BWM - Issue # 31 - September 30, 2023

Couple of shorts, Energy, Tech, Gaming, Entertainment, and some other stuff. This issue was short because I was away for one week from investing, but I'm back to munching ...

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

Let the munching begin!

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Company Write Ups/Others

Samsara Inc. -- IOT 0.00%↑ -- Write Up

Analog Devices -- ADI 0.00%↑ -- Write Up

GitLab -- GTLB 0.00%↑ -- Write Up

Madison Square Garden Sports Corp -- MSGS 0.00%↑ -- Write Up

The Axos Of Evil -- AX 0.00%↑ -- Write Up

Enphase Energy -- ENPH 0.00%↑ -- Write Up

Synaptics -- SYNA 0.00%↑ -- Write Up

Disney Investment Case -- DIS 0.00%↑ -- Write Up

Instacart -- CART 0.00%↑ -- Write Up

AutoZone -- AZO 0.00%↑ -- Write Up

Edwards Lifesciences -- EW 0.00%↑ -- Write Up

Nike -- NKE 0.00%↑ -- Write Up

Veralto Spin-off Overview -- DHR 0.00%↑ -- Write Up

Richardson Electronics: A Niche Specialist -- RELL 0.00%↑ -- Write Up

McDonald's: The Franchise OG -- MCD 0.00%↑ -- Others

Cardlytics: An Update -- CDLX 0.00%↑ -- Others

Brookfield -- BN 0.00%↑ -- Others

Life after FIFA -- EA 0.00%↑ -- Others

$$$ Zebra Technologies -- ZBRA 0.00%↑ -- Write Up $$$

$$$ Skyline -- SKY 0.00%↑ -- Write Up $$$

$$$ Chewy -- CHWY 0.00%↑ -- Write Up $$$

$$$ Reckitt Benckiser Group -- $RBGLY -- Write Up $$$

LUVU: A Sexy Stock -- $LUVU -- Write Up

Coral Products PLC -- $CRU.LON -- Write Up

Aritzia -- $ATZAF -- Write Up

Volkswagen -- $VWAPY -- Write Up

Reply -- $REY.MI -- Write Up

Broedrene Hartmann A/S -- $CPH:HART -- Write Up

Evolution Gaming: A Moat Analysis -- $EVVTY -- Write Up

Ilpra a growing Italian microcap -- $ILP -- Write Up

Howdens Joinery is a bargain -- $HWDN.LON -- Write Up

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Company “Deep Dives” via Audio/Video Formats

Royal Caribbean -- RCL 0.00%↑ -- Podcast

Burford -- BUR 0.00%↑ -- Podcast

Floor & Decor -- FND 0.00%↑ -- Podcast

Boeing -- BA 0.00%↑ -- Podcast

TKO / WWE -- TKO 0.00%↑ -- Podcast

Hawaiian Air -- HA 0.00%↑ -- Podcast

Intel Stock: Bet on a High Quality Computing Leader -- INTC 0.00%↑ -- YouTube

Intercontinental Exchange Stock: Own a piece of NYSE -- ICE 0.00%↑ -- YouTube

Atlas Engineered Products -- TSX.V: AEP -- YouTube

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Links

15 Questions to Ask Management Teams, Revisited by

Flyover Stocks

Learning From Other People's Mistakes by

Eagle Point Capital

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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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