BWM - Issue # 13 - January 21, 2023
Video Games, Lasers, Podcasts, Amazon, Microsoft, Nvidia, Banks, Problems, Taxes, Mistakes, Books, Disciplines, WEB, Net-Nets, Secret Sauces , and other things to munch on...
Welcome to the thirteenth edition of BWM (Bi-Weekly Munchies) …
Subscribe to receive future editions of BWM plus updates on my personal stocks portfolio & deep dives into public companies.
Let the munching begin!
Company Write Ups/Others
Blue lasers, red flags -- LASE 0.00 -- Write Up
Not So Deep Dive: Microsoft -- MSFT 0.00 -- Write Up
Research Notes: Newspapers And Netflix -- NFLX 0.00 -- Write Up
Small Cap Idea: Diversey Holdings -- DSEY 0.00 -- Write Up
From Product to Platform in Dentistry -- ALGN 0.00 -- Write Up
Signs of Trouble at Signature Bank -- SI 0.00 -- Write Up
Credit Rejectance -- CACC 0.00 -- Write Up
2022 Podcast Trends Report -- SPOT 0.00 -- Others
United Rentals -- URI 0.00 -- Write Up
Part 2: Deep dive writeup on Mobileye -- MBLY 0.00 -- Write Up
Stock Pitch: Carrier -- CARR 0.00 -- Write Up
Markel Corporation: Insurance and Investment Portfolio – Valuation Through Float -- MKL 0.00 -- Write Up
Secret Sauce -- KHC 0.00 -- Write Up
Not So Deep Dive: Amazon -- AMZN 0.00 -- Write Up
Nvidia Company Analysis -- NVDA 0.00 -- Write Up
AGB 2023.1 - Vulcan Materials -- VMC 0.00 -- Write Up
ASOS is giving up on growth -- $ASOMY -- YouTube
Lumine Spin Out -- $CNSWF -- Write Up
Nippon Ichi Software Inc - A Deep Value, Profitable, and Growing Japanese Video Game Developer That’s Almost a Net-Net -- $NIS -- Write Up
DLSI Groupe -- $ALDLS -- Write Up
"Portrait of a Disciplined Investor" by The Science of Hitting
Learning from Discount Tire's Bruce Halle by Investment Masters Class
The power of delaying gratification by Best Anchor Stocks
Investment Wisdom from the Masters: 30 Unique Books Recommended by Legendary Investors by Investing Insights
Warren Buffett: The Investor's Investor, 1979 by Investment Talk
Reflections on Time in the Market by Investor's Perspective
Running Your Own Race by The Investor's Journal
SECURE Act 2.0 – 16 Key Tax and Retirement Provisions by Apprise Wealth Management
How Many Stocks Should You Own? by Chris Mayer
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 email@example.com.
Thanks for the mention! I appreciate it.