BWM - Issue # 22 - May 27, 2023
Discover more from "From $100K to $1M" & More.
BWM - Issue # 22 - May 27, 2023
Media, Groceries, Macro, Oil, Gold, couple of Shorts, lots of Tech companies, some Retailers, lots of Podcasts, a few Compounders, knowledge from successful Investors, + other things to munch on...
Welcome to the twenty second edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Not So Deep Dive: Boeing Stock -- BA 0.00%↑ -- Write Up
Why I Love Investing in Pipelines -- PBA 0.00%↑ -- Write Up
Google I/O, Bard, and Implications for Search -- GOOG 0.00%↑ GOOGL 0.00%↑ -- Write Up
DaVita (DVA) -- DVA 0.00%↑ -- Write Up
Lululemon -- LULU 0.00%↑ -- Write Up
Just Another Goddamn Retailer -- JD 0.00%↑ -- Write Up
The Alibaba Conundrum: A Bargain Investment or a Risky Bet? (Part II) -- BABA 0.00%↑ -- Write Up
Seachange International -- SEAC 0.00%↑ -- Write Up
Distribution Solutions Group -- DSGR 0.00%↑ -- Write Up
A VERY conservative bank caught in an inverting yield curve supernova -- HIFS 0.00%↑ -- Write Up
Muddy Waters is Short Chinook Therapeutics Inc -- KDNY 0.00%↑ -- Write Up
Revisiting SurgePays -- SURG 0.00%↑ -- Write Up
Dun & Bradstreet: Bill Foley’s Latest Turnaround -- DNB 0.00%↑ -- Write Up
Chemed – My Nomination for Inclusion In The Next Edition of The Outsiders -- CHE 0.00%↑ -- Write Up
Kroger Co -- KR 0.00%↑ -- Write Up
Copart’s DNA -- CPRT 0.00%↑ -- Write Up
The Chancery Daily and the Case of the Apes and AMC -- AMC 0.00%↑ -- Write Up
MV oil trust MVO -- MVO 0.00%↑ -- Write Up
Not So Deep Dive: Rocket Lab Stock -- RKLB 0.00%↑ -- Write Up
Arlington Asset Investment: Mortgage REIT at a 60% NAV Discount and Positioned For Sale or Liquidation -- AAIC 0.00%↑ -- Write Up
$ Deep Dive: Warner Bros. Discovery -- WBD 0.00%↑ -- Write Up $
$ Problems at Allegro MicroSystems -- ALGM 0.00%↑ -- Write Up $
$ Coinbase: Is It A Trap? -- COIN 0.00%↑ -- Write Up $
$ Carrier: The Path to Becoming a Global Climate Champion -- CARR 0.00%↑ -- Write Up $
$ Investment idea | Metro Inc. -- $TSE: MRU -- Write Up $
Kirkland's Inc -- KIRK 0.00%↑ -- Others
Issue No. 15: A FICO Note-- FICO 0.00%↑ -- Others
Disney: The Magic Kingdom's Dilemma -- DIS 0.00%↑ -- Others
Home Depot: Compounder Now Pricing In Mild Recession; Initiate at Buy -- HD 0.00%↑ -- Others
Is the Next Alibaba...AliCloud? -- BABA 0.00%↑ -- Others
How Duolingo Grew Its TikTok to 6.6M Followers -- DUOL 0.00%↑ -- Others
ASOS: 0 or 100 Real Quick -- $ASOMY -- Write Up
Thunderbird Entertainment - an imminent sale? -- $TBRD -- Write Up
Catana Group -- $CATRG -- Write Up
Sun TV -- NSE: $SUNTV -- Write Up
Ecora Resources Stock Analysis -- $LSE.ECOR -- Write Up
Kulcs-Soft - One Page Stock Pitch -- $BDU:KSOFT -- Write Up
Another quick trade at Silk Laser -- $SLA.AX -- Write Up
Ambika Cotton Mills -- $NSE:AMBIKCO -- Write Up
$LGT Strategic Review Process -- $LGT -- Write Up
Burberry – now more than just a takeover candidate -- $BRBY -- Write Up
2 High-Quality Compouders -- CPRT 0.00%↑ $TOI.V -- Podcast
FICO: A High Score Business -- FICO 0.00%↑ -- Podcast
Research Solutions, Inc. -- RSSS 0.00%↑ -- Podcast
James Quincey Chair and CEO of Coca-Cola -- KO 0.00%↑ -- Podcast
Hirequest, Inc. -- HQI 0.00%↑ -- Podcast
Restoration Hardware -- RH 0.00%↑ -- Podcast
Microsoft Corporation -- MSFT 0.00%↑ -- Podcast
Spotify CEO Daniel Ek -- SPOT 0.00%↑ -- Podcast
Healthpeak Properties Stock: Medical Office Opportunity -- PEAK 0.00%↑ -- YouTube
Links
How to outperform the market by Mark Leonard by
In Japan, You Receive Gifts for Owning Stocks by
Minimal Viable Competence - 7 Prompts To Ask Before Buying A Stock by
How to Spot and Dodge Value Traps by
Inside Hedge Fund Buys in Q1 by
Know What You Own, and Who Else Owns It by
The Problem of Following the Whales by
What drives Distress in Digital Media? by Ari Ozick
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it.
BWM - Issue # 22 - May 27, 2023
Great compilation of deep dives. Thank you so much for including our Carrier write-up Yegor!
Thanks for including my work 👍