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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!
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
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
Links
15 Questions to Ask Management Teams, Revisited by
Learning From Other People's Mistakes by
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it.
Check out stockcard.io and use code from100kto1m to get 10% discount.
BWM - Issue # 31 - September 30, 2023
Thank you for the double mention Yegor.
Always love these. Thank you for taking the time to put them together for us