BWM - Issue # 63 - January 5, 2025
Payments, Gaming, Healthcare, Cars, REITs, Banks, AI, A lot of Books, Energy, Interesting Podcasts, Infrastructure, Streaming Services, Luxury, Shorts, Toasts, Shakes, and other things to munch on...
Welcome to the sixty third edition of BWM (Bi-Weekly Munchies) …
BWM is the largest bi weekly compilation of investment write ups, articles related to investing/finance, interviews, audio formats, videos, etc. from Substack, YouTube, Spotify, and other corners of the internet!
Let the munching begin!
Company Write Ups/Others
International General Insurance -- IGIC 0.00%↑ -- Write Up
Mongodb -- MDB 0.00%↑ -- Write Up
O'Reilly Automotive -- ORLY 0.00%↑ -- Write Up
Dave & Buster's -- PLAY 0.00%↑ -- $$$ -- Write Up
NuBank -- NU 0.00%↑ -- Write Up
Gentex -- GNTX 0.00%↑ -- Write Up
SoFi -- SOFI 0.00%↑ -- Write Up
Sky Harbour -- SKYH 0.00%↑ -- $$$ -- Write Up
Locafy -- LCFY 0.00%↑ -- Write Up
Take-Two Interactive -- TTWO 0.00%↑ -- Write Up
Yeti Holdings -- YETI 0.00%↑ -- Write Up
Crocs -- CROX 0.00%↑ -- Write Up
Uber -- UBER 0.00%↑ -- Write Up
Enphase -- ENPH 0.00%↑ -- Write Up
Nike -- NKE 0.00%↑ -- Write Up
Emcor Group -- EME 0.00%↑ -- $$$ -- Write Up
Mammoth Energy -- TUSK 0.00%↑ -- Write Up
Warner Bros. Discovery -- WBD 0.00%↑ -- Write Up
Autozone -- AZO 0.00%↑ -- Write Up
PayPal -- PYPL 0.00%↑ -- Write Up
Jack In The Box -- JACK 0.00%↑ -- Write Up
SoundHound AI -- SOUN 0.00%↑ -- Write Up
Realty Income -- O 0.00%↑ -- Write Up
Medpace -- MEDP 0.00%↑ -- Write Up
Kinsale Capital -- KNSL 0.00%↑ -- Write Up
XP Inc -- XP 0.00%↑ -- Write Up
Chubb -- CB 0.00%↑ -- Write Up
Palantir -- PLTR 0.00%↑ -- Write Up
Advanced Micro Devices -- AMD 0.00%↑ -- Write Up
Brookfield -- BN 0.00%↑ -- Write Up
Thryv Holdings -- THRY 0.00%↑ -- Write Up
Netflix -- NFLX 0.00%↑ -- Write Up
Daqo New Energy -- DQ 0.00%↑ -- Write Up
Block -- SQ 0.00%↑ -- Write Up
KLA -- KLAC 0.00%↑ -- Write Up
Broadcom -- AVGO 0.00%↑ -- Write Up
Veeva Systems -- VEEV 0.00%↑ -- Write Up
Snap -- SNAP 0.00%↑ -- Write Up