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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…
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YZ
11
Nike, Inc. ($NKE)
"One of the world's greatest brands in a 50% drawdown!"
 • 
YZ
 and 
Mark Hogan
3
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…
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YZ
9
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…
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YZ
2
March 2024 Portfolio Update
Topics: Quote, Portfolio & Discussion, more Earnings, Comments From Me, Interesting 13Fs*, Book + Section for Paid subscribers (including detailed…
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YZ
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…
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YZ
4
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…
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YZ
4
"From $100K to $1M" & More.
"From $100K to $1M" & More.
Sharing my investing journey of trying to turn $100,000 into $1,000,000 - mostly stocks and some private equities.
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"From $100K to $1M" & More.

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