Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
June 2025 Portfolio Update
June 3, 2025, 3:14 a.m.
BWM - Issue # 73 - May 25, 2025
May 26, 2025, 1:09 a.m.
May 2025 Portfolio Update
May 19, 2025, 4:05 a.m.
BWM - Issue # 72 - May 10, 2025
May 11, 2025, 3:12 a.m.
BWM - Issue # 71 - April 27, 2025
April 28, 2025, 2:07 a.m.
BWM - Issue # 70 - April 13, 2025
April 13, 2025, 11:44 p.m.
April 2025 Portfolio Update
April 7, 2025, 2:56 a.m.
BWM - Issue # 69 - March 30, 2025
March 31, 2025, 1:43 a.m.
Franklin Covey Co. ($FC)
March 23, 2025, 5:28 a.m.
BWM - Issue # 68 - March 16, 2025
March 16, 2025, 3:50 p.m.
March 2025 Portfolio Update
March 10, 2025, 2:32 a.m.
BWM - Issue # 67 - March 2, 2025
March 2, 2025, 10:15 p.m.
BWM - Issue # 66 - February 16, 2025
Feb. 17, 2025, 3:04 a.m.
February 2025 Portfolio Update
Feb. 12, 2025, 6:07 a.m.
BWM - Issue # 65 - February 2, 2025
Feb. 3, 2025, 4:15 a.m.
BWM - Issue # 64 - January 19, 2025
Jan. 20, 2025, 1:44 a.m.
January 2025 Portfolio Update
Jan. 17, 2025, 4:46 a.m.
Evolution AB. ($EVO/$EVVTY)
Jan. 9, 2025, 5:06 a.m.
BWM - Issue # 63 - January 5, 2024
Jan. 6, 2025, 12:43 a.m.
BWM - Issue # 62 - December 21, 2024
Dec. 21, 2024, 11:58 p.m.
VC & Private Investments
Dec. 16, 2024, 2:50 a.m.
BWM - Issue # 61 - December 8, 2024
Dec. 9, 2024, 3:13 a.m.
December 2024 Portfolio Update
Dec. 2, 2024, 5:16 a.m.
BWM - Issue # 60 - November 24, 2024
Nov. 24, 2024, 7:41 p.m.
Danaos Corporation. ($DAC)
Nov. 19, 2024, 4:54 a.m.