BWM - Issue # 52 - August 4, 2024
BWM - Issue # 52 - August 4, 2024
Financial Services, Energy, some CrowdStrike, a few Shorts, Earnings, Tobacco, Gambling, Tech, Japan, Cars, Hype, Risk, Books, fresh deli prepared foods and other things to munch on...
Welcome to the fifty second edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Pinterest -- PINS 0.00%↑ -- Write Up
Madison Square Garden Entertainment -- MSGE 0.00%↑ -- Write Up
Salesforce -- CRM 0.00%↑ -- Write Up
Mereo Biopharma -- MREO 0.00%↑ -- Write Up
Discover -- DFS 0.00%↑ -- Write Up
Sangoma Technologies -- SANG 0.00%↑ -- Write Up
Agilent Technologies -- A 0.00%↑ -- Write Up
California Resources Corporation -- CRC 0.00%↑ -- Write Up
Ulta Beauty -- ULTA 0.00%↑ -- Write Up
Installed Building Products -- IBP 0.00%↑ -- Write Up
Kinsale -- KNSL 0.00%↑ -- Write Up
Dave -- DAVE 0.00%↑ -- Write Up
Veeva Systems -- VEEV 0.00%↑ -- Write Up
American Express -- AXP 0.00%↑ -- Write Up
Five Below -- FIVE 0.00%↑ -- Write Up
Sibanye Stillwater -- SBSW 0.00%↑ -- Write Up
Tesla -- TSLA 0.00%↑ -- Write Up
Amplify Energy -- AMPY 0.00%↑ -- Write Up
Spotify -- SPOT 0.00%↑ -- Write Up
Synchronoss Technologies -- SNCR 0.00%↑ -- Write Up
Jacobs Solutions -- J 0.00%↑ -- Write Up
Gambling.com -- GAMB 0.00%↑ -- Write Up
Alibaba -- BABA 0.00%↑ -- Write Up
LGI HOMES -- LGIH 0.00%↑ -- Write Up
Target -- TGT 0.00%↑ -- Write Up
UI PATH -- PATH 0.00%↑ -- Write Up
Advance Auto Parts -- AAP 0.00%↑ -- Write Up
Nano Nuclear Energy -- NNE 0.00%↑ -- Write Up
Novo Nordisk -- NVO 0.00%↑ -- Write Up
PayPal -- PYPL 0.00%↑ -- Write Up
Aware Inc -- AWRE 0.00%↑ -- Write Up
Intel -- INTC 0.00%↑ -- Write Up
New Oriental Education -- EDU 0.00%↑ -- Write Up
Amazon -- AMZN 0.00%↑ -- Write Up
Starbucks -- SBUX 0.00%↑ -- Write Up
Double Down Interactive -- DDI 0.00%↑ -- Write Up
Rayonier -- RYN 0.00%↑ -- Others
Pinduoduo -- PDD 0.00%↑ -- Others
CrowdStrike -- CRWD 0.00%↑ -- Others
Markel -- MKL 0.00%↑ -- Others
TSMC -- TSM 0.00%↑ -- Others
Alphabet -- GOOG 0.00%↑ GOOGL 0.00%↑ -- Others
Philip Morris International -- PM 0.00%↑ -- Others
Fiverr International -- FVRR 0.00%↑ -- Others
Shopify -- SHOP 0.00%↑ -- Others
Waste Management -- WM 0.00%↑ -- Others
McDonalds -- MCD 0.00%↑ -- Others
Carvana -- CVNA 0.00%↑ -- Others
Intel -- INTC 0.00%↑ -- Others
Tesla -- TSLA 0.00%↑ -- Others
Starbucks -- SBUX 0.00%↑ -- Others
Old Dominion Freight Line -- ODFL 0.00%↑ -- Others
SoFi -- SOFI 0.00%↑ -- Others
MercadoLibre -- MELI 0.00%↑ -- Others
Amazon -- AMZN 0.00%↑ -- Others
MGP Ingredients -- MGPI 0.00%↑ -- Others
Duolingo -- DUOL 0.00%↑ -- Others
British American Tobacco -- BTI 0.00%↑ -- Others
AMC -- AMC 0.00%↑ -- Others
Vail Resorts -- MTN 0.00%↑ -- Others
$$$ Autodesk — ADSK 0.00%↑ — Write Up $$$
$$$ Louisiana Pacific Corp — LPX 0.00%↑ — Write Up $$$
$$$ TaskUs — TASK 0.00%↑ — Write Up $$$
$$$ Brinker International — EAT 0.00%↑ — Write Up $$$
$$$ Markel — MKL 0.00%↑ — Write Up $$$
$$$ Lifco AB — $LFCBY — Write Up $$$
$$$ Evolution — $EVVTY — Write Up $$$
$$$ Sartorius — $SOAGY — Write Up $$$
$$$ First International Bank of Israel — $TLV:FIBI — Write Up $$$
Wickes Group PLC -- $LON:WIX -- Write Up
USS Co -- $4732.T -- Write Up
Porsche AG -- $DRPRY -- Write Up
Secure Trust Bank -- $LON:STB -- Write Up
Yakult Honsha -- $YKLTY -- Write Up
Kering -- $PPRUY -- Write Up
Jiumaojiu -- $HKG:9922 -- Write Up
Loungers -- $LON:LGRS -- Write Up
A.L.A. SpA -- $IT:ALA -- Write Up
Aduro Clean Technologies -- $ACTHF -- Write Up
Consorcio Ara -- $CNRFF -- Write Up
Corticeira -- $ELI:COR -- Write Up
New Wave -- $STO:NEWA-B -- Write Up
Evolution -- $EVVTY -- Others
LVMH -- $LVMUY -- Others
Alimentation Couche-Tard -- $ANCTF -- Others
Foraco -- $$FAR.TO -- Others
Porsche AG -- $DRPRY -- Others
Company “Deep Dives” via Audio/Video Formats
Rivian -- RIVN 0.00%↑ -- Podcast
Axon Enterprise -- AXON 0.00%↑ -- Podcast
Salesforce -- CRM 0.00%↑ -- Podcast
JetBlue -- JBLU 0.00%↑ -- Podcast
Xtract One Technologies -- $XTRAF -- Podcast
Hemisphere Energy -- $CVE:HME -- Podcast
Microsoft -- MSFT 0.00%↑ -- YouTube
Mama’s Creations -- MAMA 0.00%↑ -- YouTube
CrowdStrike -- CRWD 0.00%↑ -- YouTube
Match Group -- MTCH 0.00%↑ -- YouTube
CrowdStrike -- CRWD 0.00%↑ -- YouTube
Enbridge -- ENB 0.00%↑ -- YouTube
Fannie Mae -- $FNMA -- YouTube
HeLIX Exploration -- $LON:HEX -- YouTube
Keweenaw Land Association -- $KEWL -- Substack Audio
Links
Why Compounding Doesn’t Work the Way You Think It Does! by
Mid-Year Book Roundup: Essential Reads for Investment Professionals by
Peacock, The Olympics, and Throwing Good Money After Bad by Asymmetric Investing
Podcast+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
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