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Agilent Technologies, Inc. ($A)
"A quality company attached to a free lottery ticket."
Jul 24
•
YZ
and
TJ Terwilliger
18
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Agilent Technologies, Inc. ($A)
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1
BWM - Issue # 51 - July 21, 2024
Energy, Few Shorts, Luxury, Semiconductors, Banks, Retailers, Big Tech, LatAm, Royalties, Moats, Gaming, AI, EdmundSEC, Payments, Streaming, Red Flags…
Jul 21
•
YZ
15
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BWM - Issue # 51 - July 21, 2024
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BWM - Issue # 50 - July 7, 2024
REITs, Banks, lots of Software, couple of Shorts, Japan, Retailers, Private Equity, lots of Lessons, Serial Acquirers, Energy, Healthcare, Coffee…
Jul 8
•
YZ
20
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BWM - Issue # 50 - July 7, 2024
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4
July 2024 Portfolio Update
Free Topics: Quote, Portfolio, Long Shot ,Books... Paid Topics: Taxable Port (new stock) + Discussion/Commentary, IRA Port & IBKR Port (new stock…
Jul 4
•
YZ
21
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July 2024 Portfolio Update
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June 2024
BWM - Issue # 49 - June 23, 2024
Banks, Cars, AI and Semis, Alcohol and other sin stocks, Restaurants, couple of Shorts, Interesting links, Biotech, Asia, some Energy, Cake Box, and…
Jun 23
•
YZ
14
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BWM - Issue # 49 - June 23, 2024
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3
BWM - Issue # 48 - June 9, 2024
International, Few Shorts, Restaurants, Cars, Tech, Books, REITs , AI, Activewear, Credit, Marketplaces, SEO, Energy, Self-care, Some Earnings, Steak…
Jun 10
•
YZ
15
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BWM - Issue # 48 - June 9, 2024
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June 2024 Portfolio Update
Free Topics: Quote, Portfolio, Not Having The Urge..., Book...Paid Topics: Taxable Portfolio + Discussion/Commentary, IRA Portfolio, Interactive Brokers…
Jun 8
•
YZ
23
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June 2024 Portfolio Update
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May 2024
BWM - Issue # 47 - May 26, 2024
Some Earnings, Lots of Shorts, Big Tech, Food, Banks, Lessons from Legends, Media, Europe, Shenanigans, Communications, Healthcare, Semis, Retail…
May 27
•
YZ
13
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BWM - Issue # 47 - May 26, 2024
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Arista Networks, Inc. ($ANET)
"A leader in AI-driven networking solutions, poised for robust growth with strong financials and strategic innovations in a competitive market."
May 24
•
YZ
and
Iskan Rakhmatov
22
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Arista Networks, Inc. ($ANET)
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May 2024 Portfolio Update
Topics: Quote, Portfolio & Discussion, Tax Season, Earnings, Omaha Trip (Public post), Books + Section for Paid subscribers (including detailed…
May 20
•
YZ
18
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May 2024 Portfolio Update
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BWM - Issue # 46 - May 11, 2024
Cars, Banks, Technology, Earnings (lots of them), Food, Builders, Tobacco, China, Investing Lessons, Berkshire Hathaway, Travel , Gaming, Charlie…
May 12
•
YZ
15
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BWM - Issue # 46 - May 11, 2024
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ReposiTrak, Inc. ($TRAK)
"A leader in food traceability."
May 8
•
YZ
and
Mark Hogan
14
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ReposiTrak, Inc. ($TRAK)
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