BWM - Issue # 45 - April 28, 2024
BWM - Issue # 45 - April 28, 2024
Founders, Sports, Earnings, Gaming, IPOs, Energy, Lots of Tech, Many shorts, Cars, Banks, Japan, China, Lessons from Great Investors, Capital, Groceries, Burritos, and other things to munch on...
Welcome to the forty fifth edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
PowerSchool Holdings, Inc -- PWSC 0.00%↑ -- Write Up
Xpel Inc -- XPEL 0.00%↑ -- Write Up
Nike -- NKE 0.00%↑ -- Write Up
UnitedHealth Group -- UNH 0.00%↑ -- Write Up
Nvidia -- NVDA 0.00%↑ -- Write Up
Tesla -- TSLA 0.00%↑ -- Write Up
Kinsale Capital Group -- KNSL 0.00%↑ -- Write Up
IAC -- IAC 0.00%↑ -- Write Up
TSMC -- TSM 0.00%↑ -- Write Up
Ginkgo Bioworks -- DNA 0.00%↑ -- Write Up
MercadoLibre -- MELI 0.00%↑ -- Write Up
Axcelis Technologies -- ACLS 0.00%↑ -- Write Up
authID -- AUID 0.00%↑ -- Write Up
Standard Motor Products -- SMP 0.00%↑ -- Write Up
ExxonMobil -- XOM 0.00%↑ -- Write Up
Vale -- VALE 0.00%↑ -- Write Up
Lion Electric -- LEV 0.00%↑ -- Write Up
UFP Industries -- UFPI 0.00%↑ -- Write Up
Celsius Holdings -- CELH 0.00%↑ -- Write Up
META -- META 0.00%↑ -- Write Up
Ferrari -- RACE 0.00%↑ -- Write Up
NVR -- NVR 0.00%↑ -- Write Up
China Automotive Systems -- CAAS 0.00%↑ -- Write Up
Formula One -- FWONK 0.00%↑ -- Write Up
Netflix Inc -- NFLX 0.00%↑ -- Write Up
Kinsale Capital Group -- KNSL 0.00%↑ -- Write Up
Belden -- BDC 0.00%↑ -- Write Up
Delta Airlines -- DAL 0.00%↑ -- Others
Chipotle Mexican Grill -- CMG 0.00%↑ -- Others
ASML Holding -- ASML 0.00%↑ -- Others
The Kroger Co -- KR 0.00%↑ -- Others
Domino’s Pizza -- DPZ 0.00%↑ -- Others
Signet Jewelers Ltd -- SIG 0.00%↑ -- Others
SoFi -- SOFI 0.00%↑ -- Others
Meta -- META 0.00%↑ -- Others
Robinhood -- HOOD 0.00%↑ -- Others
Alphabet -- GOOG 0.00%↑ GOOGL 0.00%↑ -- Others
Cardlytics -- CDLX 0.00%↑ -- Others
Airbnb -- ABNB 0.00%↑ -- Others
Encore Wire -- WIRE 0.00%↑ -- Others
Brookfield Infrastructure Partners L.P -- BIP 0.00%↑ -- Others
Burford -- BUR 0.00%↑ -- Others
Nike -- NKE 0.00%↑ -- Others
Philip Morris International -- PM 0.00%↑ -- Others
Hingham Institution For Savings -- HIFS 0.00%↑ -- Others
Lululemon -- LULU 0.00%↑ -- Others
Meta Platforms -- META 0.00%↑ -- Others
Alphabet -- GOOG 0.00%↑ -- Others
SoFi -- SOFI 0.00%↑ -- Others
$$$ Solventum — SOLV 0.00%↑ — Write Up $$$
$$$ Primerica — PRI 0.00%↑ — Write Up $$$
$$$ Adobe — ADBE 0.00%↑ — Write Up $$$
$$$ FedEx — FDX 0.00%↑ — Write Up $$$
$$$ Perficient — PRFT 0.00%↑ — Write Up $$$
$$$ Pinetree Capital Ltd — $PNPFF — Write Up $$$
$$$ Eagle Nice International Holdings — $2368.HK — Write Up $$$
$$$ Lao Feng Xiang B-share — $900905.CH — Write Up $$$
Supreme PLC -- $LON:SUP -- Write Up
Kelly Partners -- $KPGHF -- Write Up
Keck Seng Investments -- $0184.HK -- Write Up
Bunzl plc -- $LON:BNZL -- Write Up (In Spanish)
Kering -- $PPRUY -- Write Up
Dino Polska -- $DNOPY -- Write Up
Exor -- $EXXRF -- Write Up
Valtecne SpA -- $IT:VLT -- Write Up
Universal Music Group -- $UMG -- Write Up
Pulse Seismic -- $PLSDF -- Write Up
SITC International -- $1308.HK -- Write Up
Maschinenfabrik Berthold Hermle -- $MBH3 -- Write Up
Pinetree Capital -- $PNPFF -- Write Up
Secure Energy Services -- $SECYF -- Write Up
Bouvet -- $FRA:BV4 -- Write Up
BQE Water -- $BTQNF -- Write Up
ALK-Abelló A/S -- $AKBLF -- Write Up
Epsilon Net S.A. -- $EPSIL.AT -- Write Up
Kitwave -- $LON:KITW -- Write Up
tinyBuild -- $LON:TBLD -- Others
Adyen -- $ADYEY -- Others
HelloFresh -- $HELFY -- Others
Evolution -- $EVVTY -- Others
Evolution -- EVO 0.00%↑ -- Others
Moberg & Cipher -- $MOB.ST & $CPH.TO -- Others
Company “Deep Dives” via Audio/Video Formats
Winmark -- WINA 0.00%↑ -- Podcast
PAR Technology Corp -- PAR 0.00%↑ -- Podcast
Reddit -- RDDT 0.00%↑ -- Podcast
Shell -- SHEL 0.00%↑ -- Podcast
Microsoft -- MSFT 0.00%↑ -- Podcast
Gartner -- IT 0.00%↑ -- Podcast
AMD -- AMD 0.00%↑ -- Podcast
Charter Communications -- CHTR 0.00%↑ -- Podcast
Globe Life -- GL 0.00%↑ -- Podcast
BQE Water -- $BQE.V -- Podcast
Target Hospitality Corp -- TH 0.00%↑ -- YouTube
Boston Omaha -- BOC 0.00%↑ -- YouTube
Energy Fuels -- UUUU 0.00%↑ -- YouTube
Hycroft Mining -- HYMC 0.00%↑ -- YouTube
Alimentation Couche-Tard -- $ANCTF -- YouTube
Evolution -- $EVVTY -- YouTube
Hamilton Thorne Ltd -- $HTLZF -- YouTube
FRMO Corp -- $FRMO -- Substack Audio
SK Japan -- $7608 -- Substack Audio
Tesla -- TSLA 0.00%↑ -- Substack Video
Cava -- CAVA 0.00%↑ -- Substack Video
Boeing -- BA 0.00%↑ -- Substack Video
DraftKings -- DKNG 0.00%↑ -- Substack Video
Links
Shelf Life by Ian Cassel
The Future of Investing by Bogumil Baranowski's Substack
The Quality Growth System by Invest in Quality
The Art of Investing in Banks by Pari Passu
Founder-led Stocks vs S&P 500 by Business Invest
Alternative data & insights for April by UncoverAlpha
Teaching Finance: A First Semester In Review by
Defense Contractors: Peace Means Having the Bigger Stick by
How to Navigate Japanese filings Without Knowing Japanese (Continuous Update) by
Podcast+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
P.S.S. See y’all next week at Omaha!
Thanks a lot for sharing my how-to guide on how to navigate JP filings w/o knowing Japanese and podcast on SK Japan (7608) YZ!