BWM - Issue # 37 - January 7, 2024
Few Shorts, Luxury Goods, Las Vegas, Big Tech, High Growth, Consumer Staples, Vintage footage of Benjamin Graham, Lots of Podcasts, Cheesecake & Apple, and other things to munch on...
Happy New Year & Welcome to the thirty seventh edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Walgreens -- WBA 0.00%↑ -- Write Up
Cardlytics Inc -- CDLX 0.00%↑ -- Write Up
Match Group -- MTCH 0.00%↑ -- Write Up
Equity Lifestyle Properties -- ELS 0.00%↑ -- Write Up
Ramaco Resources, Inc. -- METC 0.00%↑ -- Write Up
Texas Instruments -- TXN 0.00%↑ -- Write Up
British American Tobacco -- BTI 0.00%↑ -- Write Up
Church & Dwight -- CHD 0.00%↑ -- Write Up
Costco -- COST 0.00%↑ -- Write Up
Applovin Corp -- APP 0.00%↑ -- Write Up
Hilton Worldwide -- HLT 0.00%↑ -- Write Up
United States Steel Corporation -- X 0.00%↑ -- Write Up
BJ's Wholesale Club -- BJ 0.00%↑ -- Write Up (In Spanish)
Tesla -- TSLA 0.00%↑ -- Write Up
Texas Roadhouse -- TXRH 0.00%↑ -- Write Up
Duolingo -- DUOL 0.00%↑ -- Write Up
Eagle Materials -- EXP 0.00%↑ -- Write Up
The Cheesecake Factory -- CAKE 0.00%↑ -- Write Up
Google -- GOOGL 0.00%↑ GOOG 0.00%↑ -- Others
Adobe -- ADBE 0.00%↑ -- Others
Promotion
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Promotion
Microsoft -- MSFT 0.00%↑ -- Others
PayPal -- PYPL 0.00%↑ -- Others
NB Bancorp, Inc. -- NBBK 0.00%↑ -- Others
Copart Inc -- CPRT 0.00%↑ -- Others
British American Tobacco -- BTI 0.00%↑ -- Others
$$$ Evolution AB -- $EVVTY -- Write Up $$$
$$$ McKesson Corporation -- MCK 0.00%↑ -- Write Up $$$
$$$ Chegg -- CHGG 0.00%↑ -- Write Up $$$
$$$ The Estée Lauder Companies -- EL 0.00%↑ -- Write Up $$$
$$$ Liquidity Services -- LQDT 0.00%↑ -- Write Up $$$
$$$ Penske Automotive Group -- PAG 0.00%↑ -- Write Up $$$
$$$ FingerMotion -- FNGR 0.00%↑ -- Write Up $$$
$$$ Burberry -- $LON:BRBY -- Write Up $$$
SMA Solar Technology AG -- $XETRA:S92 -- Write Up
Brookfield Office Properties -- $TSE:BPO-N -- Write Up
Spyrosoft S.A. -- $SPR.WA -- Write Up
Logista -- $BME:LOGTF -- Others
Company “Deep Dives” via Audio/Video Formats
Ferrari -- RACE 0.00%↑ -- Podcast
TransDigm Group -- TDG 0.00%↑ -- Podcast
Amazon -- AMZN 0.00%↑ -- Podcast
Ferrari -- RACE 0.00%↑ -- Podcast
Spotify -- SPOT 0.00%↑ -- Podcast
Creative Realities -- CREX 0.00%↑ -- Podcast
Oppfi Inc -- OPFI 0.00%↑ -- Podcast
Moody's Corp -- MCO 0.00%↑ -- Podcast
Floor & Decor Holdings Inc -- FND 0.00%↑ -- Podcast
Netflix -- NFLX 0.00%↑ -- Podcast
Floor & Decor Holdings Inc -- FND 0.00%↑ -- Podcast
Hermes International -- $HESAY -- Podcast
Distribution Solutions Group, Inc -- DSGR 0.00%↑ -- YouTube
Sphere Entertainment -- SPHR 0.00%↑ -- YouTube
Apple -- AAPL 0.00%↑ -- YouTube
Microsoft -- MSFT 0.00%↑ -- YouTube
VRX Silica -- $ASX:VRX -- YouTube
Michelmersh Brick Hldgs -- $LON:MBH -- YouTube
AST SpaceMobile -- ASTS 0.00%↑ -- Substack Video
Sunrun -- RUN 0.00%↑ -- Substack Video
DocuSign -- DOCU 0.00%↑ -- Substack Video
Chewy -- CHWY 0.00%↑ -- Substack Video
Thermal Energy International, Inc -- $OTCQB:TMGEF -- Substack Audio
Links
24 Predictions for 2024 (Part I) by
2023 Annual review: Investment mistakes and goals for 2024 by
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
Thank you for mentioning our EL write-up.