BWM - Issue # 20 - April 30, 2023
Airlines, Tobacco, lots of Shorts, Alcohol, Payments, Tech, Equipment Companies, AI, Rolex, Lessons from Great Investors, Canadian Pizza + other things to munch on...
Welcome to the twentieth edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Watsco, Inc -- WSO 0.00 -- Write Up
Distilling Diageo -- DEO 0.00 -- Write Up
Twist Bioscience -- TWST 0.00 -- Write Up
Philip Morris International: The High End of Low -- PM 0.00 -- Write Up
Spirit -- SAVE 0.00 -- Write Up
Mastercraft -- MCFT 0.00 -- Write Up
Brookfield Corporation -- BN 0.00 -- Write Up
Shopify Deep Dive -- SHOP 0.00 -- Write Up
Shift4 Payments, Inc. -- FOUR 0.00 -- Write Up - Short
Universal Display -- OLED 0.00 -- Write Up - Short
Nuvei Corp. Update -- NVEI 0.00 -- Write Up - Short
Rumble Inc. -- RUM 0.00 -- Write Up - Short
Presto Automation Removed The McDonald’s Logo From The Customer Section -- PRST 0.00 -- Write Up - Short
Illumina: Malignant Governance -- ILMN 0.00 -- Write Up
Not So Deep Dive: Philip Morris International -- PM 0.00 -- Write Up
Intel: A World War 3 Hedge? -- INTC 0.00 -- Write Up
Avantor -- AVTR 0.00 -- Write Up
MELI 2022 Performance Review -- MELI 0.00 -- Others
Netflix: Advertising Economics -- NFLX 0.00 -- Others
Cutera Inc -- CUTR 0.00 -- Others
Ulta Beauty -- ULTA 0.00 -- Write Up in Spanish
Berry Global -- BERY 0.00 -- Write Up
Big Lots Inc -- BIG 0.00 -- Write Up
The Demise of Bed Bath and Beyond -- BBBY 0.00 -- Others
Altria: Cigarette Volume Fell 11% in Q1, But Dividend Yield Now 8% -- MO 0.00 -- Others
Coupang 2022 Earnings Recap -- CPNG 0.00 -- Others
$$$ Latch Trading Below Liquidation Value -- LTCH 0.00 -- Write Up $$$
$$$ Markel: "A Long-Term Mentality" -- MKL 0.00 -- Write Up $$$
$$$ Riding the HVAC Industry tailwinds: An Investment Analysis of Watsco Inc. -- WSO 0.00 -- Write Up $$$
$$$ Ally Financial: "Moving Pieces" -- ALLY 0.00 -- Write Up $$$
$$$ Investment idea | 3M Company -- MMM 0.00 -- Writ Up $$$
$$$ Problems at Hercules Capital -- HTGC 0.00 -- Write Up - Short $$$
$$$ This Struggling Auto Company Looks Like A Short -- MNRO 0.00 -- Write Up - Short $$$
Supremex -- $SXP.TO, $SUMXF -- Write Up
Medical net, Japan compounder -- $3645 -- Write Up
Cogeco x 2 -- TSX:CGO & TSX:CCA -- Write Up
MIPS AB – Helmet Safety Monopoly with No Worthy Rivals -- $MIPS.ST -- Write Up
Praemium -- $ASX:PPS -- Write Up
COG Financial Services -- $ASX:COG -- Write Up
Card Factory a small giant -- $CARD -- Write Up
ALTIA -- $ANORA -- Write Up
Boston Pizza Income Fund: A Safe 8.2% Yield With Capital Gains Potential -- $BPF.UN -- Write Up
Sleep Country - Deep Dive -- $TSX: ZZZ -- Write Up
Unlocking Value: Examining the GPA-Exito Spin-off [Part I] -- $CGUSY -- Write Up
Uncovering Value in GPA's Spin-off of Exito: Part II -- $CGUSY -- Write Up
Cartier Resources completes its PEA -- $ECRFF -- Others
APi Group with Ben Tewey -- APG 0.00 -- Podcast
Altisource Asset Management: Originator and Distributor of Private Credit -- AAMC 0.00 -- Podcast
Not So Deep Dive PepsiCo -- PEP 0.00 -- Podcast
Stephen Schwarzman founder and CEO of Blackstone -- BX 0.00 -- Podcast
Roper Technologies: Industrial Titan to Software Giants -- ROP 0.00 -- Podcast
Ashtead & Equipment Rental -- $ASHTY -- Podcast
The Death of Sega -- $SGAMY -- Podcast
Goldman Sachs Stock: Harness this Wealth Machine! -- GS 0.00 -- YouTube
WW Grainger Stock: Distribution is a High-Quality Biz -- GWW 0.00 -- YouTube
Links
Once in a Lifetime Opportunity in German Residential Real Estate Stocks by
What if? Warren E. Buffett, An Alternate History by
On NVIDIA, Fading the Hype, and a Look Back at the Dot-Com Bubble by
Lessons from the Yale Endowment by
3 Engines of Value - Guest Lecture at NC State by
Battle Scars by MicroCapClub
Investing Through Antitrust Challenges by Wagner Road Capital Management
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it.
Good list. Thanks for putting it together!
Great list Yegor. Thank you for mentioning our Watsco deep dive.