<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:googleplay="http://www.google.com/schemas/play-podcasts/1.0"><channel><title><![CDATA["From $100K to $1M" & More.: BWM (Bi Weekly Munchies)]]></title><description><![CDATA[BWM is a bi-weekly publication that is released on the weekends, and includes investing related things (such as stock research, investing articles, podcasts, videos, etc) that I have consumed during that time.]]></description><link>https://www.from100kto1m.com/s/bwm</link><image><url>https://substackcdn.com/image/fetch/$s_!ZPyr!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F64751789-83f4-4700-bfc6-605cd99cf1b5_316x316.png</url><title>&quot;From $100K to $1M&quot; &amp; More.: BWM (Bi Weekly Munchies)</title><link>https://www.from100kto1m.com/s/bwm</link></image><generator>Substack</generator><lastBuildDate>Fri, 12 Jun 2026 23:18:46 GMT</lastBuildDate><atom:link href="https://www.from100kto1m.com/feed" rel="self" type="application/rss+xml"/><copyright><![CDATA[YZ]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[from100kto1m@substack.com]]></webMaster><itunes:owner><itunes:email><![CDATA[from100kto1m@substack.com]]></itunes:email><itunes:name><![CDATA[Yegor]]></itunes:name></itunes:owner><itunes:author><![CDATA[Yegor]]></itunes:author><googleplay:owner><![CDATA[from100kto1m@substack.com]]></googleplay:owner><googleplay:email><![CDATA[from100kto1m@substack.com]]></googleplay:email><googleplay:author><![CDATA[Yegor]]></googleplay:author><itunes:block><![CDATA[Yes]]></itunes:block><item><title><![CDATA[BWM - Issue # 99 - May 31, 2026]]></title><description><![CDATA[Bunch of Short Reports, more Earnings, Gaming, Fallen Angels, AI, O&G, Payments, Divvy Kings, Asia, Healthcare, Transportation, Serial Acquirers, Kefir, Eggs, Sprouts, and other things to munch on...]]></description><link>https://www.from100kto1m.com/p/bwm-issue-99-may-31-2026</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-99-may-31-2026</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Mon, 01 Jun 2026 02:05:34 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/5bf00a18-0b5f-4b81-9524-706646dc107a_1085x1449.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Welcome to the <strong>ninety nineth edition</strong> of BWM (Bi-Weekly Munchies) &#8230; </p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><div><hr></div><h3>Company Write Ups/Short Reports/Earnings/briefs/etc.</h3><p><a href="https://www.fugaziresearch.com/p/mtc-from-delisting-risk-to-a-half?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">MMTec</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MTC&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://investresearch.substack.com/p/buying-stoneco-60-cheaper-than-warren?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">StoneCo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$STNE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://phenomcapital.substack.com/p/an-udderly-clear-growth-turnaround?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ImmuCell Corporation</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ICCC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://amitsdeepdives.substack.com/p/can-nokia-be-a-serious-recovery-play?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nokia Oyj</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NOK&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://investorfromnepal.substack.com/p/ritm-best-dividend-opportunity-right?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Rithm Capital</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RITM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://luckymarshmallow.substack.com/i/197190513/graftech-international-limited-the-facts-and-anchors">GrafTech International</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$EAF&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://redflagresearch.substack.com/p/atra-regulatory-divergence-between?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Atara Biotherapeutics</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ATRA&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://www.theroyaltyking.com/p/the-royalty-king-report-xp-inc-nasdaq?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">XP Inc</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$XP&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://rijnberkinvestinsights.substack.com/p/the-ai-era-has-a-complexity-problem?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Datadog</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DDOG&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.thewolfofharcourtstreet.com/p/take-two-interactive-quick-pitch?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Take-Two Interactive</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TTWO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://thebearcave.substack.com/p/problems-at-ethos-technologies-life?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Ethos Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LIFE&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Short Report</p><p><a href="https://investresearch.substack.com/p/booking-holdings-bkng-when-the-hormuz?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Booking Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BKNG&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://bioequitywatch.substack.com/p/does-sellas-life-sciences-live-up?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sellas Life Sciences Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SLS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.kerrisdalecap.com/wp-content/uploads/2026/05/Kerrisdale-Everspin.pdf">Everspin Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MRAM&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://www.cluseau.com/i/199128989/vistance-networks-nasdaq-visn">Vistance Networks</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VISN&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://oldroperesearch.substack.com/p/sabr-saas-stubco-equity?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sabre</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SABR&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.securityanalysis.org/p/union-pacific-unp?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Union Pacific</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UNP&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://lukesimledividends.substack.com/p/the-5-trillion-monopoly-nvidia?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">NVIDIA</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;NVDA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://manateeresearch.com/2026/05/20/amprius-technologies-exaggerated-orders-hollow-manufacturing/">Amprius Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AMPX&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://investresearch.substack.com/p/nu-holdings-nyse-nu-the-toll-booth?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nu Holdings</a> -- <a href="https://substack.com/search/%24NU">NU 1.15%&#8593;</a> -- Write Up</p><p><a href="https://docs.google.com/document/d/1adksEOTVYzKnVv8vGaOsLN7SlVOkEYsuK9f5YvGPeUw/edit?tab=t.0">Rave Restaurant Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RAVE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://jimmysjournal.substack.com/p/ge-vernova-ge-deep-dive?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">GE Vernova</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GEV&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://rockandturner.substack.com/p/dlocal-the-tollbooth-in-emerging?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">DLocal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;DLO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://mananainvesting.substack.com/p/1-greenfire-resources-ltd-tsx-gfrto?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Greenfire Resources</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GFR&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://unemployedvaluedegen.substack.com/p/base-hit-investing-gibraltar-industries?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Gibraltar Industries</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ROCK&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://hightechinvesting.substack.com/p/lyft-stock-pe-ratio-of-2-and-evfcf?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lyft</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LYFT&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://maxxwaring.substack.com/p/salesforce-crm-down-34-in-12-months?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Salesforce</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://poundtherockinvesting.substack.com/p/pitney-bowes-pbi-af6?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Pitney Bowes</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PBI&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://coughlincap.com/p/i-found-a-small-semi-equipment-stock?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ACM Research</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ACMR&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://hatedmoats.substack.com/p/sofi-dcf-valuation?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">SoFi</a> -- <a href="https://substack.com/search/%24SOFI">SOFI 0.22%&#8593;</a> -- Write Up</p><p><a href="https://dinvests.substack.com/p/tractor-supply-a-yield-worth-harvesting?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Tractor Supply</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TSCO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://investresearch.substack.com/i/199342545/the-setup-a-quality-compounder-that-just-got-cut-in-half">Doximity</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DOCS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://stonemountainresearch.substack.com/p/history?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Mercado Libre</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MELI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://davidjwaldron.substack.com/p/ferguson-enterprises-ferg-water-and?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Ferguson Enterprises</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FERG&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://rijnberkinvestinsights.substack.com/p/shopify-a-deep-dive-into-the-toll?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Shopify</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SHOP&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://vbatcapital.substack.com/p/rli-corp-arte-combinado-retorno-asegurado?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">RLI Corp</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RLI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up (In Spanish)</p><p><a href="https://www.sunlight.partners/research/babcock-amp-wilcox-bw-selling-the-ai-boom-a-high-cost-high-emission-power-plant-from-the-1980shttps://www.sunlight.partners/research/babcock-amp-wilcox-bw-selling-the-ai-boom-a-high-cost-high-emission-power-plant-from-the-1980s">Babcock &amp; Wilcox Enterprises</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BW&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><div class="captioned-button-wrap" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-99-may-31-2026?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="CaptionedButtonToDOM"><div class="preamble"><p class="cta-caption">Thanks for reading "From $100K to $1M" &amp; More.! This post is public so feel free to share it.</p></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-99-may-31-2026?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/p/bwm-issue-99-may-31-2026?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p></div><p><a href="https://mexicaninvestor.substack.com/p/lifeway-foods-mexican-investor?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lifeway Foods</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LWAY&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://mvcinvesting.substack.com/p/dlocal-dlo-q1-2026-earnings-review?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">DLocal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DLO&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.stockopine.com/p/paypal-q126-earnings-a-mixed-opening?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">PayPal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PYPL&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://taekim.substack.com/p/an-interview-with-nvidia-cfo-colette?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">NVIDIA</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;NVDA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.lorenzo2cents.com/p/nbis2026q1?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nebius</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NBIS&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://slowcompounding.substack.com/p/another-kinsale-short-report-come?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Kinsale Capital Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KNSL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://grilloinsights.substack.com/p/10-in-three-days-what-really-happened?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Brown &amp; Brown</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BRO&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://findvalue23.substack.com/p/cprt-copart-10?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Copart</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CPRT&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://coughlincap.com/p/baidu-is-undervalued?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Baidu</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BIDU&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://www.normaltech.ai/p/did-googles-ai-agents-really-build?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alphabet</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GOOGL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://unemployedvaluedegen.substack.com/p/four-bagging-fun-bags-establishment?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Establishment Labs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ESTA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://kairosresearch.substack.com/p/tic-solutions-update-new-performance?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">TIC Solutions</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TIC&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://deepquarry.substack.com/p/super-micros-working-capital-is-under?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Super Micro Computer</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SMCI&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://triplesinvesting.substack.com/p/getty-shutterstock-merger-arb?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Getty Shutterstock</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GETY&quot;}" data-component-name="CashtagToDOM"></span> and <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SSTK&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://summitstocks.substack.com/p/airbnb-is-building-a-travel-ecosystem?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Airbnb</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ABNB&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.dayrateduration.com/p/borr-10-thoughts-on-the-bond-refinancing?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Borr Drilling</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BORR&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://alphaseeker84.substack.com/p/snowflake-inc-snow-q1-fy2027-results?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Snowflake</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SNOW&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://sergeycyw.substack.com/p/zscaler-q1-2026-earnings-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Zscaler</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZS&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.emergingmoats.com/p/sprouts-farmers-market-counterweight?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sprouts Farmers Market</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SFM&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://findvalue23.substack.com/p/ma-mastercard-3?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Mastercard</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://studios.substack.com/p/marvell-q127-revenue-30-to-242b-raised?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Marvell Technology</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MRVL&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://heavymoatinvestments.substack.com/p/vrrm-75-crash-in-two-days-is-this?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Verra Mobility</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VRRM&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://sunrisecapital168.substack.com/p/pinduoduo-q1-26-a-shift-towards-quality?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Pinduoduo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PDD&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://becomingberkshire.substack.com/p/inside-exxons-empire-xom?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Exxon</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$XOM&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://www.stockopine.com/p/intuits-upmarket-pivot-buying-the?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Intuit</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$INTU&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://im2specter.substack.com/p/legacy-education-lgcy-q3-2026?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Legacy Education</a> -- <a href="https://substack.com/search/%24LGCY">LGCY -1.33%&#8595;</a> -- Earnings (In French)</p><p><a href="https://expansestocks.substack.com/p/heico-q2-2026?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Heico</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HEI&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.normaltech.ai/p/did-googles-ai-agents-really-build?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alphabet</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GOOG&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://deepvaluecapitalbykyler.substack.com/p/hormel-hrl-q2-2026-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Hormel Foods</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HRL&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://theinsideanalyst.substack.com/p/duolingo-is-getting-stronger-so-is?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Duolingo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DUOL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thescienceofhitting.com/p/vital-farms-the-price-of-growth?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Vital Farms</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VITL&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://basementcapital.substack.com/p/corsair-crsr-downgrade-to-neutral?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Corsair</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRSR&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://lukesimledividends.substack.com/p/servicenow-the-enterprise-workflow?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ServiceNow</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NOW&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://rockandturner.substack.com/p/uber-and-the-economics-of-winning?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Uber</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UBER&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://pettycash.substack.com/p/access-newswire-q1-2026-update-accs?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ACCESS Newswire</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ACCS&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://consumereq.substack.com/p/its-time-to-expect-more-bottom-line?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Target</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TGT&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://blackwoodresearch.substack.com/p/cal-maine-foods-stock-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Cal-Maine Foods</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CALM&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://horizonsinvesting.substack.com/p/pure-execution?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Loar Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LOAR&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://manuinvests.substack.com/p/earnings-review-spgi-q1-2026?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">S&amp;P Global</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SPGI&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://deepvaluecapitalbykyler.substack.com/p/alibaba-baba-full-fy-2026-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alibaba</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BABA&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-99-may-31-2026/comments&quot;,&quot;text&quot;:&quot;Leave a comment&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/p/bwm-issue-99-may-31-2026/comments"><span>Leave a comment</span></a></p><div><hr></div><h5>More Company Write Ups/Earnings/briefs</h5><p><a href="https://www.halviocapital.com/blog/sato-foods-industries">Sato Foods Industries</a> -- $TYO:2814 -- Write Up</p><p><a href="https://kevincasteleijn.substack.com/p/basic-fit-bfit-investment-thesis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Basic-Fit</a> -- $AMS:BFIT -- Write Up</p><p><a href="https://newsletter.hntrbrk.com/p/csg-the-indonesia-problem?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Czechoslovak Group</a> -- $AMS:CSG -- Short Report</p><p><a href="https://www.overlookedalpha.com/p/this-consumer-tech-brand-has-improving?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Beauty Tech Group</a> -- $LON:TBTG -- $$$ -- Write Up</p><p><a href="https://investresearch.substack.com/p/giftee-tse-4449-the-quiet-japanese?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Giftee</a> -- $TYO:4449 -- Write Up</p><p><a href="https://theoracleofoslo.substack.com/p/hav-group-hav-potential-multibagger?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">HAV Group</a> -- $FRA:6HH -- Write Up</p><p><a href="https://irrationalanalysis.substack.com/p/musashi-seimitsu-7220t-supercap-note?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Musashi Seimitsu Industry</a> -- $TYO:7220 -- Write Up</p><p><a href="https://dismissedandassetbacked.substack.com/p/adval-tech-holding-a-102-year-old?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Adval Tech Holding</a> -- $SWX:ADVN -- Write Up</p><p><a href="https://investresearch.substack.com/p/cantourage-group-se-xetra-high-the?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Cantourage Group</a> -- $ETR:HIGH -- Write Up</p><p><a href="https://sri795500.substack.com/p/ashoka-buildcon-should-be-around?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Ashoka Buildcon</a> -- $NSE:ASHOKA -- Write Up</p><p><a href="https://dismissedandassetbacked.substack.com/p/feintool-international-holding-ptb?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Feintool International</a> -- $SWX:FTON -- Write Up</p><p><a href="https://crackthemarket.substack.com/p/soitec-still-a-photonics-winner-but?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Soitec SA</a> -- $SLOIF -- $$$ -- Write Up</p><p><a href="http://SXYAY">Sika</a> -- $SXYAY -- Write Up</p><p><a href="https://canadianvaluestocks.substack.com/p/pollard-banknote?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Pollard Banknote</a> -- $PBKOF -- Write Up</p><p><a href="https://underfollowedstocks.substack.com/p/16-enogia-sas?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Enogia SA</a> -- $EPA:ALENO -- Write Up</p><p><a href="https://stockforester.substack.com/p/we-connect?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">We.Connect SA</a> -- $ALWEC -- Earnings</p><p><a href="https://boudreaucapital.substack.com/p/rakuten-q1-2026-debt-leverage-down?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Rakuten Group</a> -- $TYO:4755 -- Earnings</p><p><a href="https://pettycash.substack.com/p/decibel-q1-2026-update-dbv?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Decibel Cannabis</a> -- $CVE:DB -- Earnings</p><p><a href="https://www.speedwellmemos.com/p/constellation-software-1q26-business?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Constellation Software</a> -- $CNSWY -- Earnings</p><p><a href="https://nuggetcapitalpartners.substack.com/p/why-i-continue-to-add-to-h-and-r?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">H&amp;R REIT</a> -- $HRUFF -- brief</p><p><a href="https://slowcompounding.substack.com/p/roko-is-waking-up-again?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">R&#246;ko</a> -- $STO:ROKO-B -- Earnings</p><p><a href="https://stockinvader.substack.com/p/evolution-ab-spiritual-shizophrenia?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Evolution AB</a> -- $EVVTY -- brief</p><p><a href="https://caseresearch.substack.com/p/almaden-update-notice-19th-may-2026?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Almaden Minerals</a> -- $AAUAF -- brief</p><p><a href="https://ppinvest007.substack.com/p/forecast-1q2026-hydreight-nursv-hydtf?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Hydreight Technologies</a> -- $HYDTF -- brief</p><p><a href="https://weeklywatchlist.substack.com/p/why-we-invested-in-national-fittings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">National Fittings</a> -- $BOM:531289 -- brief</p><p><a href="https://im2specter.substack.com/p/kraken-robotics-pngv-q1-2026?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Kraken Robotics</a> -- $KRKNF -- Earnings (In French)</p><p><a href="https://310value.substack.com/p/edreams-disproving-the-bears-and?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">eDreams</a> -- $BME:EDR -- brief</p><div><hr></div><h3>Company &#8220;Research&#8221; via Audio &amp; Video Formats</h3><p><a href="https://open.spotify.com/episode/0nB1PRg8MRzyEIRugy2You?si=lFjb957qQviUtewY6EEwJA&amp;nd=1&amp;dlsi=6b2550f4f87640b2">Microsoft</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MSFT&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/1orapdOx4hYQxRXJdvPhbE?si=ojeOSO-oS66xm3im37YrEg&amp;nd=1&amp;dlsi=a21f59ae866e4b78">NVIDIA</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NVDA&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/6rsmGLf7RM3RacbbjGuaQm?si=I0doN4KsS3ynXwaUuKVVOg&amp;nd=1&amp;dlsi=576a2062c7bf40f6">Cardiol Therapeutics</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRDL&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/2lyut8SYLnFvNopyVyxZyl?si=ZkGVo964T7Cf4U3WzCx2xA&amp;nd=1&amp;dlsi=27e63b31d9074782">Formula One Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FWONK&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/3EIuVU23tH4oUtYO9LKu0L?si=cCGNrzWoRZiQfwIeuQ_P_w&amp;nd=1&amp;dlsi=ba56bb6f123b40d9">Take-Two Interactive</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TTWO&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/16QNiAPkcHExjWHNRZKV7y?si=9PMw5CriT0akEhGYHJlc8A&amp;nd=1&amp;dlsi=ae02c521dba045bf">Texas Roadhouse</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TXRH&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/4DVRkX7uDFIHesosm4Z6Z0?si=hGdQBdMoTuCNgSeWxMgCcw&amp;nd=1&amp;dlsi=05d51e48924c4bdf">Brookfield</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BN&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/5UcAiPfSPgepDO4aG49uPm?si=7zwjNIiNRJScdurCLEs5xw&amp;nd=1&amp;dlsi=4e4d98eac47546c2">Bassett Furniture Industries</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BSET&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/1pUM3leiCD2gIJVYBUskhi?si=RYV7geaXTNyLsjxEj0we4g&amp;nd=1&amp;dlsi=5886c1d9749b4943">United Parcel Service</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UPS&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/6DT9opBZZFqMpMVYPrCgS1?si=hBB9qdeOR2aRPpAqyen3VQ&amp;nd=1&amp;dlsi=4d21830becc747fb">The Trade Desk</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TTD&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/3dEPeDmFW640rclI56WvGz?si=e9IrIdscTkytTcM440u6Mw&amp;nd=1&amp;dlsi=2610fd5b82374b62">Brag House Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TBH&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/4TNKSOaabCjglegb4j7rtd?si=1humVdpkQo-BDK1cIBKXaQ&amp;nd=1&amp;dlsi=31cb5adecb0e4f95">Medicus Pharma</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MDCX&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/4Vi7zG5ztGarl8LFDHyEmx?si=MttIpLeIRceuo-OCI6V8Ow&amp;nd=1&amp;dlsi=aff6b8adb582444d">Pfizer</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PFE&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/74SLbl4qLsIRh3l9EaNz8s?si=8TdfgB4HS4ODXa1wcRu3pQ&amp;nd=1&amp;dlsi=9f10895c3fa94f7d">Enlivex</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ENLV&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/7DF30fFXub1h8ELWeuHa2F?si=c8nkhks3RVui2eNsHBHWTw&amp;nd=1&amp;dlsi=113f8af4633147c4">Tesla</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TSLA&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/7JmieolyAkIKANVNaiI89v?si=MKtDQT9dR364GCUTho8Xsw&amp;nd=1&amp;dlsi=587ab7f81fa947c8">Cerebras</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CBRS&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/5YKnawbISVtO6sAYmfcOmJ?si=qtGwyGrJRmOMqPRqVNs3bw&amp;nd=1&amp;dlsi=ff6619a506084da9">Caterpillar</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CAT&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/23DpFgWpFvqCtZhlSk80Yr?si=cRMoP5uqRhGHRnfEtYFaXw&amp;nd=1&amp;dlsi=b88354d479f24105">Sea Limited</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SEA&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/6nrMUikPTT7f8M9FczIiuO?si=IiQezqe1TWe13x9yFnNArQ&amp;nd=1&amp;dlsi=7fd0cbfa67084a5c">Rocket Lab</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RKLB&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/4VY0nUAiferYbqkJyPLBG8?si=5ZGfqGvlQsaTF9rG4s4PXw&amp;nd=1&amp;dlsi=e4c3fe81b1de4b2c">Xos Trucks</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$XOS&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/4pB1zkJOH1BXH97n1hUYA5?si=sYUrS_E-Qm-BUmi7BiiL6w&amp;nd=1&amp;dlsi=27585a61e4794040">AUTO1 GROUP</a> -- $ETR:AG1 -- Podcast</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/subscribe?"><span>Subscribe now</span></a></p><p><a href="https://www.youtube.com/watch?v=dwR-hRaE_Uk">Pershing Square USA</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PSUS&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=BowxsaRPR_g">NVIDIA</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;NVDA&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=bysnuT6uhVs">e.l.f. Beauty</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ELF&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=7GDzi0lAuJ4">Forum Energy Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FET&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=e-Z_NRvaus4">Boeing</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BA&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=5LyTR4tFfGc">Fiserv</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FISV&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=_I99r_GKhyg">DoorDash</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DASH&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=8pKaA3jvUiA">AST SpaceMobile</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ASTS&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=Wj8sRxkOng4">Macy</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$M&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=SZmFbkoBm6M">Acme United</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ACU&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=Caf5GKqaC1U">Medtronic</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MDT&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=uxzY35p1UZc">Msci</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MSCI&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=ox206Ma-r2c">Zscaler</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZS&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=-mCDsOwZeuw">Intel</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;INTC&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=GQBu-P1FKSU">Celsius</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CELH&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=iuc38p6qzNY">Salesforce</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRM&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=nDRIisN3WHs">Intellicheck</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$IDN&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=NRIkJayuhN8">Crocs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CROX&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=t2zc4bXugSs">Arista Networks</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ANET&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=QNhok0FNT18">Oscar Health</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$OSCR&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=P_tuwKOTqqY">SoFi</a> -- <a href="https://substack.com/search/%24SOFI">SOFI 0.22%&#8593;</a> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=4mRfc5VgpGc">Starbucks</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SBUX&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=XeVN_3R6-JY">1Stdibs.Com</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DIBS&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=RdeAvly4qPI">Decker's Corporation</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DECK&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=VihRv_qkFsM">ManpowerGroup</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MAN&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=SpbwTy2gwxU">Baker Hughes</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BKR&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=TSLT72OoUuA">Workday</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WDAY&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=FN_pw2DUPv4">Zedge</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZDGE&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=5igPFQ0WsxA">Floor &amp; Decor</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FND&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=ehPhzmH1JgQ">Biorem</a> -- $BIRMF -- YouTube</p><p><a href="https://www.youtube.com/watch?v=_tfs8rxdy5w">Tantalus Systems</a> -- $TGMPF -- YouTube</p><p><a href="https://www.youtube.com/watch?v=Hb4AgoWrg2w">Constellation Software</a> -- $CNSWY -- YouTube</p><p><a href="https://www.youtube.com/watch?v=GQhtnRxwHao">Inditex</a> -- $ITX -- YouTube</p><p><a href="https://topsecretstocks.substack.com/p/will-heyburn-melissa-tomkiel-and?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Strata Critical Medical</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SRTA&quot;}" data-component-name="CashtagToDOM"></span> -- Substack Video</p><p><a href="https://www.latticework.com/p/oro-founder-led-undervalued-japanese?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">oRo Co</a> -- $TYO:3983 -- $$$ -- Substack Video</p><div><hr></div><h3>Interesting Links</h3><p><a href="https://pettycash.substack.com/p/doing-nothing?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Doing Nothing</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Dean&quot;,&quot;id&quot;:13408157,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F3e79286d-ded4-4bf5-a59e-fbb4dc1938a8_400x400.png&quot;,&quot;uuid&quot;:&quot;ac9c4e74-7aae-4b80-81de-04de86e04e36&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://globaloutperformers.substack.com/p/transport-infrastructure?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Transport Infrastructure</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Dede Eyesan&quot;,&quot;id&quot;:14311641,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/b789b934-606a-4c31-b490-7deea9026a6c_2347x2347.jpeg&quot;,&quot;uuid&quot;:&quot;df02bec7-99c8-49d8-a8ac-e7026a81e8bb&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://michaelfritzell.substack.com/p/the-toll-booths-of-lending?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">The toll booths of lending</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Michael Fritzell&quot;,&quot;id&quot;:4917349,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substackcdn.com/image/fetch/$s_!8NYj!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F288cb330-d8a7-450a-9503-17e7656179f3_750x1000.jpeg&quot;,&quot;uuid&quot;:&quot;c43bc444-ff78-44ce-b47e-72da4d3a2992&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://bobhammel.substack.com/p/payments-and-fintech-quarterly-review-73c?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Payments and FinTech Quarterly Review</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Bob&#8217;s Payment Stock Substack&quot;,&quot;id&quot;:4645697,&quot;type&quot;:&quot;pub&quot;,&quot;url&quot;:&quot;https://open.substack.com/pub/bobhammel&quot;,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/3f1289dd-2fec-41cf-ac36-e83b93545fcc_1280x1280.png&quot;,&quot;uuid&quot;:&quot;94adc1f3-ac40-45d8-a0fe-8155042ae7de&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://thedutchinvestors.substack.com/p/5-lessons-from-5-companies-we-analyzed?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">5 Lessons from 5 Companies We Analyzed</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;The Dutch Investors&quot;,&quot;id&quot;:207588953,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/e3908a12-d1e7-4094-9421-c9529d7d1c7f_500x500.png&quot;,&quot;uuid&quot;:&quot;f87e69b2-bf66-4c76-ad81-a5e725cb1d7c&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://www.biographynuts.com/p/167-three-lessons-from-tony-hsieh?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">#167 Three Lessons from Tony Hsieh (Zappos)</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Biography Nuts&quot;,&quot;id&quot;:1496332,&quot;type&quot;:&quot;pub&quot;,&quot;url&quot;:&quot;https://open.substack.com/pub/biographynuts&quot;,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/eaabc191-e3ba-4aba-8abe-9ba4ec6bad6b_500x500.png&quot;,&quot;uuid&quot;:&quot;e7caa46a-a720-4d96-8c19-483fb607caad&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://www.quipuscapital.com/p/brazilian-real-estate-developers?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Brazilian real estate developers: MSD multiples</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Quipus Capital&quot;,&quot;id&quot;:18174823,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/9334322c-a74a-457d-b276-8bcff2b8d60e_127x100.png&quot;,&quot;uuid&quot;:&quot;1c5e3047-df51-4f3a-9528-07d575a11d28&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://nuggetcapitalpartners.substack.com/p/longer-term-bearish-catalysts-for?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Longer term bearish catalysts for oil are forming</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Nugget Capital Partner's Substack&quot;,&quot;id&quot;:1542962,&quot;type&quot;:&quot;pub&quot;,&quot;url&quot;:&quot;https://open.substack.com/pub/nuggetcapitalpartners&quot;,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/45689790-9bd5-4073-8ac9-2095149d3c83_668x668.png&quot;,&quot;uuid&quot;:&quot;4cbae1ee-da9e-4c08-a03a-ba2d71cd5ad4&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://multibaggerideas.substack.com/p/100-serial-acquirers-from-around-ae0?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">100+ Serial Acquirers From Around the World (Updated)</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Multibagger Ideas&quot;,&quot;id&quot;:303470219,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/551082e3-df78-4bd5-ba95-9257fb7b223d_1000x1000.png&quot;,&quot;uuid&quot;:&quot;cd52ceb3-19fd-4a0b-8013-3c0af95240a0&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://thepursuitofcompounding.substack.com/p/the-ceo-portfolio-manager-the-consilient?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">The CEO Portfolio Manager | The Consilient Investor 05</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;The Pursuit of Compounding&quot;,&quot;id&quot;:57017894,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/36d74bed-925e-417f-967b-9c839be07359_1024x1024.jpeg&quot;,&quot;uuid&quot;:&quot;fc4e1984-c895-4054-b104-51bd2c49f9a1&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://amitsdeepdives.substack.com/p/dumpster-diving-10-stocks-getting?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Dumpster Diving: 10 Stocks Getting Crushed YTD That May Deserve A Second Look</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Amits Deep Dives&quot;,&quot;id&quot;:138870785,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/582d914a-355f-4db3-89f1-e93e1e7ec3af_400x400.jpeg&quot;,&quot;uuid&quot;:&quot;42ca9c0a-a9e9-40b1-87c4-fe5a23792c67&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://moderninvesting.substack.com/p/the-uk-brick-industry-could-be-one?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">The UK Brick Industry Could Be One of the Most Mispriced Cyclical Setups in Europe</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;THE MODERN INVESTING NEWSLETTER&quot;,&quot;id&quot;:1505363,&quot;type&quot;:&quot;pub&quot;,&quot;url&quot;:&quot;https://open.substack.com/pub/moderninvesting&quot;,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/8fddebe7-f753-431d-bd1c-0310211b2749_878x878.png&quot;,&quot;uuid&quot;:&quot;1c3e25f8-1c0b-46f2-b6c4-315de7067c9e&quot;}" data-component-name="MentionToDOM"></span></p><div><hr></div><h3>etc.</h3><iframe class="spotify-wrap podcast" data-attrs="{&quot;image&quot;:&quot;https://i.scdn.co/image/ab6765630000ba8a23ecdbf0ac5f1582a89a7b99&quot;,&quot;title&quot;:&quot;AI Disruptees&quot;,&quot;subtitle&quot;:&quot;Marathon Asset Management&quot;,&quot;description&quot;:&quot;Episode&quot;,&quot;url&quot;:&quot;https://open.spotify.com/episode/2kTRgHNufPX4ovFb7Py1Q3&quot;,&quot;belowTheFold&quot;:true,&quot;noScroll&quot;:false}" src="https://open.spotify.com/embed/episode/2kTRgHNufPX4ovFb7Py1Q3" frameborder="0" gesture="media" allowfullscreen="true" allow="encrypted-media" loading="lazy" data-component-name="Spotify2ToDOM"></iframe><iframe class="spotify-wrap podcast" data-attrs="{&quot;image&quot;:&quot;https://i.scdn.co/image/ab6765630000ba8af94737f72ecf4c4ff9f4f041&quot;,&quot;title&quot;:&quot;A Theory of Fun&quot;,&quot;subtitle&quot;:&quot;Mitch Lasky / Blake Robbins&quot;,&quot;description&quot;:&quot;Episode&quot;,&quot;url&quot;:&quot;https://open.spotify.com/episode/7GHM1ebk6MdbGPFsg6QYTq&quot;,&quot;belowTheFold&quot;:true,&quot;noScroll&quot;:false}" src="https://open.spotify.com/embed/episode/7GHM1ebk6MdbGPFsg6QYTq" frameborder="0" gesture="media" allowfullscreen="true" allow="encrypted-media" loading="lazy" data-component-name="Spotify2ToDOM"></iframe><iframe class="spotify-wrap podcast" data-attrs="{&quot;image&quot;:&quot;https://i.scdn.co/image/ab6765630000ba8aead136c2172a87cd3d156de6&quot;,&quot;title&quot;:&quot;&#8220;Neither Credible Nor Attractive&#8221;&quot;,&quot;subtitle&quot;:&quot;Laine Nooney, Joost van Dreunen&quot;,&quot;description&quot;:&quot;Episode&quot;,&quot;url&quot;:&quot;https://open.spotify.com/episode/2hrURXCFzHtnm78DlSkgRJ&quot;,&quot;belowTheFold&quot;:true,&quot;noScroll&quot;:false}" src="https://open.spotify.com/embed/episode/2hrURXCFzHtnm78DlSkgRJ" frameborder="0" gesture="media" allowfullscreen="true" allow="encrypted-media" loading="lazy" data-component-name="Spotify2ToDOM"></iframe><iframe class="spotify-wrap podcast" data-attrs="{&quot;image&quot;:&quot;https://i.scdn.co/image/ab6765630000ba8af94737f72ecf4c4ff9f4f041&quot;,&quot;title&quot;:&quot;Navigating the AI Future (Ep. 30)&quot;,&quot;subtitle&quot;:&quot;Mitch Lasky / Blake Robbins&quot;,&quot;description&quot;:&quot;Episode&quot;,&quot;url&quot;:&quot;https://open.spotify.com/episode/6wYp73AtexXnYcYWPW9PL9&quot;,&quot;belowTheFold&quot;:true,&quot;noScroll&quot;:false}" src="https://open.spotify.com/embed/episode/6wYp73AtexXnYcYWPW9PL9" frameborder="0" gesture="media" allowfullscreen="true" allow="encrypted-media" loading="lazy" data-component-name="Spotify2ToDOM"></iframe><iframe class="spotify-wrap podcast" data-attrs="{&quot;image&quot;:&quot;https://i.scdn.co/image/ab6765630000ba8a8bd5cfe2e3cf903f4ccbe2d6&quot;,&quot;title&quot;:&quot;The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can&#8217;t Replicate&quot;,&quot;subtitle&quot;:&quot;Excess Returns&quot;,&quot;description&quot;:&quot;Episode&quot;,&quot;url&quot;:&quot;https://open.spotify.com/episode/1TtGNHip77exzfaavdgXQ9&quot;,&quot;belowTheFold&quot;:true,&quot;noScroll&quot;:false}" src="https://open.spotify.com/embed/episode/1TtGNHip77exzfaavdgXQ9" frameborder="0" gesture="media" allowfullscreen="true" allow="encrypted-media" loading="lazy" data-component-name="Spotify2ToDOM"></iframe><iframe class="spotify-wrap podcast" data-attrs="{&quot;image&quot;:&quot;https://i.scdn.co/image/ab6765630000ba8af94737f72ecf4c4ff9f4f041&quot;,&quot;title&quot;:&quot;Funding &amp; Founding (Ep. 32)&quot;,&quot;subtitle&quot;:&quot;Mitch Lasky / Blake Robbins&quot;,&quot;description&quot;:&quot;Episode&quot;,&quot;url&quot;:&quot;https://open.spotify.com/episode/3hIlHuWyEsiuALZYUYXwqy&quot;,&quot;belowTheFold&quot;:true,&quot;noScroll&quot;:false}" src="https://open.spotify.com/embed/episode/3hIlHuWyEsiuALZYUYXwqy" frameborder="0" gesture="media" allowfullscreen="true" allow="encrypted-media" loading="lazy" data-component-name="Spotify2ToDOM"></iframe><iframe class="spotify-wrap podcast" data-attrs="{&quot;image&quot;:&quot;https://i.scdn.co/image/ab6765630000ba8a5619265f3717c44f449610b5&quot;,&quot;title&quot;:&quot;Turning Over 70,000 Rocks&quot;,&quot;subtitle&quot;:&quot;Half Kelly Media&quot;,&quot;description&quot;:&quot;Episode&quot;,&quot;url&quot;:&quot;https://open.spotify.com/episode/5w3b3bAhhS0wDk7vxzDjqg&quot;,&quot;belowTheFold&quot;:true,&quot;noScroll&quot;:false}" src="https://open.spotify.com/embed/episode/5w3b3bAhhS0wDk7vxzDjqg" frameborder="0" gesture="media" allowfullscreen="true" allow="encrypted-media" loading="lazy" data-component-name="Spotify2ToDOM"></iframe><iframe class="spotify-wrap podcast" data-attrs="{&quot;image&quot;:&quot;https://i.scdn.co/image/ab6765630000ba8aa5de50895edbcaa9bb896166&quot;,&quot;title&quot;:&quot;Investing is Not a Game of Perfect&quot;,&quot;subtitle&quot;:&quot;MicroCapClub&quot;,&quot;description&quot;:&quot;Episode&quot;,&quot;url&quot;:&quot;https://open.spotify.com/episode/6aS8RBrIEo8jn5ZdBEmyxm&quot;,&quot;belowTheFold&quot;:true,&quot;noScroll&quot;:false}" src="https://open.spotify.com/embed/episode/6aS8RBrIEo8jn5ZdBEmyxm" frameborder="0" gesture="media" allowfullscreen="true" allow="encrypted-media" loading="lazy" data-component-name="Spotify2ToDOM"></iframe><iframe class="spotify-wrap podcast" data-attrs="{&quot;image&quot;:&quot;https://i.scdn.co/image/ab6765630000ba8a23ecdbf0ac5f1582a89a7b99&quot;,&quot;title&quot;:&quot;AI and the Material World&quot;,&quot;subtitle&quot;:&quot;Marathon Asset Management&quot;,&quot;description&quot;:&quot;Episode&quot;,&quot;url&quot;:&quot;https://open.spotify.com/episode/6NXb5Hxis6ZxUCwhUTtruz&quot;,&quot;belowTheFold&quot;:true,&quot;noScroll&quot;:false}" src="https://open.spotify.com/embed/episode/6NXb5Hxis6ZxUCwhUTtruz" frameborder="0" gesture="media" allowfullscreen="true" allow="encrypted-media" loading="lazy" data-component-name="Spotify2ToDOM"></iframe><iframe class="spotify-wrap podcast" data-attrs="{&quot;image&quot;:&quot;https://i.scdn.co/image/ab6765630000ba8a8bd5cfe2e3cf903f4ccbe2d6&quot;,&quot;title&quot;:&quot;The Problem With Modern Portfolio Theory | Robert Hagstrom on How Comfort Trumped Returns&quot;,&quot;subtitle&quot;:&quot;Excess Returns&quot;,&quot;description&quot;:&quot;Episode&quot;,&quot;url&quot;:&quot;https://open.spotify.com/episode/0GQJgPyKninvtAY4qzGcv2&quot;,&quot;belowTheFold&quot;:true,&quot;noScroll&quot;:false}" src="https://open.spotify.com/embed/episode/0GQJgPyKninvtAY4qzGcv2" frameborder="0" gesture="media" allowfullscreen="true" allow="encrypted-media" loading="lazy" data-component-name="Spotify2ToDOM"></iframe><div id="youtube2-mIGlvtdGXyY" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;mIGlvtdGXyY&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/mIGlvtdGXyY?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><div id="youtube2-Yx1yAhjsDsE" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;Yx1yAhjsDsE&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/Yx1yAhjsDsE?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><div id="youtube2-iqlzDxqxGsk" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;iqlzDxqxGsk&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/iqlzDxqxGsk?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><div id="youtube2-IS8TAsPOOD0" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;IS8TAsPOOD0&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/IS8TAsPOOD0?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><div class="pullquote"><p><em>Knowledge compounds, keep on munching!</em></p><div><hr></div><p>P.S. Don&#8217;t forget to &#10084;&#65039; if you enjoyed it, helps a lot!</p></div>]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 98 - May 17, 2026]]></title><description><![CDATA[Lots of Earnings, Travel, Education, Semis, Gaming, Healthcare, Insurances, Social Media, Cannabis, Asia, Pharma, Toys, REITs, Footwear, Metals, Energy, Toast, Tea, and other things to munch on...]]></description><link>https://www.from100kto1m.com/p/bwm-issue-98-may-17-2026</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-98-may-17-2026</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Mon, 18 May 2026 02:02:52 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/e2e974fe-ad25-4c7e-b1b2-8a624e4e54ec_1535x1024.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>              Welcome to the <strong>ninety eighth edition</strong> of BWM (Bi-Weekly Munchies) &#8230;</p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><em>Let the munching begin!</em></p><div><hr></div><h3>Company Write Ups/Short Reports/Earnings/briefs/etc.</h3><p><a href="https://bearstone2023.substack.com/p/wake-up-wex?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">WEX</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WEX&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://www.fugaziresearch.com/p/akan-akanda-corp-akan-a-half-baked?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Akanda</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AKAN&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://gabgrowth.com/p/circle-internet-group-deep-dive?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Circle</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRCL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://rochecapital.substack.com/p/181-s-and-p-global-ratings-el-peaje?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">S&amp;P Global</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SPGI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up (In Spanish)</p><p><a href="https://slowcompounding.substack.com/p/missed-amazon-in-2008-is-sea-ltd?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sea Ltd</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SEA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://lukesimledividends.substack.com/p/weekly-deep-dive-broadcom?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Broadcom</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AVGO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://elevatorpitches.substack.com/i/195655266/open-square-capital-is-leaning-into-a-high-conviction-offshore-drilling-bet-through-valaris-val-using-it-as-a-vehicle-to-gain-exposure-to-a-transformed-transocean-rig-the-thesis-hinges-on-a-merger-driven-reset-combining-scale-improving-balance-sheets-and-tighter-industry-supply-to-unlock-stronger-pricing-power-and-cash-flow-if-execution-follows-the-combined-company-could-offer-asymmetric-upside-with-a-clearer-path-to-deleveraging">Valaris</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VAL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://crackthemarket.substack.com/p/nucor-the-us-walled-garden-compounder?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nucor</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NUE&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://investresearch.substack.com/p/x-financial-nyse-xyf-when-the-cheapest?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">X Financial</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$XYF&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.firststrike.finance/p/will-the-real-ai-company-please-stand?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Entravision</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$EVC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://compoundinglab.substack.com/p/anet-dcf-valuation-model?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Arista Network</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ANET&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.fugaziresearch.com/p/cue-reverse-splits-pipe-dilution?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Cue Biopharma</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CUE&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://everyonehatespoetry.substack.com/p/grabagun-digital-nyse-pew?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">GrabAGun Digital</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PEW&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://thefinancedude.substack.com/p/eli-lilly-lly-stock-analysis-is-the?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Eli Lilly</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LLY&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://rijnberkinvestinsights.substack.com/p/servicenow-one-saas-stock-that-gets?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ServiceNow</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NOW&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://bioequitywatch.substack.com/p/dd-aurinia-pharmaceuticals-auph?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Aurinia Pharmaceuticals</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AUPH&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://redflagresearch.substack.com/p/2026-redflag-research-atra-fda-misled?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Atara Biotherapeutics</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ATRA&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://coughlincap.com/p/alibaba-baba-cloud-keeps-accelerating?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alibaba</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BABA&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://sergeycyw.substack.com/p/mercadolibre-margin-pressure-or-moat?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">MercadoLibre</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;MELI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://guardianresearch.substack.com/p/5x-from-here-angx?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Angel Studios</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ANGX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.capitalist-letters.com/p/doordash-undervalued-giant-with-2x?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">DoorDash</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DASH&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://thereservist.substack.com/p/innoviz-to-2026-and-beyond?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Innoviz Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$INVZ&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://davidjwaldron.substack.com/p/amdocs-dox-b2b-services-across-ai?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Amdocs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;DOX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://stockpursuit.substack.com/p/fervo-energy-frvo-part-ii?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Fervo Energy</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FRVO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://ezrasnotes.substack.com/p/ferrari-profile?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Ferrari</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RACE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://denisdoroshenko.substack.com/p/legacy-education-lgcy-executive-summary?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Legacy Education</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LGCY&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://investresearch.substack.com/p/progyny-pgny-a-pure-play-on-one-of?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Progyny</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PGNY&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://hatedmoats.substack.com/p/compass-pathways-deep-dive-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Compass Pathways</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CMPS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://underhood.substack.com/p/alexandria-the-1992-dream-team-of?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alexandria</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ARE&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://rockandturner.substack.com/p/relx-the-ai-driven-growth-acceleration?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Relx</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RELX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://showmetheincentives.substack.com/p/repay-holdings-corp-rpay?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Repay Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RPAY&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://bullseyeinvesting.substack.com/p/starbucks-sbux-a-turnaround-priced?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Starbucks</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SBUX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://deepvaluecapitalbykyler.substack.com/p/comstock-resources-crk-deep-dive?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Comstock Resources</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRK&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://www.theroyaltyking.com/p/miami-international-holdings-many?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Miami International</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MIAX&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://komodocapital.substack.com/p/turning-point-brands-tpb-is-a-secular?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Turning Point Brands</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TPB&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://kairosresearch.substack.com/p/kingsway-financial-soon-to-be-kingsway?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Kingsway</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KFS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://oreolus.substack.com/p/tripadvisor-trip?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Tripadvisor</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TRIP&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.aquitaineresearch.com/p/airbnb-deep-dive-part-1?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Airbnb</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;ABNB&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://inelasticmodels.substack.com/p/copart-cprt?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Copart</a> -- <a href="https://substack.com/search/%24CPRT">CPRT -1.68%&#8595;</a> -- Write Up</p><p><a href="https://thebearcave.substack.com/p/problems-at-kinsale-capital-group?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Kinsale Capital Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KNSL&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Short Report</p><p><a href="https://thefinancedude.substack.com/p/v-stock-analysis-visas-machine-never?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Visa</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$V&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://williamflemingdaniels.substack.com/p/autonomous-analyst-009-salesforce?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Salesforce</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://featherfund.substack.com/i/197825502/business-overview">Verisk Analytics</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VRSK&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-98-may-17-2026?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/p/bwm-issue-98-may-17-2026?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><p><a href="https://welfarecapital.substack.com/p/reddit-q1-2026-earnings-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Reddit</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RDDT&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://thedutchinvestors.substack.com/p/inside-asml?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ASML Holding</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ASML&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thereservist.substack.com/p/toast-q1-2026-its-fine?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Toast</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TOST&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://hightechinvesting.substack.com/p/angi-after-q1-2026-i-was-wrong-now?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Angi</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ANGI&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://mvcinvesting.substack.com/p/omada-health-omda-q1-2026-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Omada Health</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$OMDA&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://stratechery.com/2026/amazons-durability/">Amazon</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AMZN&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://bioequitywatch.substack.com/p/dd-biocryst-pharmaceuticals?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">BioCryst Pharmaceuticals</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BCRX&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://modernvalueinvesting.substack.com/p/weightwatchers-2026-q1-earnings-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">WeightWatchers</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WW&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://expansestocks.substack.com/p/mercado-libre-q1-2026-the-risks-of?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">MercadoLibre</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MELI&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://mbideepdives.substack.com/p/microsoft-fy-3q26-multi-model-mirage?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Microsoft</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;MSFT&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://findvalue23.substack.com/p/pgr-progressive-8?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Progressive</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PGR&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.thewolfofharcourtstreet.com/p/uber-50-million-members-and-record?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Uber</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UBER&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://pettycash.substack.com/p/acdc-q1-2026-update-acdc?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Profrac Holding</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ACDC&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://mvcinvesting.substack.com/p/nebius-group-nbis-q1-2026-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nebius Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NBIS&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://deepvaluecapitalbykyler.substack.com/p/paypal-pypl-q1-2026-earnings-beat?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">PayPal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PYPL&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://stockinvader.substack.com/p/google-the-artificial-intelligence?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alphabet</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GOOG&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://galicianinvestor.substack.com/p/boston-omaha-1q-2026">Boston Omaha</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BOC&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings (In Spanish)</p><p><a href="https://sunrisecapital168.substack.com/p/crocs-q1-26-earnings-review?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Crocs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;CROX&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://blackwoodresearch.substack.com/p/funko-stock-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Funko</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FNKO&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://kontrainvest.substack.com/p/q1-2026-the-wegovy-pill-tilts-the?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Novo Nordisk</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NVO&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://theinvestlog.com/p/why-i-bought-lululemon-athletica?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lululemon Athletica</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LULU&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://mvcinvesting.substack.com/p/harrow-hrow-q1-2026-earnings-review?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Harrow</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HROW&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.lorenzo2cents.com/p/duolingo-the-owl-has-a-distribution?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Duolingo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;DUOL&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://theinsideanalyst.substack.com/p/amd-is-on-the-rise-valuation-prices?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Advanced Micro Devices</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AMD&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://beelicapital.substack.com/p/big-tech-incremental-roic-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Meta Platforms</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$META&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thescienceofhitting.com/p/disney-after-iger?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Disney</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DIS&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://beelicapital.substack.com/p/poet-purchase-problems?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">POET Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$POET&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://nikhs.substack.com/p/nu-holdings-1q26-the-decision-engine?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nu Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NU&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://gabgrowth.com/p/sea-limited-q1-2026-earnings-review?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sea Ltd</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;SEA&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://deepvaluecapitalbykyler.substack.com/p/cooper-standard-cps-q1-2026-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Cooper Standard</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CPS&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://kc007.substack.com/p/flywire-cruising?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Flywire</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FLYW&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://aiproem.substack.com/p/google-deepmind-yao-shunyus-insights?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alphabet</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GOOGL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://sunrisecapital168.substack.com/p/coupang-q1-26-stock-is-down-50-from?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Coupang</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CPNG&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://studios.substack.com/p/ondas-q1-2026-revenue-soared-1065?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Ondas</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ONDS&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://mvcinvesting.substack.com/p/neuraxis-nrxs-q1-2026-earnings-review?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">NeurAxis</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NRXS&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://horizonsinvesting.substack.com/p/a-reset-year?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Vital Farms</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VITL&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.stockopine.com/p/aws-acceleration-and-custom-silicon?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Amazon</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;AMZN&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://revelata.substack.com/p/yeti-earnings-prep-ice-cold-cash?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Yeti Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$YETI&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://valueinvesting.substack.com/p/pypl-4532?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">PayPal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;PYPL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://nikhs.substack.com/p/applied-materials-2qfy26-the-complexity?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Applied Materials</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AMAT&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://pettycash.substack.com/p/cronos-group-q1-2026-update-cron?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Cronos</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRON&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://alphaseeker84.substack.com/p/mondaycom-mndy-q1-2026-results?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">monday.com</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MNDY&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://im2specter.substack.com/p/shift4-payments-four-q1-2026-revue?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Shift4 Payments</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FOUR&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings (In French)</p><p><a href="https://studios.substack.com/p/cloudflare-q1-2026-revenue-up-34?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Cloudflare</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NET&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.unconventionalvalue.com/p/continued-thinking-on-planet-labs?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Planet Labs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://basementcapital.substack.com/p/logitech-logi-reiterate-outperform?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Logitech</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LOGI&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://boudreaucapital.substack.com/p/boeing-q1-2026-the-multi-year-recovery?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Boeing</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BA&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://maaizkhan.substack.com/p/remitly-still-cheap-after-a-2x?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Remitly</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RELY&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://nikhs.substack.com/p/palantir-1q26-earnings-the-line-shaft?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Palantir</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PLTR&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://alphaseeker84.substack.com/p/datadog-inc-ddog-q1-2026-results?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Datadog</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DDOG&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://bobhammel.substack.com/p/fiserv-investor-day-notes?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Fiserv</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FISV&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.stockopine.com/p/booking-holdings-q126-ignoring-the?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Booking Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BKNG&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><div><hr></div><h5>More Company Write Ups/Earnings/briefs</h5>
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          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 97 - May 3, 2026]]></title><description><![CDATA[Short Reports, Gaming, Banks, Jewelry, Cars, Planes, Payments, AI, Healthcare, Sin Stocks, Music, REITs, Brokers, Gold, Chipotle, Chips, Beacon and other things to munch on...]]></description><link>https://www.from100kto1m.com/p/bwm-issue-97-may-3-2026</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-97-may-3-2026</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Sun, 03 May 2026 23:20:34 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/44d3ffdb-6ad9-4974-a47a-a5354934e0ac_1086x1448.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Welcome to the <strong>ninety seventh edition</strong> of BWM (Bi-Weekly Munchies) &#8230; </p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><em>I&#8217;m keeping this one a bit shorter because I am in Omaha for Berkshire AGM and did not have as much time to as I usually do + my laptop is acting up. Let the munching begin!</em></p><div><hr></div><h3>Company Write Ups/Short Reports/Earnings/briefs/etc.</h3><p><a href="https://sergeycyw.substack.com/p/cloudflare-is-winning-big-in-ai-infrastructure?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Cloudflare</a> -- <a href="https://substack.com/search/%24NET">NET 0.74%&#8593;</a> -- Write Up</p><p><a href="https://rijnberkinvestinsights.substack.com/p/intuitive-surgical-a-robotic-monopoly?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Intuitive Surgical</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ISRG&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://sensuscapital.substack.com/p/sensus-tech-insights-snowflake-snow-602?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Snowflake</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SNOW&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://crackthemarket.substack.com/p/microsoft-the-best-company-in-the?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Microsoft</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MSFT&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://www.morpheus-research.com/figure/">Figure Technology</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FIGR&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://reboundcapital.substack.com/p/deep-dive-birkenstock-birk?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Birkenstock</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BIRK&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://stocktalknewsletter.substack.com/p/wex-undemanding-valuation-w-proxy?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">WEX Inc</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WEX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://johnnyinvesting.substack.com/p/is-transmedics-tmdx-protected-by?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">TransMedics</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TMDX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://coughlincap.com/p/a-microcap-at-3x-ebitda-growing-20?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Meridian Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MRDN&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://bioequitywatch.substack.com/p/recap-compass-pathways-cmps?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Compass Pathways</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;CMPS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://dariusdark.substack.com/p/fico-weaponising-red-tape-to-crush?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Fair Isaac Corp</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FICO&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://investresearch.substack.com/p/lexin-fintech-nasdaq-lx-at-2-times?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lexin Fintech</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.fugaziresearch.com/p/car-avis-budget-group-a-prisoners?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Avis Budget Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CAR&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://crackthemarket.substack.com/p/cf-industries-the-north-american?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">CF Industries</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CF&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.sprucepointcap.com/research/zoom-communications-inc">Zoom Communications</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://hatedmoats.substack.com/p/mastercard-dcf-valuation?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Mastercard</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://hiddenrockcapital.substack.com/p/single-stock-spotlight-7-xpel-inc?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">XPEL</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$XPEL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://callisto-research.com/#srad">Sportradar Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SRAD&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://deepvaluecapitalbykyler.substack.com/p/tactile-systems-the-case-for-55?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Tactile Systems</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TCMD&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://bioequitywatch.substack.com/p/dd-grace-pharmaceuticals-grce?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Grace Pharmaceuticals</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GRCE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://compoundinglab.substack.com/p/ocgn-new-position?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Ocugen</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$OCGN&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://iggyoninvesting.substack.com/p/why-i-think-this-stock-is-worth-3x?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Insperity</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NSP&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://redflagresearch.substack.com/p/2026-redflag-research-century-therapeutics?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Century Therapeutics</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$IPSC&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://bobhammel.substack.com/p/affirm-better-but-is-it-good?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Affirm</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AFRM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://williamflemingdaniels.substack.com/p/autonomous-analyst-007-servicenow?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ServiceNow</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NOW&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://topcornerinvesting.substack.com/p/why-i-own-murphy-usa?r=cjqj6&amp;utm_campaign=post&amp;utm_medium=web&amp;triedRedirect=true">Murphy USA</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MUSA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://coughlincap.com/p/update-kaspikz-kspi?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Kaspi</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;KSPI&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://newsletter.hntrbrk.com/p/inside-hamilton-lanes-pandoras-box?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Hamilton Lane</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HLNE&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://www.specialsituationinvestments.com/2026/04/guest-pitch-regis-corporation-rgs/">Regis</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RGS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://lukesimledividends.substack.com/p/is-sofi-the-best-fintech-company?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">SoFi Technologie</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SOFI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://rijnberkinvestinsights.substack.com/p/the-healthcare-compounder-ive-been?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Abbott Laboratories</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ABT&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://bioequitywatch.substack.com/p/dd-taysha-therapeutics-tsha?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Taysha Gene Therapies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TSHA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://compoundingtitans.substack.com/p/msci-inc-the-silent-toll-bridge">Msci</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;MSCI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.bleeckerstreetresearch.com/research/shaz">SharonAI</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SHAZ&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><div class="captioned-button-wrap" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-97-may-3-2026?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="CaptionedButtonToDOM"><div class="preamble"><p class="cta-caption">Thanks for reading "From $100K to $1M" &amp; More.! This post is public so feel free to share it.</p></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-97-may-3-2026?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/p/bwm-issue-97-may-3-2026?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p></div><p><a href="https://www.stockopine.com/p/asml-q1-2026-surging-euv-demand-drives?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ASML Holding</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ASML&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://www.twonaturalcap.com/p/terns-pharma-derisked-allosteric?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Terns Pharmaceuticals</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TERN&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://findvalue23.substack.com/p/cprt-copart-9?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Copart</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CPRT&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://shawarmacapital.substack.com/p/mrln-part-2-stress-tested-and-standing?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Merlin Labs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MRLN&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://sanj2f3.substack.com/p/amazon-amzn-deal-with-anthropic?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Amazon</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AMZN&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://studios.substack.com/p/tesla-tsla-q1-2026-beats-wall-street?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Tesla</a> <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TSLA&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://donwharton.substack.com/p/investors-split-on-gfl-environmentals?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">GFL Environmental</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GFL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://rijnberkinvestinsights.substack.com/p/netflix-this-13-dip-doesnt-make-it?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Netflix</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NFLX&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://nikhs.substack.com/p/ge-vernova-q1-2026-the-window-and?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">GE Vernova</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GEV&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://expansestocks.substack.com/p/medpace-q1-2026?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Medpace</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MEDP&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://stonemountainresearch.substack.com/p/kaspi-a-fintech-monopoly-most-investors?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Kaspi</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KSPI&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://alphaseeker84.substack.com/p/intel-corporation-intc-q1-2026-results?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Intel Corp</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$INTC&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://thechopwoodcarrywater.substack.com/p/now-quick-pitch?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ServiceNow</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NOW&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://zackzhuadventure.substack.com/p/sea-limiteds-monee-in-2026-what-its?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sea Limited</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SEA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.readtrung.com/p/live-nation-x-ticketmaster-monopoly?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Live Nation</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LYV&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thediversifiedfinsanalyst.substack.com/p/robinhood-markets-inc-hood-1q26-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Robinhood Markets</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HOOD&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://invariant.substack.com/p/philip-morris-international-centered?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Philip Morris International</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PM&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://beelicapital.substack.com/p/beware-wix?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Wix</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;WIX&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://dalemcapital.substack.com/p/tsmc-resultados-q1-2026?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Taiwan Semicndctr</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TSM&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings (In Portuguese)</p><p><a href="https://theinsideanalyst.substack.com/p/barrick-looks-stronger-than-ever?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Barrick Mining</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$B&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://nikhs.substack.com/p/lam-research-3qfy26-more-than-a-cycle?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lam Research</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LRCX&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://thescienceofhitting.com/p/crocs-the-heydude-hangover?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Crocs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CROX&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://compoundinglab.substack.com/p/pypl-dcf-valuation-updated?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">PayPal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;PYPL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://oldroperesearch.substack.com/p/lands-end-negative-50-control-premium?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lands' End</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LE&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://grilloinsights.substack.com/p/36-of-the-us-liver-market-already?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Transmedics Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TMDX&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://theinsideanalyst.substack.com/p/ford-looks-undervalued-but-its-financial?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Ford</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$F&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thediversifiedfinsanalyst.substack.com/p/interactive-brokers-group-inc-ibkr-ccd?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Interactive Brokers Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$IBKR&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://sprucehill.substack.com/p/supercom-2025-results?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">SuperCom</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SPCB&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://alphaseeker84.substack.com/p/bloom-energy-be-q1-2026-results?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Bloom Energy</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BE&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://buyingtoown.substack.com/p/why-i-like-klarna-impressive-cost?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Klarna Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KLAR&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://fatalpha.substack.com/p/take-90-profit-in-sandisk?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">SanDisk</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SNDK&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://grilloinsights.substack.com/p/amd-degraded-8-days-before-their?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Advanced Micro Devices</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AMD&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.biographynuts.com/p/163-what-i-learned-from-luis-von?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Duolingo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DUOL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.lorenzo2cents.com/p/lmnd2026q1?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lemonade</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LMND&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://kevincasteleijn.substack.com/p/markel-2026-q1-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Markel</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MKL&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://inelasticmodels.substack.com/p/team-earnings-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Atlassian</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TEAM&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://thereservist.substack.com/p/spotifys-q1-2026?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Spotify</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;SPOT&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://stockforester.substack.com/p/carecloud-v2?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">CareCloud</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CCLD&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-97-may-3-2026/comments&quot;,&quot;text&quot;:&quot;Leave a comment&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/p/bwm-issue-97-may-3-2026/comments"><span>Leave a comment</span></a></p><div><hr></div><h5>More Company Write Ups/Earnings/briefs</h5><p><a href="https://altaycap.substack.com/p/art-vivant-tyo-7523-cheap-adjusted?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Art Vivant Co</a> -- $TYO:7523 -- Write Up</p><p><a href="https://arpoadorinvest.substack.com/p/imax-china-what-it-is-actually-worth?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=truehttps://arpoadorinvest.substack.com/p/imax-china-what-it-is-actually-worth?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">IMAX China</a> -- $IMXCF -- Write Up</p><p><a href="https://deepvaluecapitalbykyler.substack.com/p/notes-on-pandora?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Pandora AS</a> -- $PNDRY -- Write Up</p><p><a href="https://grizzlyreports.com/sinch/">Sinch AB</a> -- $CLCMF -- Short Report</p><p><a href="https://www.overlookedalpha.com/p/5x-ebit-for-this-mispriced-saas?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Opro Co. Limited</a> -- $TYO:228A -- $$$ -- Write Up</p><p><a href="https://dismissedandassetbacked.substack.com/p/churchill-china-chh-a-231-year-old?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Churchill China</a> -- $LON:CHH -- Write Up</p><p><a href="https://outsizedreturns.substack.com/p/wise-wise-building-the-rails-for?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Wise PLC</a> -- $LON:WISE -- Write Up</p><p><a href="https://rijnberkinvestinsights.substack.com/p/hermes-buy-today-and-hold-forever?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Hermes</a> -- $HESAY -- Write Up</p><p><a href="https://www.konichivalue.com/p/why-is-the-nintendo-stock-dropping?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nintendo</a> -- $NTDOY -- Write Up</p><p><a href="https://tintincapital.substack.com/p/salik?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Salik</a> -- $SALIK.AE -- Write Up</p><p><a href="https://mahadahmed185.substack.com/p/science-group-lonsag-mispriced-stem?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Science Group</a> -- $LON:SAG -- Write Up</p><p><a href="https://federicowengi.substack.com/p/2crsi-investment-thesis-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">2Crsi SA</a> -- $EPA:AL2SI -- Write Up</p><p><a href="https://beyondthecrowd.substack.com/p/tasmea-limited-tea?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Tasmea</a> -- $ASX:TEA -- Write Up</p><p><a href="https://dismissedandassetbacked.substack.com/p/vetropack-holding-vetn-a-115-year?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Vetropack Holding</a> -- $SWX:VETN -- Write Up</p><p><a href="https://ppinvest007.substack.com/p/flow-traders-flowas-q12026-volume?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Flow Traders</a> -- $FLTLF -- brief</p><p><a href="https://valueb9b.substack.com/p/lvmh-from-king-of-luxury-to-the-reset?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">LVMH</a> -- $LVMUY -- $$$ -- brief</p><p><a href="https://acidinvestments.substack.com/p/quick-idea-ah-listing-of-victory?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Victory Giant</a> -- $SHE:300476 -- brief</p><p><a href="https://nicoper.substack.com/p/32-pinetree-fy-2025?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Pinetree Capital</a> -- $PNPFF -- Earnings</p><p><a href="https://sri795500.substack.com/p/beacon-trusteeship-the-asset-light?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Beacon Trusteeship</a> -- $NSE:BEACON -- brief</p><p><a href="https://johnnyinvesting.substack.com/p/xvivos-q1-2026-results-is-xvivo-becoming?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Xvivo Perfusion</a> -- $STO:XVIVO -- Earnings</p><p><a href="https://slowcompounding.substack.com/p/teqnion-2026-q1-confirmed-the-thesis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Teqnion</a> -- $STO:TEQ -- brief</p><p><a href="https://www.wintergems.com/p/bombardier-q1-call?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Bombardier</a> -- $BDRBF -- Earnings</p><div><hr></div><h3>Company &#8220;Research&#8221; via Audio &amp; Video Formats</h3><p><a href="https://open.spotify.com/episode/2bu9KbRYrr5erNkK7Xj3oy?si=dl5Na3rXQxaXbB6kUtPeMQ&amp;t=1032&amp;ct=1032">Roblox</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RBLX&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/5popHW6Jz3un53V1geZ2Rq?go=1&amp;sp_cid=52e61b20a834c9c83ee7d48b63aff1a0&amp;utm_source=embed_player_p&amp;utm_medium=desktop">The Trade Desk</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TTD&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/7cgtRRn9qZrUzLDvlrfnGN?go=1&amp;sp_cid=52e61b20a834c9c83ee7d48b63aff1a0&amp;utm_source=embed_player_p&amp;utm_medium=desktop">Polaryx Therapeutics</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PLYX&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/6c4GruCYqyIbGkT3KrLGuv?go=1&amp;sp_cid=52e61b20a834c9c83ee7d48b63aff1a0&amp;utm_source=embed_player_p&amp;utm_medium=desktop">Blue Owl Capital</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$OWL&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/1lQ0UkUXKYbto63Ucjmhsd?go=1&amp;sp_cid=52e61b20a834c9c83ee7d48b63aff1a0&amp;utm_source=embed_player_p&amp;utm_medium=desktop">Algorhythm Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RIME&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/3XVUTuhgdpCaZ5t1psy9XB?go=1&amp;sp_cid=52e61b20a834c9c83ee7d48b63aff1a0&amp;utm_source=embed_player_p&amp;utm_medium=desktop">Chipotle</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CMG&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/2mgZ0V7gGvQwtB4cDZcBYn?go=1&amp;sp_cid=52e61b20a834c9c83ee7d48b63aff1a0&amp;utm_source=embed_player_p&amp;utm_medium=desktop">Wix</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WIX&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/4fgOfiCPYKivqYZAOQs9zJ?go=1&amp;sp_cid=52e61b20a834c9c83ee7d48b63aff1a0&amp;utm_source=embed_player_p&amp;utm_medium=desktop">QXO</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$QXO&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/21Uq7pAegJ7VCHtEJ1Rn0l?go=1&amp;sp_cid=52e61b20a834c9c83ee7d48b63aff1a0&amp;utm_source=embed_player_p&amp;utm_medium=desktop">Costar Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CSGP&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/1OhwXt2ifCFXT8OUhvXVF5?go=1&amp;sp_cid=52e61b20a834c9c83ee7d48b63aff1a0&amp;utm_source=embed_player_p&amp;utm_medium=desktop">Givaudan</a> -- $GVDNY -- Podcast</p><p><a href="https://open.spotify.com/episode/2SzuNwa91v1iQAwjIcyKeM?go=1&amp;sp_cid=52e61b20a834c9c83ee7d48b63aff1a0&amp;utm_source=embed_player_p&amp;utm_medium=desktop">Xiaomi</a> -- $XIACY -- Podcast</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/subscribe?"><span>Subscribe now</span></a></p><p><a href="https://www.youtube.com/watch?v=g_Yc0aejFpQ">PayPal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PYPL&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=VMNfKlojOIo">LandBridge</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LB&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=XF2rP0HTwAU">Mobileye Global</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MBLY&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=xOyGogbka9M">Grab</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GRAB&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=DLQNoorwbAc">Onfolio</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ONFO&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=DXZbRSHsnPA">Fair Isaac</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;FICO&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=MOmmdN2y9L0">Sea Limited</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SEA&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=4A4TopJ_Jsw">KraneShares CSI China Internet ETF</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;KWEB&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=_H9cMryPkgo">Sprout Social</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SPT&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=beYmzeWQpyA">Booking.com</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BKNG&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=nnNDVAkuj9Y">IREN</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$IREN&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=9X0hVmHavx8">Visa</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$V&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=mDyMQxuY2YM">UnitedHealth Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UNH&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=GPnPlRWuTtg">Advanced Micro Devices</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;AMD&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=M4zzeeGP1G4">Purecycle Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PCT&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=TYUn_hsmK4U">Spotify</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SPOT&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=8fZNK-M-77I">Snap</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SNAP&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=ebZIHUQ1Vlg">Nebius Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NBIS&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=ZxL70cPFbTU">ServiceNow</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;NOW&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=BwbJI300UJo">Tesla</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TSLA&quot;}" data-component-name="CashtagToDOM"></span>  -- YouTube</p><p><a href="https://www.youtube.com/watch?v=yopPmHVtcAE">Nokia</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NOK&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=Imj0dgzd-wc">Msci</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MSCI&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=qpRiXuSFzgI">Nintendo</a> -- $NTDOY -- YouTube</p><p><a href="https://www.youtube.com/watch?v=Ej-mpn53kTk">SECURE Waste Infrastructure</a> -- $SECYF -- YouTube</p><p><a href="https://www.youtube.com/watch?v=Rihyy3MttQw">QHSLab</a> -- $USAQ -- YouTube</p><p><a href="https://www.youtube.com/watch?v=2dJH0dAoBOQ">Wolters Kluwer</a> -- $WTKWY -- YouTube</p><p><a href="https://www.youtube.com/watch?v=brpyx5REDts">Evolution AB</a> -- $EVVTY -- YouTube</p><p><a href="https://aiproem.substack.com/p/tencents-qclaw-goes-global-aims-to?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Tencent Holdings</a> -- $TCEHY -- Substack Video</p><p><a href="https://hrmt.substack.com/p/how-to-value-a-tech-company-excel?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Red Violet</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RDVT&quot;}" data-component-name="CashtagToDOM"></span> -- Substack Video</p><div><hr></div><h3>Interesting Links</h3><p><a href="https://mexicaninvestor.substack.com/p/3-small-caps-in-3-minutes-8-mexican?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">3 Small-Caps in 3 Minutes</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Mexican Investor&quot;,&quot;id&quot;:54786707,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/ee12407b-cb14-408a-aca5-c551190ccca3_1024x1024.png&quot;,&quot;uuid&quot;:&quot;15052752-3a1b-43fc-a596-e9d27783eeeb&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://horizonsinvesting.substack.com/p/theres-three-of-them?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">The Mexican Airport Stocks</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Cade&quot;,&quot;id&quot;:411705471,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/054b4700-eeb2-475c-9379-dd44d3d01bc2_640x640.jpeg&quot;,&quot;uuid&quot;:&quot;264a4a24-7d0a-4349-9813-391296af87a1&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://www.from100kto1m.com/p/four-companies-to-add-to-your-watchlist?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Four companies to add to your watchlist (1/2)</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;\&quot;From $100K to $1M\&quot; &amp; More.&quot;,&quot;id&quot;:223094,&quot;type&quot;:&quot;pub&quot;,&quot;url&quot;:&quot;https://open.substack.com/pub/from100kto1m&quot;,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/64751789-83f4-4700-bfc6-605cd99cf1b5_316x316.png&quot;,&quot;uuid&quot;:&quot;cc07462f-0739-4b0a-a744-4b9ea628f2e3&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://www.from100kto1m.com/p/four-companies-to-add-to-your-watchlist-ffa">Four companies to add to your watchlist (2/2)</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;\&quot;From $100K to $1M\&quot; &amp; More.&quot;,&quot;id&quot;:223094,&quot;type&quot;:&quot;pub&quot;,&quot;url&quot;:&quot;https://open.substack.com/pub/from100kto1m&quot;,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/64751789-83f4-4700-bfc6-605cd99cf1b5_316x316.png&quot;,&quot;uuid&quot;:&quot;c218d36b-28be-4f9e-a611-2b4510329dd5&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://highburycapital.substack.com/p/10-businesses-legendary-investor?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">10 Businesses legendary investor Nick Sleep would be buying today.</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Highbury Capital &quot;,&quot;id&quot;:2852241,&quot;type&quot;:&quot;pub&quot;,&quot;url&quot;:&quot;https://open.substack.com/pub/highburycapital&quot;,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/ab5fe12b-00db-42f7-8668-67e63a8ac02e_956x956.png&quot;,&quot;uuid&quot;:&quot;1d455f9a-eb79-4a0c-a14c-050d7b0ed7be&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://jimmysjournal.substack.com/p/12-lessons-i-learned-from-peter-lynch?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">12 Lessons I Learned from Peter Lynch, the Original 100-Bagger Hunter</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Jimmy Investor&quot;,&quot;id&quot;:188401855,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/baa996ef-3115-44d6-a13a-bf70d192b86e_945x945.png&quot;,&quot;uuid&quot;:&quot;7c65cd78-ff15-49d2-86c5-c22d362b4342&quot;}" data-component-name="MentionToDOM"></span></p><div><hr></div><h3>etc.</h3><iframe class="spotify-wrap podcast" data-attrs="{&quot;image&quot;:&quot;https://i.scdn.co/image/ab6765630000ba8abe716779bc1cbc187d5194ff&quot;,&quot;title&quot;:&quot;Jenny Harrington - Dividend Investing, Risk Management, and Building Reliable Income Streams&quot;,&quot;subtitle&quot;:&quot;Columbia Business School&quot;,&quot;description&quot;:&quot;Episode&quot;,&quot;url&quot;:&quot;https://open.spotify.com/episode/5saF2HJzmmK9jH0FonC60S&quot;,&quot;belowTheFold&quot;:true,&quot;noScroll&quot;:false}" src="https://open.spotify.com/embed/episode/5saF2HJzmmK9jH0FonC60S" frameborder="0" gesture="media" allowfullscreen="true" allow="encrypted-media" loading="lazy" data-component-name="Spotify2ToDOM"></iframe><iframe class="spotify-wrap podcast" data-attrs="{&quot;image&quot;:&quot;https://i.scdn.co/image/ab6765630000ba8aa5de50895edbcaa9bb896166&quot;,&quot;title&quot;:&quot;Club Conversation with Paul Andreola, Buying &amp; Riding 100 Baggers&quot;,&quot;subtitle&quot;:&quot;MicroCapClub&quot;,&quot;description&quot;:&quot;Episode&quot;,&quot;url&quot;:&quot;https://open.spotify.com/episode/0s3Rw4LNedpT9QWAoyEH6O&quot;,&quot;belowTheFold&quot;:true,&quot;noScroll&quot;:false}" src="https://open.spotify.com/embed/episode/0s3Rw4LNedpT9QWAoyEH6O" frameborder="0" gesture="media" allowfullscreen="true" allow="encrypted-media" loading="lazy" data-component-name="Spotify2ToDOM"></iframe><iframe class="spotify-wrap podcast" data-attrs="{&quot;image&quot;:&quot;https://i.scdn.co/image/ab6765630000ba8aa23439ca7e2d1f7c39ae6dd2&quot;,&quot;title&quot;:&quot;Market Disconnects with Tim Travis, Founder and CIO of T&amp;T Capital Management&quot;,&quot;subtitle&quot;:&quot;Planet MicroCap&quot;,&quot;description&quot;:&quot;Episode&quot;,&quot;url&quot;:&quot;https://open.spotify.com/episode/17vc8O5Uj6bAMYrDA65qoF&quot;,&quot;belowTheFold&quot;:true,&quot;noScroll&quot;:false}" src="https://open.spotify.com/embed/episode/17vc8O5Uj6bAMYrDA65qoF" frameborder="0" gesture="media" allowfullscreen="true" allow="encrypted-media" loading="lazy" data-component-name="Spotify2ToDOM"></iframe><iframe class="spotify-wrap podcast" data-attrs="{&quot;image&quot;:&quot;https://i.scdn.co/image/ab6765630000ba8a94e2babf7ac7de6e17b98dba&quot;,&quot;title&quot;:&quot;Insurance Brokers: The Hidden Compounders in Financials&quot;,&quot;subtitle&quot;:&quot;Michael&quot;,&quot;description&quot;:&quot;Episode&quot;,&quot;url&quot;:&quot;https://open.spotify.com/episode/1louW1ElE9ZtKj4e5az8Vb&quot;,&quot;belowTheFold&quot;:true,&quot;noScroll&quot;:false}" src="https://open.spotify.com/embed/episode/1louW1ElE9ZtKj4e5az8Vb" frameborder="0" gesture="media" allowfullscreen="true" allow="encrypted-media" loading="lazy" data-component-name="Spotify2ToDOM"></iframe><iframe class="spotify-wrap podcast" data-attrs="{&quot;image&quot;:&quot;https://i.scdn.co/image/ab6765630000ba8af94737f72ecf4c4ff9f4f041&quot;,&quot;title&quot;:&quot;The Attention Drain (Ep. 28)&quot;,&quot;subtitle&quot;:&quot;Mitch Lasky / Blake Robbins&quot;,&quot;description&quot;:&quot;Episode&quot;,&quot;url&quot;:&quot;https://open.spotify.com/episode/06lNERt5kdPQCGsTKEBvls&quot;,&quot;belowTheFold&quot;:true,&quot;noScroll&quot;:false}" src="https://open.spotify.com/embed/episode/06lNERt5kdPQCGsTKEBvls" frameborder="0" gesture="media" allowfullscreen="true" allow="encrypted-media" loading="lazy" data-component-name="Spotify2ToDOM"></iframe><div id="youtube2-TxotYGH7kdk" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;TxotYGH7kdk&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/TxotYGH7kdk?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><div id="youtube2-V3V7bqLGP9o" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;V3V7bqLGP9o&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/V3V7bqLGP9o?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><div class="pullquote"><p><em>Knowledge compounds, keep on munching!</em></p><div><hr></div><p>P.S. Don&#8217;t forget to &#10084;&#65039; if you enjoyed it, helps a lot!</p></div>]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 96 - April 19, 2026]]></title><description><![CDATA[Collaboration Tools, Energy, Builders, Healthcare, Footwear, Racing, Asia, Gaming, Luxury, Metals, AI, Gambling, Defense, some Earnings, Entertainment, Toasts, Apples, & other things to munch on..]]></description><link>https://www.from100kto1m.com/p/bwm-issue-96-april-19-2026</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-96-april-19-2026</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Mon, 20 Apr 2026 00:51:43 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/7a9ab251-bc32-4cd7-a36d-72b05a2013b7_658x805.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>              Welcome to the <strong>ninety sixth edition</strong> of BWM (Bi-Weekly Munchies) &#8230;</p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><em>Let the munching begin!</em></p><div><hr></div><h3>Company Write Ups/Short Reports/Earnings/briefs/etc.</h3><p><a href="https://incrementalgainsinvesting.substack.com/p/figma-does-the-reward-justify-the?utm_source=yellowbrick">Figma</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FIG&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://vasileiosprassas.substack.com/p/cloudflare-the-network-is-the-computer?utm_source=yellowbrick">Cloudflare</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NET&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.obscurestocks.com/p/wealthfront-corporation-nasdaqwlth?utm_source=yellowbrick">Wealthfront</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WLTH&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://deepvaluecapitalbykyler.substack.com/p/dv-capital-qxo-brad-jacobs-9th-empire?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">QXO</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$QXO&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://www.wolfpackresearch.com/items/we-think-hifs-is-the-b.-riley-of-regional-banks.-we-believe-hifs-has-undisclosed-foreclosures%2C-over-a-hundred-million-in-failing-property-loans%2C-and-is-highly-levered.-?utm_source=yellowbrick">Hingham Institution for Savings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HIFS&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://prudentprofits.substack.com/p/the-check-engine-light-is-off-why?utm_source=yellowbrick">Motorsport Games</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MSGM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://denisgorbunov.substack.com/p/i-need-to-say-this-about-zeta-global?utm_source=yellowbrick">Zeta Global</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZETA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://sunrisecapital168.substack.com/p/crocs-deep-dive-heads-i-win-tails?utm_source=yellowbrick">Crocs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CROX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://investresearch.substack.com/p/pagaya-technologies-pgy-the-ai-powered">Pagaya Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PGY&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://inelasticmodels.substack.com/p/servicenow-now">ServiceNow</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NOW&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://thecashflowcompounder.substack.com/p/netflix-deep-dive?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Netflix</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NFLX&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://asymmetricradar.substack.com/p/the-uncomfortable-truth-about-duolingo?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Duolingo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DUOL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://thefondinvestor.substack.com/p/chefs-special-software-stocks?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Cellebrite</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CLBT&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://ajlresearch.substack.com/p/merlin-flight-wizard">Merlin Labs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MRLN&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://rijnberkinvestinsights.substack.com/p/williams-companies-an-energy-infrastructure?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Williams</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WMB&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://firstprinciplescapital.substack.com/p/travelzoo?utm_source=yellowbrick">Travelzoo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TZOO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://davidjwaldron.substack.com/p/quest-diagnostics-dgx-half-of-the?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Quest Diagnostics</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DGX&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://alphaseeker84.substack.com/p/axon-research-report-written-by-an?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Axon Enterprise</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AXON&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://the10klist.substack.com/p/55x-upside-potential-with-aduro-clean?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Aduro Clean Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ADUR&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://hatedmoats.substack.com/p/microsoft-dcf-valuation?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Microsoft</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MSFT&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://showmetheincentives.substack.com/p/sonida-senior-living-inc-snda?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sonida Senior Living</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SNDA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://findvalue23.substack.com/p/history-intel?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Intel</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$INTC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://sri795500.substack.com/p/nobody-cares-about-coursera-until?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Coursera</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$COUR&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://colestrades.substack.com/p/the-market-is-pricing-sofi-like-a?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">SoFi</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SOFI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://unemployedvaluedegen.substack.com/p/fallen-angels-part-ii-burford-capital?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Burford Capital</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BUR&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://lukesimledividends.substack.com/p/is-salesforce-dead?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Salesforce</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://overweightskepticism.substack.com/p/adobe-the-most-boring-conclusion?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Adobe</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ADBE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://thriftshopstocks.substack.com/p/top-shelf-1-the-legal-tech-company?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">CS Disco</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LAW&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://horizonsinvesting.substack.com/p/ge-healthcare-gehc-coverage-initiation?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">GE Healthcare</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GEHC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://sprucehill.substack.com/p/comstock-10x-upside-with-downside?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Comstock</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LODE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://expansestocks.substack.com/p/medpace-revisiting-the-thesis-in?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Medpace</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MEDP&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://nikhs.substack.com/p/kla-a-perfect-business-at-an-imperfect?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">KLA</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KLAC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://basementcapital.substack.com/p/initiating-coverage-logitech-logi?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Logitech</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LOGI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://stonemountainresearch.substack.com/p/kaspikz-the-most-dominant-platform?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Kaspi.kz</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KSPI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://dismissedandassetbacked.substack.com/p/hurco-companies-hurc-a-net-net-with?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Hurco Companies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HURC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://unemotionalinvestor.substack.com/i/194067442/thesis">Shift4</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FOUR&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://quartr.com/insights/edge/the-new-york-times-company-adapting-to-the-times?utm_source=edge&amp;utm_medium=email&amp;utm_campaign=edge-77">New York Times</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NYT&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://denisdoroshenko.substack.com/p/novo-nordisk-nvo-investment-research?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Novo Nordisk</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;NVO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://sanj2f3.substack.com/p/bloom-energy-be?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Bloom Energy</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.capitalist-letters.com/p/oracle-the-time-has-come?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Oracle</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ORCL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://investresearch.substack.com/p/picpay-nasdaq-pics-brazils-hidden?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">PicPay</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PICS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-96-april-19-2026?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/p/bwm-issue-96-april-19-2026?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><p><a href="https://sixsigmaresearch.com/p/transmedics-group-inc-earnings-update?utm_source=yellowbrick">TransMedics Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TMDX&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.trademetry.com/p/our-paypal-pypl-position-will-the?utm_source=yellowbrick">Paypal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PYPL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://mtc1565639.substack.com/p/palo-alto-networks-panw-earnings?utm_source=yellowbrick">Palo Alto Networks</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PANW&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://thecontrariankiwi.substack.com/p/tigr-avenir">UP Fintech Holding</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TIGR&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.high-yield-landlord.com/p/uniti-groups-hidden-upside-potential?utm_source=yellowbrick">Uniti Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UNIT&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.theroyaltyking.com/p/wheaton-precious-metals?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Wheaton Precious Metals</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WPM&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://blog.tickertrends.io/p/american-eagle-x-sydney-sweeney-safer">American Eagle</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AEO&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.stockopine.com/p/valuation-update-autodesk?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Autodesk</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ADSK&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://banyanlanecapital.substack.com/p/vodafone-q3-fy26-earnings-update?utm_source=yellowbrick">Vodafone Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VOD&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.fiorente2.com/p/nikes-steep-decline-continues-where?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nike</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NKE&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.yetanothervalueblog.com/p/what-metas-yolo-options-package-says?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">META</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$META&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://patientcapitalfund.substack.com/p/podcast-interview-nu-holdings-nu?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nu Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NU&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://internpierre.substack.com/p/ferrari-race-dealership-insider-even?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Ferrari</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RACE&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.drewcohenmoney.com/fiveminutemoney/netflix-stock-breakdown?utm_source=yellowbrick">Netflix</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;NFLX&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.fugaziresearch.com/p/sidu-the-final-orbit-before-disaster?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sidus Space</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SIDU&quot;}" data-component-name="CashtagToDOM"></span> -- Short briefing</p><p><a href="https://alphaseeker84.substack.com/i/194219514/blackrock-inc-blk-q1-2026-quarterly-results-deep-dive">BlackRock</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BLK&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.stockopine.com/p/the-grab-foodpanda-acquisition?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Grab</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GRAB&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://grilloinsights.substack.com/p/everyone-is-asking-the-wrong-question?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alphabet</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;GOOG&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.wintergems.com/p/alani-nu-re-accelerating-under-celsius?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Celsius</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CELH&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://stockinvader.substack.com/p/novo-nordisk-as-war?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Novo Nordisk</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NVO&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thediversifiedfinsanalyst.substack.com/p/the-charles-schwab-corporation-schw-940?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">The Charles Schwab</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SCHW&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://sanj2f3.substack.com/p/amazon-amzn?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Amazon</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AMZN&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://bobhammel.substack.com/p/is-toast-a-buy?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Toast</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TOST&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://alphaseeker84.substack.com/p/nvda-unit-economics?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">NVIDIA</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NVDA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://divergentcapital7651.substack.com/p/a-value-unlock-of-rogers-communications?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Rogers Communications</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RCI&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://alphaseeker84.substack.com/p/asml-holding-nv-asml-q1-2026-results?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ASML Holding NV</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ASML&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://rochecapital.substack.com/p/171-secure-waste-management?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Waste Management</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WM&quot;}" data-component-name="CashtagToDOM"></span> -- brief (In Spanish)</p><p><a href="https://investresearch.substack.com/p/zhihu-zh-chinas-reddit-meets-perplexity?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Zhihu</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZH&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://waterboystocks.substack.com/p/hp?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">HP</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HPQ&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://bullseyeinvesting.substack.com/p/the-weird-way-to-invest-in-anthropic?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">SK Telecom</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SKM&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://stockpursuit.substack.com/p/plug-power-new-ceo-catalysts?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Plug Power</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PLUG&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thepursuitofcompounding.substack.com/p/beyond-the-spreadsheet-10-lessons?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Brookfield Asset Management</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BAM&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://maxxwaring.substack.com/p/apple-the-math-behind-our-7-bagger?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Apple</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AAPL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://alphaseeker84.substack.com/p/netflix-inc-nflx-q1-2026-results?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Netflix</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;NFLX&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://triplesinvesting.substack.com/p/forgive-me-father-i-have-sabled?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sable Offshore</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SOC&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://lemoncakesinvesting.substack.com/p/tpl-texas-pacific-land-co-end-of?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Texas Pacific Land</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;TPL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://unemployedvaluedegen.substack.com/p/fallen-angels-part-i-new-fortress?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">New Fortress Energy</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NFE&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://stockpursuit.substack.com/p/actg-strong-2025?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Acacia Research</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ACTG&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://thedutchinvestors.substack.com/p/a-deadly-business?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Service Corp. International</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SCI&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://vinicius904.substack.com/p/charter-communications-chtr?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Charter Communications</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CHTR&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://illiquidalpha.substack.com/p/reddits-arpu-convergence-with-meta?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Reddit</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RDDT&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://kc007.substack.com/p/costar-st-trade-set-up-looks-attractive?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Costar Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CSGP&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://alphaseeker84.substack.com/p/jb-hunt-transport-services-inc-jbht?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">J.B. Hunt Transport Services</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$JBHT&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://valuezoomer.substack.com/p/modiv-industrial-too-fing-cheap?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Modiv Industrial</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MDV&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://310value.substack.com/p/first-takes-on-gfls-acquisition-of?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">GFL Environmental</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GFL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://unemployedvaluedegen.substack.com/p/fallen-angels-part-iii-and-small?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Forward Air</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FWRD&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://superjoost.substack.com/p/the-sharma-memo?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Microsoft</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;MSFT&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.popularfintech.com/p/block-is-quietly-building-claude-code-for-money?utm_source=www.popularfintech.com&amp;utm_medium=newsletter&amp;utm_campaign=block-is-quietly-building-claude-code-for-money&amp;_bhlid=0b80090de06f4de5bdb9fb74bf8dc94482023a79">Block</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$XYZ&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://jackdb2.substack.com/p/rocket-lab-is-trading-at-75x-revenue?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Rocket Lab</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RKLB&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thefinancecorner.substack.com/p/zoom-has-something-in-common-with?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Zoom Communications</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZM&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><div><hr></div><h5>More Company Write Ups/Earnings/briefs</h5>
      <p>
          <a href="https://www.from100kto1m.com/p/bwm-issue-96-april-19-2026">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 95 - April 5, 2026]]></title><description><![CDATA[Lots of Stocks to Research: Financials, Media, bunch of Short Reports, Cars, AI, Energy, Gaming, Dividends, Earnings, Footwear, Asia, Industrials, Coffee, Chips, Burritos, & other things to munch on..]]></description><link>https://www.from100kto1m.com/p/bwm-issue-95-april-5-2026</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-95-april-5-2026</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Mon, 06 Apr 2026 01:58:43 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/9c17441a-1731-4a26-96b5-bf76ebec3c1a_1536x1024.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Welcome to the <strong>ninety fifth edition</strong> of BWM (Bi-Weekly Munchies) &#8230; </p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><em>Let the munching begin!</em></p><div><hr></div><h3>Company Write Ups/Short Reports/Earnings/briefs/etc.</h3><p><a href="https://rijnberkinvestinsights.substack.com/p/alphabet-the-mega-cap-worth-owning?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alphabet</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GOOG&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://underhood.substack.com/p/reddit-one-of-a-kind-powerhouse-supercharged?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Reddit</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RDDT&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://www.fugaziresearch.com/p/watt-a-decade-of-promises-a-business?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Energous</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;WATT&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://outsizedreturns.substack.com/p/marex-mrx-a-28-roe-compounder-at?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Marex Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MRX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.securityanalysis.org/p/autozone-azo?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">AutoZone</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AZO&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://everyonehatespoetry.substack.com/p/assertio-nasdaq-asrt?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Assertio</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ASRT&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://dinvests.substack.com/p/nomad-foods-the-yield-machine?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nomad Foods</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NOMD&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://tacticzhazel.substack.com/p/fair-isaac-corporation-fico-deep?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Fair Isaac Corporation</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FICO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.sprucepointcap.com/research/bunge-global-sa">Bunge Global SA</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BG&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://sanj2f3.substack.com/p/arm-holdings-73c?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Arm Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ARM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.compoundingquality.net/p/transdigm-mini-monopolies-at-30000-28f?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">TransDigm</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TDG&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://hrmt.substack.com/p/crocs-inc-crox-clogging-up-the-bank?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Crocs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;CROX&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://danielsdeepdive1.substack.com/p/booking-holdings-leading-travel-or?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Booking Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BKNG&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://topsecretstocks.substack.com/p/harrow-inc-quietly-building-an-eye?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Harrow</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HROW&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://shortfinder.com/research/funko-inc-fnko-a-fading-fad-teetering-toward-insolvency?utm_source=shortfinder&amp;utm_medium=email&amp;utm_campaign=research_report">Funko</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FNKO&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://sensuscapital.substack.com/p/sensus-tech-insights-snowflake-snow?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Snowflake</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SNOW&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://divergentcapital7651.substack.com/p/honeywell-international-inc-hon-spin?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Honeywell</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HON&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://p14capital.substack.com/i/191216899/ppsi-pioneer-power-solutions-inc">Pioneer Power Solutions</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PPSI&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://dominickdangelo.substack.com/p/carnival-cruise-ccl?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Carnival Cruise</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CCL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://redflagresearch.substack.com/p/2026-redflag-research-nasdaq-rvyl?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Ryvyl</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RVYL&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://enterprisinginvestor.substack.com/p/marinemax-stock-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">MarineMax</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HZO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://vinicius904.substack.com/p/auna-auna?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Auna</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;AUNA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://quartr.com/insights/edge/extra-everything-the-story-of-chipotle?utm_source=edge&amp;utm_medium=email&amp;utm_campaign=edge_76">Chipotle Mexican Grill</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CMG&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://dough.substack.com/p/adobe-revisited-adbe?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Adobe</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ADBE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://dealflows.substack.com/p/prudential-financial-nyse-pru-the?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Prudential Financial</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PRU&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://rijnberkinvestinsights.substack.com/i/192111805/this-is-s-and-p-global">S&amp;P Global</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;SPGI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://thebearcave.substack.com/p/more-problems-at-yelp-yelp?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Yelp</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$YELP&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Short Report</p><p><a href="https://culperresearch.com/wp-content/uploads/2026/03/Culper_ADMA_3-24-2026.pdf">ADMA Biologics</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ADMA&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://longtermpick.com/p/toast-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Toast</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TOST&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://davidjwaldron.substack.com/p/dicks-sporting-goods-dks-often-the?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">DICK&#8217;S Sporting Goods</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DKS&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://bobhammel.substack.com/p/long-broadridge-financial?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Broadridge Financial Solutions</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BR&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://compoundinglab.substack.com/p/rise-and-fall-of-xerox-the-corporate?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Xerox Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$XRX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.maxdividends.com/p/buy-hold-or-sell-a-defense-giant?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lockheed Martin</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LMT&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://dominickdangelo.substack.com/p/bgc-group-market-continues-to-underestimate?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">BGC Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BGC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://davidjwaldron.substack.com/p/applied-materials-amat-global-dominance?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Applied Materials</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AMAT&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://showmetheincentives.substack.com/p/distribution-solutions-group-inc?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Distribution Solutions Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DSGR&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://newsletter.hntrbrk.com/p/what-lennar-owes?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lennar</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LEN&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://hatedmoats.substack.com/p/servicenow-deep-dive-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ServiceNow</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NOW&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://sprucehill.substack.com/p/supercom-nano-cap-disruptor-with?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">SuperCom</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SPCB&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://vinicius904.substack.com/p/american-coastal-insurance-acic?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">American Coastal Insurance</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ACIC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://financialskeptic.substack.com/p/radcom-ltd?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Radcom</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RDCM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://crackthemarket.substack.com/p/venture-global-weaponizing-the-qatar?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Venture Global</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VG&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://muddywatersresearch.com/research/2026/mw-short-0317/">SoFi Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SOFI&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://guastywinds.substack.com/p/guardian-pharmacy-services-grdn-us?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Guardian Pharmacy Services</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GRDN&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://stonemountainresearch.substack.com/p/digging-deeper-alpha-metallurgical?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alpha Metallurgical Resources</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AMR&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://fermatcap.substack.com/p/cart-memo?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Instacart</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CART&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://alexfeng.substack.com/p/cooper-standard-holdings-nyse-cps?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Cooper-Standard Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CPS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.glasshouseresearch.com/uploads/8/9/6/9/89690703/avnw_final_-_copy.pdf">AVIAT NETWORKS</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AVNW&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://www.securityanalysis.org/p/buckle-bke?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Buckle</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BKE&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://caesarcapital.substack.com/p/ferrari-nv?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Ferrari NV</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RACE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up (In Spanish)</p><p><a href="https://alphaseeker84.substack.com/p/apo-two-earnings-streams-one-mispriced?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Apollo Global</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$APO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://nikhs.substack.com/p/lam-research-the-atomic-toll-booth?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lam Research</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LRCX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://dinvests.substack.com/p/pool-corporation-undisputed-industry?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Pool</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$POOL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.morpheus-research.com/makemytrip/">MakeMyTrip</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MMYT&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://showmetheincentives.substack.com/p/national-health-investors-inc-nhi?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">National Health Investors</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NHI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><div class="captioned-button-wrap" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-95-april-5-2026?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="CaptionedButtonToDOM"><div class="preamble"><p class="cta-caption">Thanks for reading "From $100K to $1M" &amp; More.! This post is public so feel free to share it.</p></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-95-april-5-2026?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/p/bwm-issue-95-april-5-2026?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p></div><p><a href="https://gabgrowth.com/p/rubrik-q4-2026-earnings-review?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Rubrik</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RBRK&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://oldroperesearch.substack.com/p/charlie-munger-value-check-s-and?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">S&amp;P Global</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SPGI&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thediversifiedfinsanalyst.substack.com/p/miami-international-holdings-inc-c63?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Miami International Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MIAX&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://deepquarry.substack.com/p/super-micro-what-can-we-learn-from?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Super Micro Computer</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SMCI&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://gabgrowth.com/p/dlocal-q4-2025-earnings-review?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">dLocal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DLO&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://stockinvader.substack.com/p/oracle-the-riskiest-bet-in-the-ai?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Oracle</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ORCL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://amitsdeepdives.substack.com/p/nvda-we-dont-have-enough-compute?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nvidia</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NVDA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://rochecapital.substack.com/p/142-visa-vs-bancos-el-movimiento?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Visa</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$V&quot;}" data-component-name="CashtagToDOM"></span> -- brief (In Spanish)</p><p><a href="https://uzocapital.substack.com/p/who-am-iepisode-9-comstock-lode?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Comstock</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LODE&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://bullseyeinvesting.substack.com/p/the-brad-jacobs-playbook-how-qxo?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">QXO</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$QXO&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.accruedint.com/p/back-to-the-ebitda-decoding-metas?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Meta</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$META&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://oldroperesearch.substack.com/p/gravity-ltd-grvy-updates-on-product?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Gravity</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GRVY&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://unemployedvaluedegen.substack.com/p/finding-value-in-buy-now-pay-later?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sezzle</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SEZL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://310value.substack.com/p/water-and-power-the-dual-engines?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">LandBridge</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LB&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thediversifiedfinsanalyst.substack.com/p/webull-corporation-bull-4q25-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Webull Corporation</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BULL&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://beelicapital.substack.com/p/ccld-ai-wrapper-on-a-melting-ice?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">CareCloud</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CCLD&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://grilloinsights.substack.com/p/is-medpace-broken-i-dont-think-so?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Medpace</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MEDP&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://www.accruedint.com/p/the-victor-of-the-streaming-wars?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Netflix</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NFLX&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://consumereq.substack.com/p/restoration-hardwares-consensus-fy?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Restoration Hardware</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RH&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.fugaziresearch.com/p/watt-part-2?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Energous</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;WATT&quot;}" data-component-name="CashtagToDOM"></span> -- Short brief</p><p><a href="https://thefinancecorner.substack.com/p/crocs-the-fashion-fad-is-still-around?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Crocs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CROX&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://hatedmoats.substack.com/p/salesforce-dcf-valuation?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Salesforce</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;CRM&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.stockopine.com/p/sunbelt-rentals-the-business-delivers?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sunbelt Rentals Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;SUNB&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://secondactsbiz.substack.com/p/starbucks-cup-half-full?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Starbucks</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SBUX&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://alankritcapital.substack.com/p/modiv-industrial?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Modiv Industrial</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MDV&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://unemployedvaluedegen.substack.com/p/small-stocks-big-trucks-part-i-universal?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Universal Logistics Holdings</a> --<span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ULH&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thediversifiedfinsanalyst.substack.com/p/etoro-group-ltd-etor-4q25-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">eToro Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ETOR&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.wealthyreadings.com/p/alibaba-q4-25?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alibaba</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;BABA&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://pettycash.substack.com/p/access-newswire-q4-fy2025-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ACCESS Newswire</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ACCS&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.stockopine.com/p/adobes-q1-fy26-strong-execution-but?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Adobe</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;ADBE&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://grilloinsights.substack.com/p/vertex-pharmaceuticals-solid-balance?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Vertex Pharmaceuticals</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VRTX&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://underhood.substack.com/p/burford-reassess-at-410-after-ypf?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Burford</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BUR&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://unemployedvaluedegen.substack.com/p/could-ai-efficiencies-turn-this-energy?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">World Kinect</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WKC&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://oldroperesearch.substack.com/p/breaking-down-the-sonida-for-cnl?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sonida Senior Living</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SNDA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.accruedint.com/p/is-versant-vsnt-worth-more-dead-than?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Versant</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VSNT&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><div><hr></div><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-95-april-5-2026/comments&quot;,&quot;text&quot;:&quot;Leave a comment&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/p/bwm-issue-95-april-5-2026/comments"><span>Leave a comment</span></a></p><h5>More Company Write Ups/Earnings/briefs</h5><p><a href="https://hazelnutsresearch.substack.com/p/bmw-a-quality-value-trap">Bayerische Motoren Werke</a> -- $BMWKY -- Write Up</p><p><a href="https://continuouscompounding.substack.com/p/niitaka-tse-4465-quick-stock-review?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Niitaka</a> -- $TYO:4465 -- $$$ -- Write Up</p><p><a href="https://brunoreward.substack.com/p/evolution-ab-what-the-fk-is-happening?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Evolution AB</a> -- $EVVTY -- Write Up</p><p><a href="https://www.fjordalpha.com/p/gn-store-nord-divesting-hearing?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">GN Store Nord</a> -- $GNNDY -- $$$ -- Write Up</p><p><a href="https://easyvalue.substack.com/p/an-otc-liquidation-with-24-irr?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Golden Growers Cooperative</a> -- $GGROU -- Write Up</p><p><a href="https://www.mrdeepvalue.com/p/rtc-group-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">RTC Group</a> -- $LON:RTC -- Write Up</p><p><a href="https://maxxwaring.substack.com/p/tencent-tcehy-the-worlds-largest?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Tencent Holdings</a> -- $TCEHY -- Write Up</p><p><a href="https://www.overlookedalpha.com/p/63-upside-for-this-european-space?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Seraphim Space Investment Trust</a> -- $LON:SSIT -- $$$ -- Write Up</p><p><a href="https://www.twentypunchinvestments.com/p/blhk-blueharbor-bank?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">BlueHarbor Bank</a> -- $BLHK -- Write Up</p><p><a href="https://im2specter.substack.com/p/how-can-the-significant-undervaluation?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">NTG Clarity Networks</a> -- $NYWKF -- Write Up</p><p><a href="https://poundtherockinvesting.substack.com/p/secure-waste-infrastructure-sesto?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">SECURE Waste Infrastructure</a> -- $SECYF -- $$$ -- Write Up</p><p><a href="https://sri795500.substack.com/p/a-deep-dive-into-vizsla-copper?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Vizsla Copper</a> -- $VCUFF -- Write Up</p><p><a href="https://outsizedreturns.substack.com/p/keystone-law-keysl-a-high-return?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Keystone Law</a> -- $LON:KEYS -- Write Up</p><p><a href="https://thefinancialpen.substack.com/p/adani-ports-nse-adaniports-the-hormuz?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Adani Ports</a> -- $NSE:ADANIPORTS -- Write Up</p><p><a href="https://altaycap.substack.com/p/nanocap-osaka-yuka-industry-4124?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Osaka Yuka Industry</a> -- $TYO:4124 -- Write Up</p><p><a href="https://crackthemarket.substack.com/p/exail-perfectly-positioned-for-the?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Exail</a> -- $EXALF -- $$$ -- Write Up</p><p><a href="https://investingwithwes.substack.com/p/cerillion-plc-cerl?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Cerillion</a> -- $LON:CER -- Write Up</p><p><a href="https://www.mrdeepvalue.com/i/192106316/the-business-model">Silicon Studio</a> -- $TYO:3907 -- Write Up</p><p><a href="https://sri795500.substack.com/p/california-nanotechnologies-business?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">California Nanotechnologies</a> -- $CANOF -- Write Up</p><p><a href="https://valuations.substack.com/p/universal-music-group?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Universal Music Group</a> -- $UMG -- Write Up</p><p><a href="https://www.atomicmoatresearch.com/p/deep-dive-baltic-classifieds-group?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Baltic Classifieds Group</a> -- $LON:BCG -- Write Up</p><p><a href="https://continuouscompounding.substack.com/p/townnews-sha-co-tse-2481-quick-stock?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Townnews-Sha Co</a> -- $TYO:2481 -- Write Up</p><p><a href="https://pacificnorthwestedge.substack.com/p/total-energy-services-inc-totzf?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Total Energy Services</a> -- $TOTZF -- Write Up</p><p><a href="https://guardianresearch.substack.com/p/the-sun-in-a-box-no-paywall?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">PyroGenesis</a> -- $PYRGF -- Write Up</p><p><a href="https://tacticzhazel.substack.com/p/gabler-group-ag-deep-dive?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Gabler Group AG</a> -- $ETR:XK4 -- Write Up</p><p><a href="https://rockandturner.substack.com/p/billington-holdings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Billington Holdings</a> -- $LON:BILN -- Write Up</p><p><a href="https://pettycash.substack.com/p/rubicon-organics-q4-fy2025-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Rubicon Organics</a> -- $ROMJF -- Earnings</p><p><a href="https://andrewkeene.substack.com/p/digging-in-a-160k-short-dated-bet?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Aris Mining</a> -- TSE:ARIS -- brief</p><p><a href="https://thedutchinvestors.substack.com/p/action-3i-group-capital-markets-day?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">3i Group</a> -- $LON:III -- brief</p><p><a href="https://kevincasteleijn.substack.com/p/dino-polska-fy-2025-update-valuation?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Dino Polska</a> -- $DNOPY -- Earnings</p><p><a href="https://pettycash.substack.com/p/auxly-cannabis-group-inc-q4-fy2025?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Auxly Cannabis Group</a> -- $CBWTF -- brief</p><p><a href="https://thedutchinvestors.substack.com/p/we-visited-games-workshop-stores?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Games Workshop</a> -- $GWKSY -- brief</p><p><a href="https://valueneversleeps.substack.com/p/as-butler-national-clears-new-altitude?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Butler National</a> -- $BUKS -- brief</p><p><a href="https://nikhs.substack.com/p/zhen-dings-4q25-earnings-from-mobile?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Zhen Ding</a> -- $TPE:4958 -- Earnings</p><p><a href="https://sectorstories.substack.com/p/notes-on-next-plc-fy26-results?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Next Group</a> -- $NXGPY -- Earnings</p><p><a href="https://expansestocks.substack.com/p/hidden-gems-sixth-edition?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">TerraVest Industries</a> -- $TRRVF -- brief</p><p><a href="https://tacticzhazel.substack.com/p/stif-alsti-valuation-model-update-e31?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Stif France</a> -- $EPA:ALSTI -- Earnings</p><p><a href="https://boudreaucapital.substack.com/p/what-i-would-do-if-i-were-the-ceo?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Bollore SE</a> -- $BOIVF -- brief</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/subscribe?"><span>Subscribe now</span></a></p><div><hr></div><h3>Company &#8220;Research&#8221; via Audio &amp; Video Formats</h3><p><a href="https://open.spotify.com/episode/6XYzAlq585uGuVMBobxsyH?si=jw5eGKMURuaepqnyWEQl7Q&amp;ct=1204&amp;nd=1&amp;dlsi=d53da8e5592e47f8">Bassett Furniture</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BSET&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/5Gf0VuovPuKgUgHQurVyu6?si=wshY1zchTDC9MZtSp1MjRQ&amp;pi=pTnBRnJ_SZe7b&amp;nd=1&amp;dlsi=9746550e165e4e36">Spotify</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SPOT&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/7yP6o5vZ05PfE2VBwD3JPZ?si=-Swvq3BRSAe3raqAfcajQA&amp;pi=x7sMl2hDSWmyF&amp;nd=1&amp;dlsi=9809c20482eb4148">Apple</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AAPL&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/0VrCerwzuMO8CEbKQ2SLak?si=hlcFnHnzR62Ynnmm7ZEP3g&amp;nd=1&amp;dlsi=c1202ba06bca415e">Kinsale Capital</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KNSL&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/6Wzx6rMuFv6GaIOSyu0dA2?si=G9WJHG4oQiitydL5eFYi7w&amp;nd=1&amp;dlsi=d11d5abfd1e64668">Interactive Brokers</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$IBKR&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/4rweNQNNTMyj0scMG0EJkK?si=IlSABijaQxuiVjjbaeHAgQ&amp;t=0&amp;pi=d91WfDLBQfGr7">Micron</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;MU&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/0vEHKeqVwDzsaWoD9q7iSn?si=W6eWZqciTLa0QWazqk7biw&amp;pi=eA7XmzsrQneuB&amp;t=3">DoorDash</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DASH&quot;}" data-component-name="CashtagToDOM"></span> -- Podcast</p><p><a href="https://open.spotify.com/episode/2sz6blGz9PhcbOlH7sheKW?si=4-AGwy9URoalt0IqhZwg5w&amp;t=46&amp;pi=JpIVLrJ8SSmJD&amp;nd=1&amp;dlsi=7c5875472eee4c51">EJF Investments</a> -- $LON:EJFI -- Podcast</p><p><a href="https://open.spotify.com/episode/2x83aRj2kXghYMCKHqo8mz?si=1eWXvM1MRXizyAr3VoXpzQ&amp;nd=1&amp;dlsi=df680510a4f64a14">Deep Sea Minerals</a> -- $DSEAF -- Podcast</p><p><a href="https://www.youtube.com/watch?v=JmvqjrlziBg">Brookfield</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BN&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube (In Spanish)</p><p><a href="https://www.youtube.com/watch?v=VmFEc1PUmN4">Marex</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MRX&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=hF7MLbDLMjg">Paramount Skydance</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PSKY&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=xZFZNfEX2so">Lululemon</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LULU&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=Usou9FWWCs4">Robert Half</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RHI&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=OYOmdhzqHzM">Uber</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UBER&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=8lT2XQo83oo">Visa</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;V&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=HIuZG_gujAY">Mercado Libre</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MELI&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=gFD01SCnreI">Superior Group of Companies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SGC&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=5VKSAI2I1PU">Aduro Clean Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ADUR&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=coQZTNhF7qw">Zeta Global</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZETA&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=atdGsczaEZA">Salesforce</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRM&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=HwezSzukAtQ">SOFI</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SOFI&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=ynxrNFyDVRg">Verizon</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VZ&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=VoL0YgFBhUg">Palantir</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PLTR&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=cpfgXVuQCWc">Micron</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MU&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=9Xos0ucr7G0">Duolingo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DUOL&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=fw5Tu6xO4SE">Fair Isaac</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;FICO&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=v87zthK5H3M">Alibaba</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BABA&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=Y2-JZ7mGMbY">Exxon</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$XOM&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=AsCwvqaY4Aw">Domino's Pizza</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DPZ&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=AGe-DbmfNbg">Aehr Test Systems</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AEHR&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=otojxPN-k8g">Reddit</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RDDT&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=b3rV4D5SLpA">Walker &amp; Dunlop</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WD&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=X3ThXiyHUUk">Fortinet</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FTNT&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=OTFpfK_m77s">Theravance</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TBPH&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=UHCp_re9Ds4">Factset</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FDS&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=qjn5z63Ye5M">Amcor</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AMCR&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=SnbqYTZsRQM">IDT Corporation</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$IDT&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.youtube.com/watch?v=1X3nIfEEzAU">Clear Security</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$YOU&quot;}" data-component-name="CashtagToDOM"></span> -- YouTube</p><p><a href="https://www.almostmongolian.com/p/zoomd-technologies-why-its-back-in?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Zoomd Technologies</a> -- $ZMDTF -- Substack Video</p><div><hr></div><h3>Interesting Links</h3><p><a href="https://compoundingtitans.substack.com/p/the-marathoners-edge?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">The Marathoner&#8217;s Edge</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Compounding Titans&quot;,&quot;id&quot;:131522882,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/c76c3ffd-c896-4c44-9f8a-02873521cb32_2048x2048.jpeg&quot;,&quot;uuid&quot;:&quot;c4190e73-82b9-4225-9b06-3a37caa7c703&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://bullseyeinvesting.substack.com/p/5-must-read-studies-for-investors?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">5 Must-Read Studies For Investors</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Bullseye Investing&quot;,&quot;id&quot;:376507606,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/159655bb-f99a-4176-97ea-6e149e0942ac_1176x1168.jpeg&quot;,&quot;uuid&quot;:&quot;4c6a8f39-dbde-4320-9b2b-8f02a5913d19&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://pettycash.substack.com/p/full-time-investing-countermeasures?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Full Time Investing Countermeasures</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Dean&quot;,&quot;id&quot;:13408157,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fbucketeer-e05bbc84-baa3-437e-9518-adb32be77984.s3.amazonaws.com%2Fpublic%2Fimages%2F3e79286d-ded4-4bf5-a59e-fbb4dc1938a8_400x400.png&quot;,&quot;uuid&quot;:&quot;793cc974-ed54-4199-8f66-ef23fcfaa3bf&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://deepvaluecapitalbykyler.substack.com/p/dv-capital-4-interesting-stocks-on?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">4 Interesting Stocks on my Research List</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;DeepValue Capital&quot;,&quot;id&quot;:134395340,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/5e562d6b-4e6d-4090-bd3b-5f61f6e510bb_1024x1024.png&quot;,&quot;uuid&quot;:&quot;979a0724-d392-4fae-a45d-2fb9996ae862&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://www.consumeyourowntechinvesting.com/p/most-investing-mistakes-are-not-analytical?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Most Investing Mistakes Are Not Analytical</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Consume Your Own Tech Investing&quot;,&quot;id&quot;:852429,&quot;type&quot;:&quot;pub&quot;,&quot;url&quot;:&quot;https://open.substack.com/pub/consumeyourowntechinvesting&quot;,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/8a6ce9f8-6026-497a-979a-93d7325d880e_500x500.png&quot;,&quot;uuid&quot;:&quot;3f0992cf-9d3a-4c33-97ee-f461a16c0194&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://im2specter.substack.com/p/4-small-cap-to-watch-in-the-commodities?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">4 Small-cap to Watch in the Commodities Sector</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;In. Specter&quot;,&quot;id&quot;:3329424,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/5f2e43ef-2af2-4b89-92a0-d7f0fdd09b2e_400x400.jpeg&quot;,&quot;uuid&quot;:&quot;c984bdee-aaa6-45de-9a9c-88bba00ce324&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://tacticzhazel.substack.com/p/investing-explained-dollar-cost-averaging?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Investing Explained: Dollar Cost Averaging (DCA)</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;TacticzHazel&quot;,&quot;id&quot;:277862359,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substackcdn.com/image/fetch/$s_!hSfV!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faaf3cf4e-4094-4bb3-b40d-f619c04211d6_511x511.png&quot;,&quot;uuid&quot;:&quot;fdba13c8-2f53-4398-b8b6-d71d8b369990&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://jimmysjournal.substack.com/p/the-8-interviews-that-will-make-you-a-better-investor?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">The 8 Interviews That Will Make You a Better Investor</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Jimmy Investor&quot;,&quot;id&quot;:188401855,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/baa996ef-3115-44d6-a13a-bf70d192b86e_945x945.png&quot;,&quot;uuid&quot;:&quot;759b6728-37f7-47da-b9e1-725955569066&quot;}" data-component-name="MentionToDOM"></span></p><p><a href="https://miroslavstepanek.substack.com/p/asian-trip-tiger-brokers-tobila-quants?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Asian trip (Tiger Brokers, Tobila, Quants Research Holdings)</a> by <span class="mention-wrap" data-attrs="{&quot;name&quot;:&quot;Miroslav &#352;t&#283;p&#225;nek&quot;,&quot;id&quot;:94876173,&quot;type&quot;:&quot;user&quot;,&quot;url&quot;:null,&quot;photo_url&quot;:&quot;https://substack-post-media.s3.amazonaws.com/public/images/61c90443-207f-4406-9ba7-7e736b839fed_729x770.jpeg&quot;,&quot;uuid&quot;:&quot;53274402-4e64-448a-9284-eac957728d43&quot;}" data-component-name="MentionToDOM"></span></p><div><hr></div><h3>etc.</h3><iframe class="spotify-wrap podcast" data-attrs="{&quot;image&quot;:&quot;https://i.scdn.co/image/ab6765630000ba8a4273546e976aecac03720060&quot;,&quot;title&quot;:&quot;Dialogue. Netflix Walks, Underlying Duolingo Growth Issues, and Bad Decisions at Paypal&quot;,&quot;subtitle&quot;:&quot;Drew Cohen&quot;,&quot;description&quot;:&quot;Episode&quot;,&quot;url&quot;:&quot;https://open.spotify.com/episode/6r7BJlUwAo2zm4ejuaFLn9&quot;,&quot;belowTheFold&quot;:true,&quot;noScroll&quot;:false}" src="https://open.spotify.com/embed/episode/6r7BJlUwAo2zm4ejuaFLn9" frameborder="0" gesture="media" allowfullscreen="true" allow="encrypted-media" loading="lazy" data-component-name="Spotify2ToDOM"></iframe><iframe class="spotify-wrap podcast" data-attrs="{&quot;image&quot;:&quot;https://i.scdn.co/image/ab6765630000ba8a2b6ea6c7a65ad118f0db9708&quot;,&quot;title&quot;:&quot;RV Capital's 2025 Letter to Co-Investors&quot;,&quot;subtitle&quot;:&quot;Robert Vinall&quot;,&quot;description&quot;:&quot;Episode&quot;,&quot;url&quot;:&quot;https://open.spotify.com/episode/780ZR7mezMAace2jYP20dw&quot;,&quot;belowTheFold&quot;:true,&quot;noScroll&quot;:false}" src="https://open.spotify.com/embed/episode/780ZR7mezMAace2jYP20dw" frameborder="0" gesture="media" allowfullscreen="true" allow="encrypted-media" loading="lazy" data-component-name="Spotify2ToDOM"></iframe><div id="youtube2-ekgRDLTiVbE" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;ekgRDLTiVbE&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/ekgRDLTiVbE?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><div id="youtube2-i9Yc9zXTHcc" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;i9Yc9zXTHcc&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/i9Yc9zXTHcc?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><div id="youtube2-z-89Ss3RqBg" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;z-89Ss3RqBg&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/z-89Ss3RqBg?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><div id="youtube2--kgjzLPfK2Y" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;-kgjzLPfK2Y&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/-kgjzLPfK2Y?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><div id="youtube2-blvNuke109w" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;blvNuke109w&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/blvNuke109w?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><div id="youtube2-lAEzAxu876g" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;lAEzAxu876g&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/lAEzAxu876g?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><div id="youtube2-jOp6APG9wNo" class="youtube-wrap" data-attrs="{&quot;videoId&quot;:&quot;jOp6APG9wNo&quot;,&quot;startTime&quot;:null,&quot;endTime&quot;:null}" data-component-name="Youtube2ToDOM"><div class="youtube-inner"><iframe src="https://www.youtube-nocookie.com/embed/jOp6APG9wNo?rel=0&amp;autoplay=0&amp;showinfo=0&amp;enablejsapi=0" frameborder="0" loading="lazy" gesture="media" allow="autoplay; fullscreen" allowautoplay="true" allowfullscreen="true" width="728" height="409"></iframe></div></div><div class="pullquote"><p><em>Knowledge compounds, keep on munching!</em></p><div><hr></div><p>P.S. Don&#8217;t forget to &#10084;&#65039; if you enjoyed it, helps a lot!</p></div>]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 94 - March 20, 2026]]></title><description><![CDATA[More earnings, a few Shorts, Life Science, Zoo, Payments, Gaming, Elite Investors, REITs, China, Retail, Asset Managers, Eggs, Chips, Wings, and other things to munch on...]]></description><link>https://www.from100kto1m.com/p/bwm-issue-94-march-20-2026</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-94-march-20-2026</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Fri, 20 Mar 2026 16:31:11 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/0e049618-3997-4650-8abe-21329953e6ba_1024x1536.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>              Welcome to the <strong>ninety fourth edition</strong> of BWM (Bi-Weekly Munchies) &#8230;</p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><em>Let the munching begin!</em></p><div><hr></div><h3>Company Write Ups/Short Reports/Earnings/briefs/etc.</h3><p><a href="https://www.specialsituationinvestments.com/2026/03/quick-pitch-seer-seer/">Seer</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SEER&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://firstprinciplescapital.substack.com/p/travelzoo">Travelzoo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TZOO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://findvalue23.substack.com/p/cost-costco-3?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Costco Wholesale</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$COST&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://newsletter.hntrbrk.com/p/himax-stealth-supplier-for-nvidias?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Himax</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HIMX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://horizonsinvesting.substack.com/p/wingstop-wing?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Wingstop</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WING&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://enterprisinginvestor.substack.com/p/rbb-bancorp-stock-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">RBB Bancorp</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RBB&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://bullseyeinvesting.substack.com/p/arista-networks-anet-outstanding?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Arista Networks</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ANET&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://intrinsicvalue.beehiiv.com/p/lyft">Lyft</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LYFT&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://maaizkhan.substack.com/p/5x-ebitda-for-a-20-grower-with-sticky?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Barnes &amp; Noble Education</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BNED&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://dealflows.substack.com/p/capital-ones-35-billion-power-play?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Capital One</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$COF&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://showmetheincentives.substack.com/p/costar-group-inc-nasdaq-csgp?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">CoStar Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CSGP&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://stonemountainresearch.substack.com/p/the-trade-desk-down-63-broken-growth?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Trade Desk</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TTD&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://horizonsinvesting.substack.com/p/grupo-aeroportuario-del-centro-norte-963?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Grupo Aeroportuario del Centro Norte</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$OMAB&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.fugaziresearch.com/p/cdio-a-heartbreaking-diagnosis-for?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Cardio Diagnostics Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CDIO&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://coughlincap.com/p/vnet-group-vnet-investment-thesis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">VNET Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VNET&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://patientcapitalfund.substack.com/p/nu-holdings-nu?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nu Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NU&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://sensuscapital.substack.com/p/zeta-global-zeta-the-ai-marketing?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Zeta Global</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZETA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://vinicius904.substack.com/p/brightstar-lottery-brsl?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Brightstar Lottery</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BRSL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://davidjwaldron.substack.com/p/lam-research-lrcx-leading-equipment?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lam Research</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LRCX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://globaloutperformers.substack.com/p/visa-inc">Visa</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$V&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://mvcinvesting.substack.com/p/my-new-position-investment-thesis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Neuraxis</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NRXS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.wintergems.com/p/part2-industry-research-on-video?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sony Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SONY&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.bristlemoonresearch.com/p/is-the-airline-industry-really-that?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">AerCap Holding</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AER&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://crackthemarket.substack.com/p/cheniere-energy-lng-asymmetrical?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Cheniere Energy</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LNG&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://ltir.substack.com/p/duolingo-duol-deep-dive?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Duolingo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DUOL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://horizonsinvesting.substack.com/p/vital-farms-vitl-coverage-initiation?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Vital Farms</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VITL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://compoundingtitans.substack.com/p/linde-plc-the-invisible-giant?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Linde</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LIN&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://davidjwaldron.substack.com/p/cognizant-ctsh-will-ai-services-unlock?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Cognizant</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CTSH&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://topsecretstocks.substack.com/p/velo3d-the-asml-of-space?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Velo3D</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VELO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-94-march-20-2026?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/p/bwm-issue-94-march-20-2026?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><p><a href="https://findvalue23.substack.com/p/acic-american-coastal-insurance-company-f17?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">American Coastal Insurance</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ACIC&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://valueandopportunity.com/2026/03/03/paypal-too-old-for-rock-n-roll-and-too-young-to-die/">Paypal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PYPL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://stockinvader.substack.com/p/google-secret-android-lockdown?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alphabet</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GOOG&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://valueinvesting.substack.com/p/fnd-5572?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Floor &amp; Decor</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FND&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.bestanchorstocks.com/p/more-than-a-glp-1-company?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Stevanato Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$STVN&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://millervaluefunds.com/mercadolibre-meli/">MercadoLibre</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MELI&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://sanj2f3.substack.com/p/nvidia-nvda-173?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nvidia</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NVDA&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://im2specter.substack.com/p/shift4-payments-four-q4-and-fy-2025?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Shift4 Payments</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FOUR&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://elevatorpitches.substack.com/i/191037740/voss-capital-discussed-a-new-core-position-in-choice-hotels-international-chh-the-team-believes-the-asset-light-hotel-franchisor-is-trading-at-a-distressed-valuation-after-a-sharp-stock-decline-tied-to-cyclical-headwinds-in-us-hotel-demand-in-their-view-the-market-is-overlooking-the-companys-strong-cash-generation-improving-portfolio-mix-and-multiple-potential-catalysts-that-could-drive-a-meaningful-rerating">Choice Hotels International</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;CHH&quot;}" data-component-name="CashtagToDOM"></span>  -- brief</p><p><a href="https://oldroperesearch.substack.com/p/watchlist-add-bur-burford-capital?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Burford Capital</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BUR&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://valueb9b.substack.com/p/olli-scale-changes-the-game?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Ollie's Bargain</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$OLLI&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://valueneversleeps.substack.com/p/franklin-street-properties-fsp-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Franklin Street Properties</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FSP&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://sunrisecapital168.substack.com/p/crocs-q4-25-earnings-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Crocs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CROX&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://findvalue23.substack.com/p/pgr-progressive-7?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Progressive</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PGR&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.stockopine.com/p/pool-corp-q425-a-year-of-stabilization?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Pool Corp</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$POOL&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://summitstocks.substack.com/p/adobe-the-ai-bear-case-still-isnt?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Adobe</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ADBE&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://globaloutperformers.substack.com/p/microsoft-corporation?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Microsoft</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MSFT&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://oldroperesearch.substack.com/p/is-chord-energy-chrd-a-double-is?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Chord Energy</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CHRD&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://stockinvader.substack.com/p/strategy-mstr-bitcoins-nuclear-option?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Strategy</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MSTR&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://stockpursuit.substack.com/p/electrovaya-elva?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Electrovaya</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ELVA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://mvcinvesting.substack.com/p/clearpoint-neuro-clpt-q4-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ClearPoint Neuro</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CLPT&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://tacticzhazel.substack.com/p/dlo-q4-earnings-quick-thoughts?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">dLocal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DLO&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://kairosresearch.substack.com/p/tic-solutions-thesis-check?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">TIC Solutions</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TIC&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://studios.substack.com/p/mu-micron-q2-fy26-record-revenue?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Micron</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MU&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.twonaturalcap.com/p/revolution-medicines-the-transition?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Revolution Medicines</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RVMD&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><div><hr></div><h5>More Company Write Ups/Earnings/briefs</h5>
      <p>
          <a href="https://www.from100kto1m.com/p/bwm-issue-94-march-20-2026">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 93 - March 8, 2026]]></title><description><![CDATA[Earnings, O&G, Private Credit, Social, Cars, Footwear, Drinks, Metals, Gaming, Sin Stocks, Greece, Homes, Healthcare, China, Gold, few Shorts, Bread, Apples, Ice cream, and other things to munch on...]]></description><link>https://www.from100kto1m.com/p/bwm-issue-93-march-8-2026</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-93-march-8-2026</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Mon, 09 Mar 2026 02:38:03 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/b0058167-8007-4cff-a489-405210fd21de_3264x2176.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Welcome to the <strong>ninety third edition</strong> of BWM (Bi-Weekly Munchies) &#8230; </p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publication. To receive new&#8230;</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>
      <p>
          <a href="https://www.from100kto1m.com/p/bwm-issue-93-march-8-2026">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 92 - February 22, 2026]]></title><description><![CDATA[Many more Earnings, SaaS, Energy, Payments, Cars, Gaming, Life-science, Footwear, Infrastructure, China, Pharma, AI, Short Reports, Healthcare, Toasts, Cereals, Coffee, and other things to munch on...]]></description><link>https://www.from100kto1m.com/p/bwm-issue-92-february-22-2025</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-92-february-22-2025</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Mon, 23 Feb 2026 01:02:17 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/846c0565-a9b7-4091-bff8-38a641035a4d_1536x1024.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>              Welcome to the <strong>ninety second edition</strong> of BWM (Bi-Weekly Munchies) &#8230;</p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><em>Let the munching begin!</em></p><div><hr></div><h3>Company Write Ups/Short Reports/Earnings/briefs/etc.</h3><p><a href="https://bobhammel.substack.com/p/long-intuit?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Intuit</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$INTU&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://hrmt.substack.com/i/188498238/red-violet-inc-rdvt">Red Violet</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;RDVT&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://vsvalueinvest.substack.com/p/my-writeup-on-lifezone-metals-nyse?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lifezone Metals</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LZM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.sprucepointcap.com/research/nova-minerals-limited">Nova Minerals</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NVA&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://thechopwoodcarrywater.substack.com/p/ttd-quick-pitch?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">The Trade Desk</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TTD&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://longtermpick.com/p/netflix-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Netflix</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NFLX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://kevincasteleijn.substack.com/p/uber-deep-dive-part-2?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Uber Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;UBER&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.securityanalysis.org/p/automatic-data-processing-inc-adp?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Automatic Data Processing</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ADP&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://www.fugaziresearch.com/p/optx-zooming-in-on-a-capone-style?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Syntec Optics</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$OPTX&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://showmetheincentives.substack.com/p/priority-technology-holdings-inc?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Priority Technology Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PRTH&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://williamflemingdaniels.substack.com/p/autonomous-analyst-003-arista-networks?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Arista Networks</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ANET&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.atomicmoatresearch.com/p/deep-dive-salesforce-crm-is-the-saaspocalypse?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Salesforce</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://findvalue23.substack.com/p/study-tyler-technologies?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Tyler Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;TYL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://hatedmoats.substack.com/p/wix-deep-dive-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Wix.com</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WIX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://williamflemingdaniels.substack.com/p/autonomous-analyst-002-zeta-global?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Zeta Global Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZETA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://multibaggerinsights.substack.com/p/sandisk-sndk?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">SanDisk</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;SNDK&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://horizonsinvesting.substack.com/p/dutch-bros-bros?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Dutch Bros</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BROS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.atomicmoatresearch.com/p/deep-dive-adobe-inc-the-most-hated?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Adobe</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ADBE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://guastywinds.substack.com/p/the-security-i-like-best?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Propetro Holding Corp</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PUMP&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.rockwoodnotes.com/td-synnex-snx/?ref=rockwood-research-newsletter">TD Synnex</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SNX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://beelicapital.substack.com/p/gravity-grvy-secretly-op?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Gravity</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GRVY&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://dariusdark.substack.com/p/s-and-p-global-the-incoming-102-trillion?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">S&amp;P Global</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SPGI&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://www.sprucepointcap.com/research/super-group-sghc-limited">Super Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SGHC&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://oldroperesearch.substack.com/p/spin-off-of-a-spin-off-with-insider?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Ralliant</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RAL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://alphatalon.substack.com/p/viking-therapeutics-nasdaq-vktx-the?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Viking Therapeutics</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VKTX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.speedwellmemos.com/p/ferrari-exploratory-report?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Ferrari</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RACE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://longyield.substack.com/p/rivian-just-pulled-off-the-impossible?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Rivian</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RIVN&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://www.fugaziresearch.com/i/188214304/fugazi-research-analysis">Algorhythm Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RIME&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://basementcapital.substack.com/p/turtle-beach-corporation-initiating?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Turtle Beach Corp</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TBCH&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://sensuscapital.substack.com/p/sensus-tech-insights-klaviyo-kvyo?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Klaviyo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KVYO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://commonsensecapital1.substack.com/p/crocs-crox-2026-deep-dive?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Crocs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CROX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://compoundingtitans.substack.com/p/rollins-inc-the-boring-business-of?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Rollins</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ROL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://thefinancecorner.substack.com/p/deep-dive-into-verisign?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">VeriSign</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VRSN&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://welfarecapital.substack.com/p/inside-reddits-arpu-engine-rddt?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Reddit</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RDDT&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://guardianresearch.substack.com/i/188070421/our-thesis">GE HealthCare Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GEHC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://caesarcapital.substack.com/p/alphabet-inc?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alphabet</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GOOG&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up (In Spanish)</p><p><a href="https://hatedmoats.substack.com/p/servicenow-dcf-valuation?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ServiceNow</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NOW&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://theabominablesnowman.substack.com/p/crws-crown-crap?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Crown Crafts</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRWS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://crackthemarket.substack.com/p/waste-management-a-forever-stock?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Waste Management</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://thechopwoodcarrywater.substack.com/p/graphic-packaging-is-hiding-in-your">Graphic Packaging</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GPK&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://deepvaluecapitalbykyler.substack.com/p/dv-capital-paypal-no-pain-no-gain?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">PayPal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PYPL&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://showmetheincentives.substack.com/p/lkq-corp-lkq?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">LKQ Corp</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LKQ&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://enterprisinginvestor.substack.com/p/universal-electronics-stock-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Universal Electronics</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UEIC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://davidjwaldron.substack.com/p/parker-hannifin-corp-nyse-ph?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Parker-Hannifin</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PH&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://aryadeniz.substack.com/p/deep-dive-texas-instruments-txn?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Texas Instruments</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TXN&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://fidelcashflow1.substack.com/p/bj-bjs-wholesale-club-a-cheaper-way?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">BJ&#8217;s Wholesale Club</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BJ&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://dough.substack.com/p/duolingo-deep-dive-duol?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Duolingo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;DUOL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.atomicmoatresearch.com/p/would-peter-lynch-buy-jack-in-the?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Jack In The Box</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$JACK&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.from100kto1m.com/p/access-newswire-inc-accs?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ACCESS Newswire</a> -- <a href="https://substack.com/discover/stocks/ACCS">ACCS -0.44%&#8595;</a> -- Write Up</p><p><a href="https://www.100baggerhunting.com/i/187082943/who-is-carecloud">CareCloud</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CCLD&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://stockpursuit.substack.com/p/small-cap-solar-tigo-energy-tygo?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Tigo Energy</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TYGO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://fundamentaldigest.substack.com/p/prairie-operating-prop-near-term?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Prairie Operating</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PROP&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://quartr.com/insights/edge/dollar-general-the-rural-retailer-playbook?utm_source=edge&amp;utm_medium=email&amp;utm_campaign=edge_73">Dollar General</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DG&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://hrmt.substack.com/p/modular-medical-inc-modd-simplified?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Modular Medical</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MODD&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://www.capitalist-letters.com/p/klarna-time-to-be-a-contrarian?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Klarna</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KLAR&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://bullseyeinvesting.substack.com/p/a-high-growth-market-leader-expanding?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Gen Digital</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GEN&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://mananainvesting.substack.com/p/american-coastal-insurance-corporation?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">American Coastal Insurance</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ACIC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://fidelcashflow1.substack.com/p/i-drink-pepsi-all-the-time-but-i?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Crown Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CCK&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-92-february-22-2025?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/p/bwm-issue-92-february-22-2025?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><p><a href="https://nikhs.substack.com/p/palo-alto-panw-2qfy26-earnings-won?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Palo Alto Networks</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PANW&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://consumereq.substack.com/p/wheres-the-beef-at-wal-mart?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Walmart</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WMT&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://grilloinsights.substack.com/p/why-i-keep-betting-on-the-king-of?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Visa</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$V&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://secretcompounder.substack.com/p/q4-uber-earningsrobotaxi-breakdown?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Uber Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UBER&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.accruedint.com/p/pinterest-pins-q4-earnings-the-value?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Pinterest</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PINS&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://yummycenturyegg.substack.com/p/can-you-smell-what-the-kate-is-cooking?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lumen</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LUMN&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://aklanresearch.substack.com/p/portillos-ptlo-new-leadership-new?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Portillos</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PTLO&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://andvari.substack.com/p/tyler-technologies-investment-report?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Tyler Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TYL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://compoundinglab.substack.com/p/pdd-dcf-valuation-model?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">PDD Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PDD&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://nikhs.substack.com/p/toast-4q25-earnings-the-price-of?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Toast</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TOST&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://hiddenrockcapital.substack.com/i/187782217/what-what-should-crox-be-worth">Crocs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;CROX&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.speedwellmemos.com/p/airbnb-4q25-business-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Airbnb </a>-- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ABNB&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://deepquarry.substack.com/p/beyond-the-hype-auditor-ey-highlights?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Meta</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$META&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thescienceofhitting.com/p/disruption-in-the-other-direction?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Roblox</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RBLX&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://newsletter.hntrbrk.com/i/187753209/five-military-branches-just-adopted-an-internal-pentagon-ai-product-partnered-with-google-and-openai-who-lost-out-bigbear-which-had-just-spent-the-equivalent-of-over-half-its-cash-acquiring-a-military-ai-tool-offering-a-very-similar-product-bigbears-newly-named-cto-took-to-linkedin-to-call-the-pentagons-move-stupid-wasteful-and-moronic">BigBear.ai Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BBAI&quot;}" data-component-name="CashtagToDOM"></span> -- Negative brief</p><p><a href="https://thediversifiedfinsanalyst.substack.com/p/marketaxess-holdings-inc-mktx-4q25?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Marketaxess Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MKTX&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://im2specter.substack.com/p/legacy-education-lgcy-q2-2026-review?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Legacy Education</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LGCY&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://featherfund.substack.com/p/mobility-global-inc?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Mobility Global</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SPGI&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.lorenzo2cents.com/p/zeta-winning-a-negative-sum-game?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Zeta Global Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZETA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://expansestocks.substack.com/p/cloudflare-q4-2025?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Cloudflare</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NET&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://mvcinvesting.substack.com/p/nebius-group-nbis-q4-2025-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nebius Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NBIS&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://rochecapital.substack.com/p/93-cnr-un-ferrocarril-de-calidad?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Canadian National Railway</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CNI&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings (In Spanish)</p><p><a href="https://gabgrowth.com/p/grab-q4-2025-earnings-review?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Grab Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GRAB&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://showmethevalue.substack.com/p/deep-dive-deere-and-company-fy2025">Deere</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DE&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://www.accruedint.com/p/applovin-app-q4-25-earnings-review?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">AppLovin</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$APP&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://nikhs.substack.com/p/applied-materials-1qfy26-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Applied Materials</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AMAT&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://opportunitycosts.substack.com/p/big-trade-collecting-1-million-to?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Arista Networks</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ANET&quot;}" data-component-name="CashtagToDOM"></span><strong> </strong>-- brief</p><p><a href="https://nikhs.substack.com/p/spotify-4q25-earnings-the-taste-graph?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Spotify</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SPOT&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://btsx20.substack.com/p/brookfield-infrastructure-partners">Brookfield Infrastructure Partners</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BIP&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.shortfinder.com/opfi-ranks-1-dilution-risk-insider-selling-9x-leverage-and-73-decline-probability-signal-caution/?ref=shortfinder-newsletter">OppFi</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$OPFI&quot;}" data-component-name="CashtagToDOM"></span> -- Negative brief</p><p><a href="https://sergeycyw.substack.com/p/shopify-q4-2025-earnings-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Shopify</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SHOP&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.stockopine.com/p/paypal-q425-review-sacking-the-coach?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">PayPal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PYPL&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://commonsensecapital1.substack.com/p/warrior-met-coal-hcc-2026-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Warrior Met Coal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HCC&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.wealthyreadings.com/p/asteralabs-q4-25?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Astera Labs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ALAB&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://investingwithlars.substack.com/p/whats-going-on-at-medpace-q4-2025?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Medpace</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MEDP&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://grilloinsights.substack.com/p/ferrari-2025-record-21b-ebit-12-and?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Ferrari</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;RACE&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://joshuas1.substack.com/p/united-states-antimonys-new-joint?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">United States Antimony</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UAMY&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://ocularcapital.substack.com/p/elon-musk-just-made-a-1-billionmonth?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Rocket Lab</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RKLB&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://sixsigmaresearch.com/p/meta-earnings-update-a-quick-look?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Meta</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;META&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://coughlincapital.substack.com/p/update-alibaba-baba?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alibaba</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BABA&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://www.readtrung.com/p/how-does-docusign-have-7000-employees?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Docusign</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DOCU&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://brazilianbagholdery.substack.com/p/duolingo-duol-heres-why-i-dont-invest?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Duolingo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DUOL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://vjsnewsletter.substack.com/p/rivian-rivn-the-model-3-moment-is?utm_source=%2Fbrowse%2Fstocks%2FRIVN&amp;utm_medium=reader2">Rivian</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;RIVN&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://miroslavstepanek.substack.com/p/entravision-evc-eng?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Entravision</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$EVC&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://rochecapital.substack.com/p/123-davita-fy2025?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">DaVita</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DVA&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings (In Spanish)</p><p><a href="https://ditlev.substack.com/p/teva-tl1a-paradigm-engineering-a?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Teva Pharmaceutical</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TEVA&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://thedutchinvestors.substack.com/p/copart-fy-q2-2026-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Copart</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CPRT&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://dfresearch.substack.com/p/wsc-the-walking-dead?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Willscot Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WSC&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://oldroperesearch.substack.com/p/msgs-short-term-gain-long-term-pain?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Madison Square Garden Sports</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MSGS&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://nikhs.substack.com/p/doordash-q4-2025-the-meituan-referendum?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">DoorDash</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DASH&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.yetanothervalueblog.com/p/more-saaspocalypse-at-wix-plus-why?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Wix.Com</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WIX&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://maaizkhan.substack.com/p/why-the-300-upside-thesis-is-stronger?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Remitly</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RELY&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://oldroperesearch.substack.com/p/can-ackmans-mini-berkshire-work-part-509?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Howard Hughes Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HHH&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://nikhs.substack.com/p/booking-4q25-the-toll-road?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Booking</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BKNG&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://neuralfoundry.beehiiv.com/p/google-unloads-its-warchest">Alphabet</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GOOGL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://im2specter.substack.com/p/lifevantage-lfvn-q2-2026-review-watchlist?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">LifeVantage</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LFVN&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://thediversifiedfinsanalyst.substack.com/p/robinhood-markets-inc-hood-4q25-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Robinhood</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HOOD&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://mvcinvesting.substack.com/p/pagaya-technologies-pgy-q4-2025-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Pagaya</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PGY&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://oldroperesearch.substack.com/p/charlie-munger-value-check-accenture?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Accenture</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ACN&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://oldroperesearch.substack.com/p/watchlist-add-vre-veris-residential?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Veris Residential</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VRE&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><div><hr></div><h5>More Company Write Ups/Earnings/briefs</h5>
      <p>
          <a href="https://www.from100kto1m.com/p/bwm-issue-92-february-22-2025">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 91 - February 8, 2026]]></title><description><![CDATA[Japan, Payments, bunch of Shorts, Cannabis, Flying, India, Energy, Gaming, Bitcoin, Sports, AI, REITs, Networks, Metals, SaaS, Medical, Footwear, Moats, Sprouts, Apples, and other things to munch on..]]></description><link>https://www.from100kto1m.com/p/bwm-issue-91-february-8-2026</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-91-february-8-2026</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Sun, 08 Feb 2026 20:28:28 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/63f17306-e4e3-40a0-b830-40e14266be41_3410x5115.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Welcome to the <strong>ninety first edition</strong> of BWM (Bi-Weekly Munchies) &#8230; </p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publication. To receive new&#8230;</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>
      <p>
          <a href="https://www.from100kto1m.com/p/bwm-issue-91-february-8-2026">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 90 - January 25, 2026]]></title><description><![CDATA[Healthcare, Gaming, Space, Big Tech, Surgical, Transportation, Paint, Energy, Insurance, Delivery, Pharma, Chips, Streaming, few Shorts, Alcohol, SaaS, Hotdogs, and other things to much on...]]></description><link>https://www.from100kto1m.com/p/bwm-issue-90-january-25-2025</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-90-january-25-2025</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Mon, 26 Jan 2026 01:45:17 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/86883d72-54e5-4c91-9cb7-dfa7580cc259_2992x3992.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>              Welcome to the <strong>ninetieth edition</strong> of BWM (Bi-Weekly Munchies) &#8230;</p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><em>Let the munching begin!</em></p><div><hr></div><h3>Company Write Ups/Short Reports/Earnings/briefs/etc.</h3><p><a href="https://outsizedreturns.substack.com/p/corpay-1bn-of-annual-free-cash-flow?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Corpay</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CPAY&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://thecashflowcompounder.substack.com/p/hims-and-hers-health-the-compounder?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Hims &amp; Hers Health</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HIMS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://hatedmoats.substack.com/p/netflix-dcf-valuation?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Netflix</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NFLX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://hightechinvesting.substack.com/p/why-angi-is-my-top-stock-pick-for?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Angi</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ANGI&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://newsletter.hntrbrk.com/p/zombie-pipeline-why-sable-is-still?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Sable Offshore</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SOC&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://bullseyeinvesting.substack.com/p/firstsolar-fslr-powering-the-renewable?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">First Solar</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FSLR&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://williamflemingdaniels.substack.com/p/first-look-adobe-inc-nasdaq-adbe?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Adobe</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ADBE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://stockinvader.substack.com/p/mstr-the-digital-asset-treasury-of?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">MicroStrategy</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MSTR&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://intrinsicvalue.beehiiv.com/p/meli">Mercado Libre</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MELI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://thescienceofhitting.com/p/gamb-conviction-vs-capital-allocation?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Gambling.com</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GAMB&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://playerthree.substack.com/p/guilty-pleas-and-pik-interest-is?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Monroe Capital</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MRCC&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://bearstone2023.substack.com/p/williamssonoma-data-and-design?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Williams-Sonoma</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WSM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://310value.substack.com/p/landbride-its-the-pore-space-stupid?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">LandBridge Co</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LB&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://themacroandequitynotes.substack.com/p/arista-networks-anet-a-structural?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Arista Networks</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ANET&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://williamflemingdaniels.substack.com/p/first-look-paypal-holdings-inc?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">PayPal Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PYPL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://theaiarchitects.substack.com/p/celestica-the-quiet-infrastructure?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Celestica</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CLS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.emergingmoats.com/p/interactive-brokers-changes-brewing?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Interactive Brokers</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$IBKR&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://bearstone2023.substack.com/p/stz-constellation-brands-a-cyclical-hangover?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Constellation Brands</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$STZ&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://krokerequityresearch.substack.com/p/154-the-vita-coco-company-a-stock?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Vita Coco Company</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$COCO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://vasileiosprassas.substack.com/p/uber-from-lollapalooza-to-av-bonanza">Uber Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;UBER&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://redflagresearch.substack.com/p/2026-redflag-research-nysekulr-bitcoin?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">KULR Technology Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KULR&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Short Report</p><p><a href="https://valuations.substack.com/p/asts-suckers-at-the-table?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">AST SpaceMobile</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ASTS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://ltvresearch.substack.com/p/veeva-systems-opportunistic-compounder?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Veeva Systems</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VEEV&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://gabgrowth.com/p/nebius-group-the-investment-case?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Nebius Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NBIS&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://thefinancialpen.substack.com/p/lost-in-translation-the-case-for?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">HA Sustainable Infrastructure</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HASI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://quartr.com/insights/edge/death-taxes-and-garbage-the-story-of-wm?utm_source=edge&amp;utm_medium=email&amp;utm_campaign=edge_71">Waste Management</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://rorschachequity.substack.com/p/ai-play-or-failing-fiber?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Cogent Communications</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CCOI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://culperresearch.com/wp-content/uploads/2025/12/Culper_PRAX_12-2-25-1.pdf">Praxis Precision Medicines</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PRAX&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://rijnberkinvestinsights.substack.com/p/caterpillar-a-global-industrial-with?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Caterpillar</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CAT&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.securityanalysis.org/p/parker-hannifin-ph?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Parker-Hannifin</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PH&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://thecashflowcompounder.substack.com/p/dlocal-the-compounder-score?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">dLocal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DLO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://topsecretstocks.substack.com/p/innoviz-as-the-unrivaled-champion?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Innoviz</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$INVZ&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://fidelcashflow1.substack.com/p/sn-sharkninja-adding-to-the-watch">SharkNinja</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SN&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://fundamentaldigest.substack.com/p/eon-resources-eonr-underappreciated">EON Resources</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$EONR&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.kerrisdalecap.com/wp-content/uploads/2026/01/Affirm-Kerrisdale.pdf">Affirm Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AFRM&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://findvalue23.substack.com/p/knsl-kinsale-capital-group?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Kinsale Capital Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KNSL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://franekkrajewski.substack.com/p/wall-street-dont-understand-crocs?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Crocs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CROX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.capitalist-letters.com/p/grab-exceptional-business-at-fair?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Grab</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GRAB&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-90-january-25-2025?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/p/bwm-issue-90-january-25-2025?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><p><a href="https://www.speedwellmemos.com/p/uber-stock-breakdown-five-minute?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Uber Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UBER&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://fjresearch.com/p/quick-take-duolingo-after-the-sell?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Duolingo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DUOL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://sanj2f3.substack.com/p/taiwan-semiconductor-manufacturing-519?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Taiwan Semiconductor Manufacturing</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TSM&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.speedwellmemos.com/p/coupang-expert-insight-interview-bf6?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Coupang</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CPNG&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://opportunitycosts.substack.com/p/the-ai-loser-that-isnt-why-were-buying?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">GitLab</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GTLB&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://aklanresearch.substack.com/p/portillos-ptlo-2026-icr-conference?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Portillo&#8217;s</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PTLO&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.yetanothervalueblog.com/p/will-this-be-a-different-trip?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Tripadvisor</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TRIP&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://www.accruedint.com/p/decoding-the-versant-vsnt-investor?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Versant</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VSNT&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://theaiarchitects.substack.com/p/rocket-lab-has-crossed-the-credibility?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Rocket Lab</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RKLB&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://sergeycyw.substack.com/p/netflix-q4-2025-earnings-analysis?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Netflix</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NFLX&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://opportunitycosts.substack.com/p/the-indispensable-backbone-why-were?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Howmet Aerospace</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HWM&quot;}" data-component-name="CashtagToDOM"></span><strong> </strong>-- brief</p><p><a href="https://theaiarchitects.substack.com/p/the-ai-bottleneck-is-memory-and-micron?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Micron Technology</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MU&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://im2specter.substack.com/p/nephros-inc-neph-q3-2025-revue?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Nephros</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NEPH&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://waterboystocks.substack.com/p/stratus-properties?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Stratus Properties</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$STRS&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.twonaturalcap.com/p/aktis-oncology-the-miniprotein-radioconjugate?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Aktis Oncology</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AKTS&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://slocapital.substack.com/p/adobe-pt-2?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Adobe</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ADBE&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thereservist.substack.com/p/ai-and-spotify?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Spotify Technology</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SPOT&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://ditlev.substack.com/p/novo-nordisk-nvo-the-signal-through?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Novo Nordisk</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NVO&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://rodrigolezama.substack.com/p/optex-systems-holdings-opxs">Optex Systems Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$OPXS&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://cundilldeepvalue.substack.com/p/ceo-series-brad-jacobs-qxo?utm_source=yellowbrick">QXO</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$QXO&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.drewcohenmoney.com/fiveminutemoney/tesla-lease">Tesla</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TSLA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://capexandchill.substack.com/p/brookfields-nuclear-pivot?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Brookfield</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BN&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://opportunitycosts.substack.com/p/ttwo-put-seller?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">TAKE-TWO INTERACTIVE</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TTWO&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://nuggetcapitalpartners.substack.com/p/why-i-am-adding-more-nomad-foods?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Nomad Foods</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NOMD&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://ghginvest.substack.com/p/the-usps-breakup-that-rewrites-amazons?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Amazon</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AMZN&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://davidjwaldron.substack.com/p/williams-sonoma-inc-nyse-wsm-cb5?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Williams-Sonoma</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;WSM&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://gabgrowth.com/i/185628828/reason-1-shopees-margins">Sea Limited</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SEA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://miroslavstepanek.substack.com/p/comstock-eng?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Comstock</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LODE&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thediversifiedfinsanalyst.substack.com/p/the-charles-schwab-corporation-schw-741?utm_source=%2Fbrowse%2Fstocks%2FHOOD&amp;utm_medium=reader2">Charles Schwab</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SCHW&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://expansestocks.substack.com/p/intuitive-q4-2025?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Intuitive Surgical</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ISRG&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.newyorker.com/magazine/2026/01/19/how-whatsapp-took-over-the-global-conversation">Meta</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$META&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.acadian-asset.com/investment-insights/owenomics/trading-robinhood-on-robinhood-and-other-circularities">Robinhood</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HOOD&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://catalystinvesting.substack.com/p/why-tillys-nysetlys-is-priced-for">Tilly&#8217;s</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TLYS&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://theaiarchitects.substack.com/p/amds-helios-moment-the-rack-scale?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">AMD</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AMD&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://biotechdistilled.substack.com/p/update-immunitybio-ibrx-throws-the?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Immunitybio</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$IBRX&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://boudreaucapital.substack.com/p/paramount-skydance?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Paramount Skydance</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PSKY&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thescienceofhitting.com/p/netflix-content-variety-quality-773?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">Netflix</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NFLX&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://tacticzhazel.substack.com/p/sell-asml-after-this-100-increase?r=cjqj6&amp;utm_medium=ios&amp;shareImageVariant=overlay&amp;triedRedirect=true">ASML Holding</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ASML&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><div><hr></div><h5>More Company Write Ups/Earnings/briefs</h5>
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          <a href="https://www.from100kto1m.com/p/bwm-issue-90-january-25-2025">
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   ]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 89 - January 11, 2026]]></title><description><![CDATA[Energy, Banking, Asia, Infrastructures, Short Reports, Cars, Social Media, Pharma, Gaming, Space, AI, Footwear, Alternatives, Life Science, Books, Robotics, Beers, Chips, & other things to munch on...]]></description><link>https://www.from100kto1m.com/p/bwm-issue-89-january-11-2026</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-89-january-11-2026</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Mon, 12 Jan 2026 00:26:38 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/3ee26957-7695-4f48-96dc-e662ab6fbb0d_1536x1024.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Happy New Year (2026)!!!</p><p>Welcome to the <strong>eighty ninth edition</strong> of BWM (Bi-Weekly Munchies) &#8230;</p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publ&#8230;</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>
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          <a href="https://www.from100kto1m.com/p/bwm-issue-89-january-11-2026">
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   ]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 88 - December 21, 2025]]></title><description><![CDATA[Space, Gaming, Earnings, Crypto, Footwear, Short Sellers, Tobacco, SaaS, Japan, Fast Food, Energy, Big Tech, Transportation, Books, Pharma, Payments, AI, Utz, Chips, and other things to munch on...]]></description><link>https://www.from100kto1m.com/p/bwm-issue-88-december-21-2025</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-88-december-21-2025</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Mon, 22 Dec 2025 03:18:30 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/494dbdb6-3045-4e06-a7ab-415017a7f5ce_4000x2668.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>Welcome to the <strong>eighty eighth edition</strong> of BWM (Bi-Weekly Munchies) &#8230; </p><p>This will be the last issue for 2025. BWM (Bi-Weekly Munchies) will be back on January 10-11 of 2026 &#8230; <em><strong>Happy Holidays!!!</strong></em></p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube,&#8230;</strong></p></div>
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          <a href="https://www.from100kto1m.com/p/bwm-issue-88-december-21-2025">
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          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 87 - December 7, 2025]]></title><description><![CDATA[Japan, Earnings, Healthcare, Insurances, LatAm, Housing, Cars, Bunch of Shorts, Payments, Gaming, Energy, Cannabis, Crypto, Dividends, Books, Payments, Salads, Chips, and other things to munch on...]]></description><link>https://www.from100kto1m.com/p/bwm-issue-87-december-7-2025</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-87-december-7-2025</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Mon, 08 Dec 2025 02:30:00 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/0be10200-2875-424e-93c7-ccf368f7d59a_4000x2668.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>              Welcome to the <strong>eighty seventh edition</strong> of BWM (Bi-Weekly Munchies) &#8230;</p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><em>Let the munching begin!</em></p><div><hr></div><h3>Company Write Ups/Short Reports/Earnings/briefs/etc.</h3><p><a href="https://theinvestingledger.substack.com/p/brookfield-asset-management-the-pure?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Brookfield Asset Management</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BAM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://bullseyeinvesting.substack.com/p/dlocal-a-rare-blend-of-growth-and?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">dLocal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DLO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://quartr.com/insights/edge/keeping-the-streak-alive-the-story-of-duolingo?utm_source=newsletter&amp;utm_medium=email&amp;utm_campaign=edge_69">Duolingo</a> -- <a href="https://substack.com/discover/stocks/DUOL">DUOL 5.64%&#8593;</a> -- Write Up</p><p><a href="https://culperresearch.com/wp-content/uploads/2025/11/Culper_PRAX_11-20-2025.pdf">Praxis Precision Medicines</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PRAX&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://intrinsicvalue.beehiiv.com/p/bkng?utm_source=intrinsicvalue.beehiiv.com&amp;utm_medium=newsletter&amp;utm_campaign=booking-holdings-the-traveling-compounder&amp;_bhlid=b0f454a005377b484222a2a626093a97da9eb123">Booking Holdings</a> -- <a href="https://substack.com/discover/stocks/BKNG">BKNG 3.11%&#8593;</a> -- Write Up</p><p><a href="https://sri795500.substack.com/p/myomo-inc-myo-my-own-motion?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Myomo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MYO&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://dariusdark.substack.com/p/nebius-a-misunderstood-company?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nebius Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NBIS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://expansestocks.substack.com/p/deep-dive-brief-mercado-libres-flywheel?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">MercadoLibre</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MELI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://thecashflowcompounder.substack.com/p/samsara-deep-dive?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Samsara</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$IOT&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://rijnberkinvestinsights.substack.com/p/texas-instruments-a-large-moat-low?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Texas Instruments</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TXN&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.emergingmoats.com/p/sprouts-farmers-market-coming-back?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sprouts Farmers Market</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;SFM&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://danielsdeepdive1.substack.com/p/texas-pacific-land-a-business-that?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Texas Pacific Land Corp</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TPL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://newsletter.hntrbrk.com/p/leaked-the-lgi-homes-top-secret-sales?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">LGI Homes</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LGIH&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://opportunitycosts.substack.com/p/lumentum-holdings-inc-lite-deep-dive?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lumentum Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LITE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://thefinancedude.substack.com/p/the-great-de-rating-of-unitedhealth?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">UnitedHealth Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UNH&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://dariusdark.substack.com/p/coreweave-the-icarus-of-ai?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">CoreWeave</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRWV&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.capitalist-letters.com/p/oscar-health-revisited-a-10-bagger?r=cjqj6&amp;utm_medium=ios">Oscar Health</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$OSCR&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://rochecapital.substack.com/p/121-davita?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Davita</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DVA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up (In Spanish)</p><p><a href="https://opportunitycosts.substack.com/p/equity-research-ww-international?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">WW International</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WW&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://bullseyeinvesting.substack.com/p/zeta-global-zeta-agentic-ai-powering?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Zeta Global Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZETA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://bmfreports.com/articles/magh">Magnitude International</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MAGH&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://kairosresearch.substack.com/p/csw-industrials?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">CSW Industrials</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CSW&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://davidjwaldron.substack.com/p/msc-industrial-direct-co-class-a?r=cjqj6&amp;utm_medium=ios">MSC Industrial Direct</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MSM&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://slocapital.substack.com/p/adobe?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Adobe</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ADBE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://longyield.substack.com/p/from-burn-to-breakeven-nios-ev-playbook?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">NIO</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NIO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://aryadeniz.substack.com/p/deep-dive-novo-nordisk-nvo?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Novo Nordisk</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NVO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://tortoisehare.substack.com/p/analysis-peloton-pton?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Peloton</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PTON&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://theboringfinanceguy.substack.com/p/deep-dive-analysis-general-dynamics?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">General Dynamics</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GD&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://thebearcave.substack.com/p/problems-at-pattern-group-ptrn?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Pattern Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PTRN&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Short Report</p><p><a href="https://nuggetcapitalpartners.substack.com/p/greenfire-resources-a-rare-heavy?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Greenfire Resources</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GFR&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://topsecretstocks.substack.com/p/new-stock-for-my-supergrowthportfolio?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Strata Critical Medical</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SRTA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://deepdiveeconomics.substack.com/p/nebius-group-valuation-model?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nebius Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NBIS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://thesteadyinvesting.substack.com/p/zoetis-a-best-in-class-animal-health?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Zoetis</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZTS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.ryanlundeen.com/ecovyst-ecvt/?ref=ryan-lundeen-newsletter">Ecovyst</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ECVT&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://intrinsicvalue.beehiiv.com/p/crm?utm_source=intrinsicvalue.beehiiv.com&amp;utm_medium=newsletter&amp;utm_campaign=salesforce-agentforce-vs-ai&amp;_bhlid=74aaa4f1418cff39871a0f8d3b27af1265f4910c">Salesforce</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://rijnberkinvestinsights.substack.com/p/chipotle-cmg-should-you-buy-the-44?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Chipotle</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CMG&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://www.gothamcityresearch.com/post/the-dark-side-of-iron-mountain-from-a-melting-ice-cube-to-a-house-on-fire">Iron Mountain</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$IRM&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://opportunitycosts.substack.com/p/rocket-companies-rkt-strategic-investment?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Rocket Companies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RKT&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://archetypecapital.substack.com/p/this-stock-will-most-likely-re-rate?publication_id=296544&amp;post_id=177865596&amp;isFreemail=true&amp;r=39zqtp&amp;triedRedirect=true">Qfin Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$QFIN&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://im2specter.substack.com/p/pitch-dinvestissement-eton-pharmaceuticals?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Eton Pharmaceuticals</a> -- <a href="https://substack.com/discover/stocks/ETON">ETON -2.69%&#8595;</a> -- Write Up (In French)</p><p><a href="https://archiveinvest.substack.com/p/is-the-green-owl-dead?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Duolingo</a> -- <a href="https://substack.com/discover/stocks/DUOL">DUOL 5.64%&#8593;</a> -- Write Up</p><p><a href="https://www.valuedontlie.com/p/quick-value-292-dole-plc-dole?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Dole plc</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DOLE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://bitacoradelinversor.substack.com/p/merck-and-co-analisis-de-un-imperio">Merck &amp; Co</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MRK&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up (In Spanish)</p><p><a href="https://unemployedvaluedegen.substack.com/p/i-have-a-solution-to-the-housing?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Legacy Housing</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LEGH&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.securityanalysis.org/p/pool-corp-pool?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Pool Corp</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$POOL&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://www.bleeckerstreetresearch.com/research/prdo">Perdoceo Education</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PRDO&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://newsletter.hntrbrk.com/p/jumia-resurrected-the-local-playbook?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Jumia</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$JMIA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://shareholdersunite.substack.com/p/a-primer-on-lending-club?r=cjqj6&amp;utm_medium=ios">LendingClub</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://sri795500.substack.com/p/lufax-holding-luunder-the-microscope?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lufax Holding</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LU&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://dismissedandassetbacked.substack.com/p/jewett-cameron-trading-jctc-a-net?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Jewett-Cameron Trading</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$JCTC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://crackthemarket.substack.com/p/shopify-how-one-platform-took-over?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Shopify</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SHOP&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://whitebrook.substack.com/p/sanara-medtech-smti-2-3x?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sanara Medtech</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SMTI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.bestanchorstocks.com/p/resmed-rmd-the-sleep-monopoly?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Resmed</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RMD&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://opportunitycosts.substack.com/p/compass-diversified-holdings-nyse?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Compass Diversified</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CODI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://longyield.substack.com/p/from-disruptor-to-index-giant-why?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Carvana</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;CVNA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://johnnyinvesting.substack.com/p/is-rci-hospitality-holdings-nasdaq">RCI Hospitality</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;RICK&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://marginofsanity.substack.com/p/one-mans-trash-copart-cprt-full-write?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">CoPart</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CPRT&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://pacificnorthwestedge.substack.com/p/at-and-t-inc-t?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">AT&amp;T</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$T&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://guardianresearch.substack.com/p/the-truckload-of-upside-in-tfi-international?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">TFI International</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TFII&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://theroyaltyking.substack.com/p/the-royalty-kings-report-mesabi-trust?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Mesabi Trust</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MSB&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://thefinancedude.substack.com/p/zoetis-the-numbers-hold-up-so-why?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Zoetis</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZTS&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://medium.com/@deepcreditresearch/betr-the-meme-stock-pinned-into-dilution-7bce4632b61e">Better Home &amp; Finance Holding</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BETR&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://thesteadyinvesting.substack.com/p/lets-talk-trash-waste-management?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Waste Management</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://buffettsdisciple.substack.com/p/palomar-insurance-plmr?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Palomar Insurance</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PLMR&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-87-december-7-2025?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/p/bwm-issue-87-december-7-2025?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><p><a href="https://bullseyeinvesting.substack.com/p/dlocal-valuation-model?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">DLocal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DLO&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://maaizkhan.substack.com/p/how-remitly-buys-6-for-1">Remitly Global</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RELY&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://dalemcapital.substack.com/p/paypal-holdings-inc-decisao-racional">PayPal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;PYPL&quot;}" data-component-name="CashtagToDOM"></span> -- brief (In Portuguese)</p><p><a href="https://nikhs.substack.com/p/zscalers-1qfy26-hotel-california?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Zscaler</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZS&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://opportunitycosts.substack.com/p/looking-at-the-sold-puts-in-visa?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Visa</a><strong> </strong>-- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$V&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://theweekendinvestor.substack.com/p/target-tgt?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Target</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TGT&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://mvcinvesting.substack.com/p/nebius-group-nbis-updated-valuation?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nebius Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NBIS&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://deepvaluecapitalbykyler.substack.com/p/dv-capital-ihs-holdings-deep-dive?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">IHS Holding</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$IHS&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://thedutchinvestors.substack.com/p/is-apple-still-a-good-investment?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Apple</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AAPL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://consumereq.substack.com/p/abercrombie-and-fitch-loses-money?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Abercrombie &amp; Fitch</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ANF&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://sunrisecapital168.substack.com/p/airbnb-q3-2025-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Airbnb</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ABNB&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://thescienceofhitting.com/p/disney-rewiring-the-earnings-engine?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Disney</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DIS&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://manuinvests.substack.com/p/on-uber-addressing-insurance-reserves?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Uber</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UBER&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://nickclayton.substack.com/p/trex-dominant-market-share-expanding?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Trex Company</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TREX&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://aiproem.substack.com/p/alibaba-cloud-summit-hk-the-2b-ai?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alibaba Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BABA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://sergeycyw.substack.com/p/mongodb-q3-2025-earnings-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">MongoDB</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MDB&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.yetanothervalueblog.com/p/weird-events-part-1-alcons-staar?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">STAAR Surgical</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$STAA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://inversemax.substack.com/p/snap-quietly-building-toward-profitability">Snap</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SNAP&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://p14capital.substack.com/p/long-pmts-3q25-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">CPI Card Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;PMTS&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://maaizkhan.substack.com/p/marketwise-up-23-since-september">MarketWise</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MKTW&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://rochecapital.substack.com/p/4-update-brookfield-asset-management-cf3?publication_id=2097152&amp;post_id=178339525&amp;isFreemail=true&amp;r=39zqtp&amp;triedRedirect=true">Brookfield Asset Management</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;BAM&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings (In Spanish)</p><p><a href="https://phaetrix.substack.com/p/is-meta-hiding-ai-debt-in-that-30b?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Meta Platforms</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;META&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://mehtabgopang603.substack.com/p/blackrock-the-global-investment-giant?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">BlackRock</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BLK&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://legalspecialsituations.substack.com/p/carvana-a-joint-legal-and-financial?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Carvana</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CVNA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.lorenzo2cents.com/p/hims2025q3?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Hims &amp; Hers</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;HIMS&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.yetanothervalueblog.com/p/a-friday-night-8-k-for-the-ages-ricks?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">RCI Hospitality</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RICK&quot;}" data-component-name="CashtagToDOM"></span> -- Short brief</p><p><a href="https://www.bestanchorstocks.com/p/shift4s-q3-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Shift4</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FOUR&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.stockopine.com/p/amd-valuation-update-modeling-the?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">AMD</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AMD&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://www.benevolusinsights.com/p/poww-a-gun-toting-e-commerce-site">Outdoor Holding</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$POWW&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://redflagresearch.substack.com/p/sgbx-goes-full-crypto-the-bitcoin?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Safe &amp; Green Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SGBX&quot;}" data-component-name="CashtagToDOM"></span> -- Short brief</p><p><a href="https://dragonfieldinvesting.substack.com/p/ccoi-a-cogent-but-delayed-gratification">Cogent Communications</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CCOI&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://dragonfieldinvesting.substack.com/p/ccoi-a-cogent-but-delayed-gratification-d88">Cogent Communications</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;CCOI&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://rosecelineinvestments.substack.com/p/thoughts-on-pypl?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">PayPal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;PYPL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thefinancedude.substack.com/p/is-google-still-an-unstoppable-machine?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alphabet</a> -- <a href="https://substack.com/discover/stocks/GOOG">GOOG 0.37%&#8593;</a> -- brief</p><p><a href="https://boyarresearch.substack.com/p/an-open-letter-to-unifirsts-board?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">UniFirst</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UNF&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://waterboystocks.substack.com/p/limoneira?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Limoneira</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LMNR&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://topsecretstocks.substack.com/p/big-news-hims-and-hers-acquires-yourbio?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Hims &amp; Hers</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HIMS&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://nikhs.substack.com/p/rubrik-q3-fy26-earnings-the-janitor?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Rubrik</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RBRK&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://longyield.substack.com/p/archer-aviation-leading-the-evtol?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Archer Aviation</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ACHR&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://biographynuts.substack.com/p/chapter-142-the-gallagher-way-a-corporate?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Arthur J. Gallagher &amp; Co</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AJG&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://nikhs.substack.com/p/salesforce-3qfy26-earnings-the-capacity?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Salesforce</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;CRM&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://dismissedandassetbacked.substack.com/p/a-potential-takeover-target-and-well?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Key Tronic</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KTCC&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://rijnberkinvestinsights.substack.com/p/crowdstrike-is-it-really-worth-27x">Crowdstrike</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRWD&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://ditlev.substack.com/p/tevas-pivot-continues-highlights?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Teva Pharmaceutical</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TEVA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://enterprisinginvestor.substack.com/p/why-this-subprime-auto-lender-is?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">America&#8217;s Car-Mart</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRMT&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://pennyinsight.substack.com/p/quick-thoughts-on-harrow-inc?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Harrow</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HROW&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://nikhs.substack.com/p/panw-after-q1-fy26-the-13-billion?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Palo Alto Networks</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PANW&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><div><hr></div><h5>More Company Write Ups/Earnings/briefs</h5>
      <p>
          <a href="https://www.from100kto1m.com/p/bwm-issue-87-december-7-2025">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 86 - November 23, 2025]]></title><description><![CDATA[More Earnings, Chips, Early Black Friday Sale, Footwear, Europe, Healthcare, Short Reports, 13Fs, Crypto, REITs, AI, Pharma, Asia, Logistics, Dating, Lemonade, Pizza, and other things to munch on...]]></description><link>https://www.from100kto1m.com/p/bwm-issue-86-november-23-2025</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-86-november-23-2025</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Sun, 23 Nov 2025 22:46:58 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/ade73558-7b77-4f8c-bcb6-c18b38af45f2_1536x1024.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>              Welcome to the <strong>eighty sixth edition</strong> of BWM (Bi-Weekly Munchies) &#8230;</p><p><em>Includes Special <strong>86% OFF</strong> for a year as a big thank you and as an early Black Friday Sale&#8230;</em></p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other&#8230;</strong></p></div>
      <p>
          <a href="https://www.from100kto1m.com/p/bwm-issue-86-november-23-2025">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 85 - November 9, 2025]]></title><description><![CDATA[LOTS of Earnings, Short Reports, Insurances, Sin Stocks, Gaming, Logistics, Banks, Oil and Gas, Media, Healthcare, Bulls & Bears, Consumer Goods, Crypto, Toasts, Apples, and other things to munch on..]]></description><link>https://www.from100kto1m.com/p/bwm-issue-85-november-9-2025</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-85-november-9-2025</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Sun, 09 Nov 2025 19:51:00 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/67a4c487-33ef-44af-975f-2b2ca2335bea_5089x3393.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>              Welcome to the <strong>eighty fifth edition</strong> of BWM (Bi-Weekly Munchies) &#8230;</p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><em>Let the munching begin!</em></p><div><hr></div><h3>Company Write Ups/Short Reports/Earnings/briefs/etc.</h3><p><a href="https://hatedmoats.substack.com/p/adobe-adbe-dcf-valuation?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Adobe</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ADBE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://miroslavstepanek.substack.com/p/carecloud-a-hidden-gem-among-american?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">CareCloud</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CCLD&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://compoundandfire.substack.com/p/veeva-systems-vertical-saas-quality?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Veeva Systems</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VEEV&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.glasshouseresearch.com/uploads/8/9/6/9/89690703/dco_final_-_copy.pdf">Ducommun</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DCO&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://buffettsdisciple.substack.com/p/opendoor?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Opendoor Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$OPEN&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://dariusdark.substack.com/p/paypal-finally-waking-up?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">PayPal Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PYPL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://unfairadvantagecapital.substack.com/p/clogs-at-8-times-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Crocs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CROX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://bobhammel.substack.com/p/fiserv-the-day-the-music-died?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Fiserv</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FI&quot;}" data-component-name="CashtagToDOM"></span>  -- Write Up</p><p><a href="https://substack.com/inbox/post/177322556?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Roblox</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RBLX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://fuzzypandaresearch.com/eos-energy-eose-deadly-gas-doe-loan-default/">Eos Energy Enterprises</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$EOSE&quot;}" data-component-name="CashtagToDOM"></span>  -- Short Report</p><p><a href="https://longyield.substack.com/p/repricing-reshaping-renewing-inside?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">UnitedHealth Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UNH&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://substack.com/inbox/post/177004165?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Turtle Beach</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TBCH&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://pettycash.substack.com/p/company-profile-viemed-vmd?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Viemed Healthcare</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VMD&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://buffettsdisciple.substack.com/p/gamblingcom-gamb?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Gambling.com Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GAMB&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://longyield.substack.com/p/from-ai-to-b2b-why-shopify-leads?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Shopify</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SHOP&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://sanj2f3.substack.com/p/dell-technologies-dell?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Dell Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DELL&quot;}" data-component-name="CashtagToDOM"></span>  -- $$$ -- Write Up</p><p><a href="https://substack.com/inbox/post/177716102?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">TransMedics Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TMDX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://mvcinvesting.substack.com/p/harrow-inc-hrow-investment-thesis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Harrow</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HROW&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://longyield.substack.com/p/beyond-e-commerce-why-amazons-ai?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Amazon.com</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AMZN&quot;}" data-component-name="CashtagToDOM"></span>  -- Write Up</p><p><a href="https://dualedgeinvest.substack.com/p/sap-the-circle-of-competence?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">SAP SE</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SAP&quot;}" data-component-name="CashtagToDOM"></span>  -- Write Up</p><p><a href="https://intrinsicvalue.beehiiv.com/p/msci?utm_source=intrinsicvalue.beehiiv.com&amp;utm_medium=newsletter&amp;utm_campaign=msci-passive-investing-s-big-winner&amp;_bhlid=1b1cd960af59751591f52b31994a65ade6371c25">MSCI</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;MSCI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://thecashflowcompounder.substack.com/p/toast-inc-the-compounder-score">Toast</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TOST&quot;}" data-component-name="CashtagToDOM"></span>  -- Write Up</p><p><a href="https://coughlincapital.substack.com/p/update-markel-group-mkl?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Markel Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MKL&quot;}" data-component-name="CashtagToDOM"></span>  -- $$$ -- Write Up</p><p><a href="https://rijnberkinvestinsights.substack.com/p/monday-mndy-a-rule-of-50-but-at-risk?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Monday.Com</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;MNDY&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://docsend.com/view/whbrd3sw487vkxuq#">Hagerty</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HGTY&quot;}" data-component-name="CashtagToDOM"></span>  -- Write Up</p><p><a href="https://investorinmisunderstoodcos.substack.com/p/misunderstood-bagger-deep-dive-a?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Blaize Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BZAI&quot;}" data-component-name="CashtagToDOM"></span>  -- Write Up</p><p><a href="https://www.wolfpackresearch.com/items/dvlt%3A-a-joke-brought-to-you-by-a-promoter-sanctioned-by-the-sec-who-has-co-authored-patents-with-a-convicted-felon-charged-in-an-elaborate-pump-and-dump.--">Datavault AI</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DVLT&quot;}" data-component-name="CashtagToDOM"></span>  -- Short Report</p><p><a href="https://pacificnorthwestedge.substack.com/p/wr-berkley-corp-wrb?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">W R Berkley</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WRB&quot;}" data-component-name="CashtagToDOM"></span>  -- Write Up</p><p><a href="https://www.capitalist-letters.com/p/duolingo-great-business-at-a-fair?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Duolingo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DUOL&quot;}" data-component-name="CashtagToDOM"></span>  -- Write Up</p><p><a href="https://dismissedandassetbacked.substack.com/p/trading-at-30-of-tb-after-setbacks?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Key Tronic</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KTCC&quot;}" data-component-name="CashtagToDOM"></span>  -- Write Up</p><p><a href="https://unemployedvaluedegen.substack.com/p/25x-your-money-in-three-years-with?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nomad Foods</a> -- <a href="https://substack.com/discover/stocks/NOMD">NOMD 0.25%&#8593;</a> -- Write Up</p><p><a href="https://theoracleofoslo.substack.com/p/entravision-communications-evc-paradigm?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Entravision Communications</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$EVC&quot;}" data-component-name="CashtagToDOM"></span>  -- Write Up</p><p><a href="https://hatedmoats.substack.com/p/dlocal-dlo-dcf-valuation?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">DLocal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;DLO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.stockopine.com/p/hubspot-deep-dive-from-inbound-pioneer?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">HubSpot</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HUBS&quot;}" data-component-name="CashtagToDOM"></span>  -- $$$ -- Write Up</p><p><a href="https://www.fugaziresearch.com/p/davis-commodities-dtck-when-the-sweet?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Davis Commodities</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DTCK&quot;}" data-component-name="CashtagToDOM"></span>  -- Short Report</p><p><a href="https://dariusdark.substack.com/p/merck-racing-against-the-clock?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Merck &amp; Co</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MRK&quot;}" data-component-name="CashtagToDOM"></span>  -- Write Up</p><p><a href="https://elevatorpitches.substack.com/i/178116834/headwaters-capital-detailed-their-long-thesis-on-driven-brands-drvn-north-americas-largest-auto-services-platform-now-refocused-on-steady-high-margin-maintenance-and-repair-with-its-car-wash-divestiture-complete-and-take-oil-change-driving-growth-headwaters-sees-cleaner-financials-and-a-setup-for-multiple-expansion">Driven Brands</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DRVN&quot;}" data-component-name="CashtagToDOM"></span>  -- Write Up</p><p><a href="https://asymmetricedge.substack.com/p/nexstar-media-groups-enduring-power?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nexstar Media Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NXST&quot;}" data-component-name="CashtagToDOM"></span>  -- Write Up</p><p><a href="https://jehoshaphatresearch.com/wp-content/uploads/2025/11/AAON-Short-Opinion-Jehoshaphat-Research-Nov-2025.pdf?">Aaon Inc</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AAON&quot;}" data-component-name="CashtagToDOM"></span>  -- Short Report</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-85-november-9-2025?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/p/bwm-issue-85-november-9-2025?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><p><a href="https://cornerstonevalue.substack.com/p/earnings-update-charter-communications?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Charter Communications</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CHTR&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://stockpursuit.substack.com/p/coffee-holding-co-latest-quarter?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Coffee Holding Co</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$JVA&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://sanj2f3.substack.com/p/microsoft-corporation-msft?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Microsoft</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MSFT&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://newsletter.hntrbrk.com/p/breaking-sable-special-committee?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sable Offshore</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SOC&quot;}" data-component-name="CashtagToDOM"></span>  -- brief</p><p><a href="https://simonbrenncke.substack.com/p/novo-nordisk-shedding-market-weight?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Novo Nordisk</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NVO&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://sergeycyw.substack.com/p/atlassian-q3-2025-earnings-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Atlassian </a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TEAM&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.speedwellmemos.com/p/floor-and-decor-3q24-business-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Floor &amp; Decor Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FND&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://waterboystocks.substack.com/p/saga-communications?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Saga Communications</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SGA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.stockopine.com/p/alphabets-q325-the-100-billion-quarter?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alphabet</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GOOG&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Earnings</p><p><a href="https://triplesinvesting.substack.com/p/the-18-billion-argentina-ypf-burford?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Burford Capital</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BUR&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://rijnberkinvestinsights.substack.com/p/paypal-mispriced-misunderstood-and?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">PayPal Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PYPL&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.speedwellmemos.com/p/meta-3q25-business-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Meta Platforms</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$META&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://theweekendinvestor.substack.com/p/beyond-meats-bynd-1-billion-problem?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Beyond Meat</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BYND&quot;}" data-component-name="CashtagToDOM"></span>  -- $$$ -- Earnings</p><p><a href="https://expansestocks.substack.com/p/mercado-libre-q3-2025?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">MercadoLibre</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MELI&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://sergeycyw.substack.com/p/servicenow-q3-2025-earnings-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ServiceNow</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NOW&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://consumereq.substack.com/p/chipotle-managements-comp-stack-math?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Chipotle Mexican Grill</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CMG&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://dfresearch.substack.com/p/rxo-needs-to-raise-equity?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">RXO</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RXO&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://slocapital.substack.com/p/comcast-boring-cash-interesting-optionality?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Comcast</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CMCSA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://krokerequityresearch.substack.com/p/138-netflix-stock-valuation-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Netflix</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NFLX&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://accruedinterest.substack.com/p/fubo-tv-q3-2025-earnings-recap?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">FuboTV</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FUBO&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://invariant.substack.com/p/altria-drift?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Altria Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MO&quot;}" data-component-name="CashtagToDOM"></span>  -- $$$ -- Earnings</p><p><a href="https://substack.com/inbox/post/177952688?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Mondel&#275;z International</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MDLZ&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://nikhs.substack.com/p/ubers-3q25-earnings-the-hours-that?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Uber Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UBER&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.globalequitybriefing.com/p/are-bulls-right-a-look-into-palantirs?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Palantir Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PLTR&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://pettycash.substack.com/p/cronos-group-update-after-q3-2025?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Cronos Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRON&quot;}" data-component-name="CashtagToDOM"></span>  -- Earnings</p><p><a href="https://longyield.substack.com/p/stablecoin-boom-and-regulatory-tailwinds?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Coinbase</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$COIN&quot;}" data-component-name="CashtagToDOM"></span>  -- $$$ -- Earnings</p><p><a href="https://www.speedwellmemos.com/p/axon-3q25-business-update?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Axon Enterprise</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AXON&quot;}" data-component-name="CashtagToDOM"></span>  -- Earnings</p><p><a href="https://next100baggers.substack.com/p/a-14-bagger-case-study?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">IREN</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$IREN&quot;}" data-component-name="CashtagToDOM"></span>  -- Other</p><p><a href="https://rijnberkinvestinsights.substack.com/p/booking-holdings-the-only-travel?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Booking Holdings</a> --  <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BKNG&quot;}" data-component-name="CashtagToDOM"></span>  -- Earnings</p><p><a href="https://thereservist.substack.com/p/remitly-investigated-and-shutting?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Remitly Global</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RELY&quot;}" data-component-name="CashtagToDOM"></span>  -- Earnings</p><p><a href="https://www.speedwellmemos.com/p/perimeter-solutions-3q25-business?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Perimeter Solutions</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PRM&quot;}" data-component-name="CashtagToDOM"></span>  -- Earnings</p><p><a href="https://sanj2f3.substack.com/p/daily-short?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">NVIDIA</a> -- <a href="https://substack.com/discover/stocks/NVDA">NVDA 2.92%&#8593;</a> -- brief</p><p><a href="https://enterprisinginvestor.substack.com/p/learning-the-mobile-home-business?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Legacy Housing</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LEGH&quot;}" data-component-name="CashtagToDOM"></span>  -- brief</p><p><a href="https://newsletter.hntrbrk.com/p/breaking-three-more-deaths-reported?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">DexCom</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DXCM&quot;}" data-component-name="CashtagToDOM"></span>  -- brief</p><p><a href="https://www.yetanothervalueblog.com/p/a-mea-culpa-on-metsera-mtsr-missing?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Metsera</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MTSR&quot;}" data-component-name="CashtagToDOM"></span>  -- brief</p><p><a href="https://saadiyatcap.substack.com/p/unilever-3q-2025-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Unilever</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UL&quot;}" data-component-name="CashtagToDOM"></span>  -- $$$ -- Earnings</p><p><a href="https://thechopwoodcarrywater.substack.com/p/is-adobe-inc-cheap-enough?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Adobe</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;ADBE&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://expansestocks.substack.com/p/cadence-q3-2025?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Cadence Design Systems</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CDNS&quot;}" data-component-name="CashtagToDOM"></span>  -- Earnings</p><p><a href="https://www.twonaturalcap.com/p/uniqure-hopefully-progress-on-mirna?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Uniqure</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$QURE&quot;}" data-component-name="CashtagToDOM"></span>  -- brief</p><p><a href="https://ditlev.substack.com/p/teva-the-pivot-to-growth-delivers?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Teva Pharmaceutical</a> -- <a href="https://substack.com/discover/stocks/TEVA">TEVA -1.60%&#8595;</a> -- brief</p><p><a href="https://stockinvader.substack.com/p/paypal-hard-to-kill?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">PayPal Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;PYPL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://mvcinvesting.substack.com/p/clearpoint-neuro-clpt-q3-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Clearpoint Neuro</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CLPT&quot;}" data-component-name="CashtagToDOM"></span>  -- Earnings</p><p><a href="https://www.icemancapital.com/p/shift4-q3-2025-results?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Shift4 Payments</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FOUR&quot;}" data-component-name="CashtagToDOM"></span>  -- Earnings</p><p><a href="https://modernvalueinvesting.substack.com/p/weight-watchers-q3-earnings-review?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">WW International</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$WW&quot;}" data-component-name="CashtagToDOM"></span>  -- Earnings</p><p><a href="https://rscapital.substack.com/p/zeta-global-zeta-q3-2025-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Zeta Global</a> -- <a href="https://substack.com/discover/stocks/ZETA">ZETA 3.86%&#8593;</a> -- Earnings</p><p><a href="https://www.globalequitybriefing.com/p/can-oscar-10x-by-2030?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Oscar Health</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$OSCR&quot;}" data-component-name="CashtagToDOM"></span>  -- Earnings</p><p><a href="https://nikhs.substack.com/p/spotify-q3-2025-earnings-the-execution?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Spotify</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SPOT&quot;}" data-component-name="CashtagToDOM"></span>  -- Earnings</p><div><hr></div><h5>More Company Write Ups/Earnings/briefs</h5>
      <p>
          <a href="https://www.from100kto1m.com/p/bwm-issue-85-november-9-2025">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 84 - October 26, 2025]]></title><description><![CDATA[Canada, Gaming, Big Tech, Cars, Europe, Sin Stocks, Fighting, Shorting, Footwear, Asia, Mergers, AI, Metals, Healthcare, Salads, Fast Food and other things to munch on...]]></description><link>https://www.from100kto1m.com/p/bwm-issue-84-october-26-2025</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-84-october-26-2025</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Sun, 26 Oct 2025 16:36:21 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/878810ef-fe6a-4246-b400-52e6bf3c24df_1024x1024.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>              Welcome to the <strong>eighty fourth edition</strong> of BWM (Bi-Weekly Munchies) &#8230;</p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publication. &#8230;</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>
      <p>
          <a href="https://www.from100kto1m.com/p/bwm-issue-84-october-26-2025">
              Read more
          </a>
      </p>
   ]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 83 - October 12, 2025]]></title><description><![CDATA[eCommerce, Insurance, Footwear, Oil & Gas, Payments, Educational, Gaming, Legends, Robotics, Healthcare, Bunch of Shorts, Food, Holding Cos, Lots of Ideas, Pizza, and other things to munch on ...]]></description><link>https://www.from100kto1m.com/p/bwm-issue-83-october-12-2025</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-83-october-12-2025</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Mon, 13 Oct 2025 01:02:55 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/65a2b2e0-16ec-4628-9967-be0970d3e0e9_6000x4000.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>              Welcome to the <strong>eighty third edition</strong> of BWM (Bi-Weekly Munchies) &#8230;</p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><em>Let the munching begin!</em></p><div><hr></div><h3>Company Write Ups/Short Reports/Earnings/briefs/etc.</h3><p><a href="https://substack.com/inbox/post/174072831?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Blue Bird Corporation</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BLBD&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://sergeycyw.substack.com/p/mercadolibre-dominant-in-latam-e?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">MercadoLibre</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MELI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://sergeycyw.substack.com/p/nvdas-data-center-flywheel-is-still?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">NVIDIA</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NVDA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://unemployedvaluedegen.substack.com/p/wrap-up-your-ride-practice-safe-driving?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">XPEL Inc</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;XPEL&quot;}" data-component-name="CashtagToDOM"></span>  -- $$$ -- Write Up</p><p><a href="https://intrinsicvalue.beehiiv.com/p/mtch?utm_source=intrinsicvalue.beehiiv.com&amp;utm_medium=newsletter&amp;utm_campaign=match-group-is-finding-love-a-good-investment&amp;_bhlid=7ce15e83b093878291f186a9bdda40df5836a242">Match Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MTCH&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://yummycenturyegg.substack.com/p/nextnav-nn-theres-many-a-slip-twixt?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">NextNav</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NN&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://rijnberkinvestinsights.substack.com/p/duolingo-inc-a-rule-of-70-facing?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Duolingo</a> -- $DOUL -- Write Up</p><p><a href="https://manateeresearch.com/2025/09/30/slide-insurance-a-house-of-cards-in-hurricane-alley/">Slide Insurance</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SLDE&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://nikhs.substack.com/p/mongodb-and-the-memory-of-machines?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">MongoDB</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MDB&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://sri795500.substack.com/p/lufax-holdinglu-an-easy-multibagger?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lufax Holding</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LU&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://joshuathebaggerradar.substack.com/p/hippo-holdings-embedded-insurances?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Hippo Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HIPO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://unemployedvaluedegen.substack.com/p/markets-on-edge-trucking-in-turmoil?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Heartland Express</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HTLD&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.sprucepointcap.com/research/draftkings-inc">DraftKings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DKNG&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://www.securityanalysis.ai/p/psnl-cancer-diagnostic-company-on?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Personalis</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PSNL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://sergeycyw.substack.com/p/samsara-growth-stabilizing-at-a-high?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Samsara</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$IOT&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://substack.com/inbox/post/175260957?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Fonar </a>-- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FONR&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.kerrisdalecap.com/wp-content/uploads/2025/10/Kerrisdale-BitMine-Immersion.pdf">BitMine Immersion</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BMNR&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://rijnberkinvestinsights.substack.com/p/arm-holding-the-picks-and-shovels?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ARM Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ARM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://rockandturner.substack.com/p/google-redefines-the-alphabet?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Alphabet</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GOOG&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://substack.com/inbox/post/173844640?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Airbnb</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ABNB&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://pennyinsight.substack.com/p/why-i-remain-bullish-about-harrow?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Harrow Inc</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HROW&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://bobhammel.substack.com/p/accenture-riding-the-ai-wave-or-drowning?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Accenture</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ACN&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://hatedmoats.substack.com/p/paypal-deep-dive-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">PayPal Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PYPL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://intrinsicvalue.beehiiv.com/p/dell?utm_source=intrinsicvalue.beehiiv.com&amp;utm_medium=newsletter&amp;utm_campaign=dell-overlooked-ai-growth-story&amp;_bhlid=9a150856cc368f0c6c7d3df623698e8970f1ba96">Dell</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DELL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://capybararesearch.com/reports/richtech-robotics/">Richtech Robotics</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RR&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report</p><p><a href="https://dariusdark.substack.com/p/pfizer-beyond-covid-19?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Pfizer</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;PFE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://elevatorpitches.substack.com/i/175355384/main-capital-discussed-their-investment-in-radiant-logistics-rlgt-a-microcap-p-logistics-provider-trading-at-a-steep-discount-to-peers-built-through-acquisitions-by-founder-ceo-bohn-crain-who-still-owns-over-the-business-combines-the-scale-of-a-multinational-network-with-the-flexibility-of-an-asset-light-model-with-a-pristine-balance-sheet-disciplined-capital-allocation-and-a-robust-pipeline-of-agency-roll-ups-the-firm-is-positioned-to-emerge-stronger-from-the-freight-downturn-a">Radiant Logistics</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RLGT&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://quartr.com/insights/edge/american-express-an-empire-of-plastic?utm_source=newsletter&amp;utm_medium=email&amp;utm_campaign=edge_64">American Express</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AXP&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.valuedontlie.com/p/quick-value-286-portillos-ptlo?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Portillo&#8217;s</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PTLO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://archiveinvest.substack.com/p/through-the-lens-of-the-ceo-lemonade?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lemonade</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LMND&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://tacticzhazel.substack.com/p/novo-nordisk-deep-dive?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Novo Nordisk</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NVO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://rscapital.substack.com/p/a-deep-dive-on-remitly-global-rely?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Remitly Global</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RELY&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://www.globalequitybriefing.com/p/is-zeta-a-buy?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Zeta Global</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZETA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://pacificnorthwestedge.substack.com/p/oneok-oke?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">ONEOK</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$OKE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://bullparade.substack.com/p/uber-driving-into-the-next-leg-of?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Uber</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UBER&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://substack.com/@bullseyeinvesting/p-175759104">Kaspi.kz</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;KSPI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://hightechinvesting.substack.com/p/back-to-elastic-why-im-reinvesting?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Elastic NV</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ESTC&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://valueneversleeps.substack.com/p/shares-in-this-labor-staffing-company?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Trueblue</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TBI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://sergeycyw.substack.com/p/shopifys-wide-moat-and-accelerating?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Shopify</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SHOP&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://andvari.substack.com/p/the-story-of-amphenol-lawrence-degeorge?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Amphenol</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$APH&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.flyoverstocks.com/p/flyover-stock-franklin-electric-fele?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Franklin Electric</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FELE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://theroiclub.substack.com/p/waterbridge-infrastructure-the-royalty?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">WaterBridge Infrastructure</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;WBI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.securityanalysis.ai/p/psnl-cancer-diagnostic-company-on?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Personalis</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PSNL&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://dominickdangelo.substack.com/p/opportunity-at-fst-corp-kbsx?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">FST Ltd</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KBSX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://enterprisinginvestor.substack.com/p/cheap-cash-flowing-and-ignored-the">Ziff Davis</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZD&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.securityanalysis.org/p/xylem-xyl?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Xylem</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$XYL&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://sri795500.substack.com/p/we-enable-greatness-in-people-and?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Franklin Covey</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://underhood.substack.com/p/from-gold-to-green-rush-the-story?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Comstock</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LODE&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://newsletter.hntrbrk.com/p/buyers-remorse-how-lgi-homes-lures?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">LGI Homes</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LGIH&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://unemployedvaluedegen.substack.com/p/government-shutdown-growth-scare?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Hooker Furnishings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$HOFT&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://theoracleofoslo.substack.com/p/starz-entertainment-strz-from-neglected?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Starz Entertainment</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$STRZ&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://sergeycyw.substack.com/p/mondaycom-valuation-at-lows-enterprise?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Monday.com</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MNDY&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://crackthemarket.substack.com/i/174342761/oracle-investment-case">Oracle</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ORCL&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://dariusdark.substack.com/p/uipath-a-new-path-to-profit?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">UiPath</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;PATH&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-83-october-12-2025?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/p/bwm-issue-83-october-12-2025?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><p><a href="https://www.datadinvesting.com/p/forget-third-gear-sofi-is-accelerating?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">SoFi Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SOFI&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://unfairadvantagecapital.substack.com/p/holding-update-new-turkish-chapter?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Kaspi.kz</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KSPI&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.yetanothervalueblog.com/p/black-box-risk-and-gecc?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Great Elm Capital </a>-- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GECC&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thechopwoodcarrywater.substack.com/p/sable-offshore-corp-an-interesting?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sable Offshore</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SOC&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://ditlev.substack.com/p/teva-momentum-building-behind-the?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Teva Pharmaceutical Industries</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TEVA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://compoundinglab.substack.com/p/ups-dcf-valuation-model?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">United Parcel Service</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UPS&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://waterboystocks.substack.com/p/carvana?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Carvana </a>-- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CVNA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://deepquarry.substack.com/p/b-rileys-accounting-knot-material?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">B. Riley Financial</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RILY&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://scalpavelli.substack.com/p/village-supermarket-2025q4-earnings?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Village Super Market</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VLGEA&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://substack.com/inbox/post/175517742?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">TaskUs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TASK&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://davidjwaldron.substack.com/p/quest-diagnostics-nyse-dgx-5e0?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Quest Diagnostics</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DGX&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://unemployedvaluedegen.substack.com/p/my-chemical-romance-part-iii-going?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">AdvanSix</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ASIX&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://bizmodelmastery.substack.com/p/top-10-insights-you-cant-miss-about-288?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Domino&#8217;s Pizza</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DPZ&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.thewolfofharcourtstreet.com/p/mercado-libres-journey-from-startup?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">MercadoLibre</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MELI&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://favonahathaway.substack.com/p/in-defence-of-norbert-lous-crocs?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Crocs</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CROX&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.globalequitybriefing.com/p/nu-applies-for-us-bank-charter?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nu Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NU&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://thereservist.substack.com/p/buying-some-more-toast?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Toast</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TOST&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://dragdeninvest.substack.com/p/the-unity-u-roller-coaster?publication_id=2037950&amp;post_id=174286158&amp;isFreemail=true&amp;r=39zqtp&amp;triedRedirect=true">Unity Software</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$U&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://rigatonicapital.substack.com/p/how-american-express-investors-won?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">American Express</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;AXP&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.platformaeronaut.com/p/doordash-tam-expansion-and-a-push?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">DoorDash</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DASH&quot;}" data-component-name="CashtagToDOM"></span> -- Others</p><p><a href="https://fuzzypandaresearch.com/rcat-army-contract-smaller-than-claimed/">Red Cat</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RCAT&quot;}" data-component-name="CashtagToDOM"></span> -- brief Short Report</p><p><a href="https://www.deepwaterinsight.com/p/rig-credit-deepwater-clo?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Transocean</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RIG&quot;}" data-component-name="CashtagToDOM"></span> -- Others</p><p><a href="https://ianbezek.substack.com/p/buy-chilean-banks-as-far-right-kast?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Banco de Chile</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BCH&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://mindsetvalue.substack.com/p/target-starts-selling-hemp-beverages?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Target</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TGT&quot;}" data-component-name="CashtagToDOM"></span> -- Others</p><p><a href="https://crashcapital69.substack.com/p/telix-pharma-tlx-au-tlx591-trial?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Telix Pharmaceuticals</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TLX&quot;}" data-component-name="CashtagToDOM"></span> -- Others</p><p><a href="https://sniperpearl.substack.com/p/rubrik-rbrk?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Rubrik</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RBRK&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://matthewatsycamore.substack.com/p/paypal-the-commerce-platform?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">PayPal</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PYPL&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://waterboystocks.substack.com/p/bath-and-body-works?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Bath and Body Works</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BBWI&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://compoundinglab.substack.com/p/amat-dcf-model?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Applied Materials</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AMAT&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://unemployedvaluedegen.substack.com/p/ai-and-nano-fluids-in-the-shale-patch?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Flotek Industries</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FTK&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://superjoost.substack.com/p/electronic-arts-55b-buyout-doesnt?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Electronic Arts</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$EA&quot;}" data-component-name="CashtagToDOM"></span> -- Others</p><p><a href="https://www.yetanothervalueblog.com/p/the-evolution-of-meme-stock-financing?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">IONQ</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$IONQ&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://saadiyatcap.substack.com/p/saadiyat-view-on-courseras-cfo-transition?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Coursera</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$COUR&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://coughlincapital.substack.com/p/sticky-software-biz-with-80-margins?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Dropbox</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DBX&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://www.twonaturalcap.com/p/capstan-therapeutics-lnp-delivery?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">AbbVie</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ABBV&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://waterboystocks.substack.com/p/corebridge-financial?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Corebridge Financial</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRBG&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://sniperpearl.substack.com/p/nordson-is-proving-that-old-dogs?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nordson</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NDSN&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://sunrisecapital168.substack.com/p/adobe-why-im-not-buying-the-stock?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Adobe</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ADBE&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://krokerequityresearch.substack.com/p/131-stock-valuation-update-amazon?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Amazon</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AMZN&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><div><hr></div><h5>More Company Write Ups/Earnings/briefs</h5>
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   ]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 82 - September 28, 2025]]></title><description><![CDATA[Sin Stocks, Exotic Cars, Infrastructure, Footwear, Bitcoin, Asia, Bunch of Shorts, Uranium, Healthcare, Manufactures, Compounders, Gaming, O&G, Beer, Chips, Iced Coffee and other things to munch on...]]></description><link>https://www.from100kto1m.com/p/bwm-issue-82-september-28-2025</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-82-september-28-2025</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Sun, 28 Sep 2025 15:46:28 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/af4133f8-8a77-47cc-8a91-f1e2fc004330_6000x4000.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>              Welcome to the <strong>eighty second edition</strong> of BWM (Bi-Weekly Munchies) &#8230;</p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publication. &#8230;</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>
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          <a href="https://www.from100kto1m.com/p/bwm-issue-82-september-28-2025">
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   ]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 81 - September 14, 2025]]></title><description><![CDATA[Oil, Fashion, AI, Short Reports, Media, Healthcare, Alcohol, Big Tech, Asia, Gaming, Outlets, Learning, Metals, Banks, Serial Acquirers, Chips, Apples, Bananas, Burritos, & other things to munch on...]]></description><link>https://www.from100kto1m.com/p/bwm-issue-81-september-14-2025</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-81-september-14-2025</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Sun, 14 Sep 2025 16:20:12 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/eb838d54-5479-49fd-a83f-f2d989b7f23b_1024x1536.png" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>              Welcome to the <strong>eighty first edition</strong> of BWM (Bi-Weekly Munchies) &#8230;</p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><em>Let the munching begin!</em></p><div><hr></div><h3>Company Write Ups/Short Reports/Earnings/briefs/etc.</h3><p><a href="https://dariusdark.substack.com/p/can-salesforces-ai-dream-survive?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Salesforce</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRM&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://dariusdark.substack.com/p/unity-software-an-engine-in-mid-reboot?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Unity Software</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$U&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://pillarsandprofits.substack.com/p/oak-valley-bancorp-ovly-winning-the?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Oak Valley Bancorp</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$OVLY&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://bmfreports.com/articles/nby">NovaBay Pharmaceuticals</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NBY&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report Write Up</p><p><a href="https://acidinvestments.substack.com/p/buying-some-indiscriminate-sale-dole?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Dole PLC</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DOLE&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://aryadeniz.substack.com/p/deep-dive-american-eagle-outfitters?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">American Eagle Outfitters</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AEO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://possiblevalue.substack.com/p/adobe-nasdaq-adbe?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Adobe</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ADBE&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://dominickdangelo.substack.com/p/topgolf-callaway-good-cobad-co?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Topgolf Callaway Brands</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MODG&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://unemployedvaluedegen.substack.com/p/the-best-roots-since-kunta-kinte?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Root</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ROOT&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://stockinvader.substack.com/p/novo-nordisk-as-too-cheap-to-ignore">Novo Nordisk</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NVO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://jaimebermejo.substack.com/p/the-oncology-institute-of-hope-and?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">The Oncology Institute</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TOI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://crackthemarket.substack.com/p/fico-the-score-behind-the-score?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Fair Isaac Corporation</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FICO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://asymventures.substack.com/p/diageo?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Diageo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DEO&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://cornerstonevalue.substack.com/p/charter-chtrus-backbone-infrastructure?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Charter Communications</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CHTR&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://cundilldeepvalue.substack.com/p/deep-value-report-centene-corporation?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Centene Corporation</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CNC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.openinsightscap.com/p/iac-a-bento-box-for-half-off?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">IAC</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$IAC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://substack.com/home/post/p-172834452">Boston Omaha</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$BOC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://videttecapitalresearch.substack.com/p/payoneer-global-inc-deep-dive-and?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Payoneer Global</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PAYO&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://dariusdark.substack.com/p/lululemon-stretched-too-thin?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lululemon Athletica</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LULU&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://compoundinglab.substack.com/p/nvda-valuation-the-ai-engine-room?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">NVIDIA</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NVDA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://sergeycyw.substack.com/p/snowflake-at-the-center-of-the-enterprise?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Snowflake</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SNOW&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://www.globalequitybriefing.com/p/can-this-igaming-small-cap-5x?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Golden Matrix Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GMGI&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://theinvestingledger.substack.com/p/beyond-connectivity-unveiling-kyivstars">Kyivstar Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KYIV&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://saadiyatcap.substack.com/p/coursera-quick-pitch?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Coursera</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$COUR&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://nightmarketresearch.com/nn/">Nextnav</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NN&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report Write Up</p><p><a href="https://pennyinsight.substack.com/p/zeta-global-data-diversification?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Zeta Global Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZETA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://mvcinvesting.substack.com/p/three-small-caps-im-watching-part-ca1?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">GitLab</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GTLB&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://dariusdark.substack.com/p/true-compounders-duolingo?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Duolingo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DUOL&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://www.globalequitybriefing.com/p/cyber-saas-expected-to-grow-fcf-by?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">SentinelOne</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$S&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://beyondspx.com/quote/NRP/analysis/nrp-deleveraging-s-apex-distributions-dawn">Natural Resource Partners</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NRP&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://unemployedvaluedegen.substack.com/p/extra-salty-is-intrepid-potash-a?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Intrepid Potash</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$IPI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://investing501.substack.com/p/one-hour-analysis-canterbury-park?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Canterbury Park Holding</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CPHC&quot;}" data-component-name="CashtagToDOM"></span>  -- Write Up</p><p><a href="https://substack.com/@author0013/p-172466888">Relx</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RELX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://messerli.substack.com/p/accelerant?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Accelerant</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ARX&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://quartr.com/insights/edge/where-to-the-story-of-uber?utm_source=newsletter&amp;utm_medium=email&amp;utm_campaign=edge_63">Uber</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UBER&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://theroiclub.substack.com/p/gold-royalty-corp-groy-from-table">Gold Royalty</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GROY&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- Write Up</p><p><a href="https://www.valuedontlie.com/i/172219380/quick-value">Pitney Bowes</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PBI&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://cundilldeepvalue.substack.com/p/mercer-international-merc-hidden?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Mercer International</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MERC&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://substack.com/@martinbradstreet/p-172183132">VEON Ltd</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$VEON&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://substack.com/home/post/p-173128123">Alphabet</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GOOG&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up (In Portuguese)</p><p><a href="https://longtermpick.com/p/opera-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Opera</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$OPRA&quot;}" data-component-name="CashtagToDOM"></span> -- Write Up</p><p><a href="https://mailchi.mp/f8318ada8a0a/supx-the-design-and-fit-out-company-pretending-its-in-ai?e=3226d195d7">Super X AI Technology</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SUPX&quot;}" data-component-name="CashtagToDOM"></span> -- Short Report Write Up</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/p/bwm-issue-81-september-14-2025?utm_source=substack&utm_medium=email&utm_content=share&action=share&quot;,&quot;text&quot;:&quot;Share&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/p/bwm-issue-81-september-14-2025?utm_source=substack&utm_medium=email&utm_content=share&action=share"><span>Share</span></a></p><p><a href="https://nikhs.substack.com/p/zscaler-4qfy25-the-platform-transformation?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Zscaler</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZS&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://dividendfortress.substack.com/p/ups-is-a-quality-business-at-fair?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">United Parcel Service</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UPS&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://showmethevalue.substack.com/p/valuation-stellantis-nysestla-25h1?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Stellantis NV</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$STLA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://unemployedvaluedegen.substack.com/p/is-it-better-to-ask-forgiveness-than?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">LifeMD</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LFMD&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://longyield.substack.com/p/salesforce-q2-fy26-earnings-ai-momentum?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Salesforce</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRM&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.speedwellmemos.com/p/perimeter-solutions-2q25-business?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Perimeter Solutions</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PRM&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://sergeycyw.substack.com/p/gitlab-q2-2025-earnings-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">GitLab</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GTLB&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.globalequitybriefing.com/p/nu-private-ai-banker?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nu Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NU&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://sri795500.substack.com/p/inside-cardlytics-12-plunge-the-461m?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Cardlytics</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CDLX&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://rosecelineinvestments.substack.com/p/root-growth-profitability-and-upside?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Root</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ROOT&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://triplesinvesting.substack.com/p/sable-offshore-and-1488?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sable Offshore Corp</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SOC&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://compoundinglab.substack.com/p/xyz?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Block</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$XYZ&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://valueb9b.substack.com/p/olli-spinning-the-wheel?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Ollie's Bargain Outlet Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$OLLI&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://ditlev.substack.com/p/eli-lilly-lly-oral-glp-1-results?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Eli Lilly &amp; Company</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LLY&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://sergeycyw.substack.com/p/sentinelone-q2-2025-earnings-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">SentinelOne</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$S&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.investinassets.net/p/chipotle-is-down-43-time-to-buy?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Chipotle</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CMG&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://dfresearch.substack.com/p/achv-the-countdown-begins?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Achieve Life Sciences</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ACHV&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://nuggetcapitalpartners.substack.com/p/new-us-reit-positions?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Americold &amp; Lineage</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$COLD&quot;}" data-component-name="CashtagToDOM"></span> &amp; <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LINE&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://nikhs.substack.com/p/broadcom-3qfy25-earnings-the-network?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Broadcom</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AVGO&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://sergeycyw.substack.com/p/samsara-q2-2025-earnings-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Samsara</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$IOT&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.twonaturalcap.com/p/maxcyte-powering-ex-vivo-gene-editing?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">MaxCyte</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MXCT&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://expansestocks.substack.com/p/copart-q4-2025?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Copart</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CPRT&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://nataninvesting.substack.com/p/natans-notes-11-pdd-terrible-management?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">PDD Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$PDD&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://consumereq.substack.com/p/lululemon-ceo-doubles-down-on-the?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Lululemon Athletica</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$LULU&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://rosecelineinvestments.substack.com/p/my-thoughts-on-dlo-ceo-pedro-arnts?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">DLocal Limited</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DLO&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://nikhs.substack.com/p/oracles-1qfy26-earnings-strategic?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Oracle Corporation</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ORCL&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.lorenzo2cents.com/p/duolingo-alex-karp-docet?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Duolingo</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DUOL&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://www.datadinvesting.com/p/sofis-capital-raise-is-bullish-so?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">SoFi Technologies</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SOFI&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://elevatorpitch.substack.com/p/kraft-heinz-demerger-3g-failure?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Kraft Heinz Company</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$KHC&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://pacificnorthwestedge.substack.com/p/disney-and-the-free-press?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">The Walt Disney Company</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$DIS&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://andvari.substack.com/p/seeing-beyond-coparts-recent-weakness?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Copart</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CPRT&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://jaimebermejo.substack.com/p/kyivstar-group-kyiv?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Kyivstar Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;KYIV&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.lorenzo2cents.com/p/crowdstrike-here-we-go-reacceleration?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">CrowdStrike</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;CRWD&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://compoundinglab.substack.com/p/dhi?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">DR Horton</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;DHI&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://rscapital.substack.com/p/zeta-global-zeta-goldman-sachs-communacopia?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Zeta Global Holdings</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ZETA&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://sergeycyw.substack.com/p/adobe-q3-2025-earnings-analysis?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Adobe</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ADBE&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://nataninvesting.substack.com/p/natans-notes-12-i-bought-more-tmdx?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">TransMedics Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TMDX&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://alankritcapital.substack.com/p/innovative-solutions-and-support?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Innovative Solutions and Support</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$ISSC&quot;}" data-component-name="CashtagToDOM"></span> -- Others</p><p class="button-wrapper" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe now&quot;,&quot;action&quot;:null,&quot;class&quot;:null}" data-component-name="ButtonCreateButton"><a class="button primary" href="https://www.from100kto1m.com/subscribe?"><span>Subscribe now</span></a></p><p><a href="https://nikhs.substack.com/p/credos-1qfy26-moment-accelerates?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Credo Technology</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CRDO&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://thescienceofhitting.com/p/the-next-iconic-brand?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Boston Beer</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SAM&quot;}" data-component-name="CashtagToDOM"></span> -- $$$ -- brief</p><p><a href="https://loganshearer.substack.com/p/owens-and-minor-turnaround-about?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Owens &amp; Minor</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$OMI&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://nbaa.org/news/business-aviation-insider/2025-07/5-factors-driving-business-jet-hangar-availability/">Sky Harbour</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SKYH&quot;}" data-component-name="CashtagToDOM"></span> -- Others</p><p><a href="https://www.canadianvalueinvestors.com/p/ammo-inc-no-longer-outdoor-holding?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Outdoor Holding</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$POWW&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://compoundinglab.substack.com/p/xel?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Xcel Energy</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$XEL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://adrewrog.substack.com/p/celsius-pepsico-strategic-partnership?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Celsius</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$CELH&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://www.thewolfofharcourtstreet.com/p/rubrik-the-beat-and-raise-playbook?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Rubrik</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$RBRK&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://stockpursuit.substack.com/p/thematic-net-net-revisited?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">FuelCell Energy</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$FCEL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://jchu.substack.com/p/good-times-gtim-part-4?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Good Times</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$GTIM&quot;}" data-component-name="CashtagToDOM"></span> -- Earnings</p><p><a href="https://monsoonpabrai.substack.com/p/american-express?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">American Express</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AXP&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://scalpavelli.substack.com/p/i-waited-as-long-as-i-could-to-re?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Natural Resource Partners</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;NRP&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://crashcapital69.substack.com/p/telix-pharmaceuticals-tlx-au?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Telix Pharmaceuticals</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$TLX&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://stockinvader.substack.com/p/mstr-beyond-bitcoin?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Strategy</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$MSTR&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://fugaziresearch.substack.com/p/sound-group-sogp-cash-holes-and-control?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Sound Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SOGP&quot;}" data-component-name="CashtagToDOM"></span> -- Short brief Report</p><p><a href="https://mvcinvesting.substack.com/p/nebius-group-nbis-microsoft-deal?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Nebius Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$NBIS&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://unlearningcfa.substack.com/p/insuring-the-road-ahead?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">United Fire Group</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$UFCS&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://stratechery.com/2025/iphones-17-and-the-sugar-water-trap/">Apple</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$AAPL&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://author0013.substack.com/p/jamie-dimon-and-jpmorgan-chase-how">JPMorgan Chase</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$JPM&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><p><a href="https://rijnberkinvestinsights.substack.com/p/synopsys-crashed-36-what-investors?r=cjqj6&amp;utm_medium=ios&amp;triedRedirect=true">Synopsys</a> -- <span class="cashtag-wrap" data-attrs="{&quot;symbol&quot;:&quot;$SNPS&quot;}" data-component-name="CashtagToDOM"></span> -- brief</p><div><hr></div><h5>More Company Write Ups/Earnings/briefs</h5>
      <p>
          <a href="https://www.from100kto1m.com/p/bwm-issue-81-september-14-2025">
              Read more
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   ]]></content:encoded></item><item><title><![CDATA[BWM - Issue # 80 - August 31, 2025]]></title><description><![CDATA[Japan, lots of Shorts, Payments, Healthcare, Data, Energy, Semis, REITs, Beer, lots of Earnings, Insurance, Cars, Footwear, China, Big Tech, Weed, Moats, Toasts, and other things to munch on...]]></description><link>https://www.from100kto1m.com/p/bwm-issue-80-august-31-2025</link><guid isPermaLink="false">https://www.from100kto1m.com/p/bwm-issue-80-august-31-2025</guid><dc:creator><![CDATA[Yegor]]></dc:creator><pubDate>Mon, 01 Sep 2025 01:15:34 GMT</pubDate><enclosure url="https://substack-post-media.s3.amazonaws.com/public/images/dc9c27e7-4617-40af-a598-a5ad7c6dd198_2857x3222.jpeg" length="0" type="image/jpeg"/><content:encoded><![CDATA[<p>              Welcome to the <strong>eightieth edition</strong> of BWM (Bi-Weekly Munchies) &#8230;</p><div class="pullquote"><p><strong>BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!</strong></p></div><div class="subscription-widget-wrap-editor" data-attrs="{&quot;url&quot;:&quot;https://www.from100kto1m.com/subscribe?&quot;,&quot;text&quot;:&quot;Subscribe&quot;,&quot;language&quot;:&quot;en&quot;}" data-component-name="SubscribeWidgetToDOM"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">"From $100K to $1M" &amp; More. is a reader-supported publication. To r&#8230;</p></div><form class="subscription-widget-subscribe"><input type="email" class="email-input" name="email" placeholder="Type your email&#8230;" tabindex="-1"><input type="submit" class="button primary" value="Subscribe"><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div>
      <p>
          <a href="https://www.from100kto1m.com/p/bwm-issue-80-august-31-2025">
              Read more
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