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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!
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
Links
Reading Roundup: February 2023 by
Peter Lynch´s checklists for finding 10-baggers by
THE TEN COMMANDMENTS OF BANKING by
How Many Stocks Should You Own by
Research Notes: AI Stocks Are Not What They Seem by
Accounting Insights: Understanding the Impact of 1P vs 3P on Financial Statements by
Slowing Down by
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it.
BWM - Issue # 19 - April 15, 2023
Great munchies Yegor. Thank you for mentioning our LULU memo and Ferguson deep dive.
Dude, a great compilation of company write-ups. Thanks.