BWM - Issue # 39 - February 4, 2024
Restaurants, Earnings, Payments, Fraud, Semi-Luxury stocks, Big Tech, Online Retail, Commodities, Investing Lessons, Tobacco, Drugs, Celsius, Pizza, and other things to munch on...
Welcome to the thirty ninth edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Eaton -- ETN 0.00%↑ -- Write Up
Advance Auto Parts -- AAP 0.00%↑ -- Write Up
Olin Corporation -- OLN 0.00%↑ -- Write Up
Carriage -- CSV 0.00%↑ -- Write Up
Google -- GOOGL 0.00%↑ & GOOG 0.00%↑ -- Write Up
Diversified Energy -- DEC 0.00%↑ -- Write Up
Roku -- ROKU 0.00%↑ -- Write Up
Deere & Co. -- DE 0.00%↑ -- Write Up
Duluth Trading -- DLTH 0.00%↑ -- Write Up
Cava -- CAVA 0.00%↑ -- Write Up
AuthID -- AUID 0.00%↑ -- Write Up
Yum China -- YUMC 0.00%↑ -- Write Up
1-800-FLOWERS.COM, Inc. -- FLWS 0.00%↑ -- Write Up
Wendy's -- WEN 0.00%↑ -- Write Up
Cutera, Inc. -- CUTR 0.00%↑ -- Write Up
Construction Partners -- ROAD 0.00%↑ -- Write Up
Rentokil Initial PLC -- RTO 0.00%↑ -- Write Up
Adtalem Global Education Inc -- ATGE 0.00%↑ -- Write Up
Hubbell -- HUBB 0.00%↑ -- Write Up
LifeStance -- LFST 0.00%↑ -- Write Up
Silgan Holdings -- SLGN 0.00%↑ -- Write Up
Wish -- WISH 0.00%↑ -- Write Up
Atkore -- ATKR 0.00%↑ -- Write Up
Domino’s Pizza -- DPZ 0.00%↑ -- Others
Google -- GOOG 0.00%↑ & GOOGL 0.00%↑ -- Others
Tesla -- TSLA 0.00%↑ -- Others
Procter & Gamble -- PG 0.00%↑ -- Others
OSI Systems -- OSIS 0.00%↑ -- Others
Intel -- INTC 0.00%↑ -- Others
Walmart -- WMT 0.00%↑ -- Others
Celsius -- CELH 0.00%↑ -- Others
SoFi -- SOFI 0.00%↑ -- Others
Promotion
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Promotion
Mega Matrix Corp -- MPU 0.00%↑ -- Others
Alphabet -- GOOGL 0.00%↑ & GOOG 0.00%↑ -- Others
Cardlytics -- CDLX 0.00%↑ -- Others
Ferrari -- RACE 0.00%↑ -- Others
Match Group -- MTCH 0.00%↑ -- Others
American Express -- AXP 0.00%↑ -- Others
Yum China -- YUMC 0.00%↑ -- Others
$$$ PayPal -- PYPL 0.00%↑ -- Others $$$
$$$ Otis -- OTIS 0.00%↑ -- Others $$$
$$$ WillScot Mobile Mini -- WSC 0.00%↑ -- Others $$$
$$$ Paychex Inc -- PAYX 0.00%↑ -- Write Up $$$
$$$ Danaher Corporation -- DHR 0.00%↑ -- Write Up $$$
$$$ Cirrus Logic -- CRUS 0.00%↑ -- Write Up $$$
$$$ Intel Corporation -- INTC 0.00%↑ -- Write Up $$$
$$$ Huntington Ingalls Industries -- HII 0.00%↑ -- Write Up $$$
$$$ Liquidity Services -- LQDT 0.00%↑ -- Write Up $$$
$$$ Rand Worldwide Inc. -- $RWWI -- Write Up $$$
$$$ Auction Technology Group -- $ATG -- Write Up $$$
LH Group -- $1978.HK -- Write Up
DSW Capital -- $DSW -- Write Up
Avon Protection Plc -- $AVON -- Write Up
Spin Master -- $SNMSF -- Write Up
Burberry -- $BRBY -- Write Up
ADF Group Inc -- $ADFJF -- Write Up
Berkshire Hathaway -- $BRK.A & $BRK.B -- Write Up
Africa Oil Corp -- $AOIFF -- Write Up
Kri-Kri Milk Industry S.A -- $KRI.AT -- Write Up (In Spanish)
Grupa Recykl SA -- $GRC:WSE -- Write Up
Moncler S.p.A. -- $MONC -- Write Up
Big Technologies -- $BIG.L -- Write Up
Macfarlane Group PLC -- $MACF -- Others
Company “Deep Dives” via Audio/Video Formats
Hims & Hers -- HIMS 0.00%↑ -- Podcast
Meta -- META 0.00%↑ -- Podcast
Domino's -- DPZ 0.00%↑ -- Podcast
Novo Nordisk -- NVO 0.00%↑ -- Podcast
Comcast -- CMCSA 0.00%↑ -- Podcast
Netflix -- NFLX 0.00%↑ -- Podcast
Etsy -- ETSY 0.00%↑ -- Podcast
Evolution -- EVO 0.00%↑ $EVVTY -- Podcast
R1 Rcm Inc -- RCM 0.00%↑ -- YouTube
Amazon -- AMZN 0.00%↑ -- YouTube
Warner Bros. Discovery -- WBD 0.00%↑ -- YouTube
Uranium Royalty Corp -- UROY 0.00%↑ -- Substack Audio
Modular Medical -- MODD 0.00%↑ -- Substack Audio
Pioneer Power Solutions, Inc. -- PPSI 0.00%↑ -- Substack Audio
Tesla -- TSLA 0.00%↑ -- Substack Video
Wayfair -- W 0.00%↑ -- Substack Video
Links
Cotrol Your Emotions, Be Disciplined by
A Checklist Approach To Quality Stock Picking by
7 things to AVOID in the stock market by
How to Identify Winning Stocks: Unveiling the Secret Power of ROIC by
Becoming Berkshire: 1963/64 - The American Express Salad Oil Scandal by
Podcasts
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
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