BWM - Issue # 64 - January 19, 2025
Energy, Lots of Shorts, Gaming, Banking, Cars, Technology, Healthcare, Books, Bubbles, Bitcoin, Retail, China, eCommerce, Computing, Airplanes, India, Payments, Oranges, & other things to munch on...
Welcome to the sixty fourth 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
Alico -- ALCO 0.00%↑ -- Write Up
Okta -- OKTA 0.00%↑ -- Write Up
Stevanato Group -- STVN 0.00%↑ -- Write Up
Crocs -- CROX 0.00%↑ -- Write Up
Energy Fuels -- UUUU 0.00%↑ -- Write Up
SITE Centers -- SITC 0.00%↑ -- Write Up
Adobe -- ADBE 0.00%↑ -- Write Up
Tripadvisor -- TRIP 0.00%↑ -- $$$ -- Write Up
Amazon -- AMZN 0.00%↑ -- Write Up
Transmedics Group -- TMDX 0.00%↑ -- Write Up
Dave & Buster's Entertainment -- PLAY 0.00%↑ -- Write Up
Owens Corning -- OC 0.00%↑ -- $$$ -- Write Up
Apple -- AAPL 0.00%↑ -- Write Up
LSB Industries -- LXU 0.00%↑ -- Write Up
AppLovin -- APP 0.00%↑ -- Write Up
Thermo Fisher Scientific -- TMO 0.00%↑ -- Write Up
Alibaba -- BABA 0.00%↑ -- Write Up
Bragg Gaming Group -- BRAG 0.00%↑ -- Write Up
Hingham Institution of Savings -- HIFS 0.00%↑ -- Write Up
Premier -- PINC 0.00%↑ -- Write Up
Signet Jewelers -- SIG 0.00%↑ -- $$$ -- Write Up
Amentum -- AMTM 0.00%↑ -- Write Up
Valaris -- VAL 0.00%↑ -- Write Up
MicroStrategy -- MSTR 0.00%↑ -- Write Up
FTAI Aviation -- FTAI 0.00%↑ -- Write Up
KKR -- KKR 0.00%↑ -- $$$ -- Write Up
KLA Corp -- KLAC 0.00%↑ -- Write Up
Carrier Global -- CARR 0.00%↑ -- $$$ -- Write Up
Prairie Operating Co -- PROP 0.00%↑ -- Write Up
Halozyme -- HALO 0.00%↑ -- Write Up
PROCEPT BioRobotics -- PRCT 0.00%↑ -- Write Up
MercadoLibre -- MELI 0.00%↑ -- Write Up
UGI Corporation -- UGI 0.00%↑ -- Write Up
Blackstone -- BX 0.00%↑ -- Write Up
Century Casinos -- CNTY 0.00%↑ -- Write Up
Allot -- ALLT 0.00%↑ -- $$$ -- Write Up
Uber Technologies -- UBER 0.00%↑ -- Write Up
Abercrombie & Fitch -- ANF 0.00%↑ -- Write Up
Blacksky -- BKSY 0.00%↑ -- Write Up
Donnelley Financial -- DFIN 0.00%↑ -- Write Up
UL Solutions -- ULS 0.00%↑ -- Write Up
Axon -- AXON 0.00%↑ -- Write Up
Taiwan Semiconductor -- TSM 0.00%↑ -- Write Up
Skyworks Solutions -- SWKS 0.00%↑ -- $$$ -- Write Up
Red Cat -- RCAT 0.00%↑ -- Write Up
Ferrari -- RACE 0.00%↑ -- Write Up
Electromed -- ELMD 0.00%↑ -- Write Up
Auna SA -- AUNA 0.00%↑ -- Write Up
Quantum Computing -- QUBT 0.00%↑ -- Write Up
Silynxcom -- SYNX 0.00%↑ -- Write Up
Carvana -- CVNA 0.00%↑ -- Others
Gentex -- GNTX 0.00%↑ -- Others
Alphabet -- GOOG 0.00%↑ -- Others
Alico -- ALCO 0.00%↑ -- Others
AVITA Medical -- RCEL 0.00%↑ -- Others
Delta Air Lines -- DAL 0.00%↑ -- $$$ -- Others
Mobilicom -- MOB 0.00%↑ -- Others
Amazon -- AMZN 0.00%↑ -- Others
Idaho Strategic Resources -- IDR 0.00%↑ -- Others
Intel -- INTC 0.00%↑ -- Others
Veeva Systems -- VEEV 0.00%↑ -- Others
Uber -- UBER 0.00%↑ -- Others
American Express -- AXP 0.00%↑ -- Others
Meta -- META 0.00%↑ -- Others
Nike -- NKE 0.00%↑ -- Others
Dlocal -- DLO 0.00%↑ -- Others
Palantir -- PLTR 0.00%↑ -- Others
Relay Therapeutics -- RLAY 0.00%↑ -- Others
Redfin -- RDFN 0.00%↑ -- Others
Build-A-Bear Workshop -- BBW 0.00%↑ -- Others
Uber -- UBER 0.00%↑ -- Others
Novo Nordisk -- NVO 0.00%↑ -- Others
Mastercard -- MA 0.00%↑ -- Others
Applied Digital -- APLD 0.00%↑ -- Others
Cleveland-Cliffs -- CLF 0.00%↑ -- Others
Elevance Health -- ELV 0.00%↑ -- Others
Microsoft -- MSFT 0.00%↑ -- Others (In French)
Howard Hughes Holdings -- HHH 0.00%↑ -- Others
IAC -- IAC 0.00%↑ -- Others
More Company Write Ups/Others
JPEL Private Equity -- $LON:JPEL -- Write Up
Evolution Gaming AB -- $EVVTY -- Write Up
Vistry Group -- $BVHMF -- Write Up
Jumbo SA -- $FRA:5JB -- Write Up
Melexis NV -- $EBR:MELE -- Write Up
Greggs -- $GGGSY -- Write Up
Ajmera Realty & Infra India Ltd -- $NSE:AJMERA -- Write Up
Sanlorenzo -- $SNLRF -- Write Up
Northview Residential -- $NRR.UN -- Write Up
EssilorLuxottica -- $ESLOY -- Write Up (In French)
Atlas Salt -- $REMRF -- Write Up
Nova Technology -- $6613.TWO -- $$$ -- Write Up
Citizens Bancshares -- $CZBS -- Write Up
Tecogen -- TGEN 0.00%↑-- Write Up
Harbour Energy -- $PMOIF -- Write Up
Sabio Holdings -- $SABOF -- Write Up
Global Dominion -- $BME:DOM -- Write Up
Hornbach -- $HBBHF -- Write Up
CVS Group -- $LON:CVSG -- Write Up
SUSS MicroTec -- $SESMF -- Write Up
tinyBuild -- $LON:TBLD -- Write Up
Deutsche Telekom AG -- $DTEGY -- Write Up
TeamViewer -- $TMVWY -- Write Up
Vizsla Royalties -- $VROYF - Write Up
Tarczynski -- $WSE:TAR -- Write Up
San Jose SA Enterprise -- $BME:GSJ -- Write Up
Nintendo -- $NTDOY -- Write Up
GFT Technologies -- $ETR:GFT -- Write Up
Lonking -- $LKHLY -- Write Up (In Spanish)
SJS Enterprises -- $NSE:SJS -- Write Up
Wise -- $WIZEY -- Write Up
Montero Mining -- $MXTRF -- Write Up
Jet2 -- $LON:JET2 -- $$$ -- Write Up
Libertas 7 SA -- $BME:LIB -- Write Up
Nedap -- $AMS:NEDAP -- Others
Investor AB -- $IVSBF -- Others
Takeuchi Mfg Co -- $TYO:6432 -- Others
Tata Consultancy Services -- $NSE:TCS -- Others
Judges Scientific -- $JSCIF -- Others
Text -- $WSE:TXT -- Others
Aritzia -- $ATZAF -- Others
Atlas Engineered Products -- $APEUF -- $$$ -- Others
Next Group -- $NXGPY -- Others
Company “Deep Dives & Others” via Audio/Video Formats
Advanced Micro Devices -- AMD 0.00%↑ -- Podcast
Alibaba -- BABA 0.00%↑ -- Podcast
ASML Holding -- ASML 0.00%↑ -- Podcast
Banzai International -- BNZI 0.00%↑ -- Podcast
Accenture -- ACN 0.00%↑ -- Podcast
PAR Technology -- PAR 0.00%↑ -- Podcast
AppFolio -- APPF 0.00%↑ -- Podcast
Nvidia -- NVDA 0.00%↑ -- Podcast
Coupang -- CPNG 0.00%↑ -- Podcast
ASML -- ASML 0.00%↑ -- Podcast
Sony -- SONY 0.00%↑ -- Podcast
BlackBerry -- BB 0.00%↑ -- Podcast
Arm Holdings -- ARM 0.00%↑ -- Podcast
MicroStrategy -- MSTR 0.00%↑ -- Podcast
Dropbox -- DBX 0.00%↑ -- Podcast
Mastercard -- MA 0.00%↑ -- Podcast
Axon Enterprise -- AXON 0.00%↑ -- Podcast
Nintendo -- $NTDOY -- Podcast
Constellation Software -- $CNSWF -- Podcast
Simply Solventless Concentrates -- $SSLCF -- Podcast
HIKARI TSUSHIN -- $HKTGF -- Podcast
Rivian -- RIVN 0.00%↑ -- YouTube
Sky Harbour Group -- SKYH 0.00%↑ -- YouTube
Uber -- UBER 0.00%↑ -- YouTube
MarketWise -- MKTW 0.00%↑ -- YouTube
Apple -- AAPL 0.00%↑ -- YouTube
AMD -- AMD 0.00%↑ -- YouTube
Vivani Medical -- VANI 0.00%↑ -- YouTube
Petroleo Brasileiro -- PBR 0.00%↑ -- YouTube
JPMorgan Chase -- JPM 0.00%↑ -- YouTube
PepsiCo -- PEP 0.00%↑ -- YouTube
Bank of America -- BAC 0.00%↑ -- YouTube
U Power Limited -- UCAR 0.00%↑ -- YouTube
Uber -- UBER 0.00%↑ -- YouTube
Kingsway Financial Services -- KFS 0.00%↑ -- YouTube
Howard Hughes Holdings -- HHH 0.00%↑ -- YouTube
Camino Minerals -- $CAMZF -- YouTube
Evolution Ab -- $EVVTY -- YouTube
Nestle -- $NSRGY -- YouTube
International Petroleum -- $IPCFF -- YouTube
Haivision Systems -- $HAIVF -- Substack Video
JD -- JD 0.00%↑ -- $$$ -- Substack Video
Evolution AB -- $EVVTY -- Substack Audio
Links
Remember ... by
The Waiting: The patience of Nate Anderson by
Update on Met Coal Markets: A Buying Opportunity by
3 Luxury Apparel Brands from QVI's High-Quality Universe by
Warren Buffett, Hetty Green, and Oscar: Timeless Lessons in Contrarian Value Investing by
Podcasts
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
I will echo the other authors. Thank you for compiling the list!
Just an idea, would be great to see some segmentation, by country, or size of company, etc.
Nice long list! And thanks for sharing my Electromed's write up!