

Discover more from "From $100K to $1M" & More.
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!
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
Links
June 2023: Best Content on Japan by
How to Use AI for Investment Research by
Surviving the Stock Market: 3 Key Risk Management Tools for Stock Investors by
Pour Out Lesser Ideas to Get to Great Ones by
H1 2023 - What I have read & Currently Reading by
Mimetic Desire with Luke Burgis by
How to Analyze an Income Statement by
Terry Smith - Mexican Investor by
(In Spanish)Pat Dorsey Pillars Of Investing by
Risk capital for individuals is an inevitability, but it ain't easy by
Peter Lynch: The Wisdom of Walking Away by
How to value a business that sells its products below the price of mineral water? by Hidden Value Gems
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it.
BWM - Issue # 25 - July 9, 2023
Thank you for the feature, Yegor! A lot of great resources here!
Thanks for the mention! I really appreciate it!