BWM - Issue # 17 - March 17, 2023

Mental Models, Banks, Lots of different stocks to research from Canada, Europe, Japan and MORE!!!, legends on podcasts, Disney, Meta, Netflix, Energy, Cars, Nintendo, and other things to munch on...

Welcome to the seventeenth edition of BWM (Bi-Weekly Munchies) …

Let the munching begin!

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Company Write Ups/Others

Netflix: Not A Streaming Company -- NFLX 0.00 -- Write Up

Chadd Garcia finds price dislocation in global digital infrastructure firm, DigitalBridge -- DBRG 0.00 -- Write Up

Quick Value 3.6.23 -- DBRG 0.00 -- Write Up

Why We Own Nelnet -- NNI 0.00 -- Write Up

Charles Schwab: Panic Buy -- SCHW 0.00 -- Write Up

Floor & Decor -- FND 0.00 -- Write Up

O’Reilly Automotive -- ORLY 0.00 -- Write Up

Alphabet Inc. Business Breakdown -- GOOG 0.00 GOOGL 0.00 -- Write Up

Essential Utilities, Inc. -- WTRG 0.00 -- Write Up

Another look at National Resource Partners -- NRP 0.00 -- Write Up/Podcast

SIVB: Held-to-Mortem Governance -- SIVB 0.00 --Others

Retail, search and Amazon’s $40bn ‘advertising’ business -- AMZN 0.00 -- Others

Is Meta Becoming a Trustworthy AI Company? -- META 0.00 -- Others

some thoughts on Charles Schwab -- SCHW 0.00 -- Others

Is JD Cloud the New “National Champion”? -- JD 0.00 -- Others

An Open Letter to Every Company in Tech -- META 0.00 -- Others

Cartier Resources: A golden layer cake in Quebec -- (TSX-V: ECR) -- Others

Profitable Pioneer in Construction Anchor Bolts Trading at 2.3x EV/EBIT -- (TSE: 3420) -- Write Up

The Morguard Complex: Dirt Cheap Real Estate Trading at 50-70% Off -- (TSX: MRT.UN) -- Write Up

Information Services Corp - Deep Dive -- (TSX: ISV) -- Write Up

$$$ Beyond the Ecommerce Behemoth: Examining Amazon's Diverse Business Ventures -- AMZN 0.00 -- Write Up $$$

Eurofins Scientific: Resilient Compounder -- $ERFSF -- Write Up

Euronext NV -- (ENF.FP) -- Write Up

Fuller, Smith & Turner Stock Analysis -- (LON:FSTA) -- Write Up

Maha Energy - An early-stage O&G player at a depressed valuation -- ($MAHA-A) -- Write Up

Ford Motor Stock: Hauling a Truck Full of Debt Leverage -- F 0.00 -- YouTube

Flowserve Stock: Has Sprung a Leak! -- FLS 0.00 -- YouTube

Fox Stock: Private Equity Style Media for Public Markets -- FOX 0.00 FOXA 0.00 -- YouTube

The 20 Year Fall of Japan's Sharp Corporation -- $SHCAY -- YouTube

Auto Partner - The Polish Compounder with Fundasy Investor -- (APR-WSE) -- YouTube

Tom Gayner - A Discussion with Markel’s CEO -- MKL 0.00 -- Podcast

Victor Mendelson: HEICO - Troubled Asset to a “Hotshot Stock” -- HEI 0.00 -- Podcast

TOMI Environmental Solutions, Inc. -- TOMZ 0.00 -- Podcast

Bumble - Not So Deep Dive -- BMBL 0.00 -- Podcast

The Walt Disney Company: An Entertainment Empire -- DIS 0.00 -- Podcast

Nintendo -- $NTDOY -- Podcast

Mark Leonard: The Best Capital Allocator You’ve Never Heard of -- $CNSWF -- Podcast

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Links

📚 Could You Bear Being the Sidekick? by

Frederik Gieschen

Let's Talk Mental Models by

Hidden Rock Capital

Humility in investing: The antidote to Dunning-Kruger by

Saesch

12 Great Stock Pitches (1st-15th March) 🔥 by

Jon Kingston

Not just SVB. There have been 563 bank failures since 2000. by Pranshu Maheshwari

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Podcasts+

Knowledge compounds, keep on munching!

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P.S. Don’t forget to ❤️ if you enjoyed it.