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!

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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

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Links

Writing for the Long Run by

Invariant

Surviving Markets: Why Great Investors Are Rare by

Neckar Substack

Contrary Research Rundown #39 by

Contrary Research

Attributes of a Great Business and a Simple Investment Checklist by

Base Hit Investing

Todd Combs in Updated Security Analysis Book by

MJS Investments

How Not To Lose a Job That’s Yours by

The Intellectual Investor

Rock Pits by

Eagle Point Capital

Introduction to Farmland Investing by CAIA Association

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Podcasts+

Knowledge compounds, keep on munching!

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