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BWM - Issue # 84 - October 26, 2025
Canada, Gaming, Big Tech, Cars, Europe, Sin Stocks, Fighting, Shorting, Footwear, Asia, Mergers, AI, Metals, Healthcare, Salads, Fast Food and other…
Oct 26
•
Yegor
25
7
October 2025 Portfolio Update
Quote, Portfolio, CMC, Latticework, Books, and more ...
Oct 22
•
Yegor
17
2
BWM - Issue # 83 - October 12, 2025
eCommerce, Insurance, Footwear, Oil & Gas, Payments, Educational, Gaming, Legends, Robotics, Healthcare, Bunch of Shorts, Food, Holding Cos, Lots of…
Oct 13
•
Yegor
21
September 2025
BWM - Issue # 82 - September 28, 2025
Sin Stocks, Exotic Cars, Infrastructure, Footwear, Bitcoin, Asia, Bunch of Shorts, Uranium, Healthcare, Manufactures, Compounders, Gaming, O&G, Beer…
Sep 28
•
Yegor
28
10
BWM - Issue # 81 - September 14, 2025
Oil, Fashion, AI, Short Reports, Media, Healthcare, Alcohol, Big Tech, Asia, Gaming, Outlets, Learning, Metals, Banks, Serial Acquirers, Chips, Apples…
Sep 14
•
Yegor
17
September 2025 Portfolio Update
Quote, Portfolio, CMC, 13Fs, WWE On Netflix, Books, and more ...
Sep 8
•
Yegor
28
2
BWM - Issue # 80 - August 31, 2025
Japan, lots of Shorts, Payments, Healthcare, Data, Energy, Semis, REITs, Beer, lots of Earnings, Insurance, Cars, Footwear, China, Big Tech, Weed…
Sep 1
•
Yegor
22
5
August 2025
BWM - Issue # 79 - August 17 2025
Lots of lots of earnings, Sportswear, AI, Healthcare, China, Payments, Cyber, Peter Lynch, bunch of Short Reports, Food, O&G, Super Investors, Lemonade…
Aug 17
•
Yegor
18
August 2025 Portfolio Update
Quote, Portfolio, CMC, Earnings Season, Books, and more ...
Aug 11
•
Yegor
23
5
BWM - Issue # 78 - August 3, 2025
Bunch of Short Reports, Gaming, Healthcare, Chips, Asia, Payments, Crypto, AI, Spirits, Multibaggers, Airplanes, Holdcos, Moats, Auto, Banks, Tobacco…
Aug 4
•
Yegor
20
July 2025
BWM - Issue # 77 - July 20, 2025
Shorts, Logistics, Chips, Healthcare, Solar, Big Tech, Energy, Footwear, Oil, Tobacco, Retail, REITs, Gaming, Payments, Asia, Banks, Growth, Bitcoin…
Jul 21
•
Yegor
17
2
July 2025 Portfolio Update
Quote, Portfolio, Complimentary Monthly Commentary, Books, and more ...
Jul 14
•
Yegor
21
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