BWM - Issue # 25 - July 9, 2023

Lots of Tech stocks, but also some Shorts/Frauds, Retailers, Video Games & other forms of Entertainments, Japan, Lessons for Investors, AI, Reading materials, and much much more to munch on...

Welcome to the twenty fifth edition of BWM (Bi-Weekly Munchies) …

Let the munching begin!

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Company Write Ups/Others

Academy Sports and Outdoors: Thesis Remains Intact -- ASO 0.00%↑ -- Write Up

Not So Deep Dive: Visa Stock -- V 0.00%↑ -- Write Up

Starboard Value Is Wrong About Wix -- WIX 0.00%↑ -- Write Up

Xponential Fitness – “Abusive Franchisor …” -- XPOF 0.00%↑ -- Write Up

How Roblox Grows -- RBLX 0.00%↑ -- Write Up

Samsara capital markets day -- IOT 0.00%↑ -- Write Up

Second-Hand Retail: A First-Class Market -- WINA 0.00%↑ -- Write Up

Topgolf Callaway Brands -- MODG 0.00%↑ -- Write Up

Fox Factory Holding -- FOXF 0.00%↑ -- Write Up

Vicor Short Thesis -- VICR 0.00%↑ -- Write Up

Spire Global -- SPIR 0.00%↑ -- Write Up

SmartRent: Accounting Change … -- SMRT 0.00%↑ -- Write Up

Zebra Technologies -- ZBRA 0.00%↑ -- Write Up

Why We Don't Own Airbnb Stock -- ABNB 0.00%↑ -- Write Up

Arco Dorados -- ARCO 0.00%↑ -- Write Up

Meta firing on all cylinders? -- META 0.00%↑ -- Write Up

NCR Corp -- NCR 0.00%↑ -- Write Up

APLD: AN EMBARASSING … -- APLD 0.00%↑ -- Write Up

Gravity Co. -- GRVY 0.00%↑ -- Write Up

Applied Digital (Part One): The 40% mystery customer -- APLD 0.00%↑ -- Write Up

BorgWarner spin-off of Phinia Inc -- PHIN 0.00%↑ & BWA 0.00%↑ -- Write Up

MasterBrands Inc. -- MBC 0.00%↑ -- Write Up

Williams-Sonoma -- WSM 0.00%↑ -- Write Up

RCI Hospitality: Defining Iconoclastic -- RICK 0.00%↑ -- Write Up

$ Research Notes: Figuring Out Enviva -- EVA 0.00%↑ -- Write Up $

$ FactSet - Unleashing the Power of Data -- FDS 0.00%↑ -- Write Up $

$ Target | -- TGT 0.00%↑ -- Write Up $

$ JR Central Stock-Analysis -- $9022-TYO -- Write Up $

$ Zedcor -- $ZDC.V -- Write Up $

What is the Value of Apple? How do we evaluate risk? -- AAPL 0.00%↑ -- Others

Visa: Up 15% Year-To-Date, With More Upside to Come -- V 0.00%↑ -- Others

Capital One's FY22 Annual Report MD&A -- COF 0.00%↑ -- Others

Sabre Insurance: Shares Not Cheap Enough -- $SBRE LN -- Write Up

Hermes International S.A. -- $HESAY -- Write Up

Ecora Resources: A Royal Opportunity -- $ECRAF -- Write Up

Ten Entertainment Group vs Hollywood Bowl -- $TEG.L & $BWOL.L -- Write Up

Espaço Laser - LATAM Stocks Investment -- $ESPA3F.SA -- Write Up

Toshiba: From Beloved Tech Titan to … Fraud -- $TOSYY -- Write Up

Clasquin, a French microcap … -- $EPA:ALCLA -- Write Up

British American Tobacco -- $LSE:BATS -- Write Up

An Interview w/ Tony Pialis, CEO and Founder of Alphawave -- $AWEVF -- Write Up

Tesis de inversión: Sdiptech -- $SDIP-PREF -- Write Up (In Spanish)

Dino Polska: Long-term Perspective -- DNP.WA -- Write Up

Chris Kempczinski CEO of McDonald’s -- MCD 0.00%↑ -- Podcast

ASML: Competing with Moore’s Law -- ASML 0.00%↑ -- Podcast

Apple with Anirban Mahanti -- AAPL 0.00%↑ -- Podcast

Limbach Holdings -- LMB 0.00%↑ -- Podcast

Applied Materials: Sanding Atoms -- AMAT 0.00%↑ -- Podcast

Amazon with Edward Chang -- AMZN 0.00%↑ -- Podcast

Talking Nintendo with Chit Chat Money -- $NTDOY -- Podcast

Bank of America (BAC) Stock Analysis -- BAC 0.00%↑ -- YouTube

Ball Corporation -- BALL 0.00%↑ -- YouTube

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Links

June 2023: Best Content on Japan by

KonichiValue

Culture: decoded by

Asian Century Stocks

How to Use AI for Investment Research by

The Deload

Surviving the Stock Market: 3 Key Risk Management Tools for Stock Investors by

The Thinking Investor

Pour Out Lesser Ideas to Get to Great Ones by

Range Widely

H1 2023 - What I have read & Currently Reading by

Unfair Advantage

Mimetic Desire with Luke Burgis by

Investment Talk

How to Analyze an Income Statement by

Concepts of Finance 🧠

Quick Thoughts by

The Investor's Journal

Terry Smith - Mexican Investor by

Mexican Investor

(In Spanish)

Pat Dorsey Pillars Of Investing by

Pillars And Profits

Risk capital for individuals is an inevitability, but it ain't easy by

Innovative Finance Newsletter

Peter Lynch: The Wisdom of Walking Away by

Kingswell

A CATALOG OF BANK IMAGERY by

Maxfield on Banks

How to value a business that sells its products below the price of mineral water? by Hidden Value Gems

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Podcasts+

Knowledge compounds, keep on munching!

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