"From $100K to $1M" & More.

Share this post

BWM - Issue # 27 - August 6, 2023

www.from100kto1m.com

Discover more from "From $100K to $1M" & More.

Sharing my investing journey of trying to turn $100,000 into $1,000,000 via public and private equities.
Over 2,000 subscribers
Continue reading
Sign in
BWM

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...

YZ
Aug 6, 2023
17
Share this post

BWM - Issue # 27 - August 6, 2023

www.from100kto1m.com
8
Share

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

Subscribe to receive future editions of BWM + updates on my stocks portfolios & deep dives into public companies.

Let the munching begin!


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

Share

$ 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


“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”.

Portfolio SL3 — Social Leverage

I use Koyfin every time I research a new company for my portfolio. From staying on top of company news to quickly looking 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:

15% Discount for New User


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


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


Podcasts

Knowledge compounds, keep on munching!


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

17
Share this post

BWM - Issue # 27 - August 6, 2023

www.from100kto1m.com
8
Share
Previous
Next
8 Comments
Share this discussion

BWM - Issue # 27 - August 6, 2023

www.from100kto1m.com
The Science of Hitting
Writes TSOH Investment Research Service
Aug 7Liked by YZ

Thanks for the shout-out!

Expand full comment
Reply
Share
Tech Fund
Writes Tech Investments
Aug 7Liked by YZ

Great work!

Expand full comment
Reply
Share
1 reply by YZ
6 more comments...
Top
New
Community

No posts

Ready for more?

© 2023 YZ
Market data by Intrinio
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing