BWM - Issue # 12 - January 07, 2023
E-commerce, debt, investing lessons, books, flying, renting, WWE, Apple, and other things to munch on...
Welcome to the twelfth edition of BWM (Bi-Weekly Munchies) …
Happy New Year and may this year be prosperous to all!
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Let the munching begin!
Company Write Ups/Others
Under Armour: An Apparel Short With Several Ways To Win -- UA 0.00 -- Write Up
Alico, Inc. -- ALCO 0.00 -- Write Up
Twilio: The Pendulum Swings Both Ways -- TWLO 0.00 -- Write Up
Disney 2.0: Iger to Reclaim the Magic? -- DIS 0.00 -- Write Up
Not So Deep Dive: GoDaddy -- GDDY 0.00 -- Write Up
Not So Deep Dive: Squarespace Stock -- SQSP 0.00 -- Write Up
Is Splunk a Slam Dunk? -- SPLK 0.00 -- Write Up
Apple Analysis -- AAPL 0.00 -- Write Up
Floor and Decor: Boring is Best -- FND 0.00 -- Write Up
United Rentals Inc: A Leader in the Equipment Rental Space -- URI 0.00 -- Write Up
Constellation's Spin-Out of the Lumine Group -- $CNSWF -- Write Up
Ally Financial (ALLY) -- ALLY 0.00 -- Write Up
Land’s End, Inc. -- LE 0.00 -- Write Up
DLH Holdings: Ride The Horse 'Til She Bucks -- DLHC 0.00 -- Write Up
The Scotts Miracle-Gro Company -- SMG 0.00 -- Write Up
Arch Capital Episode: Why We Own Wix.com -- WIX 0.00 -- Write Up
S&P Global (SPGI) -- SPGI 0.00 -- Write Up
WWE's New Board Order -- WWE 0.00-- Write Up
Unconventional Strategies -- LUV 0.00 -- Write Up
Leatt Corp. -- $LEAT -- Write Up
Hannover Re: An overlooked Reinsurance Compounder & Comparison with Munich Re -- $HVRRY -- Write Up
Ibersol - Special Situation in Portugal -- $IBS -- Write Up
Acquiring Profitable Online Businesses (w/ Dom Wells) -- ONFO 0.00 -- Podcast
AgriFORCE Growing Systems: Using Technology to Transform Farm Food -- AGRI 0.00 -- Podcast
BAM Spin Off Is One Of The Best Opportunities In The Market Right Now - Here's Why -- BAM 0.00 -- YouTube
The Curious Case of Anne Scheiber by Kingswell
Some Books I Read in 2022 by Punch Card Investor
Digital Native: Top 10 of 2022 by Digital Native
Investment Maxims Are Not One-Size-Fits-All by Investment Talk
Damn Right! — Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger by Rational Reflections
2 Vital Stock Selling Criteria You Must Acquire To Get Multi-baggers by The Thinking Investor
Knowledge compounds, keep on munching!
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