BWM - Issue # 14 - February 3, 2023
Yoga, Shorts, Tesla, Amazon, Microsoft, Netflix, Research, Semis, and other Tech plus other things to munch on...
Welcome to the fourteenth edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
lululemon Athletica Inc. - It’s all about branding -- LULU 0.00 -- Write Up
lululemon Athletica Inc. – Investment Thesis -- LULU 0.00 -- Write Up
A Tesla Retrospective at Petersen Automotive -- TSLA 0.00 -- Write Up
Tesla in 2023: A Return to Reality, The Beginning of the End or Time to Buy -- TSLA 0.00 -- Write Up
My spin on $VTS's spin -- VTS 0.00 -- Write Up
Mitek Systems: Monopoly Business Under $10 A Share -- MITK 0.00 -- Write Up
Masimo: Bringing the Hospital Home -- MASI 0.00 -- Write Up
Microsoft (1/2) -- MSFT 0.00 -- Write Up
Amazon: Set Up for a Free Cash-flow Explosion -- AMZN 0.00 -- Write Up
Park Hotels: Reversion to the Mean? -- PK 0.00 -- Write Up
Real Men Have Fabs -- TSM 0.00 -- Write Up
Daily Journal Corporation -- DJCO 0.00 -- Write Up
High-Quality Compounder Hidden in a Commodity Business – Orion Engineered Carbons -- OEC 0.00 -- Write Up
Research Notes: Is Live Ventures An Easy Short — Or A Transformed Long? -- LIVE 0.00 -- Write Up
Stock Pitch: Skyline Champion -- SKY 0.00 -- Write Up
Amazon’s $6bn Man -- AMZN 0.00 -- Others
Netflix’s New Chapter -- NFLX 0.00 -- Others
Altria's Market Share -- MO 0.00 -- Others
Will Berkshire Hathaway Survive — and Thrive — After Warren Buffett is Gone? -- $BRK.A -- Others
Aritzia - Strong brand at an attractive valuation - Company Deep Dive -- (TSE: ATZ) -- Write Up
Euro-Tax.pl - One Page Stock Pitch -- (WAR:ETX) -- Write Up
Qualcomm: Making Smartphones Smart -- QCOM 0.00 -- Podcast
Meta Platforms Not So Deep Dive -- META 0.00 -- Podcast
Henry Fernandez CEO of MSCI -- MSCI 0.00 -- Podcast
Links
The Best Stock Research Tools for 2023 by Edwin Dorsey
The Russian-Linked Payment Processors Feeding the Crypto-conomy by Dirty Bubble Media
Research Notes: Sum Of The @#$*&! Parts by Overlooked Alpha/Vince Martin
17 excellent write-ups from January 2023 by Jon Kingston
Hold or Fold? by Hidden Rock Capital
The Effective Executive by Peter Drucker by Dennis Tonui
Podcasts
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it.
P.S.S. If you got something cool to share, sent it to from100kto1m@substack.com.
Thank you for mentioning my book summary piece. Keep up the good work!
Thank you for mentioning our write-ups on lululemon.