BWM - Issue # 59 - November 10, 2024

Big tech, Nano, lots of Frauds/Shorts, Lessons, Coal, Banks, Gaming, REITs, Pharmaceuticals, Audio, More Moats, Chips, Insurance, Trading, Payments, Healthcare, Cake Box, and other things to munch on.

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

Let the munching begin!

---

Company Write Ups/Others

Sky Harbour -- SKYH 0.00%↑ -- Write Up (In Spanish)

Gevo -- GEVO 0.00%↑ -- Write Up

American Superconductor -- AMSC 0.00%↑ -- Write Up

Fiserv -- FI 0.00%↑ -- Write Up

Casey’s General Stores -- CASY 0.00%↑ -- Write Up

Lululemon -- LULU 0.00%↑ -- Write Up

Copart -- CPRT 0.00%↑ -- Write Up

Ecopetrol -- EC 0.00%↑ -- Write Up

PACS Group -- PACS 0.00%↑ -- Write Up

Star Holdings -- STHO 0.00%↑ -- Write Up

RocketLab -- RKLB 0.00%↑ -- Write Up

Talkspace -- TALK 0.00%↑ -- Write Up

Sophia Genetics -- SOPH 0.00%↑ -- Write Up

PagSeguro -- PAGS 0.00%↑ -- Write Up

Byrna -- BYRN 0.00%↑ -- Write Up

Akamai -- AKAM 0.00%↑ -- Write Up

Merck & Co -- MRK 0.00%↑ -- Write Up

Wesco International -- WCC 0.00%↑ -- Write Up

Curbline Properties -- CURB 0.00%↑ -- Write Up

Visa Inc -- V 0.00%↑ -- Write Up

Coupang -- CPNG 0.00%↑ -- Write Up

Willscot -- WSC 0.00%↑ -- Write Up

Brown & Brown -- BRO 0.00%↑ -- Write Up

Baldwin Insurance Group -- BWIN 0.00%↑ -- Write Up

Tejon Ranch -- TRC 0.00%↑ -- Write Up

Acme United -- ACU 0.00%↑ -- Write Up

Snap-on -- SNA 0.00%↑ -- Write Up

Apollo Global -- APO 0.00%↑ -- Write Up

Amazon -- AMZN 0.00%↑ -- Write Up

Sirius XM -- SIRI 0.00%↑ -- Write Up

Alpha Metallurgical -- AMR 0.00%↑ -- Write Up

EZCORP -- EZPW 0.00%↑ -- Write Up

Innovative Solutions -- ISSC 0.00%↑ -- Write Up

Starbucks -- SBUX 0.00%↑ -- Write Up

Danaher -- DHR 0.00%↑ -- Write Up

Airbnb -- ABNB 0.00%↑ -- Write Up

Dollar General -- DG 0.00%↑ -- Write Up

Nano Dimension -- NNDM 0.00%↑ -- Write Up

Innodata -- INOD 0.00%↑ -- Write Up

Tenaris SA -- TS 0.00%↑ -- Write Up

MGP Ingredients -- MGPI 0.00%↑ -- Others

Alphabet -- GOOG 0.00%↑ -- Others

Amazon -- AMZN 0.00%↑ -- Others

IDT Corp -- IDT 0.00%↑ -- Others

Uber Technologies -- UBER 0.00%↑ -- Others

Super Micro Computer -- SMCI 0.00%↑ -- Others

Robinhood -- HOOD 0.00%↑ -- Others

Ulta Beauty -- ULTA 0.00%↑ -- Others

PayPal -- PYPL 0.00%↑ -- Others

Pioneer Power Solutions -- PPSI 0.00%↑ -- Others

Lemonade -- LMND 0.00%↑ -- Others

ASML -- ASML 0.00%↑ -- Others

Meta -- META 0.00%↑ -- Others

Airbnb -- ABNB 0.00%↑ -- Others

SoFi -- SOFI 0.00%↑ -- Others

PDD Holdings -- PDD 0.00%↑ -- Others

Coupang -- CPNG 0.00%↑ -- Others

Celsius -- CELH 0.00%↑ -- Others

Hims & Hers -- HIMS 0.00%↑ -- Others

Warrior Met Coal -- HCC 0.00%↑ -- Others

Sangoma -- SANG 0.00%↑ -- Others

MercadoLibre -- MELI 0.00%↑ -- Others

Capri Holdings -- CPRI 0.00%↑ -- Others

Viemed -- VMD 0.00%↑ -- Others

Vimeo -- VMEO 0.00%↑ -- Others

Microsoft -- MSFT 0.00%↑ -- Others

Alphabet -- GOOGL 0.00%↑ -- Others

Spotify -- SPOT 0.00%↑ -- Others

AppLoving -- APP 0.00%↑ -- Others

---

Industrias CH SAB -- $BMV:ICHB -- Write Up

eDreams -- $EDDRF -- Write Up

Leon’s Furniture -- $LEFUF -- Write Up

Nexus Infrastructure -- $NEXS -- Write Up

Colefax -- $LON:CFX -- Write Up

LVMH Moet Hennessy Louis Vuitton -- $LVMUY -- Write Up

Airbus -- $EPA:AIR -- Write Up

Brambles -- $BXBLY -- Write Up

Cake Box -- $LON:CBOX -- Write Up

Edenred -- $EDNMY -- Write Up

Sleep Cycle -- $STO:SLEEP -- Write Up

Dream Office -- $DRETF -- Write Up

XLMedia -- $XLMDF -- Write Up

Ebro Foods SA -- $BME:EBRO -- Write Up

L Oreal ADR -- $LRLCY -- Write Up

Boat Rocker Media -- $BRMIF -- Write Up

Symphony -- $NSE:SYMPHONY -- Write Up

Alantra Partners -- $BME:ALNT -- Write Up

Audioboom -- $LON:BOOM -- Write Up

Airtel Africa -- $AAFRF -- Others (In Spanish)

Secure Trust Bank -- $LON:STB -- Others

Campari -- $DVCMY -- Others

Kits Eyecare -- $KTYCF -- Others

Leatt -- $LEAT -- Others

Hellofresh -- $HLFFF -- Others

S4 Capital -- $SCPPF -- Others

Dino Polska -- $DNOPY -- Others (In Spanish)

Evolution -- $EVVTY -- Others

John Wood Group -- $WDGJF -- Others

Nintendo -- $NTDOY -- Others

Cipher Pharmaceuticals -- $CPHRF -- Others

True North Commercial Real Estate Investment Trust -- $TNT.UN -- Others

Flow Traders -- $AMS:FLOW -- Others

Sasseur Real Estate -- $SGX:CRPU -- Others

Haypp Group -- $STO:HAYPP -- Others

Enterprise Group -- $ETOLF -- Others

---

Company “Deep Dives” via Audio/Video Formats

Cocrystal Pharma -- COCP 0.00%↑ -- Podcast

Merck & Co -- MRK 0.00%↑ -- Podcast

Angi -- ANGI 0.00%↑ -- Podcast

AMD -- AMD 0.00%↑ -- Podcast

Alphabet -- GOOGL 0.00%↑ -- Podcast

Axon Enterprise -- AXON 0.00%↑ -- Podcast

Hims -- HIMS 0.00%↑ -- Podcast

Trinseo -- TSE 0.00%↑ -- Podcast

Fairfax Financial -- $FRFHF -- Podcast

Evolution AB -- $EVVTY -- Podcast

Schroders -- $SHNWF -- Podcast

Fresh Factory BC -- $CVE:FRSH -- Podcast

S4 Capital -- $SCPPF -- Podcast

MicroStrategy -- MSTR 0.00%↑ -- YouTube

Ecolab -- ECL 0.00%↑ -- YouTube

Tesla -- TSLA 0.00%↑ -- YouTube

Huntington Ingalls -- HII 0.00%↑ -- YouTube

Meta -- META 0.00%↑ -- YouTube

Block -- SQ 0.00%↑ -- YouTube

Netflix -- NFLX 0.00%↑ -- YouTube

Nutrien -- NTR 0.00%↑ -- YouTube

Blencowe Resources -- $LON:BRES -- YouTube

---

Links

Know Thyself by

Farrer Wealth Monthly Mailer

Tools I use by

Unfair Advantage

Invest like Peter Lynch by

Sleep Well Investments

One Moat to Rule Them All by

The Hermit

World's best stocks - Special France Edition by

Kroker Equity Research

Can GCCs be a threat to outsourced service providers? by

La Newsletter de Momentum

(Use google translate, worth it)

Inside Journey: Meet the Investor Turning $100k into $1 Million by

Concepts of Finance 🧠

Economic Moats Explained: What They Are & Why They Matter - Part V by

Flyover Stocks

---

Podcast+

Datacenters and Nuclear Power

Knowledge compounds, keep on munching!

---

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