

Discover more from "From $100K to $1M" & More.
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..
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
This promotion (I cant even call it … promotion to be honest) this is more of a friend sharing about another friend’s work. I have been reading StockOpine’s work for some time now and have been enjoying their write up and fundamental research.
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.
As a “thank you” team at StockOpine was generous to provide my readers of From100kTo1M with a 35% discount (for the one year) on either Monthly or Annual subscription … if you do annual thats just $6.5 a month …
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.
Promotion
Kura Sushi FY2023 Results -- KRUS 0.00%↑ -- Others
The Trade Desk Earnings Review -- TTD 0.00%↑ -- Others
Mastercard -- MA 0.00%↑ -- Others
Amazon -- AMZN 0.00%↑ -- Others
Carrier Q3’23 Results -- CARR 0.00%↑ -- Others
Chipotle -- CMG 0.00%↑ -- Others
OTIS: Compounding Lifetime Value -- OTIS 0.00%↑ -- Others
Microsoft Copilot 365 Cannot Really Fail, Here's Why -- MSFT 0.00%↑ -- Others
Apple -- AAPL 0.00%↑ -- Others
FICO Note -- FICO 0.00%↑-- Others
Hunt for the "Lost" Profit in Amazon Empire -- AMZN 0.00%↑ -- Others
WBD Q3 earnings -- WBD 0.00%↑ -- Others
Zebra Technologies Q3'23 Earnings Update -- ZBRA 0.00%↑ -- Others
$$$ Ferrari NV -- RACE 0.00%↑ -- Write Up $$$
$$$ Primo Water -- PRMW 0.00%↑ -- Write Up $$$
$$$ Ubiquiti -- UI 0.00%↑ -- Write Up $$$
$$$ Lojas Renner -- $LRENY -- Write Up $$$
$$$ SUTL Enterprise -- $SGX:BHU -- Write Up $$$
Adyen -- $ADYEY -- Write Up
China Tower -- $788HK -- Write Up
Litigation Capital Management -- $LSE:LIT -- Write Up
Grayscale Bitcoin Trust -- $GBTC -- Write Up
Becle (Jose Cuervo) Company -- $$CUERVO -- Write Up
DEME Group NV -- $DEME -- Write Up
NatWest --$NWG -- Write Up
Corporación Financiera Alba -- $ALB.MC -- Write Up
Rightmove -- $RTMVY -- Others
Company “Deep Dives” via Audio/Video Formats
British American Tobacco -- BTI 0.00%↑ -- Podcast
Etsy -- ETSY 0.00%↑ -- Podcast
Endeavor -- EDR 0.00%↑ -- Podcast
Tractor Supply -- TSCO 0.00%↑ -- Podcast
InMode -- INMD 0.00%↑ -- Podcast
Mercado Libre -- MELI 0.00%↑ -- Podcast
Fox -- FOX 0.00%↑ -- Podcast
Dino Polska -- $DNOPY -- Podcast
International Paper Stock: Lost in the Mail -- IP 0.00%↑ -- YouTube
Energy Fuels -- UUUU 0.00%↑ -- YouTube
International Business Machines Stock -- IBM 0.00%↑ -- YouTube
Online Business M+A Outlook for 2024 -- ONFO 0.00%↑ -- YouTube
ULTA BEAUTY -- ULTA 0.00%↑ -- YouTube (In Spanish)
Links
20 Sleep-Well Businesses You Have Never Heard Of by
Fundamentals: Understanding Earnings Season by Overlooked Alpha
11 Signs to Avoid Management Meltdowns by
The most underrated investing skill by
Podcasts
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
BWM - Issue # 34 - November 12, 2023
There are some great writeups on stocks here, thanks for building it out.
another delicious munchie