

Discover more from "From $100K to $1M" & More.
BWM - Issue # 23 - June 10, 2023
Lots of small caps, Special Situations, Pharma, Deep Values or Value Traps?, BIG TECH/little tech, podcasts + links on how to get better as investors, Apple and much much more to munch on...
Welcome to the twenty third edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Meta: The Foundation -- META 0.00%↑ -- Write Up
FG Group Holdings: Multiple Ways to Win -- FGH 0.00%↑ -- Write Up
Perion Network, Ltd. -- PERI 0.00%↑ -- Write Up
Liberty Formula One Needs To Go To Asia (Issue #63) -- FWONK 0.00%↑ -- Write Up
Arch Capital Episode: Why We Own Dropbox Stock -- DBX 0.00%↑ -- Write Up
Sherwin-Williams: Painting the Wonder of Compounding Decade After Decade -- SHW 0.00%↑ -- Write Up
The cannibal coal company - CONSOL Energy -- CEIX 0.00%↑ -- Write Up
GeoPark Ltd: Positioned for a Latin American Oil Boom -- GPRK 0.00%↑ -- Write Up
Net Interest's Marc Rubinstein on Capital One and if Silicon Valley Bank has fundamentally changed banking -- COF 0.00%↑ -- Write Up
“Confronting the Shorts” and Palantir Vision -- PLTR 0.00%↑ -- Write Up
Not So Deep Dive: PayPal Stock -- PYPL 0.00%↑ -- Write Up
The Container Store Group, Inc. -- TCS 0.00%↑ -- Write Up
BlueBird Bio, Former High-Flyer, has Crashed to Earth -- BLUE 0.00%↑ -- Write Up
Thryv Holdings - Mexican Investor -- THRY 0.00%↑ -- Write Up (In Spanish)
Small Cap Idea: Global Blue -- GB 0.00%↑ -- Write Up
Thor Industries - RV Monopoly At The Right Price -- THO 0.00%↑ -- Write Up
Brown & Brown (BRO) -- BRO 0.00%↑ -- Write Up
Roblox: Boundless Potential -- RBLX 0.00%↑ -- Write Up
Catalent -- CTLT 0.00%↑ -- Write Up
Sonos: More Than Great Sound -- SONO 0.00%↑ -- Write Up
$ Spotify: What's Baked In at $150? -- SPOT 0.00%↑ -- Write Up $
$ Investment idea | Ingredion Inc. -- INGR 0.00%↑ -- Write Up $
$ Destination XL Looks Too Cheap -- DXLG 0.00%↑ -- Write Up $
United-Guardian: Caught in the Storm -- UG 0.00%↑ -- Write Up
Quick Value 6.5.23 Labcorp ($LH) -- LH 0.00%↑ -- Write Up
Academy Sports & Outdoors -- ASO 0.00%↑ -- Write Up
Apple Vision -- AAPL 0.00%↑ -- Others
Entersoft SA - One Page Stock Pitch -- $ENTER-- Write Up
Bintang: Bali’s Beer Bastion -- $MLBI -- Write Up
This Canadian REIT Could Be Like Buying Realty Income Back in 1995 -- $TSXV:NET.un -- Write Up
Rightmove -- $RMV.L -- Write Up
Mayr-Melnhof Karton AG -- $MMK -- Write Up
ADF Group -- $DRX -- Write Up
TOYA S.A -- $TOA -- Write Up
Nilörngruppen -- $NIL -- Write Up
Redington India - An under the radar compounder -- $REDINGTON -- Write Up
Adamas One Corp: Building a Lab-Grown Diamond Brand for Consumers -- JEWL 0.00%↑ -- Podcast
Lockheed Martin -- LMT 0.00%↑ -- Podcast
First Citizens Bank: The Bank Buyers -- FCNCA 0.00%↑ -- Podcast
BetMGM iGaming deep dive -- MGM 0.00%↑ -- Podcast
PayPal: A Digital Money Marketplace -- PYPL 0.00%↑ -- Podcast
Mark Behrman, CEO of LSB Industries, Inc. -- LXU 0.00%↑ -- YouTube
HollyFrontier Stock: Cheap Oil Refinery + Optionality -- HFC 0.00%↑ -- YouTube
Links
May 2023: Best Content on Japan by
Intel & AMD: The First 30 Years by
The History of Stock Markets by
5 Ratios to Look at for Value Investors by
Letter #90: Andrew Pastor (2021) by
Warren Buffett Letters, Rose Blumkin, and Humanist Investing by
The Advantage Of The Individual Investor by
10 Attributes of A Great Investor by
Navigating the Information Age by
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it.
BWM - Issue # 23 - June 10, 2023
Your curation abilities remain unmatched! You always manage to compile the best links. I’m flattered that you included me in your line up this week!
Really great list of content here. Thank you for the feature!