BWM - Issue # 62 - December 21, 2024

Banks, Uber, Shorts, Meta, Energy, Chips, Infrastructure, Healthcare, Books, Oil, Grocery, Investing Lessons, Asia, Retailers, Boats, Costco and other things to munch on...

Welcome to the sixty second edition of BWM (Bi-Weekly Munchies) …

Let the munching begin!

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Company Write Ups/Others

Nubank -- NU 0.00%↑ -- Write Up

Evolv Technologies -- EVLV 0.00%↑ -- Write Up

Malibu Boats -- MBUU 0.00%↑ -- Write Up

Hawkins -- HWKN 0.00%↑ -- Write Up

Kellanova -- K 0.00%↑ -- Write Up

Yelp -- YELP 0.00%↑ -- $$$ -- Write Up

Kohl’s Corp -- KSS 0.00%↑ -- Write Up

Canadian Solar -- CSIQ 0.00%↑ -- Write Up

Skillsoft -- SKIL 0.00%↑ -- Write Up

Janus International Group -- JBI 0.00%↑ -- Write Up

Telomir Pharmaceuticals -- TELO 0.00%↑ -- Write Up

Daktronics -- DAKT 0.00%↑ -- Write Up

Sonos -- SONO 0.00%↑ -- Write Up

Peabody Energy -- BTU 0.00%↑ -- Write Up

Carnival -- CCL 0.00%↑ -- Write Up

Aegon -- AEG 0.00%↑ -- Write Up

Costco -- COST 0.00%↑ -- Write Up (In French)

Smith Micro -- SMSI 0.00%↑ -- $$$ -- Write Up

Perimeter Solutions -- PRM 0.00%↑ -- Write Up

Warrior Met Coal -- HCC 0.00%↑ -- $$$ -- Write Up

Uber Technologies -- UBER 0.00%↑ -- Write Up

Tenet Healthcare -- THC 0.00%↑ -- Write Up

Rapid Micro Biosystems -- RPID 0.00%↑ -- Write Up

Rockwell Automation -- ROK 0.00%↑ -- $$$ -- Write Up

TSMC -- TSM 0.00%↑ -- Write Up

Walt Disney -- DIS 0.00%↑ -- Write Up

Leslie's -- LESL 0.00%↑ -- $$$ -- Write Up

Sportsman’s Warehouse -- SPWH 0.00%↑ -- Write Up

Ferrari -- RACE 0.00%↑ -- Write Up

Maravai Lifesciences -- MRVI 0.00%↑ -- $$$ -- Write Up

Crocs -- CROX 0.00%↑ -- Write Up

Lululemon -- LULU 0.00%↑ -- Others

Spotify -- SPOT 0.00%↑ -- Others

Pinduoduo -- PDD 0.00%↑ -- Others

Molina Healthcare -- MOH 0.00%↑ -- Others

Meta -- META 0.00%↑ -- Others

Intuit -- INTU 0.00%↑ -- Others

Alphabet -- GOOG 0.00%↑ -- Others

Brookfield Infrastructure Partners -- BIP 0.00%↑ -- Others

Sarepta Therapeutics -- SRPT 0.00%↑ -- Others

Adobe -- ADBE 0.00%↑ -- Others

Build-A-Bear Workshop -- BBW 0.00%↑ -- Others

Gitlab -- GTLB 0.00%↑ -- Others

British American Tobacco -- BTI 0.00%↑ -- Others

Oracle -- ORCL 0.00%↑ -- Others

Broadcom -- AVGO 0.00%↑ -- Others

Advanced Micro Devices - AMD 0.00%↑ -- Others

Valvoline -- VVV 0.00%↑ -- Others

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Valeura Energy -- $VLERF -- Write Up

Velan -- $VLNSF -- Write Up

Dino Polska -- $DNOPY -- $$$ -- Write Up

Societe Marseillaise d Tnl Prd Crng SA -- $EPA:ALTPC -- Write Up (In Spanish)

Asian Paints -- $NSE: ASIANPAINT -- Write Up

Haivision -- $TSE: HAI -- Write Up

Greggs plc -- $LON:GRG -- Write Up

AJ Bell -- $LON:AJB -- Write Up

GBank Financial -- $GBFH -- Write Up

Dicker Data -- $ASX:DDR -- Write Up

Dream Impact Trust -- $MPCT.UN -- Write Up

Evolution AB -- $EVVTY -- Write Up

McBride -- $LSE:MCB -- Write Up

Hyoki Kaiun Kaisha -- $TYO: 9362 -- Write Up

XLMedia -- $XLMDF -- Others

Carl Zeiss Meditec ADR -- $CZMWY -- Others

Quipt Home Medical -- $TSE: QIPT -- Others

Alpha Group -- $LON:ALPH -- Others

Ubisoft -- $EPA:UBI -- Others

Journey Energy -- TSE:JOY -- Others

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Company “Deep Dives” via Audio/Video Formats

Intel -- INTC 0.00%↑ -- Podcast

UBER -- UBER 0.00%↑ -- Podcast

Nasdaq -- NDAQ 0.00%↑ -- Podcast

Shopify -- SHOP 0.00%↑ -- Podcast

Visa -- V 0.00%↑ -- Podcast

Okta -- OKTA 0.00%↑ -- Podcast

Alibaba -- BABA 0.00%↑ -- Podcast

Walmart -- WMT 0.00%↑ -- Podcast

Perimeter Solutions -- PRM 0.00%↑ -- Podcast

Industria De Diseno Textil Inditex -- $IDEXY -- Podcast

Constellation Software -- $CNSWF -- YouTube

Boston Omaha -- BOC 0.00%↑ -- YouTube

Seabridge Gold -- SA 0.00%↑ -- YouTube

Crocs -- CROX 0.00%↑ -- YouTube

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

Energy Fuels -- UUUU 0.00%↑ -- YouTube

Celanese -- CE 0.00%↑ -- YouTube

Warner Brothers Discovery -- WBD 0.00%↑ -- Substack Audio

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Links

Top 5 Books in 2024 by

Petty Cash

When Money Sleeps by

Best Anchor Stocks

15 Visual Investing Lessons by

Invest in Quality

7 Common Investment Mistakes by

Valuing Dutchman

Chapter 91 - The Science of Hitting by

Biography Nuts

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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!