming, Forgotten Forty, Books, and other things to munch…
Dec 10, 2023
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YZ
7
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BWM - Issue # 36 - December 10, 2023
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