Company Write Ups/Short Reports/Earnings/briefs/etc.

Uber -- UBER -0.43%↓ -- Write Up

Tyler Technologies -- -- $$$ -- Write Up

Lumen Technologies -- -- Write Up

Buckle -- -- Write Up

InMode -- -- Write Up

SpaceX -- -- Write Up

RTB Digital -- -- Short Report

Mobile Infrastructure -- -- Write Up

Noodles -- -- Write Up

New York Times Group -- -- Write Up

Sunpower -- -- Write Up

Alphabet -- -- $$$ -- Write Up

Netflix -- -- Write Up

Atlassian -- TEAM 6.13%↑ -- Write Up

Owlet -- -- Short Report

Wix -- -- Write Up

Chipotle -- -- Write Up

AppLovin -- -- Write Up

Tractor Supply -- -- Write Up

HF Sinclair -- -- Write Up

Affirm -- -- Short Report

MercadoLibre -- -- Write Up

FitLife Brands -- -- Write Up

Immix Biopharma -- -- Write Up

Constellation Energy -- -- Write Up

Sky Harbour -- -- Write Up

Lyft -- -- Short Report

LeMaitre Vascular -- -- Write Up

Amplitech Group -- -- Write Up

Heico -- -- Write Up (Part 1)

Heico -- -- Write Up (Part 2)

Fair Isaac -- -- Write Up

Alibaba -- -- Write Up

Miami International Holdings -- -- Write Up

Dauch -- -- Write Up

Bank OZK -- -- Short Report

CoStar -- -- brief

Forgent Power Solutions -- -- brief

ServiceNow -- -- Earnings

Eli Lilly -- -- brief

Intel -- -- Earnings

Stagwell -- -- brief

Circle -- -- brief

Mastercard -- -- brief

ASML Holding -- -- $$$ -- Earnings

Duolingo -- -- brief

Mobility Global -- -- brief

Accelerant Holdings -- -- Earnings

Adobe -- -- brief

Crescent Energy -- -- brief

Warner Bros. Discovery -- -- brief

Lowe's Companies -- -- brief

Tapestry -- -- brief

Northrop Grumman -- -- Earnings

Transmedics Group -- -- $$$ -- brief

PayPal -- -- brief

Novo Nordisk -- -- brief

Owlet -- -- brief

Tesla -- -- Earnings

NVE Corp -- -- Earnings (In French)

Philip Morris International -- -- $$$ -- Earnings

Intuitive Surgical -- -- Earnings

Integer Holdings -- -- brief

Talen Energy -- -- brief

Quantumscape -- -- Earnings

Sony -- -- brief

Medpace -- -- Earnings

Perma-Fix Environmental Services -- -- brief

Genie Energy -- -- brief

SPS Commerce -- -- brief

Domo -- -- brief

Grab -- -- brief

Wise -- -- Earnings

Snowflake -- -- brief

Chipotle -- -- Earnings

Cognizant -- -- brief

Rocket Lab -- -- brief

Full House Resorts -- -- brief

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More Company Write Ups/Earnings/briefs

Euroz Hartleys -- $ASX:EZL -- Write Up

Kaanapali Land -- $KANP -- Write Up

Henry Boot -- $LON:BOOT -- Write Up

Groupe Guillin -- $EPA:ALGIL -- Write Up

Saga -- $LON:SAGA -- Write Up

Nintendo -- $NTDOY -- Write Up

Lindt & Sprüngli -- $CHLSY -- $$$ -- Write Up

Vusion SA -- $EPA:VU -- Write Up

Smart Shooter -- $TLV:SMSH -- Write Up

Mowi -- $MHGVY -- Write Up

Stalprodukt -- $WSE:STP -- Write Up

Squeeze -- $TYO: 558A -- Write Up

Volkswagen -- $VWAGY -- $$$ -- Write Up

Kelly Partners Group -- $KPGHF -- Write Up

Europris -- $FRA:2RG -- Write Up

Amundi Prime Euro Government Bond 0-1Y UCITS ETF Acc -- $PRAB.DE -- brief

NamSys -- $CVE:CTZ -- Earnings (In French)

Alpargatas S.A. -- $ALPA3.SA -- brief

Vopak -- $VOPKF -- brief

GE Aerospace -- $BVMF:GEOO34 -- brief

Roko AB -- $STO:ROKO-B -- Earnings

Berkshire Hathaway -- $BRK.A -- brief

Aurelia Metals -- $ASX:AMI -- brief

Moury Construct -- $EBR:MOUR -- brief

Evolution -- $EVVTY -- Earnings

Company “Research” via Audio & Video Formats

Meta -- -- Podcast

Pulsenmore -- -- Podcast

SpaceX -- -- Podcast

Hilton -- -- Podcast

BriaCell Therapeutics -- -- Podcast

Rivian Automotive -- -- Podcast

Pinduoduo -- -- Podcast

Kaltura -- -- Podcast

Apple -- -- Podcast

Netflix -- -- Podcast

Nauticus Robotics -- -- Podcast

Comcast -- -- Podcast

Opendoor -- -- Podcast

Perimeter Solutions -- -- Podcast

Spartan Metals -- $SPRMF -- Podcast

Fairfax Financial -- $FRFHF -- Podcast

Paragon Advanced Labs -- $CVE:PALS -- Podcast

Subscribe now

Sky Harbour -- -- YouTube

ACCESS Newswire -- -- YouTube

Salesforce -- -- YouTube

Atlassian -- TEAM 6.13%↑ -- YouTube

Hims & Hers -- HIMS -16.54%↓ -- YouTube

Boston Scientific -- -- YouTube

Owlet -- -- YouTube

SpaceX -- -- YouTube

Intuit -- INTU 3.02%↑ -- YouTube

Kinsale Capital Group -- -- YouTube

PayPal -- -- YouTube

Coupang -- -- YouTube

Duolingo -- -- YouTube

IBM -- -- YouTube

Crexendo -- -- YouTube

ServiceNow -- -- YouTube

Alphabet -- GOOG 0.10%↑ -- YouTube

Kolibri Global Energy -- -- YouTube

Copart -- -- YouTube

Playboy -- -- YouTube

Universal Health Services -- -- YouTube

Netflix -- -- YouTube

United Healthcare -- -- YouTube

Wise -- -- YouTube

Creative Realities -- -- YouTube

Crocs -- -- YouTube

Archer Aviation -- -- YouTube

Adobe -- -- YouTube

Danaher -- -- YouTube

Microsoft -- -- YouTube

Badger Meter -- -- YouTube

United Parks -- -- YouTube

RenoWorks Software -- $ROWKF -- YouTube

Africa Bitcoin -- $JSE:BAC -- YouTube

Nova Leap Health -- $NVLPF -- YouTube

BuildDirect -- $BDCTF -- YouTube

Light & Wonder -- $ASX: LNW -- YouTube

Pony.ai -- -- Substack Video

North Arrow Minerals -- $NHAWF -- Video

Neo Performance Materials -- $NOPMF -- Video

Interesting Links

The Floor to the Boardroom

5 Setups Worth Watching by

The Top Hedge Funds of 2026 (So Far) by

Stan Druckenmiller: Defying the Laws of Finance by

Aerospace - The Most Beautiful Industry in the World by

etc.

SuperJoost Playlist

Will in-game ads work this time around?

In this week’s office-hour session, I dig into Xbox’s new test of ad-supported game streaming and why it might finally stick…

Listen now

3 days ago · 12 likes · 4 comments · SuperJoost

Skull Sessions

Skull Session: Hugo Navarro on Finding Misunderstood And Mispriced Small-Caps

After first meeting Hugo Navarro virtually as a Skull Session guest on GeoInvesting in 2025, I finally met Hugo in person at the Planet MicroCap Showcase in Las Vegas. Although he’s only 19, he’d already built a strong following through his Substack…

Listen now

20 days ago · 7 likes · Skull Sessions and Maj Soueidan

Let the munching begin!

Company Write Ups/Short Reports/Earnings/briefs/etc.

Caretrust REIT -- -- Write Up (In Spanish)

StepStone -- -- $$$ -- Short Report

One Stop Systems -- -- Write Up

SAP SE -- -- Write Up

CrowdStrike -- -- Write Up

Micron -- -- $$$ -- Write Up

Fair Isaac Corporation -- -- Write Up

Moonlake Therapeutics -- -- Write Up

MercadoLibre -- -- Write Up

Sadot Group -- -- Short Report

Molson Coors -- -- Write Up

Cooper Companies -- -- Write Up

Somnigroup -- -- Write Up

Voyager -- -- Write Up

Tarsus Pharmaceuticals -- -- Short Report

Hertz Global -- -- Write Up

Valero Energy -- -- $$$ -- Write Up

Badger Meter -- -- Write Up

Kingsway -- -- Write Up

Celsius -- -- Write Up

Heico -- -- Write Up

Bloom Energy -- -- Write Up

Pagaya Technologies -- -- Write Up

Intuit -- -- Write Up

Qualcomm -- -- Write Up

Hub Group -- -- Write Up

The Walt Disney -- DIS -1.04%↓ -- $$$ -- Write Up

Bending Spoons -- -- Write Up

Kelly Services -- -- Write Up

Microsoft -- -- Write Up

Ollie’s Bargain Outlet -- -- Write Up

Build-A-Bear Workshop -- -- Write Up

Monday.Com -- -- Write Up

Hesai Group -- -- Write Up

Bloom Energy -- -- Short Report

Samsara -- -- Write Up

A.O. Smith -- -- Write Up

Atlassian -- -- Write Up

Comcast -- -- Write Up

Computer Modelling Group -- -- $$$ -- Write Up

Agility Robotics -- -- Write Up

Kaspi -- -- Write Up

Salesforce -- -- Write Up

Paycom Software -- -- Write Up

Renew Energy Global -- -- Write Up

Redwire -- -- Short Report

Snowflake -- SNOW -3.70%↓ -- Write Up

Boston Omaha -- -- Write Up

Tripadvisor -- TRIP 3.39%↑ -- Write Up

Verisk -- -- Write Up

Summit Therapeutics -- -- Write Up

Magnum Ice Cream -- -- Write Up

Sprouts Farmers Market -- -- Write Up

Stryker -- -- Write Up

Karooooo -- -- Write Up

Share

Dave -- -- brief

Amazon -- -- brief

Nebius -- -- brief

ASML -- -- brief

Intuit -- -- brief

SoFi -- -- Earnings

Nomad Foods -- -- brief

Shift4 -- -- $$$ -- brief

IREN -- -- brief

Alibaba -- -- brief

Strategy -- -- brief

Ashland -- -- brief

Merlin -- -- brief

Seer -- -- brief

Broadcom -- -- brief

Shift4 -- -- brief

FactSet Research Systems -- -- Earnings

Quantumscape -- -- brief

Nike -- -- Earnings

Cognizant -- -- brief

Liberty Latin America -- -- brief

Costar Group -- -- brief

Meta -- -- brief

Crocs -- -- brief

T-Mobile Us -- -- brief

Liquidia -- -- brief

Versant Media Group -- -- brief

Fastenal -- -- brief

People -- -- $$$ -- brief

DMRC -- -- brief

QXO -- -- brief

NVIDIA -- -- brief

Wise -- -- $$$ -- Earnings

FuelCell Energy -- -- brief

S&P Global -- -- brief (In Spanish)

CrowdStrike -- -- brief

High Tide -- -- Earnings

Solstice -- -- brief

WD-40 Company -- -- Earnings

Uber -- UBER -0.43%↓ -- Earnings

PepsiCo -- PEP 1.22%↑ -- brief

Fiverr -- -- brief

Booking Holdings -- -- brief

Fervo Energy -- -- brief

Entravision -- -- brief

Cerebras Systems -- -- Earnings

Alphabet -- -- brief

More Company Write Ups/Earnings/briefs

Read more

Company Write Ups/Short Reports/Earnings/briefs/etc.

Elastic -- -- Write Up

Ensign Group -- -- Short Report

Achieve Life Sciences -- -- Write Up

VersaBank -- -- Write Up

Veeva Systems -- -- Write Up

Belden -- -- Write Up

Amazon -- -- Write Up

Tripadvisor -- -- Write Up

Walmart -- -- Write Up

Velo3D -- -- Short Report

GEE Group -- -- Write Up

FST Ltd -- -- Write Up

Manchester United -- -- Write Up

Arista Networks -- -- $$$ -- Write Up

Micron -- -- Write Up

Intuit -- -- Write Up

EquipmentShare -- -- Short Report

Vera Therapeutics -- -- Write Up

Zoetis -- -- Write Up

CoStar Group -- -- Write Up

BlackLine -- -- $$$ -- Write Up

SAP -- -- Write Up

Palantir -- -- Write Up

Adobe -- -- Write Up

Hubbell -- -- Write Up

Hyliion -- -- Short Report

Sea Limited -- -- Write Up

Wingstop -- -- Write Up

Pinduoduo -- -- Write Up

Celsius Holdings -- -- Write Up

Freecast -- -- Short Report

ServiceNow -- -- Write Up

enGene Therapeutics -- -- Write Up

Alphabet -- -- Write Up

Broadcom -- -- Write Up

Industrial Logistics Properties Trust -- -- Write Up

Adobe -- -- Earnings

Micron -- -- Earnings

Accenture -- -- Earnings

Nokia -- -- brief

PayPal -- -- $$$ -- brief

Cerebras Systems -- -- Earnings

Oracle -- -- brief

Copart -- -- brief

Fox -- -- brief

Darden Restaurants -- -- Earnings

Barnes & Noble Education -- -- Earnings

Apple -- -- brief

Lifeway Foods -- -- brief

Arista Networks -- -- brief

Lockheed Martin -- -- brief

MercadoLibre -- -- Earnings

Uber -- -- Earnings

Take-Two Interactive -- -- brief

AnaptysBio -- -- brief

Liquidia -- -- brief

Rubrik -- -- Earnings

Costco -- -- brief

Leave a comment

More Company Write Ups/Earnings/briefs

Obrascon Huarte Lain SA -- $BME:OHLA -- Write Up

Selamat Sempurna -- $IDX:SMSM -- Write Up

Besi -- $AMS:BESI -- $$$ -- Write Up

Distribution Finance Capital -- $LON:DFCH -- Write Up

Xplora Technologies -- $FRA:86P -- Write Up

Urbana -- $URNAF -- $$$ -- Write Up

Investment AB Latour -- $STO:LATO-B -- Write Up

Lum Chang Creations -- $SGX:LCC -- $$$ -- Write Up

Adyen -- $ADYEY -- Write Up

Trend Micro -- $TMICY -- Write Up

Churchill China -- $LON:CHH -- Write Up

Aimia -- $AIMFF -- Write Up

Proservice Building Servcs -- $LON:PRO -- Write Up

Edenred -- $EDNMY -- Write Up

Rockpoint Gas Storage -- $RPGSF -- Write Up

Harmonic Drive Systems -- $TYO:6324 -- Write Up

Aurum Proptech -- $NSE:AURUM -- brief

INDITEX -- $IDEXY -- Earnings

Tencent Holdings -- $TCEHY -- $$$ -- brief

Tekmar Group -- $LON:TGP -- brief

SDCL -- $LON:SEIT -- brief

Hydreight Technologies -- $HYDTF -- brief

Aurora Spine -- $ASAPF -- $$$ -- brief

Midea Group -- $SHE:000333 -- brief

Berkshire Hathaway -- $BRK.A -- brieft

Company “Research” via Audio & Video Formats

Mobilicom -- -- Podcast

Salesforce -- -- Podcast

Calidi Biotherapeutics -- -- Podcast

Intel -- -- Podcast

Copa Holdings -- -- Podcast

Dlocal -- -- Podcast

Snowflake -- -- Podcast

Terra Innovatum -- -- Podcast

Maison Solutions -- -- Podcast

SpaceX -- -- Podcast

Build-A-Bear Workshop -- -- Podcast

Rave Restaurant -- -- Podcast

American Tower -- -- Podcast

Paramount Gold Nevada -- -- Podcast

ZenaTech -- -- Podcast

Arq -- -- Podcast

The Walt Disney -- -- Podcast

Evolution -- $EVVTY -- Podcast

Kits Eyecare -- $KTYCF -- Podcast

Lenovo -- $HKG:0992 -- Podcast

Honeywell Aerospace -- $HONAV -- Podcast

Holcim -- $HCMLY -- Podcast

Cizzle Brands -- $CZZLF -- Podcast

Subscribe now

Netflix -- -- YouTube

Onfolio -- -- YouTube

Figure Technology -- -- YouTube

Chegg -- -- YouTube

Nvidia -- -- YouTube

Conagra Brands -- -- YouTube

Papa John's -- -- YouTube

Micron -- -- YouTube

T-Mobile -- -- YouTube

SPGI -- -- YouTube

Alibaba -- -- YouTube

Aduro -- -- YouTube

Versant Media Group -- -- YouTube

Adobe -- -- YouTube

Fiserv -- -- YouTube

Alphabet -- -- YouTube

Oracle -- -- YouTube

PepsiCo -- -- YouTube

Krispy Kreme -- -- YouTube

Texas Pacific Land -- -- YouTube

Strawberry Fields REIT -- -- YouTube

CoreWeave -- -- YouTube

CrowdStrike -- -- YouTube

YouGov -- $LON:YOU -- YouTube

Ascentech -- $TYO:3565 -- YouTube

IC Group Holdings -- $CVE:ICGH -- YouTube

Zest -- $BIT:ZEST -- YouTube

Kraken Robotics -- $KRKNF -- YouTube

Interesting Links

Gems from the Magic Screen by

etc.

That’s crazy we hit 100th edition! Thank you everyone who has been reading and supporting From100kto1m and BWM segment, I really appreciate it!

Let the munching begin!

Company Write Ups/Short Reports/Earnings/briefs/etc.

VSE Corp -- -- Write Up

MannKind -- -- Write Up

Innventure -- -- Short Report

Qualcomm -- -- $$$ -- Write Up

Alico -- -- Write Up

Salesforce -- -- Write Up

Rollins -- -- Write Up

Sea -- -- Write Up

Astrotech -- -- Short Report

Sky Harbour -- -- Write Up

Vertiv -- -- $$$ -- Write Up

Nokia Oyj -- NOK 4.20%↑ -- Write Up

Wix.Com -- -- Write Up

Apollo Global Management -- -- Write Up

Oportun Financial -- -- Write Up

Compass Therapeutics -- -- Write Up

Nelnet -- -- $$$ -- Write Up

KBR Inc -- -- Write Up

Limoneira -- -- Write Up

Toast -- -- $$$ -- Write Up

MarineMax -- -- Write Up

Shell -- -- Write Up

Nasdaq -- -- $$$ -- Write Up

Fulcrum Therapeutics -- -- Write Up

Gildan Activewear -- -- Write Up

Oscar Health -- -- Write Up

Optimum Communications -- -- Short Report

Rave Restaurant -- -- Write Up

Mid-America Apartment -- -- Write Up (In Spanish)

Intuit -- -- Write Up

Edgewise Therapeutics -- -- Write Up

Celsius -- -- $$$ -- Write Up

Titan America -- -- Write Up

Wise -- -- Write Up

VISA -- -- Write Up

Spotify -- -- Write Up

Mastercard -- -- Write Up

Solstice Advanced Materials -- -- Write Up

El Pollo Loco -- -- Write Up

Paycom Software -- -- Write Up

Fiserv -- -- Write Up

Proficient Auto Logistics -- -- Write Up

Ensign Group -- -- Short Report

Chime Financial -- -- Write Up

Share

NVIDIA -- -- brief

Airbnb -- -- brief

Lululemon Athletica -- -- Earnings

Alphabet -- -- brief

Advance Auto Parts -- -- Earnings

Kinsale Capital Group -- -- brief

Broadcom -- -- Earnings

Salesforce -- -- Earnings

New Era Energy & Digital -- -- brief

CrowdStrike -- -- brief

Charter Communications -- -- brief

Microsoft -- MSFT -0.27%↓ -- brief

UiPath -- -- $$$ -- Earnings

Oddity -- -- Earnings

Five Below -- -- brief

Alphabet -- -- brief

Philip Morris -- -- brief

Rubrik -- -- brief

Synopsys -- -- Earnings

Lululemon Athletica -- -- brief

Markel -- -- $$$ -- brief

Oracle -- -- Earnings

Restoration Hardware -- -- brief

Adobe -- -- Earnings

Zeta Global -- -- brief

Unity -- -- brief

Zscaler -- -- Earnings

Meta Platforms -- -- brief

Perma-Pipe -- -- Earnings (In French)

Snowflake -- -- Earnings

Bloomin’ Brands -- -- brief

Eli Lilly -- -- brief

TransMedics -- -- brief

Micron -- -- brief

Strategy -- -- brief

Ollie’s Bargain -- -- Earnings

Amazon -- -- Earnings

Palo Alto -- -- brief

More Company Write Ups/Earnings/briefs

Read more

Company Write Ups/Short Reports/Earnings/briefs/etc.

MMTec -- -- Short Report

StoneCo -- -- Write Up

ImmuCell Corporation -- -- Write Up

Nokia Oyj -- -- Write Up

Rithm Capital -- -- Write Up

GrafTech International -- -- Write Up

Atara Biotherapeutics -- -- Short Report

XP Inc -- -- $$$ -- Write Up

Datadog -- -- Write Up

Take-Two Interactive -- -- Write Up

Ethos Technologies -- -- $$$ -- Short Report

Booking Holdings -- -- Write Up

Sellas Life Sciences Group -- -- Write Up

Everspin Technologies -- -- Short Report

Vistance Networks -- -- Write Up

Sabre -- -- Write Up

Union Pacific -- -- $$$ -- Write Up

NVIDIA -- -- Write Up

Amprius Technologies -- -- Short Report

Nu Holdings -- NU 1.15%↑ -- Write Up

Rave Restaurant Group -- -- Write Up

GE Vernova -- -- $$$ -- Write Up

DLocal -- -- Write Up

Greenfire Resources -- -- Write Up

Gibraltar Industries -- -- Write Up

Lyft -- -- $$$ -- Write Up

Salesforce -- -- Write Up

Pitney Bowes -- -- $$$ -- Write Up

ACM Research -- -- $$$ -- Write Up

SoFi -- SOFI 0.22%↑ -- Write Up

Tractor Supply -- -- Write Up

Doximity -- -- Write Up

Mercado Libre -- -- Write Up

Ferguson Enterprises -- -- Write Up

Shopify -- -- Write Up

RLI Corp -- -- Write Up (In Spanish)

Babcock & Wilcox Enterprises -- -- Short Report

Lifeway Foods -- -- brief

DLocal -- -- Earnings

PayPal -- -- $$$ -- Earnings

NVIDIA -- -- brief

Nebius -- -- Earnings

Kinsale Capital Group -- -- brief

Brown & Brown -- -- Earnings

Copart -- -- Earnings

Baidu -- -- $$$ -- Earnings

Alphabet -- -- brief

Establishment Labs -- -- brief

TIC Solutions -- -- Earnings

Super Micro Computer -- -- $$$ -- brief

Getty Shutterstock -- and -- brief

Airbnb -- -- Earnings

Borr Drilling -- -- brief

Snowflake -- -- Earnings

Zscaler -- -- Earnings

Sprouts Farmers Market -- -- $$$ -- brief

Mastercard -- -- brief

Marvell Technology -- -- Earnings

Verra Mobility -- -- brief

Pinduoduo -- -- Earnings

Exxon -- -- $$$ -- Earnings

Intuit -- -- $$$ -- Earnings

Legacy Education -- LGCY -1.33%↓ -- Earnings (In French)

Heico -- -- Earnings

Alphabet -- -- brief

Hormel Foods -- -- $$$ -- Earnings

Duolingo -- -- brief

Vital Farms -- -- $$$ -- Earnings

Corsair -- -- Earnings

ServiceNow -- -- brief

Uber -- -- brief

ACCESS Newswire -- -- Earnings

Target -- -- brief

Cal-Maine Foods -- -- brief

Loar Holdings -- -- Earnings

S&P Global -- -- $$$ -- Earnings

Alibaba -- -- $$$ -- Earnings

Leave a comment

More Company Write Ups/Earnings/briefs

Sato Foods Industries -- $TYO:2814 -- Write Up

Basic-Fit -- $AMS:BFIT -- Write Up

Czechoslovak Group -- $AMS:CSG -- Short Report

Beauty Tech Group -- $LON:TBTG -- $$$ -- Write Up

Giftee -- $TYO:4449 -- Write Up

HAV Group -- $FRA:6HH -- Write Up

Musashi Seimitsu Industry -- $TYO:7220 -- Write Up

Adval Tech Holding -- $SWX:ADVN -- Write Up

Cantourage Group -- $ETR:HIGH -- Write Up

Ashoka Buildcon -- $NSE:ASHOKA -- Write Up

Feintool International -- $SWX:FTON -- Write Up

Soitec SA -- $SLOIF -- $$$ -- Write Up

Sika -- $SXYAY -- Write Up

Pollard Banknote -- $PBKOF -- Write Up

Enogia SA -- $EPA:ALENO -- Write Up

We.Connect SA -- $ALWEC -- Earnings

Rakuten Group -- $TYO:4755 -- Earnings

Decibel Cannabis -- $CVE:DB -- Earnings

Constellation Software -- $CNSWY -- Earnings

H&R REIT -- $HRUFF -- brief

Röko -- $STO:ROKO-B -- Earnings

Evolution AB -- $EVVTY -- brief

Almaden Minerals -- $AAUAF -- brief

Hydreight Technologies -- $HYDTF -- brief

National Fittings -- $BOM:531289 -- brief

Kraken Robotics -- $KRKNF -- Earnings (In French)

eDreams -- $BME:EDR -- brief

Company “Research” via Audio & Video Formats

Microsoft -- -- Podcast

NVIDIA -- -- Podcast

Cardiol Therapeutics -- -- Podcast

Formula One Group -- -- Podcast

Take-Two Interactive -- -- Podcast

Texas Roadhouse -- -- Podcast

Brookfield -- -- Podcast

Bassett Furniture Industries -- -- Podcast

United Parcel Service -- -- Podcast

The Trade Desk -- -- Podcast

Brag House Holdings -- -- Podcast

Medicus Pharma -- -- Podcast

Pfizer -- -- Podcast

Enlivex -- -- Podcast

Tesla -- -- Podcast

Cerebras -- -- Podcast

Caterpillar -- -- Podcast

Sea Limited -- -- Podcast

Rocket Lab -- -- Podcast

Xos Trucks -- -- Podcast

AUTO1 GROUP -- $ETR:AG1 -- Podcast

Subscribe now

Pershing Square USA -- -- YouTube

NVIDIA -- -- YouTube

e.l.f. Beauty -- -- YouTube

Forum Energy Technologies -- -- YouTube

Boeing -- -- YouTube

Fiserv -- -- YouTube

DoorDash -- -- YouTube

AST SpaceMobile -- -- YouTube

Macy -- -- YouTube

Acme United -- -- YouTube

Medtronic -- -- YouTube

Msci -- -- YouTube

Zscaler -- -- YouTube

Intel -- -- YouTube

Celsius -- -- YouTube

Salesforce -- -- YouTube

Intellicheck -- -- YouTube

Crocs -- -- YouTube

Arista Networks -- -- YouTube

Oscar Health -- -- YouTube

SoFi -- SOFI 0.22%↑ -- YouTube

Starbucks -- -- YouTube

1Stdibs.Com -- -- YouTube

Decker's Corporation -- -- YouTube

ManpowerGroup -- -- YouTube

Baker Hughes -- -- YouTube

Workday -- -- YouTube

Zedge -- -- YouTube

Floor & Decor -- -- YouTube

Biorem -- $BIRMF -- YouTube

Tantalus Systems -- $TGMPF -- YouTube

Constellation Software -- $CNSWY -- YouTube

Inditex -- $ITX -- YouTube

Strata Critical Medical -- -- Substack Video

oRo Co -- $TYO:3983 -- $$$ -- Substack Video

Interesting Links

Doing Nothing by

Transport Infrastructure by

The toll booths of lending by

Payments and FinTech Quarterly Review by

5 Lessons from 5 Companies We Analyzed by

#167 Three Lessons from Tony Hsieh (Zappos) by

Brazilian real estate developers: MSD multiples by

Longer term bearish catalysts for oil are forming by

100+ Serial Acquirers From Around the World (Updated) by

The CEO Portfolio Manager | The Consilient Investor 05 by

Dumpster Diving: 10 Stocks Getting Crushed YTD That May Deserve A Second Look by

The UK Brick Industry Could Be One of the Most Mispriced Cyclical Setups in Europe by

etc.

Let the munching begin!

Company Write Ups/Short Reports/Earnings/briefs/etc.

WEX -- -- $$$ -- Write Up

Akanda -- -- Short Report

Circle -- -- Write Up

S&P Global -- -- Write Up (In Spanish)

Sea Ltd -- -- Write Up

Broadcom -- -- Write Up

Valaris -- -- Write Up

Nucor -- -- $$$ -- Write Up

X Financial -- -- Write Up

Entravision -- -- Write Up

Arista Network -- -- Write Up

Cue Biopharma -- -- Short Report

GrabAGun Digital -- -- Write Up

Eli Lilly -- -- Write Up

ServiceNow -- -- Write Up

Aurinia Pharmaceuticals -- -- Write Up

Atara Biotherapeutics -- -- Short Report

Alibaba -- -- $$$ -- Write Up

MercadoLibre -- -- Write Up

Angel Studios -- -- Write Up

DoorDash -- -- Write Up

Innoviz Technologies -- -- Write Up

Amdocs -- -- Write Up

Fervo Energy -- -- Write Up

Ferrari -- -- Write Up

Legacy Education -- -- Write Up

Progyny -- -- Write Up

Compass Pathways -- -- Write Up

Alexandria -- -- $$$ -- Write Up

Relx -- -- Write Up

Repay Holdings -- -- Write Up

Starbucks -- -- Write Up

Comstock Resources -- -- $$$ -- Write Up

Miami International -- -- $$$ -- Write Up

Turning Point Brands -- -- Write Up

Kingsway -- -- Write Up

Tripadvisor -- -- Write Up

Airbnb -- -- Write Up

Copart -- CPRT -1.68%↓ -- Write Up

Kinsale Capital Group -- -- $$$ -- Short Report

Visa -- -- Write Up

Salesforce -- -- Write Up

Verisk Analytics -- -- Write Up

Share

Reddit -- -- Earnings

ASML Holding -- -- brief

Toast -- -- Earnings

Angi -- -- $$$ -- Earnings

Omada Health -- -- Earnings

Amazon -- -- brief

BioCryst Pharmaceuticals -- -- brief

WeightWatchers -- -- Earnings

MercadoLibre -- -- Earnings

Microsoft -- -- $$$ -- Earnings

Progressive -- -- Earnings

Uber -- -- Earnings

Profrac Holding -- -- Earnings

Nebius Group -- -- Earnings

PayPal -- -- $$$ -- Earnings

Alphabet -- -- brief

Boston Omaha -- -- Earnings (In Spanish)

Crocs -- -- Earnings

Funko -- -- brief

Novo Nordisk -- -- brief

Lululemon Athletica -- -- brief

Harrow -- -- Earnings

Duolingo -- -- Earnings

Advanced Micro Devices -- -- brief

Meta Platforms -- -- brief

Disney -- -- $$$ -- brief

POET Technologies -- -- brief

Nu Holdings -- -- Earnings

Sea Ltd -- -- Earnings

Cooper Standard -- -- $$$ -- Earnings

Flywire -- -- Earnings

Alphabet -- -- brief

Coupang -- -- Earnings

Ondas -- -- Earnings

NeurAxis -- -- Earnings

Vital Farms -- -- Earnings

Amazon -- -- $$$ -- Earnings

Yeti Holdings -- -- Earnings

PayPal -- -- brief

Applied Materials -- -- Earnings

Cronos -- -- Earnings

monday.com -- -- Earnings

Shift4 Payments -- -- Earnings (In French)

Cloudflare -- -- Earnings

Planet Labs -- -- brief

Logitech -- -- Earnings

Boeing -- -- Earnings

Remitly -- -- brief

Palantir -- -- Earnings

Datadog -- -- Earnings

Fiserv -- -- brief

Booking Holdings -- -- $$$ -- Earnings

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I’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!

Company Write Ups/Short Reports/Earnings/briefs/etc.

Cloudflare -- NET 0.74%↑ -- Write Up

Intuitive Surgical -- -- Write Up

Snowflake -- -- Write Up

Microsoft -- -- $$$ -- Write Up

Figure Technology -- -- Short Report

Birkenstock -- -- Write Up

WEX Inc -- -- Write Up

TransMedics -- -- Write Up

Meridian Holdings -- -- Write Up

Compass Pathways -- -- Write Up

Fair Isaac Corp -- -- $$$ -- Write Up

Lexin Fintech -- -- Write Up

Avis Budget Group -- -- Short Report

CF Industries -- -- Write Up

Zoom Communications -- -- Write Up

Mastercard -- -- Write Up

XPEL -- -- Write Up

Sportradar Group -- -- Short Report

Tactile Systems -- -- $$$ -- Write Up

Grace Pharmaceuticals -- -- Write Up

Ocugen -- -- Write Up

Insperity -- -- Write Up

Century Therapeutics -- -- Short Report

Affirm -- -- Write Up

ServiceNow -- -- Write Up

Murphy USA -- -- Write Up

Kaspi -- -- $$$ -- Write Up

Hamilton Lane -- -- Short Report

Regis -- -- Write Up

SoFi Technologie -- -- Write Up

Abbott Laboratories -- -- Write Up

Taysha Gene Therapies -- -- Write Up

Msci -- -- Write Up

SharonAI -- -- Short Report

ASML Holding -- -- $$$ -- Earnings

Terns Pharmaceuticals -- -- brief

Copart -- -- brief

Merlin Labs -- -- brief

Amazon -- -- brief

Tesla -- Earnings

GFL Environmental -- -- brief

Netflix -- -- Earnings

GE Vernova -- -- Earnings

Medpace -- -- Earnings

Kaspi -- -- $$$ -- brief

Intel Corp -- -- Earnings

ServiceNow -- -- brief

Sea Limited -- -- brief

Live Nation -- -- brief

Robinhood Markets -- -- Earnings

Philip Morris International -- -- brief

Wix -- -- brief

Taiwan Semicndctr -- -- Earnings (In Portuguese)

Barrick Mining -- -- brief

Lam Research -- -- Earnings

Crocs -- -- $$$ -- brief

PayPal -- -- brief

Lands' End -- -- brief

Transmedics Group -- -- Earnings

Ford -- -- brief

Interactive Brokers Group -- -- Earnings

SuperCom -- -- Earnings

Bloom Energy -- -- Earnings

Klarna Group -- -- brief

SanDisk -- -- brief

Advanced Micro Devices -- -- brief

Duolingo -- -- brief

Lemonade -- -- Earnings

Markel -- -- Earnings

Atlassian -- -- Earnings

Spotify -- -- Earnings

CareCloud -- -- brief

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More Company Write Ups/Earnings/briefs

Art Vivant Co -- $TYO:7523 -- Write Up

IMAX China -- $IMXCF -- Write Up

Pandora AS -- $PNDRY -- Write Up

Sinch AB -- $CLCMF -- Short Report

Opro Co. Limited -- $TYO:228A -- $$$ -- Write Up

Churchill China -- $LON:CHH -- Write Up

Wise PLC -- $LON:WISE -- Write Up

Hermes -- $HESAY -- Write Up

Nintendo -- $NTDOY -- Write Up

Salik -- $SALIK.AE -- Write Up

Science Group -- $LON:SAG -- Write Up

2Crsi SA -- $EPA:AL2SI -- Write Up

Tasmea -- $ASX:TEA -- Write Up

Vetropack Holding -- $SWX:VETN -- Write Up

Flow Traders -- $FLTLF -- brief

LVMH -- $LVMUY -- $$$ -- brief

Victory Giant -- $SHE:300476 -- brief

Pinetree Capital -- $PNPFF -- Earnings

Beacon Trusteeship -- $NSE:BEACON -- brief

Xvivo Perfusion -- $STO:XVIVO -- Earnings

Teqnion -- $STO:TEQ -- brief

Bombardier -- $BDRBF -- Earnings

Company “Research” via Audio & Video Formats

Roblox -- -- Podcast

The Trade Desk -- -- Podcast

Polaryx Therapeutics -- -- Podcast

Blue Owl Capital -- -- Podcast

Algorhythm Holdings -- -- Podcast

Chipotle -- -- Podcast

Wix -- -- Podcast

QXO -- -- Podcast

Costar Group -- -- Podcast

Givaudan -- $GVDNY -- Podcast

Xiaomi -- $XIACY -- Podcast

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PayPal -- -- YouTube

LandBridge -- -- YouTube

Mobileye Global -- -- YouTube

Grab -- -- YouTube

Onfolio -- -- YouTube

Fair Isaac -- -- YouTube

Sea Limited -- -- YouTube

KraneShares CSI China Internet ETF -- -- YouTube

Sprout Social -- -- YouTube

Booking.com -- -- YouTube

IREN -- -- YouTube

Visa -- -- YouTube

UnitedHealth Group -- -- YouTube

Advanced Micro Devices -- -- YouTube

Purecycle Technologies -- -- YouTube

Spotify -- -- YouTube

Snap -- -- YouTube

Nebius Group -- -- YouTube

ServiceNow -- -- YouTube

Tesla -- -- YouTube

Nokia -- -- YouTube

Msci -- -- YouTube

Nintendo -- $NTDOY -- YouTube

SECURE Waste Infrastructure -- $SECYF -- YouTube

QHSLab -- $USAQ -- YouTube

Wolters Kluwer -- $WTKWY -- YouTube

Evolution AB -- $EVVTY -- YouTube

Tencent Holdings -- $TCEHY -- Substack Video

Red Violet -- -- Substack Video

Interesting Links

3 Small-Caps in 3 Minutes by

The Mexican Airport Stocks by

Four companies to add to your watchlist (1/2) by

Four companies to add to your watchlist (2/2) by

10 Businesses legendary investor Nick Sleep would be buying today. by

12 Lessons I Learned from Peter Lynch, the Original 100-Bagger Hunter by

etc.

Let the munching begin!

Company Write Ups/Short Reports/Earnings/briefs/etc.

Figma -- -- Write Up

Cloudflare -- -- Write Up

Wealthfront -- -- Write Up

QXO -- -- $$$ -- Write Up

Hingham Institution for Savings -- -- Short Report

Motorsport Games -- -- Write Up

Zeta Global -- -- Write Up

Crocs -- -- Write Up

Pagaya Technologies -- -- Write Up

ServiceNow -- -- Write Up

Netflix -- -- $$$ -- Write Up

Duolingo -- -- Write Up

Cellebrite -- -- Write Up

Merlin Labs -- -- Write Up

Williams -- -- Write Up

Travelzoo -- -- Write Up

Quest Diagnostics -- -- $$$ -- Write Up

Axon Enterprise -- -- Write Up

Aduro Clean Technologies -- -- Write Up

Microsoft -- -- Write Up

Sonida Senior Living -- -- Write Up

Intel -- -- Write Up

Coursera -- -- $$$ -- Write Up

SoFi -- -- Write Up

Burford Capital -- -- Write Up

Salesforce -- -- Write Up

Adobe -- -- Write Up

CS Disco -- -- Write Up

GE Healthcare -- -- Write Up

Comstock -- -- Write Up

Medpace -- -- $$$ -- Write Up

KLA -- -- Write Up

Logitech -- -- Write Up

Kaspi.kz -- -- Write Up

Hurco Companies -- -- Write Up

Shift4 -- -- Write Up

New York Times -- -- Write Up

Novo Nordisk -- -- Write Up

Bloom Energy -- -- Write Up

Oracle -- -- Write Up

PicPay -- -- Write Up

Share

TransMedics Group -- -- Earnings

Paypal -- -- brief

Palo Alto Networks -- -- Earnings

UP Fintech Holding -- -- brief

Uniti Group -- -- brief

Wheaton Precious Metals -- -- brief

American Eagle -- -- brief

Autodesk -- -- $$$ -- brief

Vodafone Group -- -- Earnings

Nike -- -- brief

META -- -- brief

Nu Holdings -- -- brief

Ferrari -- -- brief

Netflix -- -- brief

Sidus Space -- -- Short briefing

BlackRock -- -- Earnings

Grab -- -- brief

Alphabet -- -- brief

Celsius -- -- brief

Novo Nordisk -- -- brief

The Charles Schwab -- -- Earnings

Amazon -- -- brief

Toast -- -- brief

NVIDIA -- -- brief

Rogers Communications -- -- brief

ASML Holding NV -- -- Earnings

Waste Management -- -- brief (In Spanish)

Zhihu -- -- brief

HP -- -- brief

SK Telecom -- -- brief

Plug Power -- -- brief

Brookfield Asset Management -- -- brief

Apple -- -- brief

Netflix -- -- Earnings

Sable Offshore -- -- brief

Texas Pacific Land -- -- brief

New Fortress Energy -- -- brief

Acacia Research -- -- Earnings

Service Corp. International -- -- brief

Charter Communications -- -- brief

Reddit -- -- brief

Costar Group -- -- brief

J.B. Hunt Transport Services -- -- Earnings

Modiv Industrial -- -- brief

GFL Environmental -- -- brief

Forward Air -- -- brief

Microsoft -- -- brief

Block -- -- brief

Rocket Lab -- -- brief

Zoom Communications -- -- brief

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Company Write Ups/Short Reports/Earnings/briefs/etc.

Seer -- -- Write Up

Travelzoo -- -- Write Up

Costco Wholesale -- -- Write Up

Himax -- -- Write Up

Wingstop -- -- Write Up

RBB Bancorp -- -- Write Up

Arista Networks -- -- Write Up

Lyft -- -- Write Up

Barnes & Noble Education -- -- Write Up

Capital One -- -- Write Up

CoStar Group -- -- Write Up

Trade Desk -- -- Write Up

Grupo Aeroportuario del Centro Norte -- -- Write Up

Cardio Diagnostics Holdings -- -- Short Report

VNET Group -- -- $$$ -- Write Up

Nu Holdings -- -- Write Up

Zeta Global -- -- Write Up

Brightstar Lottery -- -- Write Up

Lam Research -- -- Write Up

Visa -- -- $$$ -- Write Up

Neuraxis -- -- Write Up

Sony Group -- -- Write Up

AerCap Holding -- -- Write Up

Cheniere Energy -- -- $$$ -- Write Up

Duolingo -- -- Write Up

Vital Farms -- -- Write Up

Linde -- -- Write Up

Cognizant -- -- $$$ -- Write Up

Velo3D -- -- Write Up

Share

American Coastal Insurance -- -- Earnings

Paypal -- -- brief

Alphabet -- -- brief

Floor & Decor -- -- brief

Stevanato Group -- -- Earnings

MercadoLibre -- -- brief

Nvidia -- -- Earnings

Shift4 Payments -- -- Earnings

Choice Hotels International -- -- brief

Burford Capital -- -- brief

Ollie's Bargain -- -- Earnings

Franklin Street Properties -- -- brief

Crocs -- -- Earnings

Progressive -- -- Earnings

Pool Corp -- -- Earnings

Adobe -- -- Earnings

Microsoft -- -- brief

Chord Energy -- -- brief

Strategy -- -- brief

Electrovaya -- -- brief

ClearPoint Neuro -- -- Earnings

dLocal -- -- Earnings

TIC Solutions -- -- Earnings

Micron -- -- Earnings

Revolution Medicines -- -- brief

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Let the munching begin!

Company Write Ups/Short Reports/Earnings/briefs/etc.

Intuit -- -- Write Up

Red Violet -- -- $$$ -- Write Up

Lifezone Metals -- -- Write Up

Nova Minerals -- -- Short Report

The Trade Desk -- -- Write Up

Netflix -- -- Write Up

Uber Technologies -- -- Write Up

Automatic Data Processing -- -- $$$ -- Write Up

Syntec Optics -- -- Short Report

Priority Technology Holdings -- -- Write Up

Arista Networks -- -- Write Up

Salesforce -- -- Write Up

Tyler Technologies -- -- Write Up

Wix.com -- -- Write Up

Zeta Global Holdings -- -- Write Up

SanDisk -- -- $$$ -- Write Up

Dutch Bros -- -- Write Up

Adobe -- -- Write Up

Propetro Holding Corp -- -- Write Up

TD Synnex -- -- Write Up

Gravity -- -- Write Up

S&P Global -- -- $$$ -- Write Up

Super Group -- -- Short Report

Ralliant -- -- Write Up

Viking Therapeutics -- -- Write Up

Ferrari -- -- Write Up

Rivian -- -- $$$ -- Write Up

Algorhythm Holdings -- -- Short Report

Turtle Beach Corp -- -- Write Up

Klaviyo -- -- Write Up

Crocs -- -- Write Up

Rollins -- -- Write Up

VeriSign -- -- $$$ -- Write Up

Reddit -- -- Write Up

GE HealthCare Technologies -- -- Write Up

Alphabet -- -- Write Up (In Spanish)

ServiceNow -- -- Write Up

Crown Crafts -- -- Write Up

Waste Management -- -- Write Up

Graphic Packaging -- -- Write Up

PayPal -- -- $$$ -- Write Up

LKQ Corp -- -- Write Up

Universal Electronics -- -- Write Up

Parker-Hannifin -- -- Write Up

Texas Instruments -- -- Write Up

BJ’s Wholesale Club -- -- Write Up

Duolingo -- -- Write Up

Jack In The Box -- -- Write Up

ACCESS Newswire -- ACCS -0.44%↓ -- Write Up

CareCloud -- -- Write Up

Tigo Energy -- -- Write Up

Prairie Operating -- -- Write Up

Dollar General -- -- Write Up

Modular Medical -- -- $$$ -- Write Up

Klarna -- -- Write Up

Gen Digital -- -- Write Up

American Coastal Insurance -- -- Write Up

Crown Holdings -- -- Write Up

Share

Palo Alto Networks -- -- Earnings

Walmart -- -- brief

Visa -- -- Earnings

Uber Technologies -- -- Earnings

Pinterest -- -- Earnings

Lumen -- -- $$$ -- brief

Portillos -- -- brief

Tyler Technologies -- -- brief

PDD Holdings -- -- brief

Toast -- -- Earnings

Crocs -- -- brief

Airbnb -- -- Earnings

Meta -- -- brief

Roblox -- -- $$$ -- brief

BigBear.ai Holdings -- -- Negative brief

Marketaxess Holdings -- -- Earnings

Legacy Education -- -- Earnings

Mobility Global -- -- brief

Zeta Global Holdings -- -- brief

Cloudflare -- -- Earnings

Nebius Group -- -- Earnings

Canadian National Railway -- -- Earnings (In Spanish)

Grab Holdings -- -- Earnings

Deere -- -- $$$ -- Earnings

AppLovin -- -- Earnings

Applied Materials -- -- Earnings

Arista Networks -- -- brief

Spotify -- -- Earnings

Brookfield Infrastructure Partners -- -- Earnings

OppFi -- -- Negative brief

Shopify -- -- Earnings

PayPal -- -- $$$ -- Earnings

Warrior Met Coal -- -- brief

Astera Labs -- -- Earnings

Medpace -- -- Earnings

Ferrari -- -- Earnings

United States Antimony -- -- brief

Rocket Lab -- -- brief

Meta -- -- Earnings

Alibaba -- -- $$$ -- brief

Docusign -- -- brief

Duolingo -- -- brief

Rivian -- -- brief

Entravision -- -- brief

DaVita -- -- Earnings (In Spanish)

Teva Pharmaceutical -- -- Earnings

Copart -- -- Earnings

Willscot Holdings -- -- brief

Madison Square Garden Sports -- -- brief

DoorDash -- -- Earnings

Wix.Com -- -- brief

Remitly -- -- brief

Howard Hughes Holdings -- -- Earnings

Booking -- -- Earnings

Alphabet -- -- brief

LifeVantage -- -- Earnings

Robinhood -- -- Earnings

Pagaya -- -- Earnings

Accenture -- -- brief

Veris Residential -- -- brief

More Company Write Ups/Earnings/briefs

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Company Write Ups/Short Reports/Earnings/briefs/etc.

Corpay -- -- Write Up

Hims & Hers Health -- -- Write Up

Netflix -- -- Write Up

Angi -- -- $$$ -- Write Up

Sable Offshore -- -- Short Report

First Solar -- -- Write Up

Adobe -- -- Write Up

MicroStrategy -- -- Write Up

Mercado Libre -- -- Write Up

Gambling.com -- -- $$$ -- Write Up

Monroe Capital -- -- Short Report

Williams-Sonoma -- -- Write Up

LandBridge Co -- -- Write Up

Arista Networks -- -- Write Up

PayPal Holdings -- -- Write Up

Celestica -- -- Write Up

Interactive Brokers -- -- $$$ -- Write Up

Constellation Brands -- -- Write Up

Vita Coco Company -- -- Write Up

Uber Technologies -- -- Write Up

KULR Technology Group -- -- $$$ -- Short Report

AST SpaceMobile -- -- Write Up

Veeva Systems -- -- Write Up

Nebius Group -- -- $$$ -- Write Up

HA Sustainable Infrastructure -- -- Write Up

Waste Management -- -- Write Up

Cogent Communications -- -- Write Up

Praxis Precision Medicines -- -- Short Report

Caterpillar -- -- Write Up

Parker-Hannifin -- -- $$$ -- Write Up

dLocal -- -- Write Up

Innoviz -- -- Write Up

SharkNinja -- -- Write Up

EON Resources -- -- Write Up

Affirm Holdings -- -- Short Report

Kinsale Capital Group -- -- Write Up

Crocs -- -- Write Up

Grab -- -- Write Up

Share

Uber Technologies -- -- brief

Duolingo -- -- brief

Taiwan Semiconductor Manufacturing -- -- Earnings

Coupang -- -- brief

GitLab -- -- brief

Portillo’s -- -- brief

Tripadvisor -- -- $$$ -- brief

Versant -- -- brief

Rocket Lab -- -- brief

Netflix -- -- Earnings

Howmet Aerospace -- -- brief

Micron Technology -- -- brief

Nephros -- -- Earnings

Stratus Properties -- -- brief

Aktis Oncology -- -- brief

Adobe -- -- brief

Spotify Technology -- -- brief

Novo Nordisk -- -- brief

Optex Systems Holdings -- -- Earnings

QXO -- -- brief

Tesla -- -- brief

Brookfield -- -- brief

TAKE-TWO INTERACTIVE -- -- brief

Nomad Foods -- -- brief

Amazon -- -- brief

Williams-Sonoma -- -- $$$ -- brief

Sea Limited -- -- brief

Comstock -- -- brief

Charles Schwab -- -- brief

Intuitive Surgical -- -- Earnings

Meta -- -- brief

Robinhood -- -- brief

Tilly’s -- -- brief

AMD -- -- brief

Immunitybio -- -- brief

Paramount Skydance -- -- brief

Netflix -- -- brief

ASML Holding -- -- brief

More Company Write Ups/Earnings/briefs

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Welcome to the eighty ninth edition of BWM (Bi-Weekly Munchies) …

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This will be the last issue for 2025. BWM (Bi-Weekly Munchies) will be back on January 10-11 of 2026 … Happy Holidays!!!

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Let the munching begin!

Company Write Ups/Short Reports/Earnings/briefs/etc.

Brookfield Asset Management -- -- Write Up

dLocal -- -- Write Up

Duolingo -- DUOL 5.64%↑ -- Write Up

Praxis Precision Medicines -- -- Short Report

Booking Holdings -- BKNG 3.11%↑ -- Write Up

Myomo -- -- $$$ -- Write Up

Nebius Group -- -- Write Up

MercadoLibre -- -- Write Up

Samsara -- -- Write Up

Texas Instruments -- -- Write Up

Sprouts Farmers Market -- -- $$$ -- Write Up

Texas Pacific Land Corp -- -- Write Up

LGI Homes -- -- Short Report

Lumentum Holdings -- -- Write Up

UnitedHealth Group -- -- Write Up

CoreWeave -- -- Write Up

Oscar Health -- -- $$$ -- Write Up

Davita -- -- Write Up (In Spanish)

WW International -- -- Write Up

Zeta Global Holdings -- -- Write Up

Magnitude International -- -- Short Report

CSW Industrials -- -- Write Up

MSC Industrial Direct -- -- $$$ -- Write Up

Adobe -- -- Write Up

NIO -- -- Write Up

Novo Nordisk -- -- Write Up

Peloton -- -- Write Up

General Dynamics -- -- Write Up

Pattern Group -- -- $$$ -- Short Report

Greenfire Resources -- -- Write Up

Strata Critical Medical -- -- Write Up

Nebius Group -- -- Write Up

Zoetis -- -- Write Up

Ecovyst -- -- Write Up

Salesforce -- -- Write Up

Chipotle -- -- $$$ -- Write Up

Iron Mountain -- -- Short Report

Rocket Companies -- -- Write Up

Qfin Holdings -- -- Write Up

Eton Pharmaceuticals -- ETON -2.69%↓ -- Write Up (In French)

Duolingo -- DUOL 5.64%↑ -- Write Up

Dole plc -- -- Write Up

Merck & Co -- -- Write Up (In Spanish)

Legacy Housing -- -- Write Up

Pool Corp -- -- $$$ -- Write Up

Perdoceo Education -- -- Short Report

Jumia -- -- Write Up

LendingClub -- -- Write Up

Lufax Holding -- -- Write Up

Jewett-Cameron Trading -- -- Write Up

Shopify -- -- $$$ -- Write Up

Sanara Medtech -- -- Write Up

Resmed -- -- Write Up

Compass Diversified -- -- Write Up

Carvana -- -- Write Up

RCI Hospitality -- -- Write Up

CoPart -- -- $$$ -- Write Up

AT&T -- -- Write Up

TFI International -- -- Write Up

Mesabi Trust -- -- Write Up

Zoetis -- -- Write Up

Better Home & Finance Holding -- -- Short Report

Waste Management -- -- Write Up

Palomar Insurance -- -- Write Up

Share

DLocal -- -- brief

Remitly Global -- -- brief

PayPal -- -- brief (In Portuguese)

Zscaler -- -- Earnings

Visa -- -- brief

Target -- -- $$$ -- brief

Nebius Group -- -- Earnings

IHS Holding -- -- Earnings

Apple -- -- brief

Abercrombie & Fitch -- -- brief

Airbnb -- -- Earnings

Disney -- -- $$$ -- Earnings

Uber -- -- brief

Trex Company -- -- Earnings

Alibaba Group -- -- brief

MongoDB -- -- Earnings

STAAR Surgical -- -- brief

Snap -- -- brief

CPI Card Group -- -- $$$ -- Earnings

MarketWise -- -- brief

Brookfield Asset Management -- -- Earnings (In Spanish)

Meta Platforms -- -- brief

BlackRock -- -- brief

Carvana -- -- brief

Hims & Hers -- -- Earnings

RCI Hospitality -- -- Short brief

Shift4 -- -- Earnings

AMD -- -- $$$ -- brief

Outdoor Holding -- -- brief

Safe & Green Holdings -- -- Short brief

Cogent Communications -- -- Earnings

Cogent Communications -- -- brief

PayPal -- -- brief

Alphabet -- GOOG 0.37%↑ -- brief

UniFirst -- -- brief

Limoneira -- -- brief

Hims & Hers -- -- brief

Rubrik -- -- Earnings

Archer Aviation -- -- $$$ -- Earnings

Arthur J. Gallagher & Co -- -- brief

Salesforce -- -- Earnings

Key Tronic -- -- brief

Crowdstrike -- -- Earnings

Teva Pharmaceutical -- -- brief

America’s Car-Mart -- -- brief

Harrow -- -- $$$ -- brief

Palo Alto Networks -- -- Earnings

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Includes Special 86% OFF for a year as a big thank you and as an early Black Friday Sale…

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Let the munching begin!

Company Write Ups/Short Reports/Earnings/briefs/etc.

Adobe -- -- Write Up

CareCloud -- -- Write Up

Veeva Systems -- -- Write Up

Ducommun -- -- Short Report

Opendoor Technologies -- -- Write Up

PayPal Holdings -- -- Write Up

Crocs -- -- Write Up

Fiserv -- -- Write Up

Roblox -- -- Write Up

Eos Energy Enterprises -- -- Short Report

UnitedHealth Group -- -- Write Up

Turtle Beach -- -- Write Up

Viemed Healthcare -- -- Write Up

Gambling.com Group -- -- Write Up

Shopify -- -- Write Up

Dell Technologies -- -- $$$ -- Write Up

TransMedics Group -- -- Write Up

Harrow -- -- Write Up

Amazon.com -- -- Write Up

SAP SE -- -- Write Up

MSCI -- -- Write Up

Toast -- -- Write Up

Markel Group -- -- $$$ -- Write Up

Monday.Com -- -- Write Up

Hagerty -- -- Write Up

Blaize Holdings -- -- Write Up

Datavault AI -- -- Short Report

W R Berkley -- -- Write Up

Duolingo -- -- Write Up

Key Tronic -- -- Write Up

Nomad Foods -- NOMD 0.25%↑ -- Write Up

Entravision Communications -- -- Write Up

DLocal -- -- Write Up

HubSpot -- -- $$$ -- Write Up

Davis Commodities -- -- Short Report

Merck & Co -- -- Write Up

Driven Brands -- -- Write Up

Nexstar Media Group -- -- Write Up

Aaon Inc -- -- Short Report

Share

Charter Communications -- -- Earnings

Coffee Holding Co -- -- Earnings

Microsoft -- -- Earnings

Sable Offshore -- -- brief

Novo Nordisk -- -- brief

Atlassian -- -- Earnings

Floor & Decor Holdings -- -- Earnings

Saga Communications -- -- brief

Alphabet -- -- $$$ -- Earnings

Burford Capital -- -- brief

PayPal Holdings -- -- Earnings

Meta Platforms -- -- Earnings

Beyond Meat -- -- $$$ -- Earnings

MercadoLibre -- -- Earnings

ServiceNow -- -- Earnings

Chipotle Mexican Grill -- -- brief

RXO -- -- brief

Comcast -- -- brief

Netflix -- -- brief

FuboTV -- -- Earnings

Altria Group -- -- $$$ -- Earnings

Mondelēz International -- -- Earnings

Uber Technologies -- -- Earnings

Palantir Technologies -- -- Earnings

Cronos Group -- -- Earnings

Coinbase -- -- $$$ -- Earnings

Axon Enterprise -- -- Earnings

IREN -- -- Other

Booking Holdings -- -- Earnings

Remitly Global -- -- Earnings

Perimeter Solutions -- -- Earnings

NVIDIA -- NVDA 2.92%↑ -- brief

Legacy Housing -- -- brief

DexCom -- -- brief

Metsera -- -- brief

Unilever -- -- $$$ -- Earnings

Adobe -- -- brief

Cadence Design Systems -- -- Earnings

Uniqure -- -- brief

Teva Pharmaceutical -- TEVA -1.60%↓ -- brief

PayPal Holdings -- -- brief

Clearpoint Neuro -- -- Earnings

Shift4 Payments -- -- Earnings

WW International -- -- Earnings

Zeta Global -- ZETA 3.86%↑ -- Earnings

Oscar Health -- -- Earnings

Spotify -- -- Earnings

More Company Write Ups/Earnings/briefs

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