BWM - Issue # 41 - March 3, 2024
Banks, Drugs, A Few Shorts, Tobacco, Gaming, Berkshire, Energy, a lot of Tech, IPOs, some Reading materials, International, Fast Foods, Bananas and other things to munch on...
Welcome to the forty first edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Atmus Filtration -- ATMU 0.00%↑ -- Write Up
Renovaro BioSciences -- RENB 0.00%↑ -- Write Up
Novo Nordisk A/S Part 2 -- NVO 0.00%↑ -- Write Up
Fluence Energy, Inc. -- FLNC 0.00%↑ -- Write Up
Duolingo -- DUOL 0.00%↑ -- Write Up
AirSculpt Technologies -- AIRS 0.00%↑ -- Write Up
Nubank -- NU 0.00%↑ -- Write Up
Planet Labs PBC -- PL 0.00%↑ -- Write Up
Comfort Systems USA -- FIX 0.00%↑ -- Write Up
Hims & Hers Health Inc -- HIMS 0.00%↑ -- Write Up
Driven Brands Holdings -- DRVN 0.00%↑ -- Write Up
Lee Enterprises Inc -- LEE 0.00%↑ -- Write Up
MSA Safety -- MSA 0.00%↑ -- Write Up
Root, Inc -- ROOT 0.00%↑ -- Write Up
Lovesac Co -- LOVE 0.00%↑ -- Write Up
Klaviyo Inc -- KVYO 0.00%↑ -- Write Up
Dole plc -- DOLE 0.00%↑ -- Write Up
SoundHound AI -- SOUN 0.00%↑ -- Write Up
AMD -- AMD 0.00%↑ -- Others
Chipotle -- CMG 0.00%↑ -- Others
Netflix -- NFLX 0.00%↑ -- Others
Nvidia -- NVDA 0.00%↑ -- Others
MercadoLibre -- MELI 0.00%↑ -- Others
Copart Inc. -- CPRT 0.00%↑ -- Others
Amazon -- AMZN 0.00%↑ -- Others
McDonald -- MCD 0.00%↑ -- Others
Brookfield Asset Management -- BAM 0.00%↑ -- Others
Intel Corp -- INTC 0.00%↑ -- Others
SoFi -- SOFI 0.00%↑ -- Others
WW International Inc -- WW 0.00%↑ -- Others
Bel Fuse Inc. -- BELFB 0.00%↑ -- Others
Waste Management -- WM 0.00%↑ -- Others
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Promotion
$$$ Planet Fitness -- PLNT 0.00%↑ -- Write Up $$$
$$$ The Walt Disney Company -- DIS 0.00%↑ -- Write Up $$$
$$$ NVIDIA Corporation -- NVDA 0.00%↑ -- Write Up $$$
$$$ Rentokil Initial -- RTO 0.00%↑ -- Write Up $$$
$$$ Appian -- APPN 0.00%↑ -- Write Up $$$
$$$ Mastercard -- MA 0.00%↑ -- Write Up $$$
Yangzijiang Financial -- $YF8.SG -- Write Up
Haier Smart Home -- $HSHCY -- Write Up
Berkshire Hathaway -- $BRK -- Write Up
EVOLUTION GAMING -- $EVVTY -- Write Up (In Spanish)
Bloomsbury Publishing -- $LSE:BMY -- Write Up
Haypp Group -- $STO:HAYPP -- Write Up
Perfect Medical -- $1830.HK -- Write Up
Dr. Martens -- $LSE:DOCS -- Write Up
Takeuchi -- $6432 -- Write Up
Thermal Energy Int'l -- $TMG.V -- Write Up
Athens International Airport SA -- $FRA:901 -- Write Up (In Spanish)
U & I Financial Corp -- $UNIF -- Write Up
DNO ASA -- $DTNOF -- Write Up
Civitanavi Systems SpA -- $CNS.MI -- Write Up
Evolution Gaming -- $EVVTY -- Others
Pason Systems Inc -- $$PSI.to -- Others
Saga Furs -- $HEL:SAGCV -- Others
FFD Financial Corp -- $FFDF -- Others
PHX Energy Services -- $PHX.to -- Others
Company “Deep Dives” via Audio/Video Formats
Evolution -- $EVVTY -- Podcast
Hermes -- $HESAY -- Podcast
Constellation Software Inc -- $CNSWF -- Podcast
Evolution -- $EVVTY -- Podcast
London Stock Exchange Group -- $LNSTY -- Podcast
Sonos -- SONO 0.00%↑ -- Podcast
Boeing -- BA 0.00%↑ -- Podcast
Heico Corp -- HEI 0.00%↑ -- Podcast
Roku Inc -- ROKU 0.00%↑ -- Podcast
elf Beauty Inc -- ELF 0.00%↑ -- Podcast
M tron Industries Inc -- MPTI 0.00%↑ -- Podcast
KKR & Co Inc -- KKR 0.00%↑ -- Podcast
Warner Bros. Discovery -- WBD 0.00%↑ -- Podcast
Kits Eyecare Ltd -- $TSX:KITS -- Podcast
GYM Group PLC -- $GYYMF -- Podcast
British American Tobacco -- BTI 0.00%↑ -- YouTube
IperionX -- IPX 0.00%↑ -- YouTube
N-Able Inc -- NABL 0.00%↑ -- YouTube
LSL Pharma Group -- $TSX-V:LSL -- Substack Audio
D-BOX Technologies Inc. -- $TSX:DBO -- Substack Audio
PrairieSky Royalty -- $PREKF -- Substack Audio
The St. Joe Company -- JOE 0.00%↑ -- Substack Audio
Disney -- DIS 0.00%↑ -- Substack Video
ResMed -- RMD 0.00%↑ -- Substack Video
Links
Beginner Book List Update by Petty Cash
Reading Roundup: February 2024 by
Video game layoffs are a feature, not a bug by
Becoming Berkshire: 1965 - Hostile Takeover by
A Journey of Energy and Human Development by
If You Don't Know What Game You're Playing, You've Already Lost by
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
Thanks for the link :-)
Thank you for the double mention Yegor (Amazon & Rentokil).