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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) …
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Company Write Ups/Others
Upstart: A Jump Start On The Road To Financial Hell -- UPST 0.00%↑ -- Write Up
Philip Morris: Even More Bullish After Investor Day -- PM 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
Adyen -- $ADYEY -- Podcast
Drawdowns By Chris Mayer
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!