BWM - Issue # 36 - December 10, 2023
Spotify, M&A, Shorting, Charlie Munger, Tobacco, Charter, Food, Payments, Asia, Moats, Tech, Gaming, Forgotten Forty, Books, and other things to munch on...
Welcome to the thirty sixth edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Thryv Holdings -- THRY 0.00%↑ -- Write Up
Capri Holdings Limited -- CPRI 0.00%↑ -- Write Up
El Pollo Loco -- LOCO 0.00%↑ -- Write Up
Murphy USA -- MUSA 0.00%↑ -- Write Up
Liquidia Corp -- LQDA 0.00%↑ -- Write Up
IDT Corporation -- IDT 0.00%↑ -- Write Up
Arbor Realty Trust Inc -- ABR 0.00%↑ -- Write Up
Mondee Holdings -- MOND 0.00%↑ -- Write Up
Mama's Creations Inc -- MAMA 0.00%↑ -- Write Up
Charter Communications Inc -- CHTR 0.00%↑ -- Write Up
Casey's General Stores -- CASY 0.00%↑ -- Write Up
NextNav -- NN 0.00%↑ -- Write Up
The Trade Desk -- TTD 0.00%↑ -- Write Up
SoFi -- SOFI 0.00%↑ -- Write Up
Take-Two Interactive -- TTWO 0.00%↑ -- Write Up
Nvidia -- NVDA 0.00%↑ -- Others
Spotify -- SPOT 0.00%↑ -- Others
SkyHarbour Group -- SKYH 0.00%↑ -- Others
Carvana -- CVNA 0.00%↑ -- Others
McDonald -- MCD 0.00%↑ -- Others
Academy Sports + Outdoors -- ASO 0.00%↑ -- Others
United-Guardian -- UG 0.00%↑ -- Others
Tapestry -- TPR 0.00%↑ -- Others
Gitlab Inc -- GTLB 0.00%↑ -- Others
British American Tobacco -- BTI 0.00%↑ -- Others
Spotify -- SPOT 0.00%↑ -- Others
Disney -- DIS 0.00%↑ -- Others
Promotion
This issue of Bi-Weekly Munchies is brought to you in partnership with Simply Wall St. I have been paid user of SWS since 2020 and I have to say that SWS is my TO-GO-TO platform for quick look up and visual of any and all stocks that I look into, be it for research or if I’m just curious to see the companies breakdown.
The visuals/numbers are easy to understand and very pleasing to the eye and I cant say enough about SWS, so I will share some “snapshots” of Sprouts Farmers Market, Inc SFM 0.00%↑ which (as many of you know) is one of my biggest holdings:
These are just some of the visuals that you can get at SWS, but there are much much more available to see for yourself.
Simply Wall St is also available to on mobile which is great as I’m always “on-the-go”!
You can use it for free or become paid subscriber, if you use use links that I have used in this promo, I might earn commission. This is a Promotion, and also I use the product.
$$$ i3 Verticals -- IIIV 0.00%↑ -- Write Up $$$
$$$ Robinhood -- HOOD 0.00%↑ -- Write Up $$$
$$$ Flywire -- FLYW 0.00%↑ -- Write Up $$$
$$$ 2U, Inc -- TWOU 0.00%↑ -- Write Up $$$
$$$ Amdocs -- DOX 0.00%↑ -- Write Up $$$
$$$ Veeva Systems -- VEEV 0.00%↑ -- Write Up $$$
$$$ Beauty Health -- SKIN 0.00%↑ -- Write Up $$$
$$$ Halma plc -- $HALMY -- Write Up $$$
$$$ Publicis Groupe -- $PUBGY -- Write Up $$$
Constellation Software -- $CNSW.F -- Write Up
Dream International Ltd -- $1126.HK -- Write Up
Yamada Corp -- $6392 -- Write Up
Tencent Holdings -- $TCEHY -- Write Up
Topicus -- $TOITF -- Write Up
Tingyi Holding -- $TYCMY -- Write Up
tinyBuild -- $LON:TBLD -- Others
Company “Deep Dives” via Audio/Video Formats
Charter Communications -- CHTR 0.00%↑ -- Podcast
CAVA -- CAVA 0.00%↑ -- Podcast
Vista Corp -- VST 0.00%↑ -- Podcast
Morgan Stanley -- MS 0.00%↑ -- Podcast
Deckers Brands -- DECK 0.00%↑ -- Podcast
Diageo -- DEO 0.00%↑ -- Podcast
Atria Group -- MO 0.00%↑ -- Podcast
Microsoft -- MSFT 0.00%↑ -- Podcast
Charter -- CHTR 0.00%↑ -- Podcast
Midwest Energy Emissions Corp -- $MEEC -- Podcast
Evolution Gaming Group -- $EVVTY -- Podcast
Carnival Cruise Line -- CCL 0.00%↑ -- Substack Video
Nio Inc -- NIO 0.00%↑ -- Substack Video
Stellantis -- STLA 0.00%↑ -- Substack Video
Pfizer -- PFE 0.00%↑ -- Substack Video
Brookfield Asset Management -- BAM 0.00%↑ -- YouTube (In Spanish)
Bragg Gaming -- BRAG 0.00%↑ -- YouTube
Links
Building Moats by Investment Talk
Poor Charlie’s Almanack is out now by Stripe Press
4 cheap European energy stocks by
Leverage: A Double Edged Sword by
Banditos - Life Insurance: We love to hate it by
1st Anniversary | 60th Episode: Mary Buffett & Chloe Lin: Buffettology Books & More by
A “SOTP” Horror Story by Stock Spinoff Investing
Book review: “The Fund: Ray Dalio, Bridgewater Associates and The Unraveling of a Wall Street Legend “ by value and opportunity
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
P.S.S. If you have written/read/saw video, podcast or a write up/deep dive, that you think I should share in the next BWM issue, please email it to from100kto1m @ substack.com