BWM - Issue # 42 - March 17, 2024
Oil & Gas, Banks, eCommerce & Other Big/Small Tech, Gambling, Some Healthcare, couple Shorts, Trading, AI, Lessons, Special Sit, Restaurants & HelloFresh and other things to munch on...
Welcome to the forty second edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Zillow Group, Inc. -- Z 0.00%↑ -- Write Up
The Kraft Heinz Company -- KHC 0.00%↑ -- Write Up
Oracle Corporation -- ORCL 0.00%↑ -- Write Up
Snowflake Inc -- SNOW 0.00%↑ -- Write Up
TSMC -- TSM 0.00%↑ -- Write Up
Frontier Communications Parent Inc -- FYBR 0.00%↑ -- Write Up
Nephros, Inc - NEPH 0.00%↑ -- Write Up
Enfusion Inc. -- ENFN 0.00%↑ -- Write Up
Crocs -- CROX 0.00%↑ -- Write Up
SAP SE -- SAP 0.00%↑ -- Write Up
Petrobras -- PBR 0.00%↑ -- Write Up
LSB Industries -- LXU 0.00%↑ -- Write Up
SoFi -- SOFI 0.00%↑ -- Write Up
Deutsche Bank AG -- DB 0.00%↑ -- Write Up
Danaos Corporation -- DAC 0.00%↑ -- Write Up
Mercado Libre -- MELI 0.00%↑ -- Write Up
British American Tobacco -- BTI 0.00%↑ -- Write Up
Vimeo -- VMEO 0.00%↑ -- Write Up
Petrobras -- PBR 0.00%↑ -- Write Up
Sea Limited -- SE 0.00%↑ -- Others
CrowdStrike -- CRWD 0.00%↑ -- Others
Atmus Filtration -- ATMU 0.00%↑ -- Others
Dollar General -- DG 0.00%↑ -- Others
Duluth Trading -- DLTH 0.00%↑ -- Others
SoFi -- SOFI 0.00%↑ -- Others
Republic Services -- RSG 0.00%↑ -- Others
Nvidia -- NVDA 0.00%↑ -- Others
Bausch Health -- BHC 0.00%↑ -- Others
Palo Alto Networks -- PANW 0.00%↑ -- Others
Heico Inc. -- HEI 0.00%↑ -- Others
$$$ CVS Health Corporation -- CVS 0.00%↑ -- Write Up $$$
$$$ Smartsheet -- SMAR 0.00%↑ -- Write Up $$$
$$$ PropertyGuru -- PGRU 0.00%↑ -- Write Up $$$
$$$ Quest Diagnostics, Inc. -- DGX 0.00%↑ -- Write Up $$$
$$$ MercadoLibre -- MELI 0.00%↑ -- Write Up $$$
$$$ Caesars Entertainment -- CZR 0.00%↑ -- Write Up $$$
$$$ Reckitt Benckiser Group PLC -- $RBGLY -- Write Up $$$
$$$ Prosus -- $PROSY -- Write Up $$$
Armanino Foods -- $AMNF -- Write Up
Grupo Herdez -- $GUZOF -- Write Up
LPP SA -- $WSE:LPP -- Write Up
Origin Enterprises PLC -- $ORENF -- Write Up
Amadeus Fire AG -- $AAD.GR -- Write Up
Okano Valve Manufacturing -- $6492 -- Write Up
GE Vernova -- $GEV -- Write Up
TCL Electronics -- $1070.HK -- Write Up
Hammond Manufacturing -- $HMM.A -- Write Up
NORDWEST Handel AG -- $FRA:NWX -- Write Up
HelloFresh -- $HELFY -- Write Up
Ambase Corp. -- $ABCP -- Write Up
Illumin -- $ILLMF -- Write Up
Barry Callebaut ADR -- $BRRLY -- Write Up (In Spanish)
Saker Aviation Services -- $SKAS -- Write Up
AutoCanada -- $AOCIF -- Write Up
Cranswick PLC -- $CWK.L -- Write Up
Ashtead Group -- $AHT.L -- Write Up
Basso -- $1527 -- Write Up
Unpacking Samsonite -- $HKG:1910 -- Write Up
McCoy Global Inc. -- $MCB.TO -- Others
Evolution -- $EVVTY -- Others
Macfarlane Group PLC -- $LON:MACF -- Others
Total Energy Services -- $TOT.TO -- Others
Company “Deep Dives” via Audio/Video Formats
Celsius Holdings -- CELH 0.00%↑ -- Podcast
Nelnet -- NNI 0.00%↑ -- Podcast
Microsoft -- MSFT 0.00%↑ -- Podcast
D.R. Horton -- DHI 0.00%↑ -- Podcast
Coupang -- CPNG 0.00%↑ -- Podcast
Match Group -- MTCH 0.00%↑ -- Podcast
Moderna -- MRNA 0.00%↑ -- Podcast
UBS -- UBS 0.00%↑ -- Podcast
Evolution -- $EVVTY -- Podcast
Energy Fuels -- UUUU 0.00%↑ -- YouTube
The Lovesac Company -- LOVE 0.00%↑ -- YouTube
Ur-Energy -- URG 0.00%↑ -- YouTube
Next Hydrogen Solutions -- $NXHSF -- YouTube
Constellation Software -- $CSU.TO -- YouTube
TerraVest -- $TVK.TO -- YouTube
Ulta Beauty -- ULTA 0.00%↑ -- Substack Video
On Holding -- ONON 0.00%↑ -- Substack Video
Beyond Meat -- BYND 0.00%↑ -- Substack Video
Links
Elevators [$OTIS, $KNEBV, $SCHP and $6544] by
Summary of Q4 Restaurant Conference Calls by
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
Thank you for including Visa on the list of write-ups