BWM - Issue # 18 - April 1, 2023
Lots of Stocks, Few Failed Banks, Dating Apps, Grocery Stores, Tobaccos, Gaming, Rea Estate, Foreign Companies, a Few Shorts, Lots of Lessons, and other things to munch on...
Welcome to the eighteenth edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Richardson Electronics -- RELL 0.00 -- Write Up
TPL's governance battle -- TPL 0.00 -- Write Up
Arbor Realty Trust, Inc. -- ABR 0.00 -- Short Write Up
Sensus Healthcare Inc -- SRTS 0.00 -- Write Up
Theravance Biopharma - An attractive acquisition target? -- TBPH 0.00 -- Write Up
MercadoLibre, Inc Investment Thesis -- MELI 0.00 -- Write Up
Block: How Inflated User Metrics and “Frictionless” Fraud Facilitation Enabled Insiders To Cash Out Over $1 Billion -- SQ 0.00 -- Short Write Up
An exciting time in the Cable Business with Cable One Julia Laulis -- CABO 0.00 -- Write Up
Ryder System Inc -- R 0.00 -- Write Up
Grindr Stock -- GRND 0.00 -- Write Up
Banks, cost accounting, and WAL -- WAL 0.00 -- Write Up
Small Cap Idea: Rover -- ROVR 0.00 -- Write Up
Microsoft's Knowledge Graph and Copilot -- MSFT 0.00 -- Write Up
Presto Automation -- PRST 0.00 -- Short Write Up
Casey's General Stores -- CASY 0.00 -- Write Up
Molson Coors Beverage Co -- TAP 0.00 -- Write Up
Why was Signature Bank shut down? -- SBNY 0.00 -- Write Up
Spark Networks -- LOV 0.00 -- Write Up
Dream Finders Homes -- DFH 0.00 -- Write Up
Clear Skies Ahead For SkyHarbour Group -- SKYH 0.00 -- Others
quick follow-up on Charles Schwab -- SCHW 0.00 -- Others
Alibaba Reorg -- BABA 0.00 -- Others
Philip Morris International: Americas -- PM 0.00 -- Others
Altria's NJOY Acquisition -- MO 0.00 -- Others
AMD - Investment Notes -- AMD 0.00 -- Others
What if Upstart is a Good Business? -- UPST 0.00 -- Others
Charles Schwab: lessons and losses -- SCHW 0.00 -- Others
Palantir x Canada -- PLTR 0.00 -- Others
Open letter to the shareholders of Illumina, Inc. -- ILMN 0.00 -- Others
Silicon Valley Bank: An Autopsy -- SIVB 0.00 -- Others
Brother, can you spare a COIN? -- COIN 0.00 -- Others
Berkshire Hathaway's Fixed Maturity Portfolio -- $BRKa -- Others
Nintendo Unleashes The Super Mario Bros Movie: Can it Dethrone Disney as the King of Entertainment? -- $NTDOY -- Others
🎮 Tencent: Mastering the Game -- $TCEHY -- Others
The Fall of Rakuten: How Japan's E-commerce Titan Got to the Brink of Disaster -- $RKUNY -- Others
$$$ Investment idea | WH Group Ltd -- $WHGRF -- Write Up $$$
$$$ Walmart Inc. – Harnessing the Power of Omnichannel Retailing -- WMT 0.00 -- Write Up $$$
$$$ Gibraltar Industries - Misunderstood Building Stock -- ROCK 0.00 -- Write Up $$$
B3 Consulting Group -- $B3.ST -- Write Up
Kaspi -- $KSPI -- Write Up
More Dirt Cheap Real Estate: Melcor Developments Trades for 30% of Book Value -- $MRD -- Write Up
90% of your initial cash back before Q2 and up to an 85% return! -- $HUR.L -- Write Up
Alaris Equity Partners: Too Cheap After Multiple Dividend Cuts -- $AD.UN -- Write Up
Logistec – A cheap marine terminal operator with a great track record – what is not to like ? -- $LGT.B -- Write Up
Harbour Energy -- $HBR -- Write Up
Elixirr International -- $ELIX -- Write Up
TOYA S.A. -- $TOA -- Write Up
The Italian Sea Group -- $TISG -- Write Up
Auto Partner -- $APR -- Write Up
Arhaus with Stranger Capital -- ARHS 0.00 -- Podcast
Fireside Chat with Tom Gayner -- MKL 0.00 -- Podcast
Amazon's $40B advertising business -- AMZN 0.00 -- Podcast
Markel: Playing The Long Game -- MKL 0.00 -- Podcast
Gartner Stock: IT Service Consulting Builds Wealth -- IT 0.00 -- YouTube
General Dynamics Stock: War Profiteering -- GD 0.00 -- YouTube
Water Intelligence - A Compounder in the Water Infrastructure Industry -- $WTLLF -- YouTube
Global Crossing Airlines Group - Filling the Need for Air Travel That Existing Carriers Cannot -- $JETMF -- Podcast
Dara Khosrowshahi CEO of Uber -- UBER 0.00 -- Podcast
Legacy Housing with WealthOrDie -- LEGH 0.00 -- Podcast
Links
When to Hold and When to Fold by
Cranking The Learning Machine Up To 11 by
The Original Sin of Silicon Valley Bank by
The Commonalities of Superinvestors by
Redeye Theme: Serial Acquirers by Redeye
Peter Lynch´s checklists for finding 10-baggers by
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it.
Thank you for including our Walmart article Yegor!
Lovely munchies! Thanks taking the time to read and also sharing the post mate.