BWM - Issue # 50 - July 7, 2024

REITs, Banks, lots of Software, couple of Shorts, Japan, Retailers, Private Equity, lots of Lessons, Serial Acquirers, Energy, Healthcare, Coffee, Salads, and other things to munch on...

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

Before we get on munching, I would like to thank all of the readers on supporting From100Kto1M and Bi Weekly Munchies and to celebrate on 50th edition of BWM…

If you subscribe today, you can get 50% off for 1 year

Let the munching begin!

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Company Write Ups/Others

Nubank -- NU 0.00%↑ -- Write Up

Brookfield Property Group -- BPYPP 0.00%↑ -- Write Up

Perion Network -- PERI 0.00%↑ -- Write Up

Jack Henry -- JKHY 0.00%↑ -- Write Up

Meta Platforms -- META 0.00%↑ -- Write Up

Relay Therapeutics -- RLAY 0.00%↑ -- Write Up

MediaAlpha, Inc -- MAX 0.00%↑ -- Write Up

NIKE -- NKE 0.00%↑ -- Write Up

Lululemon Athletica -- LULU 0.00%↑ -- Write Up

Hims & Hers Health Inc -- HIMS 0.00%↑ -- Write Up

Cardlytics -- CDLX 0.00%↑ -- Write Up

Intel Corporation -- INTC 0.00%↑ -- Write Up

Jack Henry & Associates -- JKHY 0.00%↑ -- Write Up

Floor & Decor -- FND 0.00%↑ -- Write Up

Noah Holdings -- NOAH 0.00%↑ -- Write Up

JAKKS Pacific -- JAKK 0.00%↑ -- Write Up

Xometry -- XMTR 0.00%↑ -- Write Up

ASML Holding NV -- ASML 0.00%↑ -- Write Up

Sunrise Realty -- AFCG 0.00%↑ -- Write Up

TransMedics Group -- TMDX 0.00%↑ -- Write Up

KKR & Co Inc -- KKR 0.00%↑ -- Write Up

Visa -- V 0.00%↑ -- Write Up

Alliance Resource Partners -- ARLP 0.00%↑ -- Write Up

Nubank -- NU 0.00%↑ -- Write Up

Wesco International -- WCC 0.00%↑ -- Write Up

Celsius -- CELH 0.00%↑ -- Write Up

Hims & Hers Health Inc -- HIMS 0.00%↑ -- Write Up

CoStar Group Inc -- CSGP 0.00%↑ -- Write Up

Peabody Energy -- BTU 0.00%↑ -- Write Up

Netflix -- NFLX 0.00%↑ -- Write Up

Google -- GOOG 0.00%↑ GOOGL 0.00%↑ -- Write Up

Burford Capital -- BUR 0.00%↑ -- Write Up

Nubank -- NU 0.00%↑ -- Write Up

SoFi -- SOFI 0.00%↑ -- Others

Boston Omaha -- BOC 0.00%↑ -- Others

Tesla -- TSLA 0.00%↑ -- Others

Salesforce -- CRM 0.00%↑ -- Others

Microsoft -- MSFT 0.00%↑ -- Others

Nvidia -- NVDA 0.00%↑ -- Others

Canna-Global Acquisition Corp --CNGL 0.00%↑ -- Others

Qualcomm -- QCOM 0.00%↑ -- Others

ASML Holding NV -- ASML 0.00%↑ -- Others

Nike -- NKE 0.00%↑ -- Others

SunOpta -- STKL 0.00%↑ -- Others

Intercontinental Exchange -- ICE 0.00%↑ -- Others

Teladoc Health -- TDOC 0.00%↑ -- Others

FedEx -- FDX 0.00%↑ -- Others

Microsoft -- MSFT 0.00%↑ -- Others

$$$ POOL Corporation — POOL 0.00%↑ — Write Up $$$

$$$ Fair Isaac Corporation — FICO 0.00%↑ — Write Up $$$

$$$ Griffon Corp — GFF 0.00%↑ — Write Up $$$

$$$ Abercrombie & Fitch Co — ANF 0.00%↑ — Write Up $$$

$$$ Factset Research Systems Inc — FDS 0.00%↑ — Write Up $$$

$$$ Fu Shou Yuan International Group Ltd — $HKG:1448 — Write Up $$$

$$$ Chow Tai Fook Jewellery Group ADR — $CJEWY — Write Up $$$

Corporacion Moctezuma SAB de CV -- $CMOCTEZ -- Write Up

OneSoft Solutions -- $OSS.V -- Write Up

Stef SA -- $EPA:STF -- Write Up

Nick Scali -- $AU:NCK -- Write Up

Clinica Baviera SA -- $BME:CBAV -- Write Up

Regional REIT Ltd -- $LON:RGL -- Write Up

Medexus Pharma -- $MEDXF -- Write Up

Boat Rocker Media -- $TSX:BRMI -- Write Up

Kenmare Resources plc -- $KMRPF -- Write Up

Zigexn Co Ltd -- $ZGXNF -- Write Up

Abaxx Technologies -- $ABXXF -- Write Up

eDreams -- $EDDRF -- Write Up

Cover Corp -- $TYO:5253 -- Write Up

Alpha Purchase Co Ltd -- $TYO:7115 -- Write Up

Evolution AB -- $EVVTY -- Write Up

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Company “Deep Dives” via Audio/Video Formats

Motorola Solutions -- MSI 0.00%↑ -- Podcast

DraftKings Inc -- DKNG 0.00%↑ -- Podcast

Molson Coors -- TAP 0.00%↑ -- Podcast

CAVA Group Inc -- CAVA 0.00%↑ -- Podcast

Starbucks -- SBUX 0.00%↑ -- Podcast

Alimentation Couche-Tard Inc -- $ANCTF -- Podcast

Sow Good Inc -- SOWG 0.00%↑ -- YouTube

Caterpillar -- CAT 0.00%↑ -- YouTube

Markel Group -- MKL 0.00%↑ -- YouTube

DRDGOLD -- DRD 0.00%↑ -- YouTube

Paycom Software Inc -- PAYC 0.00%↑ -- YouTube

Ross Stores Inc -- ROST 0.00%↑ -- YouTube

Dentalcorp Holdings -- $$DNTL.TO -- YouTube

Tiny Ltd -- $TINY.V -- YouTube

Supreme PLC -- $LON:SUP -- YouTube

Haier Smart Home ADR -- $HSHCY -- YouTube

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Links

Mining for Money by

Asian Century Stocks

10,000 hours of Scuttlebutt by

The Hermit

Reading Roundup: June 2024 by

Eagle Point Capital

Fundamentals: How To Filter Stocks by

Overlooked Alpha

How Terry Smith Beats the Market 🏆 by

Invest in Quality

Is Private Equity Smarter or Just More Arrogant? by

Behind the Balance Sheet

Kaizen – The Endeavour for Continuous Improvement by

P K

I’ve Been Investing for 15 Years — Here Are My Expensive Lessons Learned the Hard Way! by

The Pareto Investor

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Podcast+

What I'm Reading: The Book of Charlie: Wisdom from the Remarkable American Life of a 109-Year-Old Man Book by David Von Drehle

Knowledge compounds, keep on munching!

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