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!
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
Links
3 Simple Tricks to Ensure Your Investments Grow Over Time by
Notes on Berkshire Hathaway's 2023 Annual Shareholder Meeting by
What Gives You Opportunities by
THE CALAMITY THEORY OF BANKING by
What I Learned From the Oracle of Omaha & Charlie Munger by
Podcasts
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it.
Thank you so much for sharing our Toro write-up.