BWM - Issue # 54 - September 1, 2024

Meta, Casinos, Precious Metals and Mining, Pharma, Apparels, AI, Couple of Interesting Shorts, Groceries, Asia, Tech, Leisure, Gaming, Under The Radar Stocks, CAVA, and other things to munch on...

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

Let the munching begin!

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Company Write Ups/Others

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

Condor Gold -- CNR 0.00%↑ -- Write Up

Airbnb -- ABNB 0.00%↑ -- Write Up

Caesars -- CZR 0.00%↑ -- Write Up

Palantir -- PLTR 0.00%↑ -- Write Up

Orion S.A. -- OEC 0.00%↑ -- Write Up

Roblox -- RBLX 0.00%↑ -- Write Up

Super Micro Computer -- SMCI 0.00%↑ -- Write Up

Watsco -- WSO 0.00%↑ -- Write Up

Pinterest -- PINS 0.00%↑ -- Write Up

Texas Instruments -- TXN 0.00%↑ -- Write Up

CrowdStrike -- CRWD 0.00%↑ -- Write Up

Macy -- M 0.00%↑ -- Write Up

ARS Pharmaceuticals -- SPRY 0.00%↑ -- Write Up

Hims & Hers -- HIMS 0.00%↑ -- Write Up (In Spanish)

Lululemon -- LULU 0.00%↑ -- Write Up

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

TSMC -- TSM 0.00%↑ -- Write Up

Versabank -- VBNK 0.00%↑ -- Write Up

RXO Inc -- RXO 0.00%↑ -- Write Up

Republic Services -- RSG 0.00%↑ -- Write Up

Urban Outfitters -- URBN 0.00%↑ -- Write Up

Disney -- DIS 0.00%↑ -- Write Up

Flowers Foods -- FLO 0.00%↑ -- Write Up

Lumen Technologies -- LUMN 0.00%↑ -- Write Up

WideOpenWest -- WOW 0.00%↑ -- Write Up

iLearningEngines -- AILE 0.00%↑ -- Write Up

Upwork -- UPWK 0.00%↑ -- Write Up

Interactive Brokers -- IBKR 0.00%↑ -- Write Up (in Spanish)

Cava -- CAVA 0.00%↑ -- Others

Disney -- DIS 0.00%↑ -- Others

Monday.com -- MNDY 0.00%↑ -- Others

GeoPark Ltd -- GPRK 0.00%↑ -- Others

Morgan Stanley -- MS 0.00%↑ -- Others

AMD -- AMD 0.00%↑ -- Others

Meta -- META 0.00%↑ -- Others

Uber -- UBER 0.00%↑ -- Others

Zoom -- ZM 0.00%↑ -- Others

Spire Global Inc -- SPIR 0.00%↑ -- Others

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

Colgate-Palmolive -- CL 0.00%↑ -- Others

Nvidia Inc -- NVDA 0.00%↑ -- Others

Dollar General -- DG 0.00%↑ -- Others

Jewett-Cameron Trading Company -- JCTCF 0.00%↑ -- Others

ClearPoint Neuro -- CLPT 0.00%↑ -- Others

Goodyear Tire & Rubber Co -- GT 0.00%↑ -- Others

Costco -- COST 0.00%↑ -- Others

Apple Inc -- AAPL 0.00%↑ -- Others

Ulta Beauty -- ULTA 0.00%↑ -- Others

Marriott -- MAR 0.00%↑ -- Others

Regis Corp -- RGS 0.00%↑ -- Others

Tesla -- TSLA 0.00%↑ -- Others

Pinduoduo -- PDD 0.00%↑ -- Others

Peloton -- PTON 0.00%↑ -- Others

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$$$ PayPal — PYPL 0.00%↑ — Write Up $$$

$$$ Danaher Corp — DHR 0.00%↑ — Write Up $$$

$$$ Airbnb — ABNB 0.00%↑ — Write Up $$$

$$$ ArcBest — ARCB 0.00%↑ — Write Up $$$

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DINO POLSKA -- $DNOPY -- Write Up

Dexelance -- $BIT:DEX -- Write Up

Saudi Aramco -- $2222 -- Write Up

Hyfusin Group Holdings Limited -- $8512.HK -- Write Up

adidas AG -- $ADDYY -- Write Up

Diageo plc -- $LON:DGE -- Write Up

Dino Polska -- $DNP.WA -- Write Up

Montero Mining and Exploration -- $MXTRF -- Write Up

Thomasville Bancshares -- $THVB -- Write Up

Sanyo Industries Ltd -- $5958 -- Write Up

Mitachi Co -- $TYO:3321 -- Write Up

Trigano -- $FR:TRI -- Write Up

Scandinavian Tobacco Group -- $CPH:STG -- Others

Macfarlane Group PLC -- $LON:MACF -- Others

Shelly Group AD -- $ETR:SLYG -- Others

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Company “Deep Dives” via Audio/Video Formats

Bilibili -- BILI 0.00%↑ -- Podcast

PG&E Corp -- PCG 0.00%↑ -- Podcast

Old Dominion Freight Line -- ODFL 0.00%↑ -- Podcast

Tesla -- TSLA 0.00%↑ -- Podcast

Nike -- NKE 0.00%↑ -- Podcast

3i Group ADR -- $TGOPY -- Podcast

Lifco -- $LFCBY -- Podcast

Bioxytran -- $BIXT -- Podcast

Apartment Investment & Management Co -- AIV 0.00%↑ -- YouTube

Caesars -- CZR 0.00%↑ -- YouTube

Energy Fuels -- UUUU 0.00%↑ -- YouTube

TAKE-TWO INTERACTIVE SOFTWARE -- TTWO 0.00%↑ -- YouTube

Red Cat Holdings -- RCAT 0.00%↑ -- YouTube

Netflix -- NFLX 0.00%↑ -- YouTube

Intel -- INTC 0.00%↑ -- YouTube

Quest Resource Holding Corporation -- QRHC 0.00%↑ -- YouTube

Chegg -- CHGG 0.00%↑ -- YouTube

Rome Resources -- $LON:RMR -- YouTube

Eddy Smart Home Solutions -- $CVE:EDY -- YouTube

First Mining Gold -- $FFMGF -- YouTube

Cipher Pharmaceuticals -- $CPHRF -- Substack Audio

$$$ Gismondi 1754 SpA -- $BIT: GIS -- Substack Audio $$$

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Links

Large Positions by Ian Cassel

Top 5 investing podcasts by

The Dutch Investors

Transcript Notes: August 2024 by

Eagle Point Capital

The future of TV Sports Rights by

Yet Another Value Blog

The Problem With Perfectionism by

Admired Leadership Field Notes

We are all long-term investors until... by

Low Risk Rules

The Case for a Concentrated Portfolio by

Schwar Capital

Pandemic Darlings That Never Bounced Back by

Investment Talk

Beat your Bot: Building your Moat against AI by

Musings on Markets

10 Predictions from the year 2016 and how they panned out by

01Core

A Guide to Becoming Miserable ft. Wolfgang Amadeus Mozart by

The Hermit

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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!