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BWM - Issue # 26 - July 23, 2023
Housing, Tech, Financial, Financial Tech, Manga, Disney, Gaming, Europe, Couple of shorts, Multibaggers, Oil & Gas, Lots of Articles & Podcasts to Compound Knowledge, and much more to munch on...
Welcome to the twenty sixth edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
UIPath: Palantir Has Competition -- PATH 0.00%↑ -- Write Up
Disney Company Write Up -- DIS 0.00%↑ -- Write Up
Holding Hot Potatoes -- KRUS 0.00%↑ -- Write Up
SoFi Technologies -- SOFI 0.00%↑ -- Write Up
Celsius -- CELH 0.00%↑ -- Write Up
Vornado Realty Trust & debunking NYC commercial RE -- VNO 0.00%↑ -- Write Up
Valens Semi - potential multibagger -- VLN 0.00%↑ -- Write Up
OneWater Marine -- ONEW 0.00%↑ -- Write Up (In Spanish)
Revisiting Hibbett Sports -- HIBB 0.00%↑ -- Write Up
Runway Growth Finance Corp. -- RWAY 0.00%↑ -- Write Up
Encore Wire -- WIRE 0.00%↑ -- Write Up
Estèe Lauder Companies -- EL 0.00%↑ -- Write Up
Microsoft Corporation Deep Dive -- MSFT 0.00%↑ -- Write Up
Pinterest Stock -- PINS 0.00%↑ -- Write Up
RH Business History -- RH 0.00%↑ -- Write Up
Shift4: The Orca in the Room -- FOUR 0.00%↑ -- Write Up
The Carvana Saga Continues -- CVNA 0.00%↑ -- Write Up
Vistra -- VST 0.00%↑ -- Write Up
U-Haul Holding Co. -- UHAL 0.00%↑ -- Write Up
Occidental: What Does Buffett See? -- OXY 0.00%↑ -- Write Up
Qualys - A Potential Multibagger -- QLYS 0.00%↑ -- Write Up
Microsoft Wins FTC Fight to Buy Activision -- MSFT 0.00%↑ -- Others
Spotify Newsletter #171 -- SPOT 0.00%↑ -- Others
Natural Resource Partners -- NRP 0.00%↑ -- Others
Philip Morris International: Outstanding Momentum -- PM 0.00%↑ -- Others
ASML, the lithography titan -- ASML 0.00%↑ -- Others
$ Decoding PayPal's Figures -- PYPL 0.00%↑ -- Write Up $
$ A Primer On Enovix Corp. -- ENVX 0.00%↑ -- Write Up $
$ Caterpillar -- CAT 0.00%↑ -- Write Up $
$ MarineMax -- HZO 0.00%↑ -- Write Up $
$ Investment idea | Jerónimo Martins -- $JRONY -- Write Up $
Macfarlane Group PLC -- $MACF.L -- Write Up
Kinepolis Group NV -- $KIN.EBR -- Write Up
PrairieSky Royalty -- $PREKF -- Write Up
SIF Italia -- $SIF.MI -- Write Up
Yonex -- $7906 -- Write Up
Safestyle UK plc -- $SFE.LON -- Write Up
Basic-Fit N.V. -- $BFIT.AMS -- Write Up
High Arctic Energy Services -- $HGHAF -- Write Up
International Housewares Retail -- $1373.HK -- Write Up
Bayer: The ultimate turnaround -- $BAYRY -- Write Up
BluMar Seafood - LATAM Stocks Investment -- $$BLUMAR -- Write Up
Beaglee Inc - Japanese mangas -- $3981 -- $Write Up
Hexagon AB – Six Sides to Every Story -- $HXGBY -- Write Up
tinyBuild -- $TBLD.LON -- Others
Evolution's Q2 2023: Quarter in Review -- $EVVTY -- Others
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Company “Deep Dives” via Audio/Video Formats
Burford Capital -- BUR 0.00%↑ -- Podcast
Tom Gayner - CEO Interview - Markel -- MKL 0.00%↑ -- Podcast
TSOH Weekly #1: Netflix -- NFLX 0.00%↑ -- Podcast
Fiserv -- FI 0.00%↑ -- Podcast
Lululemon Athletica: The Athleisure Leader -- LULU 0.00%↑ -- Podcast
CAVA Group -- CAVA 0.00%↑ -- Podcast
Martix Services -- MTRX 0.00%↑ -- Podcast
Issuer Direct - The Disruptor in PR News Distribution -- ISDR 0.00%↑ -- YouTube
Verizon Communications Inc. Fundamental Stock Analysis -- VZ 0.00%↑ -- YouTube
Dom Wells & His Leap from Teacher to CEO -- ONFO 0.00%↑ -- YouTube
The Mosaic Company Stock Analysis -- MOS 0.00%↑ -- YouTube
Occidental Petroleum CEO Vicki Hollub’s Oil Outlook -- OXY 0.00%↑ -- YouTube
Links
Stop worrying about your edge by
The Borlaug Report #6: Omics by
Briefing: Microsoft fights AI fatigue and Roblox's vision for a new economy by
GESCO’s genesis story: it all went well, until it didn’t by
The Nasdaq's Special Rebalance is Not So Special by
Clients make investors, businesses are systems by
AWS, Azure, GCP. What makes them different in the eyes of customers? by
100 Great books for Life and Investing by
Benjamin Button'ing your process MSFT by
Reflections Of A Retail Investor by
Podcasts
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it.
BWM - Issue # 26 - July 23, 2023
Appreciate you Yegor!
Great list of company write-ups, excellent job grouping them together!! I'm glad the thesis summary on Safestyle Uk provided you with such value!