BWM - Issue # 21 - May 12, 2023

A lot of Tech (again), Defense stocks, Rentals, Food, Commodities, Couple of Shorts, Healthcare, Gaming, Berkshire Hathaway, + other things to munch on...

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

Let the munching begin!

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Company Write Ups/Others

UNITED NATURAL FOOD -- UNFI 0.00 -- Write Up (in Spanish)

United Rentals (URI) -- URI 0.00 -- Write Up

Walmart -- WMT 0.00 -- Write Up

Sphere Entertainment Co Deep Dive -- SPHR 0.00 -- Write Up

Learning from Cintas' Richard Farmer -- CTAS 0.00 -- Write Up

Charles River Associates - One Page Stock Pitch -- CRAI 0.00 -- Write Up

Atlas Lithium: First Comes The Pump… Now Here Comes The Dump-- ATLX 0.00 -- Write Up

Brookfield Infrastructure Partners: Good Assets at a Good Price -- BIP 0.00 -- Write Up

Nvidia: The Next Inflection Point -- NVDA 0.00 -- Write Up

AutoZone: Increasing The Numerator, Decreasing The Denominator -- AZO 0.00

DoubleVerify Holdings, Inc. -- DV 0.00 -- Write Up

The Alibaba Conundrum: A Bargain Investment or a Risky Bet? (Part I) -- BABA 0.00 -- Write Up

U-Haul – A Good Business at a Good Price -- UHAL 0.00 -- Write Up

Mismanaged Manchester United? -- MANU 0.00 -- Write Up

Not So Deep Dive: General Dynamics Stock -- GD 0.00 -- Write Up

Trex Decking -- TREX 0.00 -- Write Up

Cloudflare, Inc. Research Report -- NET 0.00 -- Write Up

Ingevity Corp -- NGVT 0.00 -- $Write Up

Doug O'Laughlin from Fabricated Knowledge on management incentives at Applovin Corp -- APP 0.00 -- Write Up

Research Notes: AI's First Scalp -- CHGG 0.00 -- Others

Build-A-Bear Workshop -- BBW 0.00 -- Others

Booking Holdings: Strong Growth and Record Bookings -- BKNG 0.00 -- Others

MercadoLibre: Profitable Growth Trajectory Continues to Soar -- MELI 0.00 -- Others

Estée Lauder: Shares Fell 17% as Q3 FY23 Revealed Past Mistakes -- EL 0.00 -- Others

Illumina: Baillie Gifford and Edgewood's Position -- ILMN 0.00 -- Others

$ Highly Leveraged And Highly Risky -- SPR 0.00 -- Write Up $

$ Cutting Through the Competition: Toro Company's Mow-tivating Journey -- TTC 0.00 -- Write Up $

$ Investment idea | Merck & Co. -- MRK 0.00 -- Write Up $

Disney: Q2 2023 Results Coming -- DIS 0.00 -- Others

Shopify: Back to the Main Quest -- SHOP 0.00 -- Others

Lloyds: Evident Stability in Q1 Results, 8.4x Normalized P/E & 5%+ Dividend Yield -- $LLOY LN -- Others

Bed Bath & Bankrupt -- $BBBYQ -- Others

New Investment – Anglo Eastern Plantations -- $AEP.L -- Write Up

NagaCorp -- $3918 HK -- Write Up

Sierra Rutile - A quick idea from down under -- $SRX.AX -- Write Up

Andrew Peller: Want Some Dividends With Your Wine? -- $TSX:ADW.A/B -- Write Up

Veteranpoolen AB - One Page Stock Pitch -- $STO:VPABB -- Write Up

Schaffner Group AG – Is this “Meier & Tobler 2.0” ? -- $SAHN.SW -- Write Up

Harbor Diversified -- $HRBR -- Write Up

Gemfields Group Limited: A Gem of a Company -- $GML -- Write Up

Why We Own Nintendo -- $NTDOY -- Podcast

Alex Verge: Building Journey Energy -- $JRNGF -- Podcast

Carol B. Tome CEO of UPS -- UPS 0.00 -- Podcast

Amazon.com Structural Advantages vs Traditional Retail -- AMZN 0.00 -- Podcast

General Motors with Travis Hoium -- GM 0.00 -- Podcast

Copart with Leandro From Best Anchor Stocks -- CPRT 0.00 -- Podcast

HCA Holdings Stock: Get Rich by Saving Lives - HCA 0.00 -- YouTube

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Links

3 Simple Tricks to Ensure Your Investments Grow Over Time by

The Thinking Investor

Shadowing David Einhorn by

Special Situation Investing

Notes on Berkshire Hathaway's 2023 Annual Shareholder Meeting by

Kingswell

What Gives You Opportunities by

Invariant

THE CALAMITY THEORY OF BANKING by

Maxfield on Banks

The Winner's Game by

Investment Talk

What I Learned From the Oracle of Omaha & Charlie Munger by

The Intellectual Investor

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Podcasts

Knowledge compounds, keep on munching!

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