BWM - Issue # 35 - November 26, 2023
Europe & Asia, Stocks, Shorting and Rebuttals, Tech, Extra Paid Subs, Retail, Gaming, Growth, Mining, Knowledge, Capital Allocation, Management, Guns, Foods & Drinks, and other things to munch on...
Welcome to the thirty fifth edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
AerSale Corp. -- ASLE 0.00%↑ -- Write Up
Li-Cycle -- LICY 0.00%↑ -- Write Up
Mettler-Toledo -- MTD 0.00%↑ -- Write Up
Cloudflare -- NET 0.00%↑ -- Write Up
Five Below -- FIVE 0.00%↑ -- Write Up
Theseus Pharmaceuticals -- THRX 0.00%↑ -- Write Up
Alibaba -- BABA 0.00%↑ -- Write Up
Uber -- UBER 0.00%↑ -- Write Up
Floor & Decor Holdings Inc -- FND 0.00%↑ -- Write Up
NCR Atleos -- NATL 0.00%↑ -- Write Up
SIBANYE STILLWATER -- SBSW 0.00%↑ -- Write Up
Vestis -- VSTS 0.00%↑ -- Write Up
IDT Corporation -- IDT 0.00%↑ -- Write Up (In Spanish)
Five Below -- FIVE 0.00%↑ -- Write Up
Safety Shot -- SHOT 0.00%↑ -- Write Up
B Riley - A "Short" Rebuttal -- RILY 0.00%↑ -- Write Up
MGP Ingredients -- MGPI 0.00%↑ -- Write Up
Gravity -- GRVY 0.00%↑ -- Write Up
Columbia Sportswear -- COLM 0.00%↑ -- Write Up
Spotify -- SPOT 0.00%↑ -- Write Up (In Spanish)
SharkNinja -- SN 0.00%↑ -- Write Up
Fisker -- FSR 0.00%↑ -- Write Up
Bill.com -- BILL 0.00%↑ -- Others
WhatsApp's inflection -- META 0.00%↑ -- Others
Cardlytics Inc -- CDLX 0.00%↑ -- Others
Topgolf -- MODG 0.00%↑ -- Others
Google -- GOOG 0.00%↑ & GOOGL 0.00%↑ -- Others
Alibaba -- BABA 0.00%↑ -- Others
Promotion
If you enjoy From $100K to $1M, then you should check out Shareholder Vote Exchange (SVE).
Owning stocks gives you the right to vote in major decisions that a company makes, such as choosing the board of directors or approving M&A deals. And yet, more than 80% of individual investors waste these valuable voting rights each year.
With SVE, you can now earn passive income by monetizing your unused shareholder votes. SVE enables investors to trade their voting rights, so passive investors can earn value from their votes, while engaged shareholders can have an outsized impact on corporate affairs.
Register on SVE to start earning!
Promotion
Spotify -- SPOT 0.00%↑ -- Others
SoFi -- SOFI 0.00%↑ -- Others
Disney -- DIS 0.00%↑ -- Others
Nelnet -- NNI 0.00%↑ -- Others
Amazon -- AMZN 0.00%↑ -- Others
NVIDIA -- NVDA 0.00%↑ -- Others
$$$ Union Pacific -- UNP 0.00%↑ -- Write Up $$$
$$$ Axos Financial -- AX 0.00%↑ -- Write Up $$$
$$$ Fox Corporation -- FOX 0.00%↑ & FOXA 0.00%↑ -- Write Up $$$
$$$ Harrow Health -- HROW 0.00%↑ -- Write Up $$$
$$$ Perimeter Solutions -- PRM 0.00%↑ -- Write Up $$$
$$$ Uber Technologies, Inc. -- UBER 0.00%↑ -- Write Up $$$
$$$ Monday.com -- MNDY 0.00%↑ -- Write Up $$$
$$$ LVMH -- $LVMUY -- Write Up $$$
$$$ Klabin -- $KLBAY -- Write Up $$$
dentalcorp Holdings Ltd -- $DNTCF -- Write Up
Playmates Toys -- $869.HK -- Write Up
Odfjell Technology -- $ND4 -- Write Up
Auto Partner S.A. -- $APR.WA -- Write Up
Rajesh Exports -- $RAJESHEXPO -- Write Up
Autoscope Technologies -- $AATC.OTC -- Write Up
Nova Ljubljanska Banka -- $N1V2 -- Write Up
Tel-Aviv Stock Exchange -- $TASE -- Write Up
HAV Group ASA -- $6HH -- Write Up
Cpi Property Group SA -- $O5G -- Write Up
LVMH: The King of Luxury -- $LVMUY -- Write Up
Bragg Gaming Group -- $TSE:BRAG -- Write Up
Quantum Software SA -- $WSE:QNT -- Write Up (In Polish)
Voxtur Analytics Corp -- $VXTRF -- Write Up
Tinybuild -- $LON:TBLD -- Write Up
L'Occitane International S.A. -- $HK:973 -- Write Up
Topicus -- $TOITF -- Write Up
Medistim -- $MEDI.OL -- Others
Grid Metals -- $GRDM.V -- Others
Avon Products -- $AVON -- Others
Scandinavian Tobacco Group -- $SNDVF -- Others
Company “Deep Dives” via Audio/Video Formats
MGM Resorts -- MGM 0.00%↑ -- Podcast
Mama’s Creations -- MAMA 0.00%↑ -- Podcast
The Coca-Cola Company -- KO 0.00%↑ -- Podcast
Microsoft -- MSFT 0.00%↑ -- Podcast
Celsius -- CELH 0.00%↑ -- Podcast
Hilton Group -- HLT 0.00%↑ -- Podcast
Smith & Wesson -- SWBI 0.00%↑ -- Podcast
Warner Bros. Discovery -- WBD 0.00%↑ -- Podcast
JPMorgan Chase & Co -- JPM 0.00%↑ -- Podcast
Hershey -- HSY 0.00%↑ -- Podcast
Jamieson Wellness -- $JWEL.TO -- Podcast
Deutsche Telekom -- $DTEGY -- Podcast
WSP Global -- $WSP.TO -- Podcast
Idaho Strategic Resources -- IDR 0.00%↑ -- YouTube
Ulta Beauty -- ULTA 0.00%↑ -- YouTube
Amazon -- AMZN 0.00%↑ -- YouTube
International Flavors & Fragrances Stock -- IFF 0.00%↑ -- YouTube
Links
How to Internalize The Buffett Principals with Peter Keefe by
Understanding Delayed Gratification: The Road To Investment Success by
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
Thanks for including me in this edition!
Thanks for sharing my post on BRAG! (Idea originates from Jeremy Raper of Raper Capital)
Jeremy's activist engagement letter to BRAG can be found here: https://rapercapital.com/wp-content/uploads/2023/11/bragg-letter-22nov23-1.pdf