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December 2023 Portfolio Update
Topics: Quote, Portfolio & Discussion, Comments From Me, Books + Section for Paid subscribers.
Dec 7
•
YZ
14
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December 2023 Portfolio Update
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IDT Corporation ($IDT)
"Spin-off Incubator With Three Potential Triggers"
Dec 1
•
YZ
and
Mexican Investor
8
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IDT Corporation ($IDT)
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November 2023
BWM - Issue # 35 - November 26, 2023
Europe & Asia, Stocks, Shorting and Rebuttals, Tech, Extra Paid Subs, Retail, Gaming, Growth, Mining, Knowledge, Capital Allocation, Management, Guns…
Nov 26
•
YZ
20
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BWM - Issue # 35 - November 26, 2023
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7
November 2023 Portfolio Update
Topics: Quote, Portfolio & Discussion, Comments From Me, Quick PSA, Staying away from Babkin Bazar, Q&A Section, Book + Section for Paid subscribers.
Nov 16
•
YZ
18
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November 2023 Portfolio Update
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BWM - Issue # 34 - November 12, 2023
Lots More Earnings Discussions, Cosmetics, Shorts, Wisdom from the Legends, Moats, Avoiding Mistakes, Finance, Cars, Oil & Gas, Macro, Big Tech…
Nov 13
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YZ
16
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BWM - Issue # 34 - November 12, 2023
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10
Black Stone Minerals, L.P. ($BSM)
"Royalty Play With Over 20 Million Acres of Opportunity"
Nov 3
•
YZ
23
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Black Stone Minerals, L.P. ($BSM)
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October 2023
BWM - Issue # 33 - October 29, 2023
Earnings, Retailers, Groceries, Payments, Tech, International, Smoking, Bonds, few Shorts, Compounders, Mining, Philosophy and Lessons, Banks, Dating…
Oct 30
•
YZ
15
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BWM - Issue # 33 - October 29, 2023
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I-Tech AB (STO:ITECH) - One Pager
"Massive Potential for Capital-Light Growth"
Oct 22
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YZ
15
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I-Tech AB (STO:ITECH) - One Pager
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BWM - Issue # 32 - October 15, 2023
Tobacco, Construction, Grocery, Alcohol, Healthcare, (of course) couple of shorts, lots of podcasts, some Tech, lots of international stocks, Oil & Gas…
Oct 16
•
YZ
21
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BWM - Issue # 32 - October 15, 2023
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October 2023 Portfolio Update
Topics: Quote, Portfolio & Discussion, Results From Detoxing, Books + Section for Paid subscribers.
Oct 9
•
YZ
12
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October 2023 Portfolio Update
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Rave Restaurant Group, Inc. (NASDAQ:RAVE) - One Pager
"A Microcap Turnaround Play"
Oct 3
•
YZ
and
Inbox Alpha
17
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Rave Restaurant Group, Inc. (NASDAQ:RAVE) - One Pager
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BWM - Issue # 31 - September 30, 2023
Couple of shorts, Energy, Tech, Gaming, Entertainment, and some other stuff. This issue was short because I was away for one week from investing, but…
Oct 1
•
YZ
20
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BWM - Issue # 31 - September 30, 2023
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