BWM - Issue # 38 - January 21, 2024
Personal Care, Commodities, Payments, lots of Tech, Luxury, Chinese Stocks, Micro caps, Music, Gaming, few Shorts, Litigation, International, Books, Cars, Newspapers, and other things to munch on...
Welcome to the thirty eighth edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Fortrea Holdings -- FTRE 0.00%↑ -- Write Up
The Trade Desk -- TTD 0.00%↑ -- Write Up
AerCap Holdings N.V. -- AER 0.00%↑ -- Write Up
Google -- GOOG 0.00%↑ -- Write Up
Ulta Beauty -- ULTA 0.00%↑ -- Write Up
Monolithic Power Systems -- MPWR 0.00%↑ -- Write Up
Esquire Financial -- ESQ 0.00%↑ -- Write Up
Delek US Holdings -- DK 0.00%↑ -- Write Up
Unilever -- UL 0.00%↑ -- Write Up
Stone Co -- STNE 0.00%↑ -- Write Up
LuxUrban Hotels -- LUXH 0.00%↑ -- Write Up/Audio
DocGo -- DCGO 0.00%↑ -- Write Up
National Vision Holdings -- EYE 0.00%↑ -- Write Up
Weight Watchers International -- WW 0.00%↑ -- Write Up/Video
Spotify -- SPOT 0.00%↑ -- Write Up
Navitas -- NVTS 0.00%↑ -- Write Up
Grupo Aeroportuario del Centro Norte -- OMAB 0.00%↑ -- Write Up
Coupang -- CPNG 0.00%↑ -- Write Up
MSCI -- MSCI 0.00%↑ -- Write Up
Hut 8 Corp -- HUT 0.00%↑ -- Write Up
Bel Fuse -- BELFA 0.00%↑ -- Write Up
Kaspi -- KSPI 0.00%↑ -- Write Up
Dollar General -- DG 0.00%↑ -- Write Up
22nd Century Group, Inc. -- XXII 0.00%↑ -- Write Up
Alibaba -- BABA 0.00%↑ -- Others
New York Times Co -- NYT 0.00%↑ -- Others
Apple Inc -- AAPL 0.00%↑ -- Others
Kura Sushi US -- KRUS 0.00%↑ -- Others
Google -- GOOG 0.00%↑ GOOGL 0.00%↑ -- Others
Starbucks -- SBUX 0.00%↑ -- Others
Apple -- AAPL 0.00%↑ -- Others
Arbor Realty Trust -- ABR 0.00%↑ -- Others
Burford -- BUR 0.00%↑ -- Others
Grifols SA -- GRFS 0.00%↑ -- Others
Copart -- CPRT 0.00%↑ -- Others
Shopify -- SHOP 0.00%↑ -- Others
Kinsale Capital Group, Inc -- KNSL 0.00%↑ -- Others
$$$ Booking Holdings -- BKNG 0.00%↑ -- Write Up $$$
$$$ Williams-Sonoma -- WSM 0.00%↑ -- Write Up $$$
$$$ Installed Building Products -- IBP 0.00%↑ -- Write Up $$$
$$$ Procter & Gamble -- PG 0.00%↑ -- Write Up $$$
$$$ Baxter International -- BAX 0.00%↑ -- Write Up $$$
$$$ Rain Industries -- $RAIN.NSE -- Write Up $$$
Smiths News -- $SNWS -- Write Up
Sygnity S.A. -- $SGN.WA -- Write Up
Green Landscaping Group AB -- $GREEN -- Write Up (In Spanish)
Foraco International -- $FAR.to -- Write Up
Fortitude Gold -- $FTCO -- Write Up/Audio
Andrews Sykes Group -- $ASY.L -- Write Up
Table Trac -- $TBTC -- Write Up
HiProMine -- $WSE:HPM -- Write Up (In Polish)
Burberry -- $BRBY -- Others
High Arctic Update -- $HWO.to -- Others
M&G plc -- $MGPUF -- Others
Company “Deep Dives” via Audio/Video Formats
Spotify -- SPOT 0.00%↑ -- Podcast
Nike -- NKE 0.00%↑ -- Podcast
Expedia -- EXPE 0.00%↑ -- Podcast
Duolingo -- DUOL 0.00%↑ -- Podcast
Citigroup Inc -- C 0.00%↑ -- Podcast
Globus Medical -- GMED 0.00%↑ -- YouTube
Wix.com -- WIX 0.00%↑ -- YouTube
HomeToGo SE -- $ETR:HTG -- YouTube
Microsoft -- MSFT 0.00%↑ -- YouTube
Facebook -- META 0.00%↑ -- YouTube
Brookfield Property Partners -- BPY 0.00%↑ -- YouTube (In Spanish)
PayPal -- PYPL 0.00%↑ -- Substack Video
Boeing -- BA 0.00%↑ -- Substack Video
Links
Durable by
The Best 15 Pages I read in 2023 by
Transcript Notes: January 2024 by
Death, and rebirth, of virtual reality by
Compounding human capital (2023) by
The Hidden World of Undersea Cables by
See More Clearly With These Two Mental Models by
In-Depth Industry Overview - U.S. Franchised New Car Dealerships by
This Commodity Supercycle Feels Different...Because It Is by
Two Attractive Industries That I Thought I Would Never Like by
Why the low multiple series: Rental Car companies edition, part 1 by
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
Thanks for the link :-)