BWM - Issue # 30 - September 17, 2023

Housing Stocks, Copart, some Tech, lots of Podcast research, Spinoffs, Global Coverage, Entertainment, Couple of shorts, Capital Allocation, Interviews, and other things to munch on...

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

Let the munching begin!

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Company Write Ups/Others

Azek -- AZEK 0.00%↑ -- Write Up

Costco -- COST 0.00%↑ -- Write Up

NVR: The Dell Computer of Homebuilding -- NVR 0.00%↑ -- Write Up

SmartRent : This Could Be A Lock To Go To Zero -- SMRT 0.00%↑ -- Write Up

Floor and Decor -- FND 0.00%↑ -- Write Up

Mitek Systems, Inc. -- MITK 0.00%↑ -- Write Up

Blue Orca is Short FMC Corporation -- FMC 0.00%↑ -- Write Up

The high-priced ARM IPO -- ARM 0.00%↑ -- Write Up

Charter: FAQ on Disney “Blackout” -- CHTR 0.00%↑ -- Write Up

DQ -- DQ 0.00%↑ -- Write Up

Fresh Vine Wine's Vintage Troubles -- VINE 0.00%↑ -- Write Up

Visa - A Quality Growth Compounder -- V 0.00%↑ -- Write Up

CrowdStrike Holdings -- CRWD 0.00%↑ -- Write Up

CME Group -- CME 0.00%↑ -- Write Up

Stone Co. is ready to blow -- STNE 0.00%↑ -- Write Up

Texas Roadhouse -- TXRH 0.00%↑ -- Write Up (Spanish)

Blend Labs: A Primer and Idea -- BLND 0.00%↑ -- Write Up

Arhaus: why I passed on … -- ARHS 0.00%↑ -- Write Up

What's Going On At Dollar General? -- DG 0.00%↑ -- Write Up

Salesforce: All-in on AI at Dreamforce -- CRM 0.00%↑ -- Others

Meta is Now an AI Powerhouse. -- META 0.00%↑ -- Others

Teladoc´s Progress YoY is Disappointing. -- TDOC 0.00%↑ -- Others

Salesforce: A Story of Profit Inflection -- CRM 0.00%↑ -- Others

Charter: FAQ on Disney “Blackout” -- CHTR 0.00%↑ -- Others

RH 2Q23 Business Update -- RH 0.00%↑ -- Others

$ Enormous Red Flags -- ATH 0.00%↑ -- Write Up $

$ Pfizer, Inc. -- PFE 0.00%↑ -- Write Up $

$ Problems at Oddity Tech -- ODD 0.00%↑ -- Write Up $

$ Copart -- CPRT 0.00%↑ -- Write Up $

$ Overstock's Wild Ride -- OSTK 0.00%↑ -- Write Up $

$ Grazziotin: Opportunity or Value Trap in Brazil Retail? -- $CGRA3 -- Write Up $

Nestlé S.A. - expanding its operating efficiencies -- $NSRGY -- Write Up

Catalana Occidente - The Spanish dynasty insurer -- BME: GCO -- Write Up

Evolution Gaming -- $EVVTY -- Write Up

Medica Sur -- $MEDICAB -- Write Up

CanadaBis Capital: A Nanocap Analysis -- $CANB.V -- Write Up

Adyen N.V. Investment Thesis -- $ADYEN.AS -- Write Up

Aplisens a growing industrial sensor manufacturer -- $ANP -- Write Up

WSP Global -- $WSPOF -- Write Up

TFF Group -- $TFF -- Write Up

Veralto Corp -- $VLTO -- Write Up

Nick Scali -- $NCK.AX -- Write Up

Florida Ice and Farm Company -- $FIFCO -- Write Up

Direct Line: Still in “Too Hard” Bucket After H1, Despite <10x P/E -- $DLG -- Others

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Company “Deep Dives” via Audio/Video Formats

HEICO / Wemcor -- HEI 0.00%↑ -- Podcast

Murphy USA -- MUSA 0.00%↑ -- Podcast

Charter -- CHTR 0.00%↑ -- Podcast

Duolingo -- DUOL 0.00%↑ -- Podcast

Nutanix -- NTNX 0.00%↑ -- Podcast

Paramount -- PARA 0.00%↑ -- Podcast

Litigation Finance -- BUR 0.00%↑ -- Podcast

BK Technologies -- BKTI 0.00%↑ -- Podcast

Airbnb -- ABNB 0.00%↑ -- Podcast

Nvidia: The Dawn of the AI Era -- NVDA 0.00%↑ -- Podcast

Copart -- CPRT 0.00%↑ -- Podcast

Why We Own Sprouts Farmers Market -- SFM 0.00%↑ -- Podcast

eDreams, travel subscription platform in Europe -- $EDR.MC -- YouTube

Sequoia Financial Group -- $SEQ.AX -- YouTube

How Dollar Stores Quietly Consumed America -- DG 0.00%↑ -- YouTube

Brookfield Asset Management: 2023 Investor Day -- BAM 0.00%↑ -- YouTube

Brookfield Corporation: 2023 Investor Day -- BN 0.00%↑ -- YouTube

Ingersoll Rand Stock: An Inorganic Growth Machine -- IR 0.00%↑ -- YouTube

UR-Energy Inc. -- URG 0.00%↑ -- YouTube

Illumina Stock: Innovation Fuels Growth - ILMN 0.00%↑ -- YouTube

PayPal Stock Analysis -- PYPL 0.00%↑ -- YouTube

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Links

Spinoffs Have Dramatically Underperformed. Here’s How to Profit from Them. by

Boyar Research

12 European Giants Visualized by

How They Make Money

Three Times is the Charm by

Bogumil Baranowski's Substack

Glassdoor Goldilocks Zone by

OnlyCFO's Software World

Actionable Investment Ideas #9 by

Idea Hive

Nick Sleep's Secret Sauce: How a Maverick Investor's Insights Can Supercharge Your Returns by

Finding Compounder's Substack

Boost Your Returns: Focus On Skin In The Game by

Invest in Quality

Why Network Effects Unravel by

Flyover Stocks

Capital (Mis)allocators by

The Investor's Journal

Q&A by Chris Mayer

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Podcasts+

Knowledge compounds, keep on munching!

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

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