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

---

“Global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, the platform, powered by Capital IQ, is trusted by more than 300,000 investors. Koyfin offers global coverage of equities, analyst estimates, transcripts, filings, screeners, financials, charting, macro data and custom dashboards”.

I use Koyfin every time I research a new company for my portfolio. From staying on top of company news to the quickly look up custom metrics, it’s an incredibly investing tool. Because you are a reader of Bi-Weekly Munchies, use the button below to get 15% off on a plan today

---

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

Turtles all the way down!

The Borlaug Report #6: Omics by

Borlaug’s Substack

Treasure Hunting by

The Investor's Journal

The Use of Letters by

The Rational Walk

Briefing: Microsoft fights AI fatigue and Roblox's vision for a new economy by

Department of Product

GESCO’s genesis story: it all went well, until it didn’t by

Patient Capital Fund Newsletter

The Nasdaq's Special Rebalance is Not So Special by

Investment Talk

Clients make investors, businesses are systems by

MoneyLemma

AWS, Azure, GCP. What makes them different in the eyes of customers? by

UncoverAlpha

100 Great books for Life and Investing by

Compounding Quality

Behind Edelweiss Capital by

Edelweiss Capital Research

Benjamin Button'ing your process MSFT by

Yet Another Value Blog

Reflections Of A Retail Investor by

The Thinking Investor

---

Podcasts

Knowledge compounds, keep on munching!

---

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