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BWM - Issue # 44 - April 14, 2024
Athletic Apparels, Mining, Consumer Staples, Few Shorts, Banks, Lots of Asia, Lessons, Gaming, Metals, anit-ESG, Obviously lots of Tech, Sushi and other…
Apr 15
•
YZ
19
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BWM - Issue # 44 - April 14, 2024
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April 2024 Portfolio Update
Topics: Quote, Portfolio & Discussion, Comments From Me, Book + Section for Paid subscribers (including detailed portfolios, investing idea for the…
Apr 8
•
YZ
15
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April 2024 Portfolio Update
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Nike, Inc. ($NKE)
"One of the world's greatest brands in a 50% drawdown!"
Apr 5
•
YZ
and
Mark Hogan
21
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Nike, Inc. ($NKE)
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BWM - Issue # 43 - March 31, 2024
Hotels, Restaurants, Risky Bets, Big Tech, Gym-Wear, IPOs, SOTP Plays, LatAm, Payments, Ai, Learning from Others, Groceries, Toast and other things to…
Apr 1
•
YZ
19
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BWM - Issue # 43 - March 31, 2024
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9
March 2024
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
•
YZ
14
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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
•
YZ
22
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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
•
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
•
YZ
12
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BWM - Issue # 40 - February 17, 2024
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4
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
•
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
•
YZ
18
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BWM - Issue # 39 - February 4, 2024
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4
January 2024
1-800-FLOWERS.COM, Inc. ($FLWS)
"Flowers and much much more...maybe too much more..."
Jan 28
•
YZ
22
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1-800-FLOWERS.COM, Inc. ($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
•
YZ
21
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BWM - Issue # 38 - January 21, 2024
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