BWM - Issue # 60 - November 24, 2024
Special Offer, Mining, Interviews, Shorts, Banks, Healthcare, Tech, Energy, Airlines, Gaming, Alternatives, Asia, Earnings, Luxury, Pharma, Chips, Industrial, Pizza, Donuts & other things to munch on.
Welcome to the sixtieth edition of BWM (Bi-Weekly Munchies) …
But before we begin I have an announcement to make…
First Issue of BWM came out on July 23, 2022 … fast forward to 2024 and on November 24, 2024 we are celebrating Issue number 60 … bi weekly … for almost one and a half years … without skipping a beat …
But the thing is … these things take a lot of time and energy, and I don’t just share “whatever” in BWM, I actually read fully/partially/scan or listen or watch through every article to make sure that whatever that is that I’m sharing would be to some extend useful to someone who reads BWM (I consciously look for useful information for my readers) … There are lot of write ups, opinions/thoughts, videos, podcast, etc. on a lot of different companies or subjects and just because I might not find it useful for myself it doesn’t mean that someone else wont find it useful for their research (and I know based on the feedback that people find these very useful)…
“I also must admit that BWM was created for selfish reasons as that I use it to research new companies that can potentially go into my portfolio or try to stay on top of my holdings with opinions from others”
I also know that lately (ish) there been some “copycats” copying what I do (no hate, I love you guys), trying to do something similar with write ups (to some extend) some for free and some actually charging from day one … but in my opinion no one has matched the quality and quantity of what I put out on bi weekly basis…
I’m actually not big on trying to “sell” people on what I do, so I will stop on justifying myself for why I want to put BWM on-kind-of-behind-pay-wall and I will just explain how things will go moving forward…
Staying true to its name Bi Weekly Munchies will go behind pay wall on Bi Weekly Basis which means that this week’s BWM will be free and next week will be available to paid subscribers (with a free preview) and I will alternate between free and paid … so in a way its not fully behind pay wall … for the “free week” I will not be accepting any kind of advertisement, I learned that I do not like putting ads on my Substack so everything that I share is from me personalized and I hope that by now y’all know I’m all about transparency…
The quality will stay the same or I will try to improve, again, I go over everything I share myself and I’m just one man … it helps that I’m obsessed about investing and spend a lot of time in it but doing it alone is not easy and has its limits…
Given that next week is Thanksgiving and “Black Friday” I would like to share a special promo with everyone (to those who became paid subscribers this week before seeing the promo I will be extending your paid subscription by one year):
If you sign up to become paid subscriber, you will get 60% off for one year … offer expires on December 1st.
Also, from the first week of January I will be increasing prices to $100 a year (or about $8 a month) and $25 a month…
As always if you sign up with .edu email you get full access for free and can keep it as long as you are active on “reading” my Substack.
With that out of the way…
Let the munching begin!
Company Write Ups/Others
Bank OZK -- OZK 0.00%↑ -- Write Up
Hawkins -- HWKN 0.00%↑ -- Write Up
Etsy -- ETSY 0.00%↑ -- Write Up
Global Payments -- GPN 0.00%↑ -- Write Up
Valero -- VLO 0.00%↑ -- Write Up
Dropbox -- DBX 0.00%↑ -- Write Up
IDEXX Laboratories -- IDXX 0.00%↑ -- Write Up
Krispy Kreme -- DNUT 0.00%↑ -- Write Up
Ecopetrol. SA. -- EC 0.00%↑ -- Write Up
Acacia Research Group -- ACTG 0.00%↑ -- Write Up
Wesco International -- WCC 0.00%↑ -- Write Up
Lam Research Corp -- LRCX 0.00%↑ -- Write Up
Weatherford International -- WFRD 0.00%↑ -- $$$ -- Write Up
eBay -- EBAY 0.00%↑ -- Write Up
Nexstar Media -- NXST 0.00%↑ -- Write Up
elf Beauty -- ELF 0.00%↑ -- Write Up (In Spanish)
Novartis -- NVS 0.00%↑ -- Write Up
BAIDU -- BIDU 0.00%↑ -- Write Up
Hims & Hers Health -- HIMS 0.00%↑ -- Write Up
Cal-Maine -- CALM 0.00%↑ -- Write Up
IAC -- IAC 0.00%↑ -- Write Up
Domino's Pizza -- DPZ 0.00%↑ -- Write Up
Bread Financial Holdings -- BFH 0.00%↑ -- Write Up
Airbnb -- ABNB 0.00%↑ -- Write Up
Seaport Entertainment -- SEG 0.00%↑ -- Write Up
APi Group -- APG 0.00%↑ -- Write Up
TransMedics -- TMDX 0.00%↑ -- Write Up (In Spanish)
MercadoLibre -- MELI 0.00%↑ -- Write Up
Molina Healthcare -- MOH 0.00%↑ -- Write Up
Gray Television -- GTN 0.00%↑ -- Write Up
YETI Holdings -- YETI 0.00%↑ -- $$$ -- Write Up
Zeta Global Holdings -- ZETA 0.00%↑ -- Write Up
Analog Devices -- ADI 0.00%↑ -- Write Up
Jeld-Wen Holding -- JELD 0.00%↑ -- Write Up
Eli Lilly vs Novo Nordisk -- LLY 0.00%↑ vs NVO 0.00%↑ -- Write Up
Marriott Vacations Worldwide -- VAC 0.00%↑ -- Write Up
Capital One -- COF 0.00%↑ -- Write Up
Chegg -- CHGG 0.00%↑ -- Write Up
Amrep Corp -- AXR 0.00%↑ -- Write Up
PDD Holdings -- PDD 0.00%↑ -- Write Up
Kinsale Capital -- KNSL 0.00%↑ -- Write Up
Maui Land & Pineapple Company -- MLP 0.00%↑ -- Write Up
Moderna -- MRNA 0.00%↑ -- Write Up
Ermenegildo Zegna -- ZGN 0.00%↑ -- Write Up
Nelnet -- NNI 0.00%↑ -- Others
GEN Restaurant Group -- GENK 0.00%↑ -- Others
Avita Medical -- RCEL 0.00%↑ -- Others
Booking Holdings -- BKNG 0.00%↑ -- $$$ -- Others
Millicom -- TIGO 0.00%↑ -- Others
Nano-X Imaging -- NNOX 0.00%↑ -- Others
TSS -- TSSI 0.00%↑ -- Others
Alphabet -- GOOG 0.00%↑ -- $$$ -- Others
Sable Offshore -- SOC 0.00%↑ -- Others
Meta -- META 0.00%↑ -- Others
Boston Omaha -- BOC 0.00%↑ -- Others
monday.com -- MNDY 0.00%↑ -- Others
Palantir -- PLTR 0.00%↑ -- Others
Rocket Lab -- RKLB 0.00%↑ -- Others
PayPal -- PYPL 0.13%↑ -- Others
Prudential -- PUK 0.00%↑ -- Others
Perma-Fix Environmental -- PESI 0.00%↑ -- Others
Nu Holdings -- NU 0.00%↑ -- Others
Wix.Com Ltd -- WIX 0.00%↑ -- Others
Spire Global -- SPIR 0.00%↑ -- Others
Hertz -- HTZ 0.00%↑ -- Others
GrafTech -- EAF 0.00%↑ -- Others
DLocal -- DLO 0.00%↑ -- Others
ASML Holding -- ASML 0.00%↑ -- $$$ -- Others
MicroStrategy -- MSTR 0.00%↑ -- $$$ -- Others
Shift4 -- FOUR 0.00%↑ -- Others
Petmed Express -- PETS 0.00%↑ -- Others
Sea Limited -- SEA 0.00%↑ -- Others
Intuit -- INTU 0.00%↑ -- $$$ -- Others
Nvidia -- NVDA 0.00%↑ -- Others
Hims -- HIMS 0.00%↑ -- Others
Winnebago -- WGO 0.00%↑ -- Others
Alibaba -- BABA 0.00%↑ -- Others (In Spanish)
Regis -- RGS 0.00%↑ -- Others
Roblox -- RBLX 0.00%↑ -- Others
SoFi -- SOFI 0.00%↑ -- Others
Fastenal -- FAST 0.00%↑ -- Others (In French)
Uber -- UBER 0.00%↑ -- Others
Meta -- META 0.00%↑ -- Others
Games Workshop -- $GMWKF -- Write Up
Paragon Technologies -- $PGNT -- Write Up
NorthWest Healthcare Properties REIT -- $NWHUF -- Write Up
Spectra Systems -- $LON:SPSY -- Write Up
Dirtt Environmental Solutions -- $DRTTF 0.00%↑-- Write Up
Asian Battery Metals -- $ASX:AZ9 -- Write Up
Optimi Health -- $OPTHF -- Write Up
Cementos Argos ADR -- $CMTOY -- Write Up
Ipsos SA -- $EPA:IPS -- Write Up
Atlas Copco -- $ATLKY -- Write Up
Bravo Mining -- $CVE:BRVO -- Write Up
AcadeMedia -- $STO:ACAD -- $$$ -- Write Up
Melrose Industries -- $MLSPF -- Write Up
Pershing Square Holdings -- $PSHZF -- Write Up
Vistry Group -- $BVHMF -- Write Up
Miquel y Costas & Miquel SA -- $BME:MCM -- Write Up
Appier Group -- $TYO:4180 -- Write Up
Winland Holdings -- $WELX -- Write Up
Lanthanein Resources -- $ASX:LNR -- Write Up
Shimano -- $SMNNY -- Write Up
Alimentation Couche-Tard -- $ANCTF -- Write Up
Africa Oil -- $AOIFF -- $$$ -- Write Up
Simply Better Brands -- $SBBCF -- Write Up
Value Retail SA -- $LON:BM -- Write Up
Evolution AB -- $EVVTY -- Write Up
Mears Group -- $LON:MER -- Write Up
Trinity Bank -- $TYBT -- Write Up
Geodrill -- $GEODF -- Others
Kamigumi -- $TYO:9364 -- Others
Tier 1 Technology -- $BME:TR1 -- Others
HelloFresh -- $HELFY -- Others
Facilities By ADF -- $LON:ADF -- Others
Universal Engeisha -- $TYO:6061 -- Others
Cab Payments -- $LON:CABP -- Others
EssilorLuxottica -- $ESLOY -- Others
Company “Deep Dives” via Audio/Video Formats
Carvana -- CVNA 0.00%↑ -- Podcast
Kairos Pharma -- KAPA 0.00%↑ -- Podcast
Apollo Global -- APO 0.00%↑ -- Podcast
Fastenal -- FAST 0.00%↑ -- Podcast
Brookfield -- BN 0.00%↑ -- Podcast
Mastercard -- MA 0.00%↑ -- Podcast
Spotify -- SPOT 0.00%↑ -- Podcast
TransDigm -- TDG 0.00%↑ -- Podcast
ASML -- ASML 0.00%↑ -- Podcast
Hims -- HIMS 0.00%↑ -- Podcast
NMI Holdings -- NMIH 0.00%↑ -- Podcast
RenoWorks Software -- $ROWKF -- Podcast
Informa -- $IFPJF -- Podcast
Roche -- $RHHBY -- Podcast
Firan Technology -- $FTGFF -- Podcast
Bolsa Mexicana de Valores -- $BOMXF -- Podcast
Innovative Food Holdings -- $IVFH -- Podcast
Secure Energy Services -- $TSE:SES -- YouTube
Lagardere SA -- $MMB.PA -- YouTube
Evolution AB -- $EVVTY -- YouTube
Haypp Group -- $STO:HAYPP -- YouTube
Danaos -- DAC 0.00%↑ -- YouTube
NVR -- NVR 0.00%↑ -- YouTube
Brookfield -- BN 0.00%↑ -- YouTube
Lifezone Metals -- LZM 0.00%↑ -- YouTube
Rio Tinto -- RIO 0.00%↑ -- YouTube
Nvidia -- NVDA 0.00%↑ -- YouTube
Occidental Petroleum -- OXY 0.00%↑ -- YouTube
Delta Airlines -- DAL 0.00%↑ -- YouTube
Arcure SA -- $EPA:ALCUR -- Substack Audio
Palantir -- PLTR 0.00%↑ -- Substack Audio
Danaos -- DAC 0.00%↑ -- Substack Audio
Prada -- $HKG:1913 -- Substack Video
Links
MrBeast by
5 Quality Stock Screeners 🏰 by
How to hunt for 100-baggers by
Japanese Net-Net Basket: Part 3 by
Board Meetings That Don't Suck by
How to Create Investing Principles by
Our Investing Philosophy - Update #1 by
Anthony Deden | Learn From The Best by
What Could Be: Investing Takes Optimism by
Five Key Lessons from Hedge Fund Market Wizards by
One of My Most Underrated Tools for Investment Idea Generation: Fund Letters by
Podcast+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
Congratulations 60 weeks!!!👍👍👍