Archive - Portfolio of Beachman’s Investing Brief

Beachman's portfolio & stock picks as of Jul 7th 2025

Portfolio: Beachman's current holdings, most compelling stock picks and portfolio tactics going forward

Jul 7 •

May 2025

Always the bridesmaid...: Q1 earnings reports - Part 7

Portfolio: Beachman's take on recent earnings reports

May 30 •

Beachman's portfolio & stock picks as of Jun 16th 2025

Portfolio: Beachman's current holdings, most compelling stock picks and portfolio tactics going forward

May 24 •

New Beach Pick alert : Q1 earnings reports - Part 6

Portfolio: Beachman's take on recent earnings reports

May 23 •

One sell, One cut and One overweight: Q1 earnings reports - Part 5

Portfolio: Beachman's take on recent earnings reports

May 14 •

Key holdings deliver solid Q1 earnings reports - Part 4

Portfolio: Beachman's take on recent earnings reports

May 8 •

Q1 earnings reports - Part 3

Portfolio: Beachman's take on recent earnings reports

May 6 •

New Beach Pick for 2025: Q1 earnings reports - Part 2

Portfolio: Beachman's take on recent earnings reports

May 2 •

April 2025

March 2025

Q4 earnings reports - Part 7, including New Position Alert!

Portfolio: Beachman's take on recent earnings reports

Mar 8 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts