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YWR: What to do when things go wrong.
Now is a good time for some preventative defence.
7 hrs ago
•
Erik
33
YWR: Playing the South-South Boom
A depressing mtg with SABIC leads to another great exchange idea.
Sep 12
•
Erik
33
12
YWR Tech Talk: How to build AI investment reports.
Behind the scenes of the YWR Intelligence Reports.
Sep 9
•
Erik
7
31:57
YWR: Making Money in Exchanges
We have a new money making exchange idea.
Sep 5
•
Erik
38
11
YWR: The Good and Bad of Chinese Earnings.
Our Cash Dragons are going up, but how are the earnings?
Sep 2
•
Erik
25
6
August 2025
YWR: Global Factor Model
We review earnings revisions on 3,000 stocks globally to find the new, new.
Aug 29
•
Erik
32
10
YWR GP: The Nvidia Bull Market is Still Intact
David on Nvidia. Do nothing. Stay long.
Aug 28
•
David Quinn
13
YWR: Boom Charts. Pt 2
What's the one thing nobody thinks can happen? But which is happening.
Aug 26
•
Erik
35
7
YWR GP: Let's build an AI Workflow.
How to build an AI workflow to research an investment theme, then send us an update email on what is new.
Aug 23
•
Erik
17
5
19:37
YWR: Tungsten with Tiger Kim
Why Tungsten is hot and how to play it.
Aug 22
•
Erik
11
13
33:43
YWR: Why is Home Depot up so much? Because the consumer is fine and Powell is going cut rates. Thoughts on healthcare also included.
Latest from daquinn@targetedequityconsulting.com
Aug 19
•
David Quinn
7
5
YWR: Who am I Industry?
Nobody likes me or owns me. But they should.
Aug 19
•
Erik
37
16
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