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The Container Store Group, Inc.($TCS)
"The Container Store exists to transform lives through the power of organization."
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YZ
May 2023
BWM - Issue # 22 - May 27, 2023
Media, Groceries, Macro, Oil, Gold, couple of Shorts, lots of Tech companies, some Retailers, lots of Podcasts, a few Compounders, knowledge from…
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YZ
6
BWM - Issue # 21 - May 12, 2023
A lot of Tech (again), Defense stocks, Rentals, Food, Commodities, Couple of Shorts, Healthcare, Gaming, Berkshire Hathaway, + other things to munch…
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YZ
3
May 2023 Portfolio Update
Topics: Quote, Portfolio Update, Comments From Me, Portfolio Discussion, and a lot of extras for paid subscribers, like Project Punch Card, New VC…
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YZ
4
BWM - Issue # 20 - April 30, 2023
Airlines, Tobacco, lots of Shorts, Alcohol, Payments, Tech, Equipment Companies, AI, Rolex, Lessons from Great Investors, Canadian Pizza + other things…
4
April 2023
BWM - Issue # 19 - April 15, 2023
Video Games, Canadian stocks, Energy Drinks and Energy stocks, Banks, Other financials, AI, and some tech stocks + other things to munch on...
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YZ
7
Ulta Beauty, Inc. ($ULTA) Deep Dive
Isn't Beautiful?
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SLT Research
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YZ
1
April 2023 Portfolio Update
Topics: Quote, Portfolio Update, Comments From Me, Portfolio Discussion, Announcing Collaboration, Book, & something extra for paid subscribers...
2
BWM - Issue # 18 - April 1, 2023
Lots of Stocks, Few Failed Banks, Dating Apps, Grocery Stores, Tobaccos, Gaming, Rea Estate, Foreign Companies, a Few Shorts, Lots of Lessons, and other…
5
March 2023
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…
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YZ
6
March 2023 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…
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…
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YZ
10
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