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BWM (Bi Weekly Munchies)
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BWM - Issue # 101 - June 28, 2026
A few Shorts, Gaming, BioTech, Asia, Chips, Defense, Toys, Holdcos, Payments, AI, REITs, South America, Minerals, Banks, Pizza, Energy Drinks, Donuts…
5 hrs ago
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Yegor
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BWM - Issue # 100 - June 14, 2026
Land, Earnings, Asia, Boats, Healthcare, Travel, Cars, Big Tech, a few Shorts, Saas, Sin Stocks, Bitcoin, Gaming, Jewelry, O&G, Payments, Chips, Soups…
Jun 15
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June 2026 Portfolio Update
Quote, Portfolio, Complimentary Monthly Commentary, Books, and more ...
Jun 12
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Paycom Software, Inc. ($PAYC)
“We will remain focused on relentlessly pursuing the best customer service and innovation in the industry.” - Chad Richison
Jun 5
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21
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BWM - Issue # 99 - May 31, 2026
Bunch of Short Reports, more Earnings, Gaming, Fallen Angels, AI, O&G, Payments, Divvy Kings, Asia, Healthcare, Transportation, Serial Acquirers, Kefir…
Jun 1
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Yegor
28
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May 2026
BWM - Issue # 98 - May 17, 2026
Lots of Earnings, Travel, Education, Semis, Gaming, Healthcare, Insurances, Social Media, Cannabis, Asia, Pharma, Toys, REITs, Footwear, Metals, Energy…
May 18
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May 2026 Portfolio Update
Quote, Portfolio, Complimentary Monthly Commentary, Berkshire Hathaway AGM, Earnings, Book, and more ...
May 16
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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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April 2026
Four companies to add to your watchlist (2/2)
Part 2 - Behind paywall
Apr 29
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Four companies to add to your watchlist (1/2)
Part 1 - $GRC and $OFLX
Apr 25
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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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18
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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
26
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