Welcome to the 105th 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.
Alphabet -- GOOGL 0.00%↑ -- Write Up
DoubleDown Interactive -- DDI 0.00%↑ -- Write Up
PTC -- PTC 0.00%↑ -- Write Up
Global Payments -- GPN 0.00%↑ -- $$$ -- Write Up
Birkenstock -- BIRK 0.00%↑ -- Write Up
LexinFintech -- LX 0.00%↑ -- Write Up
electroCore -- ECOR 0.00%↑ -- $$$ -- Short Report
Wingstop -- WING 0.00%↑ -- Write Up
Modine Manufacturing -- MOD 0.00%↑ -- Write Up
Aeva Technologies -- AEVA 0.00%↑ -- Short Report
Dynatrace -- DT 0.00%↑ -- Write Up
Utah Medical Products -- UTMD 0.00%↑ -- Write Up
S&P Global -- SPGI 0.00%↑ -- Write Up
Salesforce -- CRM 0.00%↑ -- Write Up
Burford -- BUR 0.00%↑ -- Write Up
Keel Infrastructure -- KEEL 0.00%↑ -- Write Up
Guggenheim Strategic Opportunities Fund -- GOF 0.00%↑ -- $$$ -- Short Report
Jumia Technologies -- JMIA 0.00%↑ -- Write Up
Delta -- DAL 0.00%↑ -- Write Up
Legacy Education -- LGCY 0.00%↑ -- Write Up
JD.com -- JD 0.00%↑ -- Write Up
On Holding -- ONON 0.00%↑ -- Write Up
Rollins -- ROL 0.00%↑ -- Write Up
Blue Moon Metals -- BMM 0.00%↑ -- Short Report
Arista Networks -- ANET 0.00%↑ -- Write Up
Uber -- UBER 0.00%↑ -- Write Up
Valvoline -- VVV 0.00%↑ -- Write Up
Copart -- CPRT 0.00%↑ -- Write Up
Sony -- SONY 0.00%↑ -- Write Up
Flotek -- FTK 0.00%↑ -- Short Report
META -- META 0.00%↑ -- Write Up
AppLovin -- APP 0.00%↑ -- Write Up
Natural Gas Services -- NGS 0.00%↑ -- Write Up
McDonald -- MCD 0.00%↑ -- Write Up
Nokia -- NOK 0.00%↑ -- $$$ -- Write Up
Nike -- NKE 0.00%↑ -- Write Up
SuperCom -- SPCB 0.00%↑ -- Write Up
Wendy’s -- WEN 0.00%↑ -- Write Up
Owlet -- OWLT 0.00%↑ -- Write Up
Crexendo -- CXDO 0.00%↑ -- brief
Mercado Libre -- MELI 0.00%↑ -- Earnings
Brookfield Asset Management -- BAM 0.00%↑ -- Earnings (In Spanish)
Reddit -- RDDT 0.00%↑ -- brief
RCI Hospitality Holdings -- RICK 0.00%↑ -- brief
Phunware -- PHUN 0.00%↑ -- brief
SpaceX -- SPCX 0.00%↑ -- brief
UWM Holdings -- UWMC 0.00%↑ -- brief
Alphabet -- GOOG 0.00%↑ -- brief
Nebius Group -- NBIS 0.00%↑ -- Earnings
Liquidia -- LQDA 0.00%↑ -- Earnings
Caterpillar -- CAT 0.00%↑ -- Earnings
Natural Resource Partners -- NRP 0.00%↑ -- $$$ -- brief
EntraVision -- EVC 0.00%↑ -- Earnings
CoreWeave -- CRWV 0.00%↑ -- Earnings
Heico Corporation -- HEI 0.00%↑ -- brief
Capricor Therapeutics -- CAPR 0.00%↑ -- brief
Nu Holdings -- NU 0.00%↑ -- brief
HIMS -- HIMS 0.00%↑ -- Earnings
H World -- HTHT 0.00%↑ -- Earnings
ON Semiconductor -- ON 0.00%↑ -- brief
Churchill Downs -- CHDN 0.00%↑ -- brief
Advance Auto Parts -- AAP 0.00%↑ -- $$$ -- Earnings
Kewaunee Scientific -- KEQU 0.00%↑ -- brief
Strategy -- MSTR 0.00%↑ -- brief
Cronos Group -- CRON 0.00%↑ -- Earnings
PMV Pharmaceuticals -- PMVP 0.00%↑ -- brief
Roblox -- RBLX 0.00%↑ -- $$$ -- brief
NVIDIA -- NVDA 0.00%↑ -- brief
AMD -- AMD 0.00%↑ -- Earnings
Target -- TGT 0.00%↑ -- brief
The Trade Desk -- TTD 0.00%↑ -- brief
InMode -- INMD 0.00%↑ -- brief
CuriosityStream -- CURI 0.00%↑ -- brief
Alibaba -- BABA 0.00%↑ -- $$$ -- Earnings
IREN -- IREN 0.00%↑ -- brief
Coffee Holding Co. -- JVA 0.00%↑ -- Earnings
Unusual Machines -- UMAC 0.00%↑ -- brief
Voya Financial -- VOYA 0.00%↑ -- brief
The New York Times Company -- NYT 0.00%↑ -- brief
ZenaTech -- ZENA 0.00%↑ -- brief
Veeva -- VEEV 0.00%↑ -- brief
Kaspi -- KSPI 0.00%↑ -- Earnings (In Spanish)
Lululemon -- LULU 0.00%↑ -- brief
SEACOR Marine Holdings -- SMHI 0.00%↑ -- brief
Dlocal -- DLO 0.00%↑ -- Earnings
LENSAR -- LNSR 0.00%↑ -- brief
Cellebrite -- CLBT 0.00%↑ -- Earnings
Harrow -- HROW 0.00%↑ -- Earnings
PDD Holdings -- PDD 0.00%↑ -- brief
CAVA -- CAVA 0.00%↑ -- brief
Booking Holdings -- BKNG 0.00%↑ -- Earnings
Amazon -- AMZN 0.00%↑ -- brief
More Company Write Ups/Earnings/briefs
Interlife General Insurance Company -- $INLIF -- Write Up
ZhongAn -- $HKG:6060 -- Write Up
MegaChips -- $TYO:6875 -- Write Up
Freee KK -- $TYO:4478 -- Write Up
TelyRx -- $TELYF -- Write Up
Siltronic AG -- $ETR:WAF -- Write Up
Thecoo -- $TYO:4255 -- $$$ -- Write Up
Dino Polska -- $WSE:DNP -- Write Up
Hirata -- $TYO:6258 -- Write Up
IQE -- $LON:IQE -- Write Up
Gemfields Group Limited -- $GEM.L -- Write Up
ContextLogic -- $LOGC -- Write Up
Alternative Income REIT -- $LON:AIRE -- Write Up
Cuckoo Holdings -- $KRX:192400 -- Write Up
Schneider Electric -- $SBGSY -- Write Up
Foeroya Banki -- $CPH:FOBANK -- Write Up
Rheinmetall AG -- $FRA:RHM -- Write Up
Edenred -- $EPA:EDEN -- Write Up
Keweenaw Land Association -- $KEWL -- Write Up
Berentzen Gruppe -- $ETR:BEZ -- Write Up
tonies SE -- $ETR:TNIE -- Write Up
Lumine Group -- $TSXV:LMN -- Earnings
Bombardier -- $BDRBF -- brief
Goodheart-Willcox -- $GWOX -- brief
Decibel Cannabis -- $DB.V -- Earnings
Nintendo -- $NTDOY -- Earnings
Adyen N.V. -- $ADYEY -- $$$ -- Earnings
Universal Engeisha -- $TYO:6061 -- Earnings
Topicus.com -- $TOITF -- Earnings
PowerX -- $TYO:485A -- Earnings
Andrada Mining -- $LON:ATM -- brief
Beam Communications -- $ASX:BCC -- brief
Tencent -- $TCEHY -- brief
Company “Research” via Audio & Video Formats
Domino's Pizza -- DPZ 0.00%↑ -- Podcast
The Trade Desk -- TTD 0.00%↑ -- Podcast
META -- META 0.00%↑ -- Podcast
Brookfield -- BN 0.00%↑ -- Podcast
Disney -- DIS 0.00%↑ -- Podcast
Costar Group -- CSGP 0.00%↑ -- Podcast
Mastercard -- MA 0.00%↑ -- Podcast
Goldgroup Mining -- GORO 0.00%↑ -- Podcast
Cambria Global Value ETF -- GVAL 0.00%↑ -- Podcast
Eastport Critical Metals -- $EVIIF -- Podcast
Cannara Biotech -- $LOVFF -- Podcast
Teqnion -- $STO:TEQ -- Podcast
Dnow -- DNOW 0.00%↑ -- YouTube
Imax -- IMAX 0.00%↑ -- YouTube
Realty Income -- O 0.00%↑ -- YouTube
Playboy -- PLBY 0.00%↑ -- YouTube
Nike -- NKE 0.00%↑ -- YouTube
Apple -- AAPL 0.00%↑ -- YouTube
Snap -- SNAP 0.00%↑ -- YouTube
ON HOLDING -- ONON 0.00%↑ -- YouTube
Wix -- WIX 0.00%↑ -- YouTube
UPS -- UPS 0.00%↑ -- YouTube
ASP Isotopes -- ASPI 0.00%↑ -- YouTube
Nu Holdings -- NU 0.00%↑ -- YouTube
S&P Global -- SPGI 0.00%↑ -- YouTube
Robinhood -- HOOD 0.00%↑ -- YouTube
META -- META 0.00%↑ -- YouTube
Moderna -- MRNA 0.00%↑ -- YouTube
Fidelity National Information Services -- FIS 0.00%↑ -- YouTube
Copart -- CPRT 0.00%↑ -- YouTube
Nebius -- NBIS 0.00%↑ -- YouTube
DAVE -- DAVE 0.00%↑ -- YouTube
British American Tobacco -- BTI 0.00%↑ -- YouTube
Builders Firstsource -- BLDR 0.00%↑ -- YouTube
AMD -- AMD 0.00%↑ -- YouTube
Berkshire Hathaway -- $BRK.A -- YouTube
El Al Israel Airlines -- $TLV:ELAL -- YouTube
Gatekeeper Systems -- $GKPRF -- YouTube
Four Nines Gold -- $FNAUF -- YouTube
Interesting Links
On Schmuck Insurance by The Hermit
Permanence Is an Illusion by The Dutch Investors
BUYBACK TRACKER SERIES: #2 by Manana Investing
19 Free sources to find stock ideas by The Finance Corner
Who Powers AI - Part 1: The Anatomy of a Gigawatt by Crack The Market
AI, FOMO, and the Commoditization of Investment Research by Stocks & Stones
Red Flags in Amended Annual Reports — Quarterly Update #11 by Olga Usvyatsky
etc.
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!