BWM - Issue # 43 - March 31, 2024
Hotels, Restaurants, Risky Bets, Big Tech, Gym-Wear, IPOs, SOTP Plays, LatAm, Payments, Ai, Learning from Others, Groceries, Toast and other things to munch on...
Welcome to the forty third edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Lululemon Athletica Inc -- LULU 0.00%↑ -- Write Up
IAC -- IAC 0.00%↑ -- Write Up
Restaurant Brands International Inc -- QSR 0.00%↑ -- Write Up
Reddit -- RDDT 0.00%↑ -- Write Up
BlackRock -- BLK 0.00%↑ -- Write Up
Cronos Group -- CRON 0.00%↑ -- Write Up
Hims & Hers Health Inc -- HIMS 0.00%↑ -- Write Up
Interactive Brokers -- IBKR 0.00%↑ -- Write Up
The Bancorp Inc -- TBBK 0.00%↑ -- Write Up (Download)
Equinix Inc -- EQIX 0.00%↑ -- Write Up
Gladstone Commercial Corp -- GOOD 0.00%↑ -- Write Up
PAR Technology Corporation -- PAR 0.00%↑ -- Write Up
Builders FirstSource -- BLDR 0.00%↑ -- Write Up
Danaher Corporation -- DHR 0.00%↑ -- Write Up
J.P. Morgan Chase & Co -- JPM 0.00%↑ -- Write Up
Biglari Holdings -- BH 0.00%↑ -- Write Up
Liberty Latin America -- LILA 0.00%↑ -- Write Up
Canada Goose -- GOOS 0.00%↑ -- Write Up
Dada Nexus -- DADA 0.00%↑ -- Write Up
Yiren Digital -- YRD 0.00%↑ -- Write Up
Millicom International Cellular SA -- TIGO 0.00%↑ -- Write Up
Solventum -- SOLV 0.00%↑ -- Write Up
Hirequest Inc -- HQI 0.00%↑ -- Write Up
Booking Holdings Inc -- BKNG 0.00%↑ -- Write Up
Ulta Beauty -- ULTA 0.00%↑ -- Write Up
Reddit -- RDDT 0.00%↑ -- Write Up
Boston Omaha -- BOC 0.00%↑ -- Write Up
Xometry Inc -- XMTR 0.00%↑ -- Write Up
SPS Commerce -- SPSC 0.00%↑ -- Write Up
AbCellera Biologics -- ABCL 0.00%↑ -- Write Up
Marriott International -- MAR 0.00%↑ -- Write Up
Hilton Grand Vacations Inc -- HGV 0.00%↑ -- Write Up
OTIS -- OTIS 0.00%↑ -- Others
Apple -- AAPL 0.00%↑ -- Others
Tesla -- TSLA 0.00%↑ -- Others
Hershey -- HSY 0.00%↑ -- Others
The GEO Group -- GEO 0.00%↑ -- Others
Danaher Corporation -- DHR 0.00%↑ -- Others
Cardlytics -- CDLX 0.00%↑ -- Others
NIKE -- NKE 0.00%↑ -- Others
Nvidia -- NVDA 0.00%↑ -- Others
Tesla -- TSLA 0.00%↑ -- Others
Visa Inc -- V 0.00%↑ -- Others
Snowflake -- SNOW 0.00%↑ -- Others
Oracle Corporation -- ORCL 0.00%↑ -- Others
CrowdStrike -- CRWD 0.00%↑ -- Others
Airbnb -- ABNB 0.00%↑ -- Others
Promotion
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Promotion
$$$ Enviri -- NVRI 0.00%↑ -- Write Up $$$
$$$ Toast, Inc -- TOST 0.00%↑ -- Write Up $$$
$$$ STMicroelectronics NV -- STM 0.00%↑ -- Write Up $$$
$$$ Rush Street Interactive -- RSI 0.00%↑ -- Write Up $$$
$$$ Dutch Bros -- BROS 0.00%↑ -- Write Up $$$
$$$ Manchester United -- MANU 0.00%↑ -- Write Up $$$
$$$ Taidoc Technology Corp -- $TPE:4736 -- Write Up $$$
$$$ Sony -- $6758.JP -- Write Up $$$
$$$ Ryanair Holdings PLC -- RYAAY 0.00%↑ -- Write Up $$$
deWol Industries -- $IT:SCK -- Write Up
Dino Polska -- $DNP.WA -- Write Up
Volex Plc -- $VLX.L -- Write Up
Aecon Group Inc -- $TSX:ARE -- Write Up
NTG Clarity -- $NCI.V -- Write Up
Croda -- $COIHY -- Write Up
General Electric Verona -- GEV 0.00%↑ -- Write Up
Nissin Foods -- $1475:HK -- Write Up
Cornerstone FS -- $LON:CSFS -- Write Up
Yellow Corp -- $YELLQ -- Write Up
Scanway SA -- $SCW:WSE -- Write Up (In Polish)
Qualitau Ltd -- $QLTU -- Write Up
Moberg Pharma AB -- $MOB.STO -- Others
Games Workshop Group PLC -- $GMWKF -- Others
Bastide le Confort Medical SA -- $BLC:PAR -- Others
Innovative Food Holdings Inc -- $IVFH -- Others
Cipher Pharmaceuticals Inc -- $CPH.TO -- Others
Company “Deep Dives” via Audio/Video Formats
Burford -- BUR 0.00%↑ -- Podcast
Real -- REAX 0.00%↑ -- Podcast
Intuitive Surgical -- ISRG 0.00%↑ -- Podcast
Coupang -- CPNG 0.00%↑ -- Podcast
GEN Restaurant Group Inc -- GENK 0.00%↑ -- Podcast
DoorDash -- DASH 0.00%↑ -- Podcast
Manchester United -- MANU 0.00%↑ -- Podcast
Boeing -- BA 0.00%↑ -- Podcast
Mitsubishi Corp -- $MSBHF -- Podcast
Alpha Metallurgical Resources Inc -- AMR 0.00%↑ -- YouTube
BOSTON OMAHA -- BOC 0.00%↑ -- YouTube (In Spanish)
Avantor, Inc. -- AVTR 0.00%↑ -- YouTube
Tav Havalimalari Holding AS -- $TAVHY -- YouTube
Pentamaster International -- $1665.HK -- Substack Video
Oracle -- ORCL 0.00%↑ -- Substack Video
Adobe -- ADBE 0.00%↑ -- Substack Video
Links
How to consistently beat the market 🎯 by
Investing Lessons: Mindlessly Averaging Down by
Fundsmith Annual general meeting 2023 by
I went through the financials of every stock in HK - Part 1 by
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
Appreciate the share!
Thank you for including my update on Cipher