BWM - Issue # 46 - May 11, 2024
BWM - Issue # 46 - May 11, 2024
Cars, Banks, Technology, Earnings (lots of them), Food, Builders, Tobacco, China, Investing Lessons, Berkshire Hathaway, Travel , Gaming, Charlie Munger, Peanut Brittle and other things to munch on...
Welcome to the forty sixth edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
GEN Restaurant -- GENK 0.00%↑ -- Write Up
Motorcar Parts of America -- MPAA 0.00%↑ -- Write Up
ESAB Corporation -- ESAB 0.00%↑ -- Write Up
Inmode -- INMD 0.00%↑ -- Write Up
Amplify Energy -- AMPY 0.00%↑ -- Write Up
Perimeter Solutions -- PRM 0.00%↑ -- Write Up
Chipotle Mexican Grill -- CMG 0.00%↑ -- Write Up
Netflix -- NFLX 0.00%↑ -- Write Up
Electronic Arts -- EA 0.00%↑ -- Write Up
ReposiTrak -- TRAK 0.00%↑ -- Write Up
Gerdau SA -- GGB 0.00%↑ -- Write Up
Booking Holdings -- BKNG 0.00%↑ -- Write Up
Aon -- AON 0.00%↑ -- Write Up
Paycom -- PAYC 0.00%↑ -- Write Up
Boston Omaha -- BOC 0.00%↑ -- Others
Starbucks -- SBUX 0.00%↑ -- Others
Bank OZK -- OZK 0.00%↑ -- Others
Airbnb -- ABNB 0.00%↑ -- Others
Rocket Lab -- RKLB 0.00%↑ -- Others
SoFi -- SOFI 0.00%↑ -- Others
Amazon -- AMZN 0.00%↑ -- Others
Meta -- META 0.00%↑ -- Others
Remitly -- RELY 0.00%↑ -- Others
Microsoft -- MSFT 0.00%↑ -- Others
Markel Group -- MKL 0.00%↑ -- Others
Tesla -- TSLA 0.00%↑ -- Others
Viemed -- VMD 0.00%↑ -- Others
MercadoLibre -- MELI 0.00%↑ -- Others
Apple -- AAPL 0.00%↑ -- Others
Palantir -- PLTR 0.00%↑ -- Others
Booking Holdings -- BKNG 0.00%↑ -- Others
Cardlytics -- CDLX 0.00%↑ -- Others
Madison Square Garden Entertainment -- MSGE 0.00%↑ -- Others
$$$ Uniti Group — UNIT 0.00%↑ — Write Up $$$
$$$ Meta Platforms — META 0.00%↑ — Write Up $$$
$$$ Delta Air Lines — DAL 0.00%↑ — Write Up $$$
$$$ Coupang — CPNG 0.00%↑ — Write Up $$$
$$$ Gofore — $HEL:GOFORE — Write Up $$$
$$$ Ørsted A/S — $ORSTED.DK — Write Up $$$
Swatch Group -- $UHR.SW -- Write Up
Card Factory -- $LSE:CARD -- Write Up
Okayamaken Freight Transportation -- $9063 -- Write Up
Burberry Group PLC -- $BURBY -- Write Up
Kri Kri Milk Industry SA -- $FRA:AO2 -- Write Up
Aecon Group -- $ARE.TO -- Write Up
IMAX China -- $HKG:1970 -- Write Up
Centurion Corporation -- $SGX:OU8 -- Write Up
Daiwabo -- $TYO:3107 -- Write Up
Ecora Resources -- $ECRAF -- Others
Cipher Pharmaceuticals -- $CPHRF -- Others
STEP Energy Services -- $STEP.TO -- Others
Dino Polska -- $DNP.WA -- Others
Company “Deep Dives” via Audio/Video Formats
British American Tobacco -- BTI 0.00%↑ -- Podcast
Spotify -- SPOT 0.00%↑ -- Podcast
Lindsay Corp -- LNN 0.00%↑ -- YouTube
Reddit -- RDDT 0.00%↑ -- YouTube
Starbucks -- SBUX 0.00%↑ -- YouTube
Intel -- INTC 0.00%↑ -- YouTube
Boston Omaha -- BOC 0.00%↑ -- YouTube
Enterprise Product Partners LP -- EPD 0.00%↑ -- YouTube
Builders FirstSource -- BLDR 0.00%↑ -- YouTube
Aehr Test Systems -- AEHR 0.00%↑ -- Substack Video
Cloudflare -- NET 0.00%↑ -- Substack Video
Photronics -- PLAB 0.00%↑ -- Substack Video
D. R. Horton -- DHI 0.00%↑ -- Substack Video
Natural Resource Partners -- NRP 0.00%↑ -- Substack Audio
Townsquare Media -- TSQ 0.00%↑ -- Substack Audio
Links
Professional Investment Thesis Compilation #1 by
What Is A Stock Split and What Causes It? by
10 Lessons From 2024 Berkshire Hathaway Annual Shareholder Meeting by
Podcast+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!