BWM - Issue # 104 - August 9, 2026
A few shorts, A lot of Earnings, Energy, Gaming, Holdcos, Media, Healthcare, Asia, Consumer Brands AI, Transportation, REITs, Minerals, Luxury, Apple, Chips, and other things to munch on...
Welcome to the 104th 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!
Let the munching begin!
Company Write Ups/Short Reports/Earnings/briefs/etc.
NVIDIA -- NVDA 0.00%↑ -- Write Up
SK Hynix -- SKHY 0.00%↑ -- $$$ -- Write Up
Alpha Metallurgical Resources -- AMR 0.00%↑ -- Write Up
REalloys -- ALOY 0.00%↑ -- Short Report
Celestica -- CLS 0.00%↑ -- Write Up
Lululemon -- LULU 0.00%↑ -- Write Up
SoFi Technologies -- SOFI 0.00%↑ -- Write Up
Inventiva -- IVA 0.00%↑ -- Write Up
Comstock -- LODE 0.00%↑ -- Write Up
Mastercard -- MA 0.00%↑ -- $$$ -- Write Up
Sono-Tek -- SOTK 0.00%↑ -- Write Up (In French)
Consolidated Water -- CWCO 0.00%↑ -- Write Up
Bloom Energy -- BE 0.00%↑ -- Write Up
Netflix -- NFLX 0.00%↑ -- Write Up
ACM Research -- ACMR 0.00%↑ -- $$$ -- Write Up
Concentrix -- CNXC 0.00%↑ -- Write Up
Bassett Furniture -- BSET 0.00%↑ -- Write Up
Adobe -- ADBE 0.00%↑ -- Write Up
The RealReal -- REAL 0.00%↑ -- Write Up
Pfizer -- PFE 0.00%↑ -- Write Up
CareCloud -- CCLD 0.00%↑ -- $$$ -- Write Up
Uranium Royalty -- UROY 0.00%↑ -- Write Up
Cogent Communications -- CCOI 0.00%↑ -- Write Up
Lionheart Holdings -- CUB 0.00%↑ -- Write Up
The E.W. Scripps Company -- SSP 0.00%↑ -- Write Up
Cadre Holdings -- CDRE 0.00%↑ -- Write Up
Tenable -- TENB 0.00%↑ -- $$$ -- Short Report
Energous -- WATT 0.00%↑ -- Write Up
Noah Holdings -- NOAH 0.00%↑ -- Write Up
The Descartes Systems Group -- DSGX 0.00%↑ -- Write Up
Expeditors -- EXPD 0.00%↑ -- Write Up
Paramount Skydance -- PSKY 0.00%↑ -- brief
Pool -- POOL 0.00%↑ -- Earnings
Abbott -- ABT 0.00%↑ -- Earnings
Meta -- META 0.00%↑ -- Earnings
Allegion -- ALLE 0.00%↑ -- $$$ -- Earnings
Microsoft -- MSFT 0.00%↑ -- Earnings
Via Transportation -- VIA 0.00%↑ -- brief
Vistance Networks -- VISN 0.00%↑ -- brief
SEACOR Marine Holdings -- SMHI 0.00%↑ -- brief
Rocket Lab -- RKLB 0.00%↑ -- brief
Lemonade -- LMND 0.00%↑ -- Earnings
SAP SE -- SAP 0.00%↑ -- Earnings
Brookfield Infrastructure Partners -- BIP 0.00%↑ -- Earnings (In Spanish)
Kinsale Capital Group -- KNSL 0.00%↑ -- Earnings
FTAI Aviation -- FTAI 0.00%↑ -- brief
Apple -- AAPL 0.00%↑ -- Earnings
Markel -- MKL 0.00%↑ -- Earnings
Yext -- YEXT 0.00%↑ -- brief
Lululemon -- LULU 0.00%↑ -- brief
Pitney Bowes -- PBI 0.00%↑ -- brief
Lending Tree -- TREE 0.00%↑ -- brief
Duolingo -- DUOL 0.00%↑ -- brief
Costar Group -- CSGP 0.00%↑ -- Earnings
Alphabet -- GOOG 0.00%↑ -- brief
Cadence Design Systems -- CDNS 0.00%↑ -- brief
MercadoLibre -- MELI 0.00%↑ -- brief
American Express -- AXP 0.00%↑ -- Earnings
Cineverse -- CNVS 0.00%↑ -- brief
Lam Research -- LRCX 0.00%↑ -- Earnings
LKQ -- LKQ 0.00%↑ -- Earnings
Bridgford Foods -- BRID 0.00%↑ -- brief
Floor & Decor -- FND 0.00%↑ -- Earnings
Grab -- GRAB 0.00%↑ -- Earnings
Uber -- UBER 0.00%↑ -- Earnings
Coupang -- CPNG 0.00%↑ -- $$$ -- Earnings
Global Payments -- GPN 0.00%↑ -- Earnings
Amazon -- AMZN 0.00%↑ -- Earnings
Chipotle Mexican Grill -- CMG 0.00%↑ -- brief
Seer -- SEER 0.00%↑ -- brief
