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

Change Your Perspective by

The Investor's Journal

May 2023: Best Content on Japan by

KonichiValue

Intel & AMD: The First 30 Years by

The Asianometry Newsletter

The History of Stock Markets by

Vol To Valuation

5 Ratios to Look at for Value Investors by

Value Vultures Newsletter

Letter #90: Andrew Pastor (2021) by

A Letter a Day

Warren Buffett Letters, Rose Blumkin, and Humanist Investing by

MoneyLemma

The century portfolio by

Special Situation Investing

The Advantage Of The Individual Investor by

Best Anchor Stocks

10 Attributes of A Great Investor by

Investacus

Base Metal Bull Thesis by

Breeley Capital: Thursday Think Tank

Navigating the Information Age by

Investment Talk

---

Podcasts+

Knowledge compounds, keep on munching!

---

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