BWM - Issue # 53 - August 18, 2024

Drinks, Banks, A Few Shorts, Healthcare, Tech, China, Media, Tobacco, Payments, Gambling, Gaming, Energy, Japan, Footwear, Learning Lessons, Ecomm, Mexico, Burritos, and other things to munch on...

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

Let the munching begin!

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Company Write Ups/Others

Albertsons -- ACI 0.00%↑ -- Write Up

Mercado Libre -- MELI 0.00%↑ -- Write Up

Rocket Lab -- RKLB 0.00%↑ -- Write Up

Palantir -- PLTR 0.00%↑ -- Write Up

Ecolab -- ECL 0.00%↑ -- Write Up

TeraWulf -- WULF 0.00%↑ -- Write Up

Paycom -- PAYC 0.00%↑ -- Write Up

CVS Health -- CVS 0.00%↑ -- Write Up

Coca-Cola -- KO 0.00%↑ -- Write Up

Quest Resource Holding -- QRHC 0.00%↑ -- Write Up

Zebra Technologies -- ZBRA 0.00%↑ -- Write Up

iLearningEngine -- AILE 0.00%↑ -- Write Up

SentinelOne -- S 0.00%↑ -- Write Up

Daqo New Energy Corp -- DQ 0.00%↑ -- Write Up

Netflix -- NFLX 0.00%↑ -- Write Up

Match Group -- MTCH 0.00%↑ -- Write Up

Coupang -- CPNG 0.00%↑ -- Write Up

Atkore -- ATKR 0.00%↑ -- Write Up

Airbnb -- ABNB 0.00%↑ -- Write Up

ASML -- ASML 0.00%↑ -- Write Up

Sky Harbour -- SKYH 0.00%↑ -- Write Up

Chipotle Mexican Grill -- CMG 0.00%↑ -- Write Up

New Oriental Education -- EDU 0.00%↑ -- Write Up

Boeing -- BA 0.00%↑ -- Write Up

Sendas Distribuidora SA -- ASAI 0.00%↑ -- Write Up

ZoomInfo -- ZI 0.00%↑ -- Write Up

PDD Holdings -- PDD 0.00%↑ -- Write Up

Big 5 Sporting Goods -- BGFV 0.00%↑ -- Write Up

Axon Enterprise -- AXON 0.00%↑ -- Write Up

AppLovin -- APP 0.00%↑ -- Write Up

Booking Holdings -- BKNG 0.00%↑ -- Write Up

Warner Brothers Discovery -- WBD 0.00%↑ -- Write Up

Sohu.com Inc -- SOHU 0.00%↑ -- Write Up

Pioneer Power Solutions -- PPSI 0.00%↑ -- Write Up

Gray Television -- GTN 0.00%↑ -- Write Up

Esquire Bank -- ESQ 0.00%↑ -- Others

Intel -- INTC 0.00%↑ -- Others

Sprouts Farmers Market -- SFM 0.00%↑ -- Others

Google -- GOOGL 0.00%↑ GOOG 0.00%↑ -- Others

Arista Networks -- ANET 0.00%↑ -- Others

Netflix -- NFLX 0.00%↑ -- Others

Gravity -- GRVY 0.00%↑ -- Others

Mastercard -- MA 0.00%↑ -- Others

Palantir -- PLTR 0.00%↑ -- Others

Mercado Libre -- MELI 0.00%↑ -- Others

Alibaba -- BABA 0.00%↑ -- Others

CrowdStrike -- CRWD 0.00%↑ -- Others

Altria -- MO 0.00%↑ -- Others

Philip Morris International -- PM 0.00%↑ -- Others

Par Technology -- PAR 0.00%↑ -- Others

Amazon -- AMZN 0.00%↑ -- Others

Nephros -- NEPH 0.00%↑ -- Others

Tyler Technologies -- TYL 0.00%↑ -- Others

Apple -- AAPL 0.00%↑ -- Others

AirBnB -- ABNB 0.00%↑ -- Others

Viemed -- VMD 0.00%↑ -- Others

B Riley Financial -- RILY 0.00%↑ -- Others

Spotify -- SPOT 0.00%↑ -- Others

Quipt Home Medical -- QIPT 0.00%↑ -- Others

Nu Holdings -- NU 0.00%↑ -- Others

Vertex Energy -- VTNR 0.00%↑ -- Others

SoFi -- SOFI 0.00%↑ -- Others

JFrog -- FROG 0.00%↑ -- Others

Liberty Media Corp Series C -- FWONK 0.00%↑ -- Others

Amazon -- AMZN 0.00%↑ -- Others

Summit Midstream -- SMC 0.00%↑ -- Others

AirBnB -- ABNB 0.00%↑ -- Others

Sea Limited -- SE 0.00%↑ -- Others

Zillow -- Z 0.00%↑ -- Others

FICO -- FICO 0.00%↑ -- Others

Cooper-Standard -- CPS 0.00%↑ -- Others

Copart -- CPRT 0.00%↑ -- Others

ZoomInfo -- ZI 0.00%↑ -- Others

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$$$ Amazon — AMZN 0.00%↑ — Write Up $$$

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

$$$ On Holding AG — ONON 0.00%↑ — Write Up $$$

$$$ Century Casinos — CNTY 0.00%↑ — Write Up $$$

$$$ Kinsale Capital — KNSL 0.00%↑ — Write Up $$$

$$$ SMART Global Holdings — SGH 0.00%↑ — Write Up $$$

$$$ Rentokil Initial — RTO 0.00%↑ — Write Up $$$

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easyJet -- $LON:EZJ -- Write Up

Allegro.eu SA -- $ALE:WSE-- Write Up

Paradox Interactive -- $PRXXF -- Write Up

Shoei Co -- $7839 -- Write Up

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

Finch Therapeutics -- $OTCMKTS:FNCH -- Write Up

InCap Oyj -- $HEL:ICP1V -- Write Up

Höegh Autoliners -- $HOEGF -- Write Up

Evolution -- $EVVTY -- Write Up

Pluxee NV -- $FR:PLX -- Write Up

SDI Group PLC -- $LON:SDI -- Write Up

MBB SE -- $ETR:MBB-- Write Up

Nintendo -- $NTDOY -- Write Up

Teqnion -- $STO:TEQ -- Others

DINO POLSKA -- $DNOPY -- Others (In Spanish)

Enav SpA -- $BIT:ENAV -- Others

Nintendo -- $NTDOY -- Others

Cipher Pharmaceuticals -- $CPH.TO -- Others

Volex PLC -- $VLXGF -- Others

Adyen -- $ADYEY -- Others

YouGov Plc -- $YUGVF -- Others

Step Energy Services -- $STEP.TO -- Others

Boat Rocker Media -- $TSX:BRMI -- Others

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Company “Deep Dives” via Audio/Video Formats

Fastenal -- FAST 0.00%↑ -- Podcast

Starbucks -- SBUX 0.00%↑ -- Podcast

Graco Inc -- GGG 0.00%↑ -- Podcast

Brookfield -- BN 0.00%↑ -- Podcast

Robinhood -- HOOD 0.00%↑ -- Podcast

Trip.com Group Limited -- TCOM 0.00%↑ -- Podcast

Estee Lauder -- EL 0.00%↑ -- Podcast

Bank Ozk -- OZK 0.00%↑ -- Podcast

Siemens Energy ADR -- $SMNEY -- Podcast

HELLOFRESH SE -- $HELFY -- Podcast

Goldman Sachs -- GS 0.00%↑ -- YouTube

Intel -- INTC 0.00%↑ -- YouTube

Sanara Medtech -- SMTI 0.00%↑ -- YouTube

US Gold Corp -- USAU 0.00%↑ -- YouTube

Atkore -- ATKR 0.00%↑ -- YouTube

Intermap Technologies -- $ITMSF -- YouTube

Solitron Devices -- $SODI -- YouTube

Morningstar -- MORN 0.00%↑ -- Substack Audio

$$$ PayPal -- PYPL 0.00%↑ -- Substack Video $$$

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Links

The Hermit Way by

The Hermit

It is okay to be early by

Bogumil Baranowski's Substack

5 Wide Moat Businesses by

Invest in Quality

Ted Weschler Case Study by

Dirtcheapstocks Substack

Country Risk: My 2024 Update by

Musings on Markets

Sayonara Stocks: Japan's Sumo-Sized Slump by

StreetSmarts

The hidden role of chance in the stock market by

The Dutch Investors

Time management techniques that actually work by

Lenny's Newsletter

Agents are Coming - the next General Purpose Technologies by

01Core

Essential Books Written by Benjamin Graham Every Investor Should Read by

Graham-Quality Investor

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Podcast+

Ben Claremon: Two Decades of Investing, Opportunities in Microcaps & Joys of Podcasting

Knowledge compounds, keep on munching!

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