BWM - Issue # 55 - September 15, 2024

Dollar General, Visa, Lululemon, Brookfield, Ulta, a few Shorts, Big Tech, China, Japan, Energy, Pharma, Sports, Gaming, Important Lessons, Cosmetics, Restaurants, Apple & other things to munch on...

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

Let the munching begin!

---

Company Write Ups/Others

Energizer -- ENR 0.00%↑ -- Write Up

Lululemon -- LULU 0.00%↑ -- Write Up

Atkore -- ATKR 0.00%↑ -- Write Up

Remitly -- RELY 0.00%↑ -- Write Up

Visa -- V 0.00%↑ -- Write Up

Lifeway -- LWAY 0.00%↑ -- Write Up

AutoZone -- AZO 0.00%↑ -- Write Up

Perma-Fix Environmental Services -- PESI 0.00%↑ -- Write Up

Custom Truck One Source -- CTOS 0.00%↑ -- Write Up

America's Car-Mart -- CRMT 0.00%↑ -- Write Up

Duolingo -- DUOL 0.00%↑ -- Write Up

Ulta Beauty -- ULTA 0.00%↑ -- Write Up

Lowe's -- LOW 0.00%↑ -- Write Up

Net Lease Office Properties -- NLOP 0.00%↑ -- Write Up

Estee Lauder -- EL 0.00%↑ -- Write Up

Napco Security Technologies -- NSSC 0.00%↑ -- Write Up

Fitell -- FTEL 0.00%↑ -- Write Up

Disney -- DIS 0.00%↑ -- Write Up

Coty Inc -- COTY 0.00%↑ -- Write Up

Visa -- V 0.00%↑ -- Write Up

Lamb Weston Holdings -- LW 0.00%↑ -- Write Up

Peakstone Realty Trust -- PKST 0.00%↑ -- Write Up

Mind Technology -- MIND 0.00%↑ -- Write Up

Alphabet -- GOOG 0.00%↑ -- Write Up

Aaron's Company -- AAN 0.00%↑ -- Write Up

Lument Financial -- LFT 0.00%↑ -- Write Up

Topgolf Callaway Brands -- MODG 0.00%↑ -- Write Up

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

Symbotic -- SYM 0.00%↑ -- Write Up

Ulta Beauty -- ULTA 0.00%↑ -- Others

Hims & Hers Health -- HIMS 0.00%↑ -- Others

Intel -- INTC 0.00%↑ -- Others

Lululemon -- LULU 0.00%↑ -- Others

Retractable Technologies -- RVP 0.00%↑ -- Others

Texas Roadhouse -- TXRH 0.00%↑ -- Others

Alarum Technologies -- ALAR 0.00%↑ -- Others

Snowflake -- SNOW 0.00%↑ -- Others

Visa -- V 0.00%↑ -- Others

Charles Schwab -- SCHW 0.00%↑ -- Others

Alibaba -- BABA 0.00%↑ -- Others

Dollar General -- DG 0.00%↑ -- Others

Brookfield -- BN 0.00%↑ -- Others

Roblox -- RBLX 0.00%↑ -- Others

Uber -- UBER 0.00%↑ -- Others

Datadog -- DDOG 0.00%↑ -- Others

Apple -- AAPL 0.00%↑ -- Others

MobilEye -- MBLY 0.00%↑ -- Others

---

$$$ ATS Corp — ATS 0.00%↑ — Write Up $$$

$$$ DraftKings — DKNG 0.00%↑ — Write Up $$$

$$$ Astec Industries — ASTE 0.00%↑ — Write Up $$$

$$$ Natural Resource Partners — NRP 0.00%↑ — Write Up $$$

$$$ Nvidia — NVDA 0.00%↑ — Write Up $$$

$$$ Five9 — FIVN 0.00%↑ — Write Up $$$

---

Sanko Techno -- $TYO:3435 -- Write Up

McBride plc -- $LON:MCB -- Write Up

Parex Resources -- $PARXF -- Write Up

NCAB Group -- $STO:NCAB -- Write Up

Nekkar Asa -- $FRA:0TT -- Write Up

Zaggle -- $NSE:ZAGGLE -- Write Up

EuroSite Power -- $EUSP -- Write Up

Secure Energy Services -- $SECYF -- Write Up

Tencent Holdings -- $TCEHY -- Write Up

Chobe Holdings Limited -- $BSE:CHOBE -- Write Up

XP Factory PLC -- $LON:XPF -- Write Up

Nintendo -- $NTDOY -- Write Up

Mitchell Services Ltd -- $ASX:MSV -- Write Up

Eroad Ltd -- $NZE:ERD -- Write Up

Somero Enterprises -- $LON:SOM -- Write Up

Watches of Switzerland -- $WOSGF -- Write Up

DSV AS -- $DSDVY -- Write Up

China Nonferrous Mining -- $HKG:1258 -- Write Up (In Spanish)

Fuller Smith & Turner PLC -- $LON:FSTA -- Others

Imaflex Inc -- $CVE:IFX -- Others

Alimentation Couche-Tard -- $ANCTF -- Others

Voxel SA -- $WSE:VOX -- Others (In Spanish)

Cultiba -- $BMV:CULTIBAB -- Others

NowVertical Group -- $CVE:NOW -- Others

Atlas Pearls Ltd -- $ASX:ATP -- Others (In Spanish)

ADF Group -- $ADFJF -- Others

Cipher Pharmaceuticals -- $CPHRF -- Others

Moberg Pharma -- $MBGPF -- Others

---

Company “Deep Dives” via Audio/Video Formats

McDonald’s -- MCD 0.00%↑ -- Podcast

Palantir -- PLTR 0.00%↑ -- Podcast

Hermes -- $HESAY -- Podcast

Kuaishou -- $KSHTY -- Podcast

Rakuten -- $RKUNY -- Podcast

Alimentation Couche-Tard -- $ANCTF -- Podcast

Albertson & Kroger -- ACI 0.00%↑ & KR 0.00%↑ -- YouTube

YieldMax TSLA Option Income Strategy ETF -- TSLY 0.00%↑ -- YouTube

Alphabet -- GOOG 0.00%↑ GOOGL 0.00%↑ -- YouTube

Remitly -- RELY 0.00%↑ -- YouTube

Dollar General -- DG 0.00%↑ -- YouTube

Brookfield -- BN 0.00%↑ -- YouTube

Fury Gold Mines -- FURY 0.00%↑ -- YouTube

Dollar General -- DG 0.00%↑ -- YouTube

Kinnevik AB -- $KNEVF -- YouTube

Omni-Lite Industries Canada -- $OLNCF -- YouTube

---

Links

Why You Should Stay the Course by

Steve Wagner | Invest

Unlock Huge Returns | Master ROE, ROA, and ROIC by

Value Investing Blueprint

Achieving Alpha is a Lonely Pursuit by

Quality Value Investing

Seven Traits of Exceptional Investors by

Schwar Capital

5 Timeless Lessons From Terry Smith by

Sleep Well Investments

How Dating Apps Contribute to the Demographic Crisis by

Kyla’s Newsletter

Buffett & Munger's Investment Commandments: Thou Shalt Not Commit These 8 Sins by

Excelsior Capital

---

Podcast

Knowledge compounds, keep on munching!

---

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