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BWM - Issue # 32 - October 15, 2023
Tobacco, Construction, Grocery, Alcohol, Healthcare, (of course) couple of shorts, lots of podcasts, some Tech, lots of international stocks, Oil & Gas, Financials, Food, and other things to munch on.
Welcome to the thirty second edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Remitly: X-Border Digital Remittance Winner -- RELY 0.00%↑ -- Write Up
Autonomous vehicles & Mobileye -- MBLY 0.00%↑ -- Write Up
Brunswick -- BC 0.00%↑ -- Write Up
GRANITE CONSTRUCTION -- GVA 0.00%↑ -- Write Up
Upstart: A Jump Start On The Road To Financial Hell -- UPST 0.00%↑ -- Write Up
Rollins, Inc. -- ROL 0.00%↑ -- Write Up
Even More Problems at Rumble -- RUM 0.00%↑ -- Write Up
Morningstar: Democratizing financial data -- MORN 0.00%↑ -- Write Up
Savers Value Village: Cracking the Thrift Code -- SVV 0.00%↑ -- Write Up
FingerMotion: A Serial Case of Stock Promotion -- FNGR 0.00%↑ -- Write Up
AFC Gamma – AFCG 0.00%↑ -- Write Up
Philip Morris: Even More Bullish After Investor Day -- PM 0.00%↑ -- Write Up
Graphite Bio: Broken Biotech -- GRPH 0.00%↑ -- Write Up
Rave Restaurant Group, Inc. -- RAVE 0.00%↑ -- Write Up
McCormick -- MKC 0.00%↑ -- Write Up
Alliance Resource Partners -- ARLP 0.00%↑ -- Write Up
Toro Company got mowed. Is it a buy? -- TTC 0.00%↑ -- Write Up
Steward Health Care -- MPW 0.00%↑ -- Write Up
TopBuild: Mastering the Insulation Distribution -- BLD 0.00%↑ -- Write Up
IAC: a Prolific Incubator in a Distress -- IAC 0.00%↑ -- Write Up
Watsco -- WSO 0.00%↑ -- Write Up
British American Tobacco -- BTI 0.00%↑ -- Others
Davita -- DVA 0.00%↑ -- Others
McDonald's v10.0: McVolatility -- MCD 0.00%↑ -- Others
Investing Lessons From The Walgreens Stock Collapse -- WBA 0.00%↑ -- Others
How much money can SoFi lend out? -- SOFI 0.00%↑ -- Others
Bargain Hunting in “Dollar” Stores -- DG 0.00%↑ & DLTR 0.00%↑ -- Others
Google DeepMind's Robotics -- GOOG 0.00%↑ GOOGL 0.00%↑ -- Others
Kellogg's -- KLG 0.00%↑ -- Others
AMD's A.I. Chips want to Take on Nvidia -- AMD 0.00%↑ & NVDA 0.00%↑ -- Others
$$$ Robinhood Stock Is A Buy -- HOOD 0.00%↑ -- Write Up $$$
$$$ Alphabet -- GOOG 0.00%↑ GOOGL 0.00%↑ -- Write Up $$$
$$$ China Overseas Land & Investment -- $688.HK -- Write Up $$$
$$$ Berentzen Group -- $ETR:BEZ -- Write Up $$$
$$$ Pax Global -- $PXGYF -- Write Up $$$
$$$ EZ Tec -- $B3:EZTC3 -- Write Up $$$
Imperial Brands: Looking Through the Noise -- $IMBBF -- Write Up
Marathon Gold: Nearly Mining in Newfoundland -- $MGDPF -- Write Up
Lindbergh SpA -- $BIT:LDB -- Write Up
Trilogiq : logic but a red flag for a no go -- $EPA:ALTRI -- Write Up
Orchard Funding Group -- $LSE:ORCH -- Write Up
Pacific Coast Oil Trust -- $ROYTL -- Write Up
Robertet -- $RBTEF -- Write Up
Greggs -- $GGGSF -- Write Up
Instalco a serial acquirer at a discount -- $STO:INSTAL -- Write Up
Jalles Machado - LATAM Stocks Investment -- $JALL3 -- Write Up
Farmacias Guadalajara -- $FRAGUA -- Write Up
NCAB Group AB -- $SE:NCAB -- Write Up
Short GTII: Hot Air -- $GTII -- Write Up
Fiducian Group -- $ASX:FID -- Write Up
SupremeX -- $SUMXF -- Write Up
Evolution AB Investment Thesis -- $EVVTY -- Write Up
Tinybuild Inc -- $LON: TBLD -- Others
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Promotion
Company “Deep Dives” via Audio/Video Formats
Take-Two Interactive -- TTWO 0.00%↑ -- Podcast
Texas Instruments -- TXN 0.00%↑ -- Podcast
Spotify -- SPOT 0.00%↑ -- Podcast
Equifax -- EFX 0.00%↑ -- Podcast
Adyen -- $ADYEY -- Podcast
Research Solutions -- RSSS 0.00%↑ -- YouTube
Ferroglobe PLC -- GSM 0.00%↑ -- YouTube
Seneca Foods -- SENEA 0.00%↑ -- YouTube
XPEL -- XPEL 0.00%↑ -- YouTube
Children's Place Inc -- PLCE 0.00%↑ -- YouTube
9th annual Roblox Developers Conference -- RBLX 0.00%↑ -- YouTube
Daily Journal Co -- DJCO 0.00%↑ -- YouTube
Links
Dividend Cuts: The Ultimate Guide by
Eleven Quotes by Nassim Taleb (Controversial) That Are Guaranteed to Change How You Think by
A Resilient Growth Industry, But Not Without Challenges by
Economic Moats: The Key Ingredient for Sustainable Dividends and Buybacks by
Drawdowns By Chris Mayer
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
BWM - Issue # 32 - October 15, 2023
Thank you for the kind mention of the posts, and the podcast - Talking Billions, warmly, Bogumil
thanks for including IAC write-up from Under the Hood!