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BWM - Issue # 17 - March 17, 2023
Mental Models, Banks, Lots of different stocks to research from Canada, Europe, Japan and MORE!!!, legends on podcasts, Disney, Meta, Netflix, Energy…
YZ
Mar 18
11
6
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BWM - Issue # 17 - March 17, 2023
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March Portfolio Update
Topics: Quote, Portfolio Update & Discussion, Comments From Me, Tax Season, Going Over more VC Investments, From Candles to WEB, Books & a bit more for…
Mar 12
6
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March Portfolio Update
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BWM - Issue # 16 - March 5, 2023
Financials, Fintech, Tech, lots of Tobacco, Shorts, Music, Energy, Gambling & Manias (still), Spin offs and Arbs, Podcasts on learning from great…
YZ
Mar 5
10
10
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BWM - Issue # 16 - March 5, 2023
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February 2023
BWM - Issue # 15 - February 17, 2023
Block, Movies, Crypto, Google, Markel, Energy, Extra Research, Wisdom, Psychology, Emotions, Canadian Stocks, and other extra goodies to munch on...
Feb 18
11
8
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BWM - Issue # 15 - February 17, 2023
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February Portfolio Update
Topics: Quote, Portfolio Update & Discussion, Comments From Me, New Additions to VC Portfolio & Going Over some VC Investments, Favorite Podcasts …
Feb 11
7
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February Portfolio Update
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BWM - Issue # 14 - February 3, 2023
Yoga, Shorts, Tesla, Amazon, Microsoft, Netflix, Research, Semis, and other Tech plus other things to munch on...
Feb 4
8
4
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BWM - Issue # 14 - February 3, 2023
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January 2023
BWM - Issue # 13 - January 21, 2023
Video Games, Lasers, Podcasts, Amazon, Microsoft, Nvidia, Banks, Problems, Taxes, Mistakes, Books, Disciplines, WEB, Net-Nets, Secret Sauces , and other…
Jan 21
9
1
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BWM - Issue # 13 - January 21, 2023
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January Portfolio Update
Topics: Quote, Portfolio Update & Discussion, 2022Y Review, Tasks Ninja, My Current VC Investments, Book, and a new section for paid subscribers that…
YZ
Jan 9
6
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January Portfolio Update
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BWM - Issue # 12 - January 07, 2023
E-commerce, debt, investing lessons, books, flying, renting, WWE, Apple, and other things to munch on...
YZ
Jan 8
13
3
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BWM - Issue # 12 - January 07, 2023
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December 2022
LKQ Corporation ($LKQ) Deep Dive
In the past "Like Kind and Quality." Moving forward “Leadership. Know-how. Quality.”
YZ
Dec 21, 2022
10
2
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LKQ Corporation ($LKQ) Deep Dive
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12.11.2022 Portfolio Update (Monthly Edition)
Topics: Quote, Portfolio Update, Portfolio Discussion, Comments From Me & Major Announcement, Books Are Back, and Quick Shout Out.
YZ
Dec 12, 2022
15
11
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12.11.2022 Portfolio Update (Monthly Edition)
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BWM - Issue # 11 - December 10, 2022
Lots of Meta, some Mergers, Visa, Charts and Spotify, News, Lessons, Salesforce, Nintendo, BAM, Netflix, Pizza, and other things to munch on...
YZ
Dec 11, 2022
11
3
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BWM - Issue # 11 - December 10, 2022
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