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!

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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

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Links

10 Tips For Retail Investors To Improve Investing Analysis (To Boost Conviction, Lengthen Holdings Periods, And Make More Money) by

The Thinking Investor

When to Hold and When to Fold by

The Investor's Journal

Cranking The Learning Machine Up To 11 by

Frederik Gieschen

Compromising on Quality by

Occasio Sermo

From value investing to life lessons, explore the complete collection of Buffett and Munger's recommended books" by

Investment Books

The Original Sin of Silicon Valley Bank by

Maxfield on Banks

The Commonalities of Superinvestors by

Investment Talk

Highlights from Charlie Munger's Conversation with Todd Combs (2022 Singleton Prize for CEO Excellence) by

Neckar Substack.

Redeye Theme: Serial Acquirers by Redeye

Peter Lynch´s checklists for finding 10-baggers by

Investacus

17 Superb Stock Pitches by

Capital Employed

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Podcasts+

Knowledge compounds, keep on munching!

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