

Discover more from "From $100K to $1M" & More.
BWM - Issue # 33 - October 29, 2023
Earnings, Retailers, Groceries, Payments, Tech, International, Smoking, Bonds, few Shorts, Compounders, Mining, Philosophy and Lessons, Banks, Dating apps, Coconuts, and other things to munch on..
Welcome to the thirty third edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
DFR is Short Brookfield Infrastructure Partners -- BIP 0.00%↑ -- Write Up
Comerica - Pounding the table -- CMA 0.00%↑ -- Write Up
BLACKSTONE -- BX 0.00%↑ -- Write Up
Match Group -- MTCH 0.00%↑ -- Write Up
Fox Factory [Part 1] -- FOXF 0.00%↑ -- Write Up
The Birkenstock IPO -- BIRK 0.00%↑ -- Write Up
PayPal -- PYPL 0.00%↑ -- Write Up
Vista Outdoors -- VSTO 0.00%↑ -- Write Up
Cadence Design Systems -- CDNS 0.00%↑ -- Write Up
The Management Fee Bid -- PX 0.00%↑ -- Write Up
Deep dive into Inmode -- INMD 0.00%↑ -- Write Up
Dollar Tree (DLTR) - Part 1 -- DLTR 0.00%↑ -- Write Up
NuScale Power -- SMR 0.00%↑ -- Write Up
Zurn Elkay Water -- ZWS 0.00%↑ -- Write Up
LL Flooring Holdings -- LL 0.00%↑ -- Write Up
R1 RCM Inc. -- RCM 0.00%↑ -- Write Up
XPEL -- XPEL 0.00%↑ -- Write Up
Pinterest -- PINS 0.00%↑ -- Write Up
S&P Global -- SPGI 0.00%↑ -- Write Up
First Horizon -- FHN 0.00%↑ -- Write Up
Robinhood -- HOOD 0.00%↑ -- Write Up
Winmark -- WINA 0.00%↑ -- Write Up
Berry Global -- BERY 0.00%↑ -- Write Up (In Spanish)
SDI GROUP -- SDI 0.00%↑ -- Write Up (In Spanish)
RTX Earnings -- RTX 0.00%↑ -- Others
META and Why Zuck is the King of Counter-Positioning -- META 0.00%↑ -- Others
FaZed and confused -- FAZE 0.00%↑ -- Others
Pepsi smashed its Q3 earnings -- PEP 0.00%↑ -- Others
Copart Business History -- CPRT 0.00%↑ -- Others
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Promotion
Philip Morris: Positive Q3 -- PM 0.00%↑ -- Others
Fastenal Q3 Earnings -- FAST 0.00%↑ -- Others
AutoZone -- AZO 0.00%↑ -- Others
WEX Q3'23 Earnings -- WEX 0.00%↑ -- Others
Alphabet -- GOOG 0.00%↑ GOOGL 0.00%↑ -- Others
Meta Earnings Review -- META 0.00%↑ -- Others
Encore Wire Q3'23 Earnings -- WIRE 0.00%↑ -- Others
$$$ NVR -- NVR 0.00%↑ -- Write Up $$$
$$$ Cracking Coconuts -- COCO 0.00%↑ -- Write Up $$$
$$$ RealReal's Convertible Bond Saga -- REAL 0.00%↑ -- Write Up $$$
$$$ QuidelOrtho -- QDEL 0.00%↑ -- Write Up $$$
$$$ The One Group Hospitality -- STKS 0.00%↑ -- Write Up $$$
$$$ Nemetschek SE -- $NEM.DE -- Write Up $$$
$$$ Canon -- $JP77511 -- Write Up $$$
Sandesh -- $SANDESH -- Write Up
Sky Network Television -- $ASX:SKT -- Write Up
Intermediate Capital Group -- $ICP.L -- Write Up
Saga Furs -- $HEL:SAGCV -- Write Up
Adyen: Simplifying payment -- $ADYEY -- Write Up
I-Tech AB -- $STO:ITECH -- Write Up
Piaggio -- $PIAGF -- Write Up
Cornerstone Financial plc -- $CSFS.L -- Write Up
ADYEN -- $ADYEY -- Write Up
Dino Polska -- $DNOPY -- Write Up
Bayhorse Silver -- $BHSIF -- Others
Evolution's Q3 2023 -- $EVVTY -- Others
LVMH -- $LVMUY -- Others
Vidrala: Glass half full -- $BME:VID -- Others
Company “Deep Dives” via Audio/Video Formats
NVIDIA -- NVDA 0.00%↑ -- Podcast
Netflix -- NFLX 0.00%↑ -- Podcast
Dollar Tree -- DLTR 0.00%↑ -- Podcast
Etsy -- ETSY 0.00%↑ -- Podcast
Bumble -- BMBL 0.00%↑ -- Podcast
Match Group -- MTCH 0.00%↑ -- Podcast
Spotify Earnings -- SPOT 0.00%↑ -- Podcast
Amazon Earnings -- AMZN 0.00%↑ -- Podcast
Schrodinger -- SDGR 0.00%↑ -- Podcast
Wayfair -- W 0.00%↑ -- Podcast
Vox Royalty -- VOXR 0.00%↑ -- Podcast
Wheaton Precious Metals -- WPM 0.00%↑ -- YouTube
Solitron Devices -- $SODI -- YouTube
Links
10 Charts That Capture How the World Is Changing (October 2023) by
Mind the Gap: The Risks of Missing Moat, Management, or Valuation by
Fundamentals: Hindenburg Takes Down A Titan by
13 Incredible Lessons From Peter Lynch by Investment Books
15 Books to Read Before You Die by
Actionable Investment Ideas #14 by Idea Hive
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!