BWM - Issue # 103 - July 26, 2026
Earnings, Fintech, Healthcare, Space, Compounders, Energy, REITs, Gaming, Transportation, Special Sits, Short Reports, Infrastructures, ETFs, Semis, Chipotle, Noodles, & other things to munch on…
Welcome to the 103rd 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.
Uber -- UBER -0.43%↓ -- Write Up
Tyler Technologies -- TYL 0.00%↑ -- $$$ -- Write Up
Lumen Technologies -- LUMN 0.00%↑ -- Write Up
Buckle -- BKE 0.00%↑ -- Write Up
InMode -- INMD 0.00%↑ -- Write Up
SpaceX -- SPCX 0.00%↑ -- Write Up
RTB Digital -- RTB 0.00%↑ -- Short Report
Mobile Infrastructure -- BEEP 0.00%↑ -- Write Up
Noodles -- NDLS 0.00%↑ -- Write Up
New York Times Group -- NYT 0.00%↑ -- Write Up
Sunpower -- SPWR 0.00%↑ -- Write Up
Alphabet -- GOOGL 0.00%↑ -- $$$ -- Write Up
Netflix -- NFLX 0.00%↑ -- Write Up
Atlassian -- TEAM 6.13%↑ -- Write Up
Owlet -- OWLT 0.00%↑ -- Short Report
Wix -- WIX 0.00%↑ -- Write Up
Chipotle -- CMG 0.00%↑ -- Write Up
AppLovin -- APP 0.00%↑ -- Write Up
Tractor Supply -- TSCO 0.00%↑ -- Write Up
HF Sinclair -- DINO 0.00%↑ -- Write Up
Affirm -- AFRM 0.00%↑ -- Short Report
MercadoLibre -- MELI 0.00%↑ -- Write Up
FitLife Brands -- FTLF 0.00%↑ -- Write Up
Immix Biopharma -- IMMX 0.00%↑ -- Write Up
Constellation Energy -- CEG 0.00%↑ -- Write Up
Sky Harbour -- SKYH 0.00%↑ -- Write Up
Lyft -- LYFT 0.00%↑ -- Short Report
LeMaitre Vascular -- LMAT 0.00%↑ -- Write Up
Amplitech Group -- AMPG 0.00%↑ -- Write Up
Heico -- HEI 0.00%↑ -- Write Up (Part 1)
Heico -- HEI 0.00%↑ -- Write Up (Part 2)
Fair Isaac -- FICO 0.00%↑ -- Write Up
Alibaba -- BABA 0.00%↑ -- Write Up
Miami International Holdings -- MIAX 0.00%↑ -- Write Up
Dauch -- DCH 0.00%↑ -- Write Up
Bank OZK -- OZK 0.00%↑ -- Short Report
CoStar -- CSGP 0.00%↑ -- brief
Forgent Power Solutions -- FPS 0.00%↑ -- brief
ServiceNow -- NOW 0.00%↑ -- Earnings
Eli Lilly -- LLY 0.00%↑ -- brief
Intel -- INTC 0.00%↑ -- Earnings
Stagwell -- STGW 0.00%↑ -- brief
Circle -- CRCL 0.00%↑ -- brief
Mastercard -- MA 0.00%↑ -- brief
ASML Holding -- ASML 0.00%↑ -- $$$ -- Earnings
Duolingo -- DUOL 0.00%↑ -- brief
Mobility Global -- MBGL 0.00%↑ -- brief
Accelerant Holdings -- ARX 0.00%↑ -- Earnings
Adobe -- ADBE 0.00%↑ -- brief
Crescent Energy -- CRGY 0.00%↑ -- brief
Warner Bros. Discovery -- WBD 0.00%↑ -- brief
Lowe's Companies -- LOW 0.00%↑ -- brief
Tapestry -- TPR 0.00%↑ -- brief
Northrop Grumman -- NOC 0.00%↑ -- Earnings
Transmedics Group -- TMDX 0.00%↑ -- $$$ -- brief
PayPal -- PYPL 0.00%↑ -- brief
Novo Nordisk -- NVO 0.00%↑ -- brief
Owlet -- OWLT 0.00%↑ -- brief
Tesla -- TSLA 0.00%↑ -- Earnings
NVE Corp -- NVEC 0.00%↑ -- Earnings (In French)
Philip Morris International -- PMI 0.00%↑ -- $$$ -- Earnings
Intuitive Surgical -- ISRG 0.00%↑ -- Earnings
Integer Holdings -- ITGR 0.00%↑ -- brief
Talen Energy -- TLN 0.00%↑ -- brief
Quantumscape -- QS 0.00%↑ -- Earnings
Sony -- SONY 0.00%↑ -- brief
Medpace -- MEDP 0.00%↑ -- Earnings
Perma-Fix Environmental Services -- PESI 0.00%↑ -- brief
Genie Energy -- GNE 0.00%↑ -- brief
SPS Commerce -- SPSC 0.00%↑ -- brief
Domo -- DOMO 0.00%↑ -- brief
Grab -- GRAB 0.00%↑ -- brief
Wise -- WISE 0.00%↑ -- Earnings
Snowflake -- SNOW 0.00%↑ -- brief
Chipotle -- CMG 0.00%↑ -- Earnings
Cognizant -- CTSH 0.00%↑ -- brief
Rocket Lab -- RKLB 0.00%↑ -- brief
Full House Resorts -- FLL 0.00%↑ -- brief
More Company Write Ups/Earnings/briefs
Euroz Hartleys -- $ASX:EZL -- Write Up
Kaanapali Land -- $KANP -- Write Up
Henry Boot -- $LON:BOOT -- Write Up
Groupe Guillin -- $EPA:ALGIL -- Write Up
Saga -- $LON:SAGA -- Write Up
Nintendo -- $NTDOY -- Write Up
Lindt & Sprüngli -- $CHLSY -- $$$ -- 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 -- META 0.00%↑ -- Podcast
Pulsenmore -- PLSM 0.00%↑ -- Podcast
SpaceX -- SPCX 0.00%↑ -- Podcast
Hilton -- HLT 0.00%↑ -- Podcast
BriaCell Therapeutics -- BCTX 0.00%↑ -- Podcast
Rivian Automotive -- RIVN 0.00%↑ -- Podcast
Pinduoduo -- PDD 0.00%↑ -- Podcast
Kaltura -- KLTR 0.00%↑ -- Podcast
Apple -- AAPL 0.00%↑ -- Podcast
Netflix -- NFLX 0.00%↑ -- Podcast
Nauticus Robotics -- KITT 0.00%↑ -- Podcast
Comcast -- CMCSA 0.00%↑ -- Podcast
Opendoor -- OPEN 0.00%↑ -- Podcast
Perimeter Solutions -- PRM 0.00%↑ -- Podcast
Spartan Metals -- $SPRMF -- Podcast
Fairfax Financial -- $FRFHF -- Podcast
Paragon Advanced Labs -- $CVE:PALS -- Podcast
Sky Harbour -- SKYH 0.00%↑ -- YouTube
ACCESS Newswire -- ACCS 0.00%↑ -- YouTube
Salesforce -- CRM 0.00%↑ -- YouTube
Atlassian -- TEAM 6.13%↑ -- YouTube
Hims & Hers -- HIMS -16.54%↓ -- YouTube
Boston Scientific -- BSX 0.00%↑ -- YouTube
Owlet -- OWLT 0.00%↑ -- YouTube
SpaceX -- SPCX 0.00%↑ -- YouTube
Intuit -- INTU 3.02%↑ -- YouTube
Kinsale Capital Group -- KNSL 0.00%↑ -- YouTube
PayPal -- PYPL 0.00%↑ -- YouTube
Coupang -- CPNG 0.00%↑ -- YouTube
Duolingo -- DUOL 0.00%↑ -- YouTube
IBM -- IBM 0.00%↑ -- YouTube
Crexendo -- CXDO 0.00%↑ -- YouTube
ServiceNow -- NOW 0.00%↑ -- YouTube
Alphabet -- GOOG 0.10%↑ -- YouTube
Kolibri Global Energy -- KGEI 0.00%↑ -- YouTube
Copart -- CPRT 0.00%↑ -- YouTube
Playboy -- PLBY 0.00%↑ -- YouTube
Universal Health Services -- UHS 0.00%↑ -- YouTube
Netflix -- NFLX 0.00%↑ -- YouTube
United Healthcare -- UNH 0.00%↑ -- YouTube
Wise -- WISE 0.00%↑ -- YouTube
Creative Realities -- CREX 0.00%↑ -- YouTube
Crocs -- CROX 0.00%↑ -- YouTube
Archer Aviation -- ACHR 0.00%↑ -- YouTube
Adobe -- ADBE 0.00%↑ -- YouTube
Danaher -- DHR 0.00%↑ -- YouTube
Microsoft -- MSFT 0.00%↑ -- YouTube
Badger Meter -- BMI 0.00%↑ -- YouTube
United Parks -- PRKS 0.00%↑ -- 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 -- PONY 0.00%↑ -- Substack Video
North Arrow Minerals -- $NHAWF -- Video
Neo Performance Materials -- $NOPMF -- Video
Interesting Links
5 Setups Worth Watching by Thrift Shop Stocks
The Top Hedge Funds of 2026 (So Far) by Hedge Vision
Stan Druckenmiller: Defying the Laws of Finance by Matthew Harbaugh
Aerospace - The Most Beautiful Industry in the World by Thierry from arvy
etc.
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!