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BWM (Bi Weekly Munchies)
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BWM - Issue # 97 - May 3, 2026
Short Reports, Gaming, Banks, Jewelry, Cars, Planes, Payments, AI, Healthcare, Sin Stocks, Music, REITs, Brokers, Gold, Chipotle, Chips, Beacon and…
May 3
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Yegor
24
4
April 2026
Four companies to add to your watchlist (2/2)
Part 2 - Behind paywall
Apr 29
•
Yegor
6
2
Four companies to add to your watchlist (1/2)
Part 1 - $GRC and $OFLX
Apr 25
•
Yegor
13
2
BWM - Issue # 96 - April 19, 2026
Collaboration Tools, Energy, Builders, Healthcare, Footwear, Racing, Asia, Gaming, Luxury, Metals, AI, Gambling, Defense, some Earnings, Entertainment…
Apr 20
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Yegor
17
1
April 2026 Portfolio Update
Quote, Portfolio, Complimentary Monthly Commentary, Berkshire Hathaway AGM, Onfolio Earnings, Business Driven Investing , VC Investing, and more ...
Apr 14
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Yegor
24
1
BWM - Issue # 95 - April 5, 2026
Lots of Stocks to Research: Financials, Media, bunch of Short Reports, Cars, AI, Energy, Gaming, Dividends, Earnings, Footwear, Asia, Industrials…
Apr 6
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Yegor
34
6
4
March 2026
BWM - Issue # 94 - March 20, 2026
More earnings, a few Shorts, Life Science, Zoo, Payments, Gaming, Elite Investors, REITs, China, Retail, Asset Managers, Eggs, Chips, Wings, and other…
Mar 20
•
Yegor
21
6
March 2026 Portfolio Update
Quote, Portfolio, Complimentary Monthly Commentary, 13Fs, a few more Earnings, Gabelli’s, Fireside Chat with Bill Gurley, Book, and more ...
Mar 16
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Yegor
25
1
1
BWM - Issue # 93 - March 8, 2026
Earnings, O&G, Private Credit, Social, Cars, Footwear, Drinks, Metals, Gaming, Sin Stocks, Greece, Homes, Healthcare, China, Gold, few Shorts, Bread…
Mar 9
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Yegor
43
3
9
February 2026
BWM - Issue # 92 - February 22, 2026
Many more Earnings, SaaS, Energy, Payments, Cars, Gaming, Life-science, Footwear, Infrastructure, China, Pharma, AI, Short Reports, Healthcare, Toasts…
Feb 23
•
Yegor
24
5
February 2026 Portfolio Update
Quote, Portfolio, Complimentary Monthly Commentary, Dealflow Discovery Conference + bonus, Tax Season, Earnings, VC Investing and venting and more ...
Feb 21
•
Yegor
8
2
BWM - Issue # 91 - February 8, 2026
Japan, Payments, bunch of Shorts, Cannabis, Flying, India, Energy, Gaming, Bitcoin, Sports, AI, REITs, Networks, Metals, SaaS, Medical, Footwear, Moats…
Feb 8
•
Yegor
28
6
4
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