BWM - Issue # 51 - July 21, 2024
Energy, Few Shorts, Luxury, Semiconductors, Banks, Retailers, Big Tech, LatAm, Royalties, Moats, Gaming, AI, EdmundSEC, Payments, Streaming, Red Flags, Toys, Sushi, and other things to munch on...
Welcome to the fifty first edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!