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!

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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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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

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Links

Dividend Cuts: The Ultimate Guide by

Canadian Dividend Investing

Q3 2023 Portfolio Update by

TSOH Investment Research Service

Eleven Quotes by Nassim Taleb (Controversial) That Are Guaranteed to Change How You Think by

Unfiltered by Tim Denning

A Resilient Growth Industry, But Not Without Challenges by

Best Anchor Stocks

Economic Moats: The Key Ingredient for Sustainable Dividends and Buybacks by

Flyover Stocks

Deep Dive: Oil & Gas by

Value Punks

The Benefits of Writing by

Bogumil Baranowski's Substack

Doom, Gloom and No Boom by

Behind the Balance Sheet

My Thoughts on the Economy by

The Intellectual Investor

Drawdowns 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, helps a lot!