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December 2023 Portfolio Update
Topics: Quote, Portfolio & Discussion, Comments From Me, Books + Section for Paid subscribers.
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YZ
2
IDT Corporation ($IDT)
"Spin-off Incubator With Three Potential Triggers"
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YZ
 and 
Mexican Investor
2
November 2023
BWM - Issue # 35 - November 26, 2023
Europe & Asia, Stocks, Shorting and Rebuttals, Tech, Extra Paid Subs, Retail, Gaming, Growth, Mining, Knowledge, Capital Allocation, Management, Guns…
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YZ
7
November 2023 Portfolio Update
Topics: Quote, Portfolio & Discussion, Comments From Me, Quick PSA, Staying away from Babkin Bazar, Q&A Section, Book + Section for Paid subscribers.
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YZ
BWM - Issue # 34 - November 12, 2023
Lots More Earnings Discussions, Cosmetics, Shorts, Wisdom from the Legends, Moats, Avoiding Mistakes, Finance, Cars, Oil & Gas, Macro, Big Tech…
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YZ
10
Black Stone Minerals, L.P. ($BSM)
"Royalty Play With Over 20 Million Acres of Opportunity"
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YZ
7
October 2023
BWM - Issue # 33 - October 29, 2023
Earnings, Retailers, Groceries, Payments, Tech, International, Smoking, Bonds, few Shorts, Compounders, Mining, Philosophy and Lessons, Banks, Dating…
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YZ
I-Tech AB (STO:ITECH) - One Pager
"Massive Potential for Capital-Light Growth"
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YZ
BWM - Issue # 32 - October 15, 2023
Tobacco, Construction, Grocery, Alcohol, Healthcare, (of course) couple of shorts, lots of podcasts, some Tech, lots of international stocks, Oil & Gas…
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YZ
14
October 2023 Portfolio Update
Topics: Quote, Portfolio & Discussion, Results From Detoxing, Books + Section for Paid subscribers.
 • 
YZ
Rave Restaurant Group, Inc. (NASDAQ:RAVE) - One Pager
"A Microcap Turnaround Play"
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YZ
 and 
Inbox Alpha
BWM - Issue # 31 - September 30, 2023
Couple of shorts, Energy, Tech, Gaming, Entertainment, and some other stuff. This issue was short because I was away for one week from investing, but…
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YZ
2
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