BWM - Issue # 11 - December 10, 2022
Lots of Meta, some Mergers, Visa, Charts and Spotify, News, Lessons, Salesforce, Nintendo, BAM, Netflix, Pizza, and other things to munch on...
Welcome to the eleventh edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Meta: Pain and Patience -- META 0.00 -- Write Up
WhatsApp: Meta's Next Growth Engine -- META 0.00 -- Write Up
META short-term profits vs long term vision -- META 0.00 -- Write Up
News Corp -- NWSA 0.00 -- Write Up
Caesarstone Stock Is Ludicrously Cheap -- CSTE 0.00 -- Write Up
Zoom Video Communications – Is growth zooming out? -- ZM 0.00 -- Others
Visa - The Middle Man We All Carry In Our Wallet -- V 0.00 -- Write Up
Paramount: The Rollercoaster Continues -- PARA 0.00 -- Write Up
Papa John’s International, Inc. -- PZZA 0.00 -- Write Up
ASML Holding -- ASML 0.00 -- Write Up
Encore Wire Should Be on Your Watchlist in 2023 -- WIRE 0.00 -- Write Up
Hibbett, Inc. -- HIBB 0.00 -- Write Up
Arch Capital Episode: Why We Own Autodesk -- ADSK 0.00 -- Write Up
Research: Microsoft Part 1 -- MSFT 0.00 -- Write Up
CarMax: A Disrupter Faces Disruption -- KMX 0.00 -- Write Up
4 new charts - entertainment streaming industry 101 -- SPOT 0.00 -- Others
Not So Deep Dive: Mercadolibre -- MELI 0.00 -- Write Up
Salesforce: What is Behind This Cloud? -- CRM 0.00 -- Others
FTC to Block Microsoft-Activision Merger -- MSFT 0.00 ATVI 0.00 -- Others
NEW INVESTMENT – HAGERTY -- HGTY 0.00 -- Write Up
Brookfield Asset Management: A Classic Special Situation -- BAM 0.00 -- Write Up
Ally Financial (ALLY) -- ALLY 0.00 -- Write Up
It’s Not TV. It’s HBO -- WBD 0.00 -- Podcast (Part 1)
HBO 2.0 -- WBD 0.00 -- Podcast (Part 2)
Netflix: The Original -- NFLX 0.00 -- Podcast
Does Pacifico Airports Have an Impenetrable Moat? -- PAC 0.00 -- Podcast
Interview with Lucas Haldeman, CEO of SmartRent -- SMRT 0.00 -- YouTube
Half Moon Capital on Oxford Industries -- OXM 0.00 -- YouTube
John Fieldly, CEO of Celsius Holdings -- CELH 0.00 -- YouTube
AJ Secrist from Firstlight Management on Lamb Weston -- LW 0.00 -- YouTube
Why Digital Turbine is a Competitively Advantaged Ad Platform -- APPS 0.00 -- Podcast
Investment Memo: Nintendo -- (NTDOY) -- Write Up
Gym Group Plc - a leading provider of low cost gyms in UK. -- (GYM) -- Write Up
LS Invest: Heads I win big, tail I win a little -- (IFA) -- Write Up
Zhejiang Geely Holding Group. -- (0175) -- Write Up
Wirtek -- (WIRTEK.CO) -- Write Up
LVMH and The Luxury Strategy -- (LVMUY) -- Others
Ryman Healthcare (RYM.NZ) -- Write Up
Links
Some thoughts on SBC Mostly Borrowed Ideas
Quarterly Links by Emerging Value
☕ Enjoying Steps by Michael Walsh
Stats, commentary & perspective on the R&D, Capex, Time Share, Revenue & Market Cap of the biggest companies in each category by Ben Buchanan
Podcasts
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it.
If you got something cool to share, sent it to from100kto1m@substack.com.
If you like my work, you can buy me a “cup of coffee” ☕ to show support.
P.S.S. This will be the last issue of Bi-Weekly Munchies for this year.
Happy upcoming Holidays and I will continue BWM in January, Keep on munching!
A wonderful collection to read through! I appreciate my work being included.