BWM - Issue # 44 - April 14, 2024
BWM - Issue # 44 - April 14, 2024
Athletic Apparels, Mining, Consumer Staples, Few Shorts, Banks, Lots of Asia, Lessons, Gaming, Metals, anit-ESG, Obviously lots of Tech, Sushi and other things to munch on...
Welcome to the forty fourth edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Solventum -- SOLV 0.00%↑ -- Write Up
Madison Square Garden Entertainment -- MSGE 0.00%↑ -- Write Up
Dayforce Inc -- DAY 0.00%↑ -- Write Up
TransMedics Group -- TMDX 0.00%↑ -- Write Up
Micron Technology -- MU 0.00%↑ -- Write Up
Nike, Inc. -- NKE 0.00%↑ -- Write Up
T. Rowe Price -- TROW 0.00%↑ -- Write Up
Destiny Tech100 Inc -- DXYZ 0.00%↑ -- Write Up
UWM Holdings Corp -- UWMC 0.00%↑ -- Write Up
Sealed Air -- SEE 0.00%↑ -- Write Up
Starbucks -- SBUX 0.00%↑ -- Write Up
Carrier -- CARR 0.00%↑ -- Write Up
Ring Central -- RNG 0.00%↑ -- Write Up
Lululemon -- LULU 0.00%↑ -- Write Up
Consensus Cloud Solutions -- CCSI 0.00%↑ -- Write Up
VSE Corporation -- VSEC 0.00%↑ -- Write Up
Harrow, Inc -- HROW 0.00%↑ -- Write Up
Robinhood -- HOOD 0.00%↑ -- Write Up
Globe Life -- GL 0.00%↑ -- Write Up
Fortinet -- FTNT 0.00%↑ -- Write Up
AXT Inc -- AXTI 0.00%↑ -- Write Up (Download)
Hurco Companies -- HURC 0.00%↑ -- Write Up
Enphase Energy -- ENPH 0.00%↑ -- Write Up
TSMC -- TSM 0.00%↑ -- Write Up
Achieve Life Sciences -- ACHV 0.00%↑ -- Write Up
Stellantis -- STLA 0.00%↑ -- Write Up
Duolingo Inc -- DUOL 0.00%↑ -- Others
J.P. Morgan Chase & Co -- JPM 0.00%↑ -- Others
Kura Sushi -- KRUS 0.00%↑ -- Others
GitLab -- GTLB 0.00%↑ -- Others
Match Group -- MTCH 0.00%↑ -- Others
Rocket Lab -- RKLB 0.00%↑ -- Others
Lululemon -- LULU 0.00%↑ -- Others
Opera -- OPRA 0.00%↑ -- Others
Nano-X Imaging -- NNOX 0.00%↑ -- Others
Makemytrip Ltd -- MMYT 0.00%↑ -- Others
SoFi -- SOFI 0.00%↑ -- Others
MercadoLibre -- MELI 0.00%↑ -- Others
Tesla -- TSLA 0.00%↑ -- Others
AST SpaceMobile -- ASTS 0.00%↑ -- Others
Xometry -- XMTR 0.00%↑ -- Others
Boston Omaha -- BOC 0.00%↑ -- Others
$$$ Lululemon -- LULU 0.00%↑ -- Write Up $$$
$$$ Lamb Weston Holdings -- LW 0.00%↑ -- Write Up $$$
$$$ Celsius -- CELH 0.00%↑ -- Write Up $$$
$$$ Marqeta -- MQ 0.00%↑ -- Write Up $$$
$$$ American Express -- AXP 0.00%↑ -- Write Up $$$
$$$ 3M Company -- MMM 0.00%↑ -- Write Up $$$
$$$ The Kroger Co -- KR 0.00%↑ -- Write Up $$$
$$$ MRC Global -- MRC 0.00%↑ -- Write Up $$$
$$$ Orion Engineered Carbons S.A. -- OEC 0.00%↑ -- Write Up $$$
$$$ Dino Polska -- $DNOPY -- Write Up $$$
$$$ SK Japan -- $7608 -- Write Up $$$
Alphawave Semi -- $LSE:AWE -- Write Up
Scott's Liquid Gold -- $SLGD -- Write Up
Scandinavian Tobacco Group -- $SNDVF -- Write Up
Text SA -- $WSE:TXT -- Write Up (In Spanish)
Barry Callebaut -- $BRRLY -- Write Up
AutoCanada Inc -- $TSE:ACQ -- Write Up
Surgical Science -- $STO:SUS -- Write Up
Odontoprev SA -- $BVMF:ODPV3 -- Write Up
YouGov plc -- $LON:YOU -- Write Up
Cipher Pharma -- $CPHRF -- Write Up
Mandarake -- $2652.T -- Write Up
Fonix Mobile PLC -- $LON:FNX -- Write Up
Valeura Energy -- $VLERF -- Write Up
Water Oasis -- $1161.HK -- Write Up
Vita Life Sciences -- $ASX:VLS -- Write Up
VERSES AI -- $VRSSF -- Write Up
Dino Polska -- $DNOPY -- Write Up
Tier 1 Technology SA -- $BME:TR1 -- Write Up
Aalberts -- $AMS:AALB -- Write Up
Innovation Food Holdings -- $IVFH -- Write Up
High Arctic Energy Services -- $HGHAF -- Others
Evolution -- $EVVTY -- Others
TCL Electronics -- $1070.HK -- Others
FY Group -- $6807.TW -- Others
Pax Global -- $0327.HK -- Others
Company “Deep Dives” via Audio/Video Formats
Alibaba -- BABA 0.00%↑ -- Podcast
Tractor Supply -- TSCO 0.00%↑ -- Podcast
Netflix -- NFLX 0.00%↑ -- Podcast
XPEL -- XPEL 0.00%↑ -- Podcast
Byrna Technologies -- BYRN 0.00%↑ -- Podcast
GoGo -- GOGO 0.00%↑ -- Podcast
Duolingo -- DUOL 0.00%↑ -- Podcast
Coscto -- COST 0.00%↑ -- Podcast
Roblox -- RBLX 0.00%↑ -- Podcast
Terawulf Inc -- WULF 0.00%↑ -- YouTube
Contango ORE Inc -- CTGO 0.00%↑ -- YouTube
Hycroft Mining -- HYMC 0.00%↑ -- YouTube
Revival Gold Inc -- $RVLGF -- YouTube
Haypp Group AB -- $STO:HAYPP -- YouTube
Currency Exchange International -- $CXI -- Substack Audio
MicroStrategy -- MSTR 0.00%↑ -- Substack Video
Mobileye -- MBLY 0.00%↑ -- Substack Video
Rocket Lab -- RKLB 0.00%↑ -- Substack Video
Links
Lithium by
The New Financial Capitalists by
The Perils of Short Selling by Bristlemoon Capital
My Ranking of 15 Quality Stocks by Make Money, Make Time
15 Ideas from Seth Klarman’s Margin of Safety by
8 Metrics Warren Buffett use to Identify Quality by
Precious metals investing - a beginner's guide by
5 Insights From Warren Buffett’s 2023 Annual Letter by Behavioral Value Investor
A simple strategy that beats the market by Atmos Invest - Hunting for 100-baggers
Schools, Churches, and Banks: Takeaways From The Banking Symposium #2 by
Podcasts
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
Thank you for the shoutout!
Thank you for considering my article. :-)