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BWM - Issue # 29 - September 3, 2023

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BWM

BWM - Issue # 29 - September 3, 2023

Shopping, Software, Hardware, Cars, Retail, Commodities, Lessons, Books, and other things to munch on...

YZ
Sep 4, 2023
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BWM - Issue # 29 - September 3, 2023

www.from100kto1m.com
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Welcome to the twenty nineth 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

Comscore -- SCOR 0.00%↑ -- Write Up

Arista Networks -- ANET 0.00%↑ -- Write Up

Western Alliance -- WAL 0.00%↑ -- Write Up

Footlocker -- FL 0.00%↑ -- Write Up

Rivian: Not So Harmless -- RIVN 0.00%↑ -- Write Up

Shopify -- SHOP 0.00%↑ -- Write Up

Worthington Industries -- WOR 0.00%↑ -- Write Up

Pulse Biosciences -- PLSE 0.00%↑ -- Write Up

Alpha Metallurgical Resources -- AMR 0.00%↑ -- Write Up

DFH and the housing market. -- DFH 0.00%↑ -- Write Up

Dollar General (DG-US) - It's a trap! -- DG 0.00%↑ -- Write Up

San Juan Basin Royalty Trust -- SJT 0.00%↑ -- Write Up

Purecycle -- PCT 0.00%↑ -- Write Up

Copart Inc -- CPRT 0.00%↑ -- Write Up

Sea - Limited, it seems -- SEA 0.00%↑ -- Write Up

Domo: Cautionary Tale of Hype & Inefficiency -- DOMO 0.00%↑ -- Write Up

Why I'm Not Buying Crocs -- CROX 0.00%↑ -- Others

Diageo: Shares Fell Again After FY23 Results -- DEO 0.00%↑ -- Others

Disney -- DIS 0.00%↑ -- Others

Intuit: Double-Digit Growth Again in Q4 FY23 -- INTU 0.00%↑ -- Others

Amazon Musings -- AMZN 0.00%↑ -- Others

Apple: 1 Billion Paid Subscriptions -- AAPL 0.00%↑ -- Others

BILL Overview and 4Q'23 Review -- BILL 0.00%↑ -- Others

$ NIKE, Inc. -- NKE 0.00%↑ -- Write Up $

$ Allegion plc – Investment Thesis -- ALLE 0.00%↑ -- Write Up $

$ AirIQ -- $IQ.V -- Write Up $

$ Keyence -- $KYCCF, $6861 -- Write Up $

Hilton Food Group PLC -- $HFG -- Write Up

eDreams: A Multi-Bagger Hiding in Plain Sight -- $EDR.MC -- Write Up

Tamburi Investment Partners -- $TIP.MI -- Write Up

TerraVest Industries Inc. -- $TVK -- Write Up

Adyen -- $ADYEN -- Write Up

WIRTEK -- $WIRTEK.CO -- Write Up

An Update on 2023H1 Results of Activation Group -- 9919 HK -- Others


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Company “Deep Dives” via Audio/Video Formats

Lowe's Stock -- LOW 0.00%↑ -- Podcast

Costco -- COST 0.00%↑ -- Podcast

Paylocity -- PCTY 0.00%↑ -- Podcast

Meta Platforms -- META 0.00%↑ -- Podcast

Ulta -- ULTA 0.00%↑ -- Podcast

Tractor Supply Co -- TSCO 0.00%↑ -- Podcast

Casey’s General Stores -- CASY 0.00%↑ -- Podcast

Walmart -- WMT 0.00%↑ -- Podcast

Arista Network -- ANET 0.00%↑ -- Podcast

Discover Financial -- DFS 0.00%↑ -- Podcast

Barrick Gold -- GOLD 0.00%↑ -- YouTube

Huntington Ingalls Industries -- HII 0.00%↑ -- YouTube

Pan Global Resources - All Known Questions Answered -- $TSX.PGZ -- YouTube


Links

Vending Machine Mania by

Preferred Shares Podcast

Don’t follow the crowd ! by

THE MODERN INVESTING NEWSLETTER

5 Books that can change your relationship with money! by

FemaleFinance

Two Rules to Create a Habit of Curiosity by

The Deload

Letter to a Young Investor by

The Intellectual Investor

Industry Mise en Place: Video Game Developers by

The Fond Investor

Good Reading -- Aug. 2023 by

Good Reading

Doubling Down as the Losses Pile Up by

Investment Talk

EP52: Hearts Afire by

Elevator Pitches

Size Really Doesn't Matter by

Porchester Papers


Podcasts

Knowledge compounds, keep on munching!


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

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BWM - Issue # 29 - September 3, 2023

www.from100kto1m.com
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BWM - Issue # 29 - September 3, 2023

www.from100kto1m.com
Six Bravo
Writes Special Situation Investing
Sep 4Liked by YZ

Thanks for sharing our pieces on Alpha Metallurgical Resources and Permian Basin Royalty Trust. We hope others enjoy them as much as we did.

Also, we really enjoyed that interview you shared with Barrick Gold's CEO. Thanks!

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