BWM - Issue # 15 - February 17, 2023
Block, Movies, Crypto, Google, Markel, Energy, Extra Research, Wisdom, Psychology, Emotions, Canadian Stocks, and other extra goodies to munch on...
Welcome to the fifteenth edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Part 2: Deep dive writeup on Block -- SQ 0.00 -- Write Up
Warner Bros. Discovery Stock Analysis -- WBD 0.00 -- Write Up
The weirdest corporate action I've ever seen -- SCLX 0.00 SRNE 0.00 -- Write Up
Why We Own Alphabet/Google -- GOOG 0.00 -- Write Up
Nicholas Financial, Ever Heard of It? -- NICK 0.00 -- Write Up
Sonos: The Hardware Machine -- SONO 0.00 -- Write Up
Vintage Wine Estates: As Contrarian As It Gets -- VWE 0.00 -- Write Up
Markel Corporation: Calculating The Mathematical Value -- MKL 0.00 -- Write Up
Not So Deep Dive: MarketAxess -- MKTX 0.00 -- Write Up
Quick Value 2.13.23 -- DHR 0.00 -- Write Up
Stock Pitch: Paramount -- PARA 0.00 -- Write Up
Josh Young from Bison Investments discusses on Vital Energy and his energy outlook -- VTLE 0.00 -- Write Up
RILY: A Bottom-Feeder Investment Bank That Is Crumbling Before Our Eyes -- RILY 0.00 -- Write Up
Spotify: the Google of Audio in the Making -- SPOT 0.00 -- Others
Research Notes: Semler Scientific Looks Tempting After 48% Plunge -- SMLR 0.00 -- Others
Research Notes: Canada Goose And The Impossible Market -- GOOS 0.00 -- Others
Atlas Engineered Products Ltd. -- (TSXV: AEP.V) -- Write Up
PeopleIN - One Page Stock Pitch -- (ASX:PPE) -- Write Up
Abak SA - One Page Stock Pitch -- (WAR:ABK) -- Write Up
The Good People of Britain will Always Stuff Their Faces with Pastry -- (GRG) -- Write Up
Don't Buy The Big 3; Look at Quebecor Instead -- (TSX:QBR.A)(TSX:QBR.B) -- Write Up
Allcore SpA -- (BIT:CORE) -- One Page Stock Pitch
Newest Position: TMX Group -- (TSX:X) -- Write Up
Allison Transmission with Rod Alzmann -- ALSN 0.00 -- Podcast
Direct Digital Holdings - Leveraging Technology to Help Middle Market Companies Buy and Sell Media -- DRCT 0.00 -- Podcast
Nandan Nilekani Co-founder and Chairman of Infosys -- INFY 0.00 -- Podcast
FICO with Buyback Capital -- FICO 0.00 -- Podcast
Constellation Software: Principled, Profitable, Permanent -- $CSU.TO -- Podcast
Links
What you want. And what you get. by
The 'Berkshire System': Life Advice From a Shareholder Letter by
My 8 Best Techniques for Evaluating Character by
Data Update 5 for 2023: Pathways to Profitability by
The psychology of money (Morgan Housel) by
#071 Key Takeaways from the book: The Emotionally Intelligent Investor by
The Lindy Effect and Antifragility by
The Idea Farm by Meb Faber
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.
Thanks Yegor! Love this series
Thanks for the shout out! I appreciate it!