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July 2023 Portfolio Update
Topics: Quote, Portfolio Update, Comments from Me, Portfolio Discussion, Free Substacks That I Enjoy Reading/Listening , New Q&A Section, Books …
Jul 7, 2023
•
YZ
27
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"From $100K to $1M" & More.
July 2023 Portfolio Update
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4
Black Stone Minerals, L.P. ($BSM)
"Royalty Play With Over 20 Million Acres of Opportunity"
Nov 3, 2023
•
YZ
25
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"From $100K to $1M" & More.
Black Stone Minerals, L.P. ($BSM)
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7
Agilent Technologies, Inc. ($A)
"A quality company attached to a free lottery ticket."
Jul 24, 2024
•
YZ
and
TJ Terwilliger
24
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"From $100K to $1M" & More.
Agilent Technologies, Inc. ($A)
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1
BWM - Issue # 55 - September 15, 2024
Dollar General, Visa, Lululemon, Brookfield, Ulta, a few Shorts, Big Tech, China, Japan, Energy, Pharma, Sports, Gaming, Important Lessons, Cosmetics…
Sep 16, 2024
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YZ
22
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"From $100K to $1M" & More.
BWM - Issue # 55 - September 15, 2024
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6
September 2024 Portfolio Update
Free Topics: Quote, Portfolio, Book & Paid Topics...
Sep 7, 2024
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YZ
22
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"From $100K to $1M" & More.
September 2024 Portfolio Update
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BWM - Issue # 66 - February 16, 2025
Travel Services, Potash, Crypto, Military, Fitness, Earnings, Gaming, Auto, Healthcare, Payments, Bunch of Shorts, Alternatives, REITs, Asia, Skincare…
Feb 17
•
YZ
22
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"From $100K to $1M" & More.
BWM - Issue # 66 - February 16, 2025
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5
June 2024 Portfolio Update
Free Topics: Quote, Portfolio, Not Having The Urge..., Book...Paid Topics: Taxable Portfolio + Discussion/Commentary, IRA Portfolio, Interactive Brokers…
Jun 8, 2024
•
YZ
23
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"From $100K to $1M" & More.
June 2024 Portfolio Update
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March 2024 Portfolio Update
Topics: Quote, Portfolio & Discussion, more Earnings, Comments From Me, Interesting 13Fs*, Book + Section for Paid subscribers (including detailed…
Mar 10, 2024
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YZ
22
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"From $100K to $1M" & More.
March 2024 Portfolio Update
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July 2024 Portfolio Update
Free Topics: Quote, Portfolio, Long Shot ,Books... Paid Topics: Taxable Port (new stock) + Discussion/Commentary, IRA Port & IBKR Port (new stock…
Jul 4, 2024
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YZ
22
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"From $100K to $1M" & More.
July 2024 Portfolio Update
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2
Arista Networks, Inc. ($ANET)
"A leader in AI-driven networking solutions, poised for robust growth with strong financials and strategic innovations in a competitive market."
May 24, 2024
•
YZ
and
Iskan Rakhmatov
22
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"From $100K to $1M" & More.
Arista Networks, Inc. ($ANET)
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4
Nike, Inc. ($NKE)
"One of the world's greatest brands in a 50% drawdown!"
Apr 5, 2024
•
YZ
and
Mark Hogan
21
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"From $100K to $1M" & More.
Nike, Inc. ($NKE)
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3
1-800-FLOWERS.COM, Inc. ($FLWS)
"Flowers and much much more...maybe too much more..."
Jan 28, 2024
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YZ
22
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"From $100K to $1M" & More.
1-800-FLOWERS.COM, Inc. ($FLWS)
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