Notes From The Beauty Contest

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BMW

The NFTBC Digest (19 July 2026)
Portfolio, News, Updates & Links (BMW, BRKR, CBRS, GSK, OBCK, ORCL, PRCT, PTC, REGN)
Jul 19 • Crashkolnikov
The NFTBC Digest (5 July 2026)
News, Updates & Links (BMW, BRKR, CBRS, GSK, PRCT, PTC, REGN, WPP)
Jul 5 • Crashkolnikov
The NFTBC Digest (28 June 2026)
Portfolio Changes, News, Updates & Links (AMBU, BMW, BRKR, CBRS, GSK, OBCK, REGN)
Jun 28 • Crashkolnikov
The NFTBC Digest (17 May 2026)
News, Earnings & Links (BMW, CBRS, OBCK, PRCT, REGN)
May 17 • Crashkolnikov
BMW 2026: Entering the Final Straight
After eight years of flat volumes, a return to growth might finally be coming into view
Mar 18 • Crashkolnikov
The NFTBC Digest (14 December 2025)
News and links (BMW, BRKR, PTC, REGN)
Dec 14, 2025 • Crashkolnikov
The NFTBC Digest (7 December 2025)
News and links (BMW, BRKR, PTC, REGN)
Dec 7, 2025 • Crashkolnikov
BMW - Q3 2025 Update
"Optimism is an entrepreneurial duty"
Nov 5, 2025 • Crashkolnikov
BMW - Update (October 2025)
Reflections on the Q3 sales numbers and 2025 guidance
Oct 8, 2025 • Crashkolnikov
BMW - Neue Klasse Launch
In which I cover some of the important new details
Sep 8, 2025 • Crashkolnikov
BMW - Reflections on Q2 2025
"Everything we do cannot be measured in quarters, but in years or even decades"
Aug 1, 2025 • Crashkolnikov
BMW AG - A Deep Dive (Part III)
Production, Financial Profile, China & Tariffs
Jul 29, 2025 • Crashkolnikov
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