Discover more from "From $100K to $1M" & More.
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) …
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Let the munching begin!
Company Write Ups/Others
$ 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
Company “Deep Dives” via Audio/Video Formats
eDreams, travel subscription platform in Europe -- $EDR.MC -- YouTube
Sequoia Financial Group -- $SEQ.AX -- YouTube
Q&A by Chris Mayer
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it.
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