YWR: Your Weekend Reading

YWR: Your Weekend Reading

Share this post

YWR: Your Weekend Reading
YWR: Your Weekend Reading
YWR Portfolios
Copy link
Facebook
Email
Notes
More

YWR Portfolios

Erik's avatar
Erik
Nov 03, 2024
∙ Paid
14

Share this post

YWR: Your Weekend Reading
YWR: Your Weekend Reading
YWR Portfolios
Copy link
Facebook
Email
Notes
More
3
1
Share

Below are portfolios where YWR is currently invested with position size and forward valuations.

An asterisk indicates forward valuation metrics are based on YWR estimates. Otherwise, forward valuations are based on consensus estimates.

Where applicable I’ve included links to the YWR Earning Model.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 YWR
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More