BWM - Issue # 27 - August 6, 2023

Electronics, Taxis, Parts, AI, lots of Earnings, Entertainment, Cars, Big Tech, couple of Shorts, Knowledge, Tobacco, Interviews, some small caps and bunch of OTCs and more to munch on...

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

Let the munching begin!

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Company Write Ups/Others

Richardson Electronics -- RELL 0.00%↑ -- Write Up

Copart - A Quality Market Leader -- CPRT 0.00%↑ -- Write Up

Mattel: Life in Plastic, Will It Be Fantastic? -- MAT 0.00%↑ -- Write Up

Hollysys automation -- HOLI 0.00%↑ -- Write Up

Lyft Stock -- LYFT 0.00%↑ -- Write Up

Samsara -- IOT 0.00%↑ -- Write Up

Fleetcor Technologies -- FLT 0.00%↑ -- Write Up

Pounding the table on EPAM Systems -- EPAM 0.00%↑ -- Write Up

RH: Don’t Call it a Furniture Company -- RH 0.00%↑ -- Write Up

Arco Platform Limited -- ARCE 0.00%↑ -- Write Up

B. Riley May Face Problems -- RILY 0.00%↑ -- Write Up

Nvidia's AI moat and its challengers -- NVDA 0.00%↑ -- Write Up

ZoomInfo Deep Dive -- ZI 0.00%↑ -- Write Up

Deep Dive - Duolingo -- DUOL 0.00%↑ -- Write Up

Tupperware Brands -- TUP 0.00%↑ -- Write Up

GigaCloud Technology -- GCT 0.00%↑ -- Write Up

Trinity Place Holdings -- TPHS 0.00%↑ -- Write Up

Concentrix Corp -- CNXC 0.00%↑ -- Write Up

MIND Technology (Preferred): One to Keep in MIND -- MIND 0.00%↑ -- Others

Meta: Threading the Needle -- META 0.00%↑ -- Others

Floor & Decor 2Q23 -- FND 0.00%↑ -- Others

Spotify Q2 2023 ER Digest -- SPOT 0.00%↑ -- Others

Tesla Q2 2023 ER Digest -- TSLA 0.00%↑ -- Others

Zebra Technologies (ZBRA) Q2'23 Earnings Update -- ZBRA 0.00%↑ -- Others

Altria: Which Matters Most? -- MO 0.00%↑ -- Others

Revisiting Spotify - Has the thinking changed? -- SPOT 0.00%↑ -- Others

Alphabet: All Roads Lead To AI -- GOOG 0.00%↑ GOOGL 0.00%↑ -- Others

The Psychology of Disneyland -- DIS 0.00%↑ -- Others

CAVA Shouldn't Be A Value Stock -- CAVA 0.00%↑ -- Others

Charter: Continuing to Turn the Corner in Q2 -- CHTR 0.00%↑ -- Others

Uber Q2 2023 Earnings Review -- UBER 0.00%↑ -- Others

Zoominfo: Double Whammy -- ZI 0.00%↑ -- Others

RTX: FAQs on “Powdered Metal” Issue -- RTX 0.00%↑ -- Others

"Board Refreshment" at Texas Pacific Land Corp. -- TPL 0.00%↑ -- Others

Qualys Q2'23 Earnings Update -- QLYS 0.00%↑ -- Others

$ Northrop Grumman -- NOC 0.00%↑ -- Write Up $

$ Nasdaq Inc: A Diversified Financial Powerhouse -- NDAQ 0.00%↑ -- Write Up $

$ Be Careful Betting On Back-To-Office -- MLKN 0.00%↑ -- Write Up $

$ Revisiting Nintendo -- $NTDOY, $7974 -- Write Up $

$ NETGEAR Stock Is A Net-Net -- NTGR 0.00%↑ -- Write Up $

$ Investment idea | L'Occitane International -- $LCCTF -- Write Up $

EdiliziAcrobatica: Italy’s compounding machine -- $BIT: EDAC -- Write Up

Vivendi: a big discount to NAV -- $VIVHY -- Write Up

Mikron Group AG – Super Cheap -- SWX: MIKN -- Write Up

Wise PLC -- $WPLCF -- Write Up

OVH Groupe -- $EPA: OVH -- Write Up

Eloro: Checking the boxes at Iska Iska -- $ELRRF -- Write Up

Laurent-Perrier SA -- $EPA: LPE -- Write Up

Straco Corp. -- $SGX: S85 -- Write Up

Ventripoint: Imaging the Heart -- $VPTDF -- Write Up

Taste Gourmet -- $HKG: 8371 -- Write Up

Mader Group: First Note -- $MADGF -- Others

British American Tobacco: Toward a Powerful Inflection -- $BAT -- Others

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Company “Deep Dives” via Audio/Video Formats

TSOH Weekly #2: Meta -- META 0.00%↑ -- Podcast

Playboy with Rod Alzmann -- PLBY 0.00%↑ -- Podcast

Copart: The Car Undertaker -- CPRT 0.00%↑ -- Podcast

TransDigm -- TDG 0.00%↑ -- Podcast

Gavin Hamilton: Selling RedTiger, Merging with Evolution -- $EVVTY -- Podcast

Update on Xponential Fitness Inc. following short report -- XPOF 0.00%↑ -- YouTube

Char Technologies Update with CEO Andrew White -- $CVE: YES -- YouTube

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Links

Dogmatic Beliefs by

Investment Talk

The Maze by

Neckar Substack

A Coffee Meet with Yegor Zaye: Insights on Substack and Investing by

The Finance Chronicles

How do I get any research done since I travel a lot? by

The Intellectual Investor

THE FIRST-MOVERS DISADVANTAGE IN BANKING by

Maxfield on Banks

Disinflation vs Deflation Explained by

Concepts of Finance 🧠

EP49: Cash For Clunkers by

Elevator Pitches

❌5 investment mistakes you should avoid❌ by

FemaleFinance

Beginner's Guide to Prompt Engineering Tips and Tricks by

AI Supremacy

Dangers of Copying Success by

OnlyCFO's Software World

The World’s Simplest Stock Picking Strategy by

Behind the Balance Sheet

Don't turn your back on Smallcap Value now. by

Systematic Investing

Interview: "from $100K to $1M" by

IntVestor

Nick & Zak's Terminal Portfolio by

Kingswell

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Podcasts

Knowledge compounds, keep on munching!

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