BWM - Issue # 101 - June 28, 2026
A few Shorts, Gaming, BioTech, Asia, Defense, Toys, Holdcos, Payments, AI, REITs, South America, Banks, Retailers, Chips, Pizza, Energy Drinks, Donuts, Wings, and other things to munch on...
Welcome to the one hundred and first edition of BWM (Bi-Weekly Munchies) …
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!
Company Write Ups/Short Reports/Earnings/briefs/etc.
Elastic -- ESTC 0.00%↑ -- Write Up
Ensign Group -- ENSG 0.00%↑ -- Short Report
Achieve Life Sciences -- ACHV 0.00%↑ -- Write Up
VersaBank -- VBNK 0.00%↑ -- Write Up
Veeva Systems -- VEEV 0.00%↑ -- Write Up
Belden -- BDC 0.00%↑ -- Write Up
Amazon -- AMZN 0.00%↑ -- Write Up
Tripadvisor -- TRIP 0.00%↑ -- Write Up
Walmart -- WMT 0.00%↑ -- Write Up
Velo3D -- VELO 0.00%↑ -- Short Report
GEE Group -- JOB 0.00%↑ -- Write Up
FST Ltd -- KBSX 0.00%↑ -- Write Up
Manchester United -- MANU 0.00%↑ -- Write Up
Arista Networks -- ANET 0.00%↑ -- $$$ -- Write Up
Micron -- MU 0.00%↑ -- Write Up
Intuit -- INTU 0.00%↑ -- Write Up
EquipmentShare -- EQPT 0.00%↑ -- Short Report
Vera Therapeutics -- VERA 0.00%↑ -- Write Up
Zoetis -- ZTS 0.00%↑ -- Write Up
CoStar Group -- CSGP 0.00%↑ -- Write Up
BlackLine -- BL 0.00%↑ -- $$$ -- Write Up
SAP -- SAP 0.00%↑ -- Write Up
Palantir -- PLTR 0.00%↑ -- Write Up
Adobe -- ADBE 0.00%↑ -- Write Up
Hubbell -- HUBB 0.00%↑ -- Write Up
Hyliion -- HYLN 0.00%↑ -- Short Report
Sea Limited -- SEA 0.00%↑ -- Write Up
Wingstop -- WING 0.00%↑ -- Write Up
Pinduoduo -- PDD 0.00%↑ -- Write Up
Celsius Holdings -- CELH 0.00%↑ -- Write Up
Freecast -- CAST 0.00%↑ -- Short Report
ServiceNow -- NOW 0.00%↑ -- Write Up
enGene Therapeutics -- ENGN 0.00%↑ -- Write Up
Alphabet -- GOOGL 0.00%↑ -- Write Up
Broadcom -- AVGO 0.00%↑ -- Write Up
Industrial Logistics Properties Trust -- ILPT 0.00%↑ -- Write Up
Adobe -- ADBE 0.00%↑ -- Earnings
Micron -- MU 0.00%↑ -- Earnings
Accenture -- ACN 0.00%↑ -- Earnings
Nokia -- NOK 0.00%↑ -- brief
PayPal -- PYPL 0.00%↑ -- $$$ -- brief
Cerebras Systems -- CBRS 0.00%↑ -- Earnings
Oracle -- ORCL 0.00%↑ -- brief
Copart -- CPRT 0.00%↑ -- brief
Fox -- FOX 0.00%↑ -- brief
Darden Restaurants -- DRI 0.00%↑ -- Earnings
Barnes & Noble Education -- BNED 0.00%↑ -- Earnings
Apple -- AAPL 0.00%↑ -- brief
Lifeway Foods -- LWAY 0.00%↑ -- brief
Arista Networks -- ANET 0.00%↑ -- brief
Lockheed Martin -- LMT 0.00%↑ -- brief
MercadoLibre -- MELI 0.00%↑ -- Earnings
Uber -- UBER 0.00%↑ -- Earnings
Take-Two Interactive -- TTWO 0.00%↑ -- brief
AnaptysBio -- ANAB 0.00%↑ -- brief
Liquidia -- LQDA 0.00%↑ -- brief
Rubrik -- RBRK 0.00%↑ -- Earnings
Costco -- COST 0.00%↑ -- brief
More Company Write Ups/Earnings/briefs
Obrascon Huarte Lain SA -- $BME:OHLA -- Write Up
Selamat Sempurna -- $IDX:SMSM -- Write Up
Besi -- $AMS:BESI -- $$$ -- 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 -- MOB 0.00%↑-- Podcast
Salesforce -- CRM 0.00%↑-- Podcast
Calidi Biotherapeutics -- CLDI 0.00%↑-- Podcast
Intel -- INTC 0.00%↑-- Podcast
Copa Holdings -- CPA 0.00%↑ -- Podcast
Dlocal -- DLO 0.00%↑ -- Podcast
Snowflake -- SNOW 0.00%↑ -- Podcast
Terra Innovatum -- NKLR 0.00%↑ -- Podcast
Maison Solutions -- MSS 0.00%↑ -- Podcast
SpaceX -- SPCX 0.00%↑ -- Podcast
Build-A-Bear Workshop -- BBW 0.00%↑ -- Podcast
Rave Restaurant -- RAVE 0.00%↑ -- Podcast
American Tower -- AMT 0.00%↑ -- Podcast
Paramount Gold Nevada -- PZG 0.00%↑ -- Podcast
ZenaTech -- ZENA 0.00%↑ -- Podcast
Arq -- ARQ 0.00%↑ -- Podcast
The Walt Disney -- DIS 0.00%↑ -- Podcast
Evolution -- $EVVTY -- Podcast
Kits Eyecare -- $KTYCF -- Podcast
Lenovo -- $HKG:0992 -- Podcast
Honeywell Aerospace -- $HONAV -- Podcast
Holcim -- $HCMLY -- Podcast
Cizzle Brands -- $CZZLF -- Podcast
Netflix -- NFLX 0.00%↑ -- YouTube
Onfolio -- ONFO 0.00%↑ -- YouTube
Figure Technology -- FIGR 0.00%↑ -- YouTube
Chegg -- CHGG 0.00%↑ -- YouTube
Nvidia -- NVDA 0.00%↑ -- YouTube
Conagra Brands -- CAG 0.00%↑ -- YouTube
Papa John's -- PZZA 0.00%↑ -- YouTube
Micron -- MU 0.00%↑ -- YouTube
T-Mobile -- TMUS 0.00%↑ -- YouTube
SPGI -- SPGI 0.00%↑ -- YouTube
Alibaba -- BABA 0.00%↑ -- YouTube
Aduro -- ADUR 0.00%↑ -- YouTube
Versant Media Group -- VSNT 0.00%↑ -- YouTube
Adobe -- ADBE 0.00%↑ -- YouTube
Fiserv -- FISV 0.00%↑ -- YouTube
Alphabet -- GOOG 0.00%↑ -- YouTube
Oracle -- ORCL 0.00%↑ -- YouTube
PepsiCo -- PEP 0.00%↑ -- YouTube
Krispy Kreme -- DNUT 0.00%↑ -- YouTube
Texas Pacific Land -- TPL 0.00%↑ -- YouTube
Strawberry Fields REIT -- STRW 0.00%↑ -- YouTube
CoreWeave -- CRWV 0.00%↑ -- YouTube
CrowdStrike -- CRWD 0.00%↑ -- 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 FatAlpha
etc.
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
Thanks again for sharing 😊
Amazing summary!