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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!
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
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
5 Books that can change your relationship with money! by
Two Rules to Create a Habit of Curiosity by
Industry Mise en Place: Video Game Developers by
Doubling Down as the Losses Pile Up by
Podcasts
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it.
BWM - Issue # 29 - September 3, 2023
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!