BWM - Issue # 65 - February 2, 2025
Ride-hailing, Big Tech, Video games, Banking, AI, Bunch of Shorts (Of course), Dating, A lot of International Picks, Healthcare/Biotech, Some Retails, Pizza, Chocolate, and other things to munch on...
Welcome to the sixty fifth 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
Construction Partners -- ROAD 0.00%↑ -- Write Up
Advanced Drainage Systems -- WMS 0.00%↑ -- Write Up
Simon Property Group -- SPG 0.00%↑ -- Write Up
Amazon.com -- AMZN 0.00%↑ -- Write Up
CF Industries Holdings -- CF 0.00%↑ -- $$$ -- Write Up
Academy Sports -- ASO 0.00%↑ -- Write Up
Airbnb -- ABNB 0.00%↑ -- Write Up
NVIDIA -- NVDA 0.00%↑ -- Write Up
MercadoLibre -- MELI 0.00%↑ -- Write Up
Saga Communications -- SGA 0.00%↑ -- Write Up
TransMedics -- TMDX 0.00%↑ -- Write Up
IDEXX Laboratories -- IDXX 0.00%↑ -- $$$ -- Write Up
JP Morgan Chase -- JPM 0.00%↑ -- Write Up
Hims & Hers Health -- HIMS 0.00%↑ -- Write Up
Leslie's -- LESL 0.00%↑ -- Write Up
Nano Nuclear Energy -- NNE 0.00%↑ -- Write Up
Restaurant Brands International -- QSR 0.00%↑ -- Write Up
Roper Technologies -- ROP 0.00%↑ -- Write Up
Nvidia -- NVDA 0.00%↑ -- Write Up
Lyft -- LYFT 0.00%↑ -- Write Up
Perimeter Solutions -- PRM 0.00%↑ -- Write Up
ASML -- ASML 0.00%↑ -- Write Up
SoFi -- SOFI 0.00%↑ -- Write Up
Vistra -- VST 0.00%↑ -- Write Up
Uber -- UBER 0.00%↑ -- Write Up (In French)
Alphabet -- GOOG 0.00%↑ -- Write Up
Monolithic Power Systems -- MPWR 0.00%↑ -- Write Up
Pacific Biosciences of California -- PACB 0.00%↑ -- Write Up
Hershey -- HSY 0.00%↑ -- $$$ -- Write Up
Unity Software -- U 0.00%↑ -- Write Up
Valaris -- VAL 0.00%↑ -- Write Up
Adobe -- ADBE 0.00%↑ -- Write Up
Skyward Specialty Insurance Group -- SKWD 0.00%↑ -- Write Up
Crocs -- CROX 0.00%↑ -- Write Up
Fair Isaac -- FICO 0.00%↑ -- Write Up
IDACORP -- IDA 0.00%↑ -- Write Up
Tesla -- TSLA 0.00%↑ -- Write Up
Tempus AI -- TEM 0.00%↑ -- Write Up
Vail Resorts -- MTN 0.00%↑ -- Write Up
Coursera -- COUR 0.00%↑ -- Write Up
Tiptree -- TIPT 0.00%↑ -- Write Up
Target -- TGT 0.00%↑ -- $$$ -- Write Up
Spotify -- SPOT 0.00%↑ -- Write Up
Magnera -- MAGN 0.00%↑ -- Write Up
Edwards Lifesciences -- EW 0.00%↑ -- Write Up
Forum Energy -- FET 0.00%↑ -- Write Up
IONQ -- IONQ 0.00%↑ -- Write Up
Grab Holdings -- GRAB 0.00%↑ -- Write Up
AppLovin -- APP 0.00%↑ -- Write Up
Reading International -- RDI 0.00%↑ -- Write Up
NIKE -- NKE 0.00%↑ -- Write Up
Union Pacific -- UNP 0.00%↑ -- $$$ -- Write Up
FTAI Aviation -- FTAI 0.00%↑ -- Write Up
Zoetis -- ZTS 0.00%↑ -- Write Up (In Spanish)
NVR -- NVR 0.00%↑ -- Write Up
SuperCom Ltd -- SPCB 0.00%↑ -- Write Up
Ziff Davis -- ZD 0.00%↑ -- Write Up
Mercury General -- MCY 0.00%↑ -- Write Up