

Discover more from "From $100K to $1M" & More.
BWM - Issue # 24 - June 25, 2023
Analyzing great investors and multi baggers, couple of shorts, some healthcare, some media, some gaming, some tech, some rocks and much much more to munch on...
Welcome to the twenty fourth edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Manhattan Associates -- MANH 0.00%↑ -- Write Up
We Were Warned - tales of bad companies -- SKLZ 0.00%↑ -- Write Up
Unity: A Double Edged Sword -- U 0.00%↑ -- Write Up
Dave Johnson on MorphoSys' -- MOR 0.00%↑ -- Write Up
Not So Deep Dive: Bill.com Stock -- BILL 0.00%↑ -- Write Up
First Watch Restaurant Group: An Early Compounder -- FWRG 0.00%↑ -- Write Up
Not So Deep Dive: Shift4 Payments -- FOUR 0.00%↑ -- Write Up
Tingo Group: Fake Farmers, Phones, and Financials -- TIO 0.00%↑ -- Write Up
Meta Wants to Make AI “Moatless"-- META 0.00%↑ -- Write Up
Waste Connections -- WCN 0.00%↑ -- Write Up
IRadimed -- IRMD 0.00%↑ -- Write Up
Unveiling an Asymmetric Opportunity: Anterix -- ATEX 0.00%↑ -- Write Up
Atmus Filtration -- ATMU 0.00%↑ -- Write Up
Kevin Mak on Pagaya Technologies -- PGY 0.00%↑ -- Write Up
PayPal Stock - An Analysis Post Its 80% Pandemic Fall -- PYPL 0.00%↑ -- Write Up
Markel -- MKL 0.00%↑ -- Write Up
Bridge Investment Group - In the Eye of Three Storms -- BRDG 0.00%↑ -- Write Up
Nitin Sacheti updates his INNOVATE thesis -- VATE 0.00%↑ -- Write Up
A Deep Dive into Microsoft -- MSFT 0.00%↑ -- Write Up
Enovix is worthless -- ENVX 0.00%↑ -- Write Up
$ Diageo - A Taste of Success in the Beverage Industry -- DEO 0.00%↑ -- Write Up $
$ DSGR: A Boring Business With A Chance To 4x -- DSGR 0.00%↑ -- Write Up$
$ TKO: Positioned To Capitalize -- WWE 0.00%↑ EDR 0.00%↑ -- Write Up $
$ Fuji Corp Miyagi -- $7605-JP -- Write Up $
$ Mueller Industries -- MLI 0.00%↑ -- Write Up $
$ HCA Healthcare Inc. -- HCA 0.00%↑ -- Write Up $
WBD Update -- WBD 0.00%↑ -- Others
Brookfield Corporation. Notes (I) -- BN 0.00%↑ -- Others
Learning from Dollar Tree's Macon Brock -- DLTR 0.00%↑ -- Others
AMD Unveils New AI Chip -- AMD 0.00%↑ -- Others
Philip Morris International: Capital Allocation -- PM 0.00%↑ -- Others
Unidata - Another gem in the Italian small-cap wmarket -- $UD -- Write Up
Croda: Cheapest Since 2020 as Sales Hit -- $CRDA LN -- Write Up
Anexo Group -- LSE:ANX -- Write Up
Sierra Rutile -- $SRX -- Write Up
tinyBuild: Building Something Big -- $8Z3 -- Write Up
CI Financial -- TSX:CIX -- Write Up
Hidden Sea Treasure: Founder-led European E&P -- $KIST LN -- Write Up
SES Imagotag -- $SESL -- Write Up
Uber CEO Dara Khosrowshahi -- UBER 0.00%↑ -- Podcast
Origin Agritech: GMO Corn Seeds in China -- SEED 0.00%↑ -- Podcast
Roku: One Stop Streaming Shop -- ROKU 0.00%↑ -- Podcast
Mastercard with Matt Cochrane -- MA 0.00%↑ -- Podcast
The Trade Desk with Kris from PM -- TTD 0.00%↑ -- Podcast
Citigroup Inc. (C) Stock Analysis -- C 0.00%↑ -- YouTube
Links
Surviving Markets: Why Great Investors Are Rare by
Contrary Research Rundown #39 by
Attributes of a Great Business and a Simple Investment Checklist by
Todd Combs in Updated Security Analysis Book by
How Not To Lose a Job That’s Yours by
Rock Pits by
Introduction to Farmland Investing by CAIA Association
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it.
BWM - Issue # 24 - June 25, 2023
Great compilation! We look forward to each and every BWM.
Thank you for sharing our Diageo article Yegor.