BWM - Issue # 19 - April 15, 2023

Video Games, Canadian stocks, Energy Drinks and Energy stocks, Banks, Other financials, AI, and some tech stocks + other things to munch on...

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

Let the munching begin!

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Company Write Ups/Others

Metropolitan Commercial Bank -- MCB 0.00 -- Write Up

Why We Own Match Group -- MTCH 0.00 -- Write Up

Canadian Natural Resources is Canada's Best Oil Stock -- CNQ 0.00 -- Write Up

APi Group -- APG 0.00 -- Write Up

Monster Beverage -- MNST 0.00 -- Write Up

SDI Group plc - Deep Dive -- SDI 0.00 -- Write Up

Artem Fokin's take on Burford's YPF summary judgement ruling -- BUR 0.00 -- Write Up

Petrobras: The Cash(aça) in Brazil's Energy Cocktail -- PBR 0.00 -- Write Up

Ecoener - Renewable energy IPP full of potential -- ENER 0.00 -- Write Up

Ulta Beauty, Inc. ($ULTA) Deep Dive -- ULTA 0.00 -- Write Up

United-Guardian: Durable Dollars -- UG 0.00 -- Write Up

SPROUT: A SHORT THESIS -- SPT 0.00 -- Short Write Up

Datadog, Inc. Investment Thesis -- DDOG 0.00 -- Write Up

Lululemon's Strong Fiscal 2022 -- LULU 0.00 -- Others

Brian Finn on his letter to Oportun Financial -- OPRT 0.00 -- Others

Schwab's Shrinking Spread -- SCHW 0.00 -- Others

NVIDIA: The iPhone moment of AI -- NVDA 0.00 -- Others

A Rebuttal To "Problems At Airbnb" -- ABNB 0.00 -- Others

boardroom drama at CANO -- CANO 0.00 -- Others

Coca-Cola FEMSA: Valuation Starting To Run Out Of Fizz -- KOF 0.00 -- Others

$$$ Investment idea | The Kellogg Company -- K 0.00 -- Write Up $$$

$$$ Disney -- DIS 0.00 -- Write Up $$$

$$$ A Special Situation With 78% Upside Potential -- DK 0.00 -- Write Up $$$

$$$ Simple, successful and sustainable - Ferguson plc -- FERG 0.00 -- Write Up $$$

$$$ China Mobile Ltd. -- $HKG:0941 -- Write Up $$$

Gralado - LATAM Stocks Investment Analysis -- $GRALADO -- Write Up

Update: DRI Healthcare Trust is Still Insanely Cheap -- $DHT.UN -- Others

Sanlam. Africa's Insurer -- $SLLDY -- Write Up

Open House -- $3288-JP -- Write Up

Cogstate -- $COGZF -- Write Up

Choice Properties: Invest in Real Estate With One of Canada's Richest Families -- $PPRQF -- Write Up

Behind the luxury curtain: the LVMH empire -- $LVMUY -- Write Up

Ifirma SA - One Page Stock Pitch -- $IFI -- Write Up

The Powerful Effect of Letting Your Winners Ride, Starring Metro Inc. -- $MRU -- Write Up

Hotel Chocolat - A turnaround idea in a punished sector -- $HOTC -- Write Up

Nintendo: The Console Wars -- $NTDOY -- Podcast

Twilio: Jeff Lawson -- TWLO 0.00 -- Podcast

IDW: Focused on Publishing Graphic Novels, Comic Books and Turning them in to TV and Media Entertainment -- IDW 0.00 -- Podcast

Altria Group and the US Tobacco Market with Devin LaSarre -- MO 0.00 -- Podcast

Jensen Huang Founder and CEO of Nvidia -- NVDA 0.00 -- Podcast

Electric Arts: FIFA, The Sims, Madden and More -- EA 0.00 -- Podcast

Traveler's Stock a Good Buy -- TRV 0.00 -- YouTube

Global Payments Stock: 2 Key Red Flags in the Financials - GPN 0.00 -- YouTube

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Links

What I've Been Reading by

The Rational Walk

Reading Roundup: February 2023 by

Eagle Point Capital

Peter Lynch´s checklists for finding 10-baggers by

Investacus

THE TEN COMMANDMENTS OF BANKING by

Maxfield on Banks

How Many Stocks Should You Own by

How They Make Money

Enlightenment or Dystopia? by

The Rational Walk

Research Notes: AI Stocks Are Not What They Seem by

Overlooked Alpha

How to Write Deep Dives by

Investment Ideas by Antonio

Accounting Insights: Understanding the Impact of 1P vs 3P on Financial Statements by

Speedwell Snippets

Slowing Down by

Investment Talk

7 Portfolio Metrics I Use To Measure Portfolio Performance (With Zero Emphasis On Stock Price) As A Long-Term Investor by

The Thinking Investor

Investing for Beginners by

Investacus

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Podcasts+

Knowledge compounds, keep on munching!

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