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!

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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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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

Altria -- MO 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

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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

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Links

10 Charts That Capture How the World Is Changing (October 2023) by

Digital Native

Mind the Gap: The Risks of Missing Moat, Management, or Valuation by

Flyover Stocks

Fundamentals: Hindenburg Takes Down A Titan by

Overlooked Alpha

13 Incredible Lessons From Peter Lynch by Investment Books

15 Books to Read Before You Die by

Investment Talk

What is a dividend? by

Concepts of Finance 🧠

Actionable Investment Ideas #14 by Idea Hive

Position Size by

Special Situation Investing

Emerging stronger by

Yawn

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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!