BWM - Issue # 29 - September 3, 2023

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

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

Let the munching begin!

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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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Promotion

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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

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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

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Podcasts

Knowledge compounds, keep on munching!

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