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BWM (Bi Weekly Munchies)
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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
14
September 2025 Portfolio Update
Quote, Portfolio, CMC, 13Fs, WWE On Netflix, Books, and more ...
Sep 8
•
Yegor
26
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
20
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
22
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
BWM - Issue # 76 - July 6, 2025
Lots of stocks, Retail, Health, Insurances, Big Tech, REITs, SPACs, Biopharma, Telecommunications, Banks, A lot of Europe, Gaming, Books, Cloud, Energy…
Jul 7
•
Yegor
21
3
June 2025
Onfolio Holdings Inc. ($ONFO) - One Pager
"Oh no ... not another serial acquirerrrrr..."
Jun 30
•
Yegor
16
2
BWM - Issue # 75 - June 22, 2025
Airlines, Banks, Gaming, Australia, Semis, Healthcare, Asia, Construction, Payments, Crypto, Lessons, REITs, Military, Energy, Dividend Stocks, Frauds…
Jun 22
•
Yegor
16
2
BWM - Issue # 74 - June 8, 2025
Healthcare, International Payments, AGI, Cars, Fashion, Cyber, Pharma, Gaming, Footwear, Poland, Insurances, Energy, Travel, Banks, some Shorts…
Jun 8
•
Yegor
14
2
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