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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!
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
Links
The Maze by
A Coffee Meet with Yegor Zaye: Insights on Substack and Investing by
How do I get any research done since I travel a lot? by
THE FIRST-MOVERS DISADVANTAGE IN BANKING by
Disinflation vs Deflation Explained by
❌5 investment mistakes you should avoid❌ by
Beginner's Guide to Prompt Engineering Tips and Tricks by
The World’s Simplest Stock Picking Strategy by
Don't turn your back on Smallcap Value now. by
Interview: "from $100K to $1M" by
Nick & Zak's Terminal Portfolio by
Podcasts
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it.
BWM - Issue # 27 - August 6, 2023
Thanks for the shout-out!
Great work!