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BWM (Bi Weekly Munchies)
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BWM - Issue # 104 - August 9, 2026
A few shorts, A lot of Earnings, Energy, Gaming, Holdcos, Media, Healthcare, Asia, Consumer Brands AI, Transportation, REITs, Minerals, Luxury, Apple…
Aug 10
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Yegor
25
3
July 2026
A bit about holdcos
How they work, where value is created, and what to watch out for...
Jul 31
•
Yegor
32
8
2
BWM - Issue # 103 - July 26, 2026
Earnings, Fintech, Healthcare, Space, Compounders, Energy, REITs, Gaming, Transportation, Special Sits, Short Reports, Infrastructures, ETFs, Semis…
Jul 27
•
Yegor
31
1
4
July 2026 Portfolio Update
Quote, Portfolio, Complimentary Monthly Commentary, Planet MicroCap, Private Investment, Books, and more ...
Jul 21
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Yegor
18
2
BWM - Issue # 102 - July 12, 2026
Some Shorts, some Earnings, Data Centers, Semis, Retailers, Cybersecurity, BioTech, Healthcare, AI, Footwear, Energy, Space, Payments, Holdcos, REITs…
Jul 13
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Yegor
23
2
4
June 2026
BWM - Issue # 101 - June 28, 2026
A few Shorts, Gaming, BioTech, Asia, Defense, Toys, Holdcos, Payments, AI, REITs, South America, Banks, Retailers, Chips, Pizza, Energy Drinks, Donuts…
Jun 29
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Yegor
21
7
2
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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Yegor
27
3
5
June 2026 Portfolio Update
Quote, Portfolio, Complimentary Monthly Commentary, Books, and more ...
Jun 12
•
Yegor
18
2
2
Paycom Software, Inc. ($PAYC)
“We will remain focused on relentlessly pursuing the best customer service and innovation in the industry.” - Chad Richison
Jun 5
•
Yegor
21
1
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
2
7
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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Yegor
24
2
May 2026 Portfolio Update
Quote, Portfolio, Complimentary Monthly Commentary, Berkshire Hathaway AGM, Earnings, Book, and more ...
May 16
•
Yegor
23
2
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