BWM - Issue # 40 - February 17, 2024
Payments, Ecommerce, Medical Devices, a few shorts, Big Tech & lil tech, more Earnings, lots of Podcasts, Telecom, Death, Gold, Candy Bars, and other things to munch on...
Welcome to the fortieth edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Etsy -- ETSY 0.00%↑ -- Write Up
Hershey -- HSY 0.00%↑ -- Write Up
American Coastal Insurance Corp -- ACIC 0.00%↑ -- Write Up
EnerSys -- ENS 0.00%↑ -- Write Up
Arm Holdings -- ARM 0.00%↑ -- Write Up
Viemed - VMD 0.00%↑ -- Write Up
Kinsale Capital Group Inc -- KNSL 0.00%↑ -- Write Up
Franco-Nevada Corporation -- FNV 0.00%↑ -- Write Up
Dun & Bradstreet -- DNB 0.00%↑ -- Write Up
BankUnited -- BKU 0.00%↑ -- Write Up
Novo Nordisk -- NVO 0.00%↑ -- Write Up
Spotify Technology -- SPOT 0.00%↑ -- Write Up
Planet Labs -- PL 0.00%↑ -- Write Up
Unity Software -- U 0.00%↑ -- Write Up
CoStar Group -- CSGP 0.00%↑ -- Write Up
Everbridge -- EVBG 0.00%↑ -- Write Up
ACADIA Pharmaceuticals Inc -- ACAD 0.00%↑ -- Write Up
PayPal -- PYPL 0.00%↑ -- Write Up
Palantir -- PLTR 0.00%↑ -- Others
Philip Morris International -- PM 0.00%↑ -- Others
Encore Wire -- WIRE 0.00%↑ -- Others
SoFi -- SOFI 0.00%↑ -- Others
The Trade Desk -- TTD 0.00%↑ -- Others
InMode -- INMD 0.00%↑ -- Others
Arista Networks -- ANET 0.00%↑ -- Others
Kinsale -- KNSL 0.00%↑ -- Others
$$$ Occidental Petroleum -- OXY 0.00%↑ -- Write Up $$$
$$$ Copart -- CPRT 0.00%↑ -- Write Up $$$
$$$ Unisys -- UIS 0.00%↑ -- Write Up $$$
$$$ The Trade Desk -- TTD 0.00%↑ -- Write Up $$$
$$$ Comcast Corporation -- CMCSA 0.00%↑ -- Write Up $$$
$$$ Ashtead Group -- $ASHTY -- Write Up $$$
$$$ RATIONAL AG -- $RAA -- Write Up $$$
$$$ Acter Co Ltd -- $5536 -- Write Up $$$
$$$ Volkswagen -- $VWAGY -- Write Up $$$
Payfare -- $PAY.TO -- Write Up
SK Japan -- $7608 -- Write Up
Poulaillon SA -- $ALPOU -- Write Up
FORACO International S.A -- $$FAR.TO -- Write Up
HBM Healthcare Investments -- $HBMN.SW -- Write Up
Fu Shou Yuan International -- $1448 -- Write Up
Basic Fit NV -- $BSFFF -- Write Up (In Spanish)
Company “Deep Dives” via Audio/Video Formats
Unity Software -- U 0.00%↑ -- Podcast
Spotify -- SPOT 0.00%↑ -- Podcast
Meta -- META 0.00%↑ -- Podcast
Intel Corp -- INTC 0.00%↑ -- Podcast
Alibaba Group -- BABA 0.00%↑ -- Podcast
Disney -- DIS 0.00%↑ -- Podcast
New York Community Bancorp -- NYCB 0.00%↑ -- Podcast
Arthur J. Gallagher & Co -- AJG 0.00%↑ -- Podcast
Booking Holdings Inc -- BKNG 0.00%↑ -- Podcat
Alphabet -- GOOG 0.00%↑ GOOGL 0.00%↑ -- YouTube
Mongodb Inc -- MDB 0.00%↑ -- YouTube
Snapchat -- SNAP 0.00%↑ -- Substack Video
Robinhood -- HOOD 0.00%↑ -- Substack Video
Links
3 stocks I'm buying now (February 2024 edition) by
Podcasts
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
Thank you for featuring our Ashtead article. We hope that our analysis will help readers understand its fundamental performance compared to United Rentals and whether the divergent stock price movements make sense.
Thank you for including my write up on Novo Nordisk