BWM - Issue # 47 - May 26, 2024

Some Earnings, Lots of Shorts, Big Tech, Food, Banks, Lessons from Legends, Media, Europe, Shenanigans, Communications, Healthcare, Semis, Retail, Coffee or Coke with other things to munch on...

Welcome to the forty seventh edition of BWM (Bi-Weekly Munchies) …

Let the munching begin!

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Company Write Ups/Others

New Fortress Energy -- NFE 0.00%↑ -- Write Up

Boot Barn Holdings -- BOOT 0.00%↑ -- Write Up

Enzo Biochem -- ENZ 0.00%↑ -- Write Up

Hingham Institution for Savings -- HIFS 0.00%↑ -- Write Up

Starbucks -- SBUX 0.00%↑ -- Write Up

PayPal -- PYPL 0.00%↑ -- Write Up

Insulet Corp -- PODD 0.00%↑ -- Write Up

Malibu Boats -- MBUU 0.00%↑ -- Write Up

Backblaze -- BLZE 0.00%↑ -- Write Up

Arista Networks, Inc -- ANET 0.00%↑ -- Write Up

Deere -- DE 0.00%↑ -- Write Up

Safety Shot -- SHOT 0.00%↑ -- Write Up

Coastal Financial Corporation -- CCB 0.00%↑ -- Write Up

Nubank -- NU 0.00%↑ -- Write Up

Core & Main -- CNM 0.00%↑ -- Write Up

Perion -- PERI 0.00%↑ -- Write Up

ZoomInfo -- ZI 0.00%↑ -- Write Up

Klaviyo -- KVYO 0.00%↑ -- Write Up

Sow Good Inc -- SOWG 0.00%↑ -- Write Up

Sunopta -- STKL 0.00%↑ -- Write Up

NuScale -- SMR 0.00%↑ -- Write Up

MSCI Inc -- MSCI 0.00%↑ -- Write Up

The Aaron's Company -- AAN 0.00%↑ -- Write Up

ODDITY Tech Limited -- ODD 0.00%↑ -- Write Up

Toro -- TTC 0.00%↑ -- Write Up

biote Corp -- BTMD 0.00%↑ -- Write Up

MercadoLibre -- MELI 0.00%↑ -- Write Up

GigaCloud Technology Inc -- GCT 0.00%↑ -- Write Up

Altria -- MO 0.00%↑ -- Others

Chubb -- CB 0.00%↑ -- Others

Qualcomm Incorporated -- QCOM 0.00%↑ -- Others

The GEO Group -- GEO 0.00%↑ -- Others

Sea -- SE 0.00%↑ -- Others

Alibaba -- BABA 0.00%↑ -- Others

SoFi -- SOFI 0.00%↑ -- Others

Coca-Cola -- KO 0.00%↑ -- Others

Nvidia -- NVDA 0.00%↑ -- Others

Global-e -- GLBE 0.00%↑ -- Others

Trump Media -- DJT 0.00%↑ -- Others

Cardlytics -- CDLX 0.00%↑ -- Others

Booking Holdings -- BKNG 0.00%↑ -- Others

Zoom -- ZM 0.00%↑ -- Others

Arista Networks -- ANET 0.00%↑ -- Others

Palantir -- PLTR 0.00%↑ -- Others

$$$ Phibro Animal Health — PAHC 0.00%↑ — Write Up $$$

$$$ PubMatic Inc — PUBM 0.00%↑ — Write Up $$$

$$$ AMC Entertainment — AMC 0.00%↑ — Write Up $$$

$$$ Mueller Industries — MLI 0.00%↑ — Write Up $$$

$$$ TSMC — TSM 0.00%↑ — Write Up $$$

$$$ GEN Restaurant — GENK 0.00%↑ — Write Up $$$

$$$ Johnson Outdoors — JOUT 0.00%↑ — Write Up $$$

$$$ Bouvet ASA — $BOUV.OL — Write Up $$$

$$$ Kansai Paint — $4613.JP — Write Up $$$

Grupa Toya -- $TOA.WA -- Write Up (in Polish)

Ibersol SGPS SA -- $ELI:IBS -- Write Up

Svenska Handelsbanken -- $SVNLY -- Write Up

Sega Sammy -- $6460.T -- Write Up

Sigma Healthcare -- $ASX:SIG -- Write Up

Infineon Technologies AG -- $IFNNY -- Write Up

Porsche AG -- $DRPRY -- Write Up

Nissin Corp -- $9066 -- Write Up

Agfa Gevaert NV -- $EBR:AGFB -- Write Up

Indian Energy Exchange -- $NSE:IEX -- Write Up

GDS Holdings -- $GDS.O -- Write Up

Burberry -- $LON:BRBY -- Write Up

Geodrill -- $GEO.TO -- Others

Auto Partner -- $APR.WA -- Others

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Company “Deep Dives” via Audio/Video Formats

Hims -- HIMS 0.00%↑ -- Podcast

Airbnb -- ABNB 0.00%↑ -- Podcast

MicroStrategy -- MSTR 0.00%↑ -- Podcast

Alibaba -- BABA 0.00%↑ -- Podcast

Valvoline Inc -- VVV 0.00%↑ -- Podcast

Portillo -- PTLO 0.00%↑ -- Podcast

Ulta Beauty -- ULTA 0.00%↑ -- Podcast

Airbnb -- ABNB 0.00%↑ -- Podcast

Brookfield Corporation -- BN 0.00%↑ -- Podcast

PORSCHE -- $DRPRY -- Podcast

Atlas Copco -- $ATLKY -- Podcast

VICI Properties -- VICI 0.00%↑ -- YouTube

Google -- GOOG 0.00%↑ GOOGL 0.00%↑ -- YouTube

MOBIX LABS -- MOBX 0.00%↑ -- YouTube

Opendoor -- OPEN 0.00%↑ -- YouTube

Whitehaven Coal -- $WHITF -- YouTube

EUROBANK -- $EGFEY -- YouTube

Talen Energy Corp -- $TLNE -- YouTube

Hims & Hers -- HIMS 0.00%↑ -- Substack Video

Shopify -- SHOP 0.00%↑ -- Substack Video

AMC Entertainment Holdings -- AMC 0.00%↑ -- Substack Video

DGL Group -- $ASX:DGL -- Substack Video

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Links

What You as a Shareholder Should Know About Stock-Based Compensation (SBC) by

High Growth Investing

Investing Thoughts and Wisdom Compilation (Parts 1-29) by

Value Investing World

Fundamentals: Short Selling And Short Squeezes by

Overlooked Alpha

How to Find a Partner like Charlie Munger by

The Alchemy of Money

Here's What Hedge Funds Bought in Q1 by

Hedge Vision

Mentors + Self-Education = Success by

5 Big Ideas by Jen Hitze

Health Insurers & Pharmacy Benefits by

Karst’s Substack

Reading Roundup: April 2024 by

Eagle Point Capital

Nobody knows anything by

Low Risk Rules

Dealing with volatility by

Left’s Newsletter

Interesting Reading #1 by

JustValue

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Podcast+

The Mikro Cap: Global Micro Cap Investing

Knowledge compounds, keep on munching!

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P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!