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BWM

BWM - Issue # 34 - November 12, 2023

Lots More Earnings Discussions, Cosmetics, Shorts, Wisdom from the Legends, Moats, Avoiding Mistakes, Finance, Cars, Oil & Gas, Macro, Big Tech, Burritos, Sushi, and other things to munch on..

Nov 13, 2023

Welcome to the thirty fourth edition of BWM (Bi-Weekly Munchies) …

Let the munching begin!

Company Write Ups/Others

Rex American: An Ethanol Producer Poised for Growth -- REX 0.00%↑ -- Write Up

Autodesk, a monopoly at 22x FCF? -- ADSK 0.00%↑ -- Write Up

e.l.f. Beauty -- ELF 0.00%↑ -- Write Up

Weatherford International -- WFRD 0.00%↑ -- Write Up

PureCycle’s Failure To Launch -- PCT 0.00%↑ -- Write Up

NVR -- NVR 0.00%↑ -- Write Up

JingDong -- JD 0.00%↑ -- Write Up

John Wiley & Sons -- WLY 0.00%↑ -- Write Up

Black Stone Minerals, L.P. -- BSM 0.00%↑ -- Write Up

EHang -- EH 0.00%↑ -- Write Up

Fortinet -- FTNT 0.00%↑ -- Write Up

Vertex Energy -- VTNR 0.00%↑ -- Write Up

Badger Meter -- BMI 0.00%↑ -- Write Up

Mind Technology -- MIND 0.00%↑ -- Write Up

Copart, Inc. -- CPRT 0.00%↑ -- Write Up

Amphenol Corp. -- APH 0.00%↑ -- Write Up

CRH PLC -- CRH 0.00%↑ -- Write Up

Markel, A Wise Man's Stock -- MKL 0.00%↑ -- Write Up

Mustering" courage for Spirit -- SAVE 0.00%↑ -- Write Up

SoFi's Exemplary Quarter -- SOFI 0.00%↑ -- Others

Savers Value Village: Clearance Rack -- SVV 0.00%↑ -- Others

Zurn Elkay Q3'23 Earnings Update -- ZWS 0.00%↑ -- Others

Promotion

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From research on well know giants like Meta, Google and PayPal to less known companies like Nemetschek or KLA Corporation or Skyline Champion + StockOpine started (not too long ago) doing Portfolio Updates which I’m a big fan of.

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Use this link or go to https://www.stockopine.com/from100Kto1M , but dont waste time this link is only good for the next 13 days.