BWM - Issue # 48 - June 9, 2024
BWM - Issue # 48 - June 9, 2024
Internationals, Shorts, Restaurants, Cars, lots of Tech, Books, REITs , AI, Activewear, Credit, Marketplaces, SEO, Energy, Exchanges, Self-care, Some Earnings, Steak, and other things to munch on...
Welcome to the forty eighth edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
GE Vernova -- GEV 0.00%↑ -- Write Up
AutoZone -- AZO 0.00%↑ -- Write Up
Carvana -- CVNA 0.00%↑ -- Write Up
ADMA Biologics -- ADMA 0.00%↑ -- Write Up
Cibus – CBUS 0.00%↑ -- Write Up
Super Micro Computer -- SMCI 0.00%↑ -- Write Up
Interactive Brokers -- IBKR 0.00%↑ -- Write Up
Argan Inc -- AGX 0.00%↑ -- Write Up
Semler Scientific -- SMLR 0.00%↑ -- Write Up
Intel -- INTC 0.00%↑ -- Write Up
Jack in the Box -- JACK 0.00%↑ -- Write Up
ULTA Beauty -- ULTA 0.00%↑ -- Write Up
Axos Financial -- AXO 0.00%↑ -- Write Up
iShares MSCI Brazil Small-Cap ETF -- EWZS 0.00%↑ -- Write Up
Lululemon -- LULU 0.00%↑ -- Write Up
Liberty Media -- LSXMA 0.00%↑ -- Write Up
Salesforce -- CRM 0.00%↑ -- Write Up
Texas Roadhouse -- TXRH 0.00%↑ -- Write Up
Costco Wholesale -- COST 0.00%↑ -- Write Up
Vistra Corp -- VST 0.00%↑ -- Write Up
Denny's Corp -- DENN 0.00%↑ -- Write Up
HIMS -- HIMS 0.00%↑ -- Write Up
Summit Midstream Partners -- SMLP 0.00%↑ -- Write Up
RLX Technology -- RLX 0.00%↑ -- Write Up
Nvidia -- NVDA 0.00%↑ -- Others
Lululemon -- LULU 0.00%↑ -- Others
Intel -- INTC 0.00%↑ -- Others
Ulta Beauty -- ULTA 0.00%↑ -- Others
WideOpenWest Inc -- WOW 0.00%↑ -- Others
Dollar General -- DG 0.00%↑ -- Others
AMD -- AMD 0.00%↑ -- Others
Planet Labs PBC -- PL 0.00%↑ -- Others
Daily Journal -- DJCO 0.00%↑ -- Others
Live Nation Entertainment -- LYV 0.00%↑ -- Others
Pinduoduo -- PDD 0.00%↑ -- Others
Onfolio -- ONFO 0.00%↑ -- Others
National Grid -- NGG 0.00%↑ -- Others
Starbucks -- SBUX 0.00%↑ -- Others
Google -- GOOGL 0.00%↑ GOOG 0.00%↑ -- Others
NVIDIA -- NVDA 0.00%↑ -- Others
Semler Scientific -- SMLR 0.00%↑ -- Others
Crowdstrike -- CRWD 0.00%↑ -- Others
Airbnb -- ABNB 0.00%↑ -- Others
Spotify -- SPOT 0.00%↑ -- Others
$$$ Rentokil Initial plc — RTO 0.00%↑ — Write Up $$$
$$$ Gildan Activewear — GIL 0.00%↑ — Write Up $$$
$$$ United Parcel Service — UPS 0.00%↑ — Write Up $$$
$$$ Vivid Seats — SEAT 0.00%↑ — Write Up $$$
$$$ Playa Hotels & Resorts N.V. — PLYA 0.00%↑ — Write Up $$$
$$$ MTR Corp Ltd — $MTRJF — Write Up $$$
$$$ Bouvet vs. Gofore — $FRA:BV4 vs $HEL:GOFORE — Write Up $$$
Qualitau -- $QLTU -- Write Up
Touchstar PLC -- $LON:TST -- Write Up
Hilton Food Group -- $LON:HFG -- Write Up
Monitoring Group Limited -- $IMB.AX -- Write Up
Brown-Forman -- $BF.B -- Write Up
Solid State PLC -- $LON:SOLI -- Write Up
Choppies Enterprises -- $JSE:CHP -- Write Up
5E Resources Ltd -- $SGX:NLC -- Write Up (In Spanish)
Chorus Aviation -- $CHRRF -- Write Up
Kelly Partners Group -- $KPGHF -- Write Up
Duratec LTD -- $DUR.AX -- Write Up
Analiza Grupy Vercom -- $VRC.WA -- Write Up (In Polish)
Bekaert -- $BEKAY -- Write Up
Jumbo Interactive -- $AU:JIN -- Write Up
Akatsuki -- $TYO:3932 -- Write Up
Dollarama -- $DLMAF -- Others
Imperial Tobacco -- $IMBBY -- Others
Moury Construct -- $EBR:MOUR -- Others
Naked Wines -- $NWINF -- Others
Company “Deep Dives” via Audio/Video Formats
PDD Holdings -- PDD 0.00%↑ -- Podcast
Navios Maritime -- NMM 0.00%↑ -- Podcast
Deere & Co -- DE 0.00%↑ -- Podcast
Adobe -- ADBE 0.00%↑ -- Podcast
Starbucks -- SBUX 0.00%↑ -- Podcast
Cake Box Holdings -- $LON:CBOX -- Podcast
Lifco -- $LFCBY -- Podcast
Xometry, Inc -- XMTR 0.00%↑ -- YouTube
Boston Omaha -- BOC 0.00%↑ -- YouTube
Caesars Entertainment -- CZR 0.00%↑ -- YouTube
Amazon -- AMZN 0.00%↑ -- YouTube
Devon Energy -- DVN 0.00%↑ -- YouTube
Currency Exchange International -- $CURN -- YouTube
Perseus Mining -- $ASX:PRU -- YouTube
Interactive Brokers -- IBKR 0.00%↑ -- Substack Audio
TSS Inc -- $TSSI -- Substack Audio
Teqnion AB -- $STO:TEQ -- Substack Audio+
Perion Network -- PERI 0.00%↑ -- Substack Video
Oddity Tech -- ODD 0.00%↑ -- Substack Video
Taylor Devices -- TAYD 0.00%↑ -- Substack Video
Twilio -- TWLO 0.00%↑ -- Substack Video
Links
Learning How to Invest by Meb Faber
Investing, the Zero-Sum Game by
Top 5 Lessons from Charlie Munger by
AI may take longer to monetize than most expect. How long will investor optimism last? by
Podcast+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!