BWM - Issue # 49 - June 23, 2024

Banks, Cars, AI and Semis, Alcohol and other sin stocks, Restaurants, couple of Shorts, Interesting links, Biotech, Asia, some Energy, Cake Box, and other things to munch on...

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

Let the munching begin!

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Company Write Ups/Others

Copart -- CPRT 0.00%↑ -- Write Up

Ferrari -- RACE 0.00%↑ -- Write Up

SentinelOne -- S 0.00%↑ -- Write Up

Wag! Group Co -- PET 0.00%↑ -- Write Up

ASML -- ASML 0.00%↑ -- Write Up

Oracle Corp -- ORCL 0.00%↑ -- Write Up

The Container Store -- TCS 0.00%↑ -- Write Up

Target Hospitality -- TH 0.00%↑ -- Write Up

Axsome Therapeutics, Inc. -- AXSM 0.00%↑ -- Write Up

UGI Corporation -- UGI 0.00%↑ -- Write Up

VersaBank -- VBNK 0.00%↑ -- Write Up

VeriSign -- VRSN 0.00%↑ -- Write Up

Sky Harbour -- SKYH 0.00%↑ -- Write Up (In Spanish)

Intel -- INTC 0.00%↑ -- Write Up

Intuit -- INTU 0.00%↑ -- Write Up

Darden Restaurants -- DRI 0.00%↑ -- Write Up

Stellantis -- STLA 0.00%↑ -- Write Up

Diageo -- DEO 0.00%↑ -- Write Up

Bancorp Inc -- TBBK 0.00%↑ -- Write Up

Autodesk -- ADSK 0.00%↑ -- Write Up

Kennametal -- KMT 0.00%↑ -- Write Up

Robinhood -- HOOD 0.00%↑ -- Write Up

Oracle Corporation -- ORCL 0.00%↑ -- Write Up

Liberty SiriusXM Group -- LSXMK 0.00%↑ -- Write Up

Broadcom -- AVGO 0.00%↑ -- Write Up

Portillos -- PTLO 0.00%↑ -- Write Up

Taiwan Semiconductor Manufacturing -- TSM 0.00%↑ -- Write Up

Monarch Casino & Resort -- MCRI 0.00%↑ -- Write Up

Sprout Social, Inc. -- SPT 0.00%↑ -- Write Up

Tiptree Inc -- TIPT 0.00%↑ -- Write Up

Littelfuse -- LFUS 0.00%↑ -- Write Up

Palantir -- PLTR 0.00%↑ -- Write Up

Twist Bioscience -- TWST 0.00%↑ -- Others

Diageo -- DEO 0.00%↑ -- Others

Apple -- AAPL 0.00%↑ -- Others

SoFi -- SOFI 0.00%↑ -- Others

DLocal -- DLO 0.00%↑ -- Others

Nubank -- NU 0.00%↑ -- Others

Cava -- CAVA 0.00%↑ -- Others

Tesla -- TSLA 0.00%↑ -- Others

Apple -- AAPL 0.00%↑ -- Others

Carvana -- CVNA 0.00%↑ -- Others

Daily Journal -- DJCO 0.00%↑ -- Others

Rocket Lab -- RKLB 0.00%↑ -- Others

GeoPark Ltd -- GPRK 0.00%↑ -- Others

Mind Technology -- MIND 0.00%↑ -- Others

Summit Midstream Partners -- SMLP 0.00%↑ -- Others

NVIDIA -- NVDA 0.00%↑ -- Others

Aaron's -- AAN 0.00%↑ -- Others

MGP Ingredients -- MGPI 0.00%↑ -- Others

Vermillion Energy -- VET 0.00%↑ -- Others

Palantir -- PLTR 0.00%↑ -- Others

Veeva Systems -- VEEV 0.00%↑ -- Others

PayPal -- PYPL 0.00%↑ -- Others

$$$ DoubleVerify — DV 0.00%↑ — Write Up $$$

$$$ Celsius Holdings — CELH 0.00%↑ — Write Up $$$

$$$ Sea Limited — SE 0.00%↑ — Write Up $$$

$$$ Lululemon — LULU 0.00%↑ — Write Up $$$

$$$ AMN Healthcare Services — AMN 0.00%↑ — Write Up $$$

$$$ Greggs — $GGGSY — Write Up $$$

$$$ Compass Group — $LON:CPG — Write Up $$$

$$$ Constellation Software — $CSU.TO — Write Up $$$

Gamma Com plc -- $LSE:GAMA -- Write Up

Webjet Ltd -- $ASX:WEB -- Write Up

Innovative Food Holdings Inc -- $IVFH -- Write Up

Furyu Corporation -- $TSE:6238 -- Write Up

Hutchison Port Holdings Trust -- $HCTPF -- Write Up

Cineline India -- $NSE:CINELINE -- Write Up

Evolution Gaming -- $EVVTY -- Write Up

Odfjell Technology -- $FRA:ND4 -- Write Up

Legal & General Group -- $LON:LGEN -- Write Up

Goodwin plc -- $LON:GDWN -- Write Up

WRKR Ltd -- $ASX:WRK -- Write Up

Tier 1 Technology SA -- $BME:TR1 -- Write Up

Teleperformance -- $TLPFY -- Write Up

EVS Broadcast Equipment -- $EBR:EVS -- Write Up

Alpha Group International -- $LON:ALPH -- Write Up

DeFi Technologies -- $DEFTF -- Write Up

BQE Water -- $BTQNF -- Others

Burberry Group ADR -- $BURBY -- Others

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Company “Deep Dives” via Audio/Video Formats

MSCI Inc -- MSCI 0.00%↑ -- Podcast

Cardlytics -- CDLX 0.00%↑ -- Podcast

Onfolio Holdings -- ONFO 0.00%↑ -- Podcast

Tesla -- TLSA 0.00%↑ -- Podcast

Coupang -- CPNG 0.00%↑ -- Podcast

Oaktree Holdings -- OAK 0.00%↑ -- Podcast

Nvidia -- NVDA 0.00%↑ -- Podcast

Cake Box Holdings PLC -- $LON:CBOX -- Podcast

International Workplace Group -- $LSE:IWG -- YouTube

Atlas Engineered Products -- $APEUF -- YouTube

ULTA Beauty -- ULTA 0.00%↑ -- YouTube

Akamai Technologies -- AKAM 0.00%↑ -- YouTube

Voxtur Analytics -- $VXTRF -- Substack Video

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Links

The Fertile Grounds of Decay by

Invariant

How Often is Too Often? by

Investment Talk

4 Cyber-Securities To Watch by

Business Invest

👑5 Founder-Led Businesses by

Invest in Quality

QVI Content Archives by

Quality Value Investing

A Primer on Data Warehouses by

Generative Value

13 Lessons from Peter Lynch💎 by

Invest in Quality

5 companies that profit from the education industry by

The Dutch Investors

Manila Trip Report – An emerging Pacific tiger? (Part 1) by

Pyramids and Pagodas

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Podcast+

Knowledge compounds, keep on munching!

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