BWM - Issue # 66 - February 16, 2025

Travel Services, Potash, Crypto, Military, Fitness, Earnings, Gaming, Auto, Healthcare, Payments, Bunch of Shorts, Alternatives, REITs, Asia, Skincare, Petro, Eggs, Soup,& other things to munch on...

Welcome to the sixty sixth 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!

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Company Write Ups/Others

Burford Capital -- BUR 0.00%↑ -- $$$ -- Write Up

Locafy -- LCFY 0.00%↑ -- Write Up

Paysafe -- PSFE 0.00%↑ -- Write Up

PDD Holdings -- PDD 0.00%↑ -- Write Up

Liberty Broadband -- LBRDK 0.00%↑ -- Write Up

Huntington Ingalls -- HII 0.00%↑ -- Write Up

Costco -- COST 0.00%↑ -- Write Up

Applied Optoelectronics -- AAOI 0.00%↑ -- Write Up

Genuine Parts Co -- GPC 0.00%↑ -- Write Up

Xponential Fitness -- XPOF 0.00%↑ -- Write Up

AppLovin -- APP 0.00%↑ -- Write Up (Short Report)

Bark -- BARK 0.00%↑ -- Write Up

Olympic Steel -- ZEUS 0.00%↑ -- $$$ -- Write Up

Meta Platforms -- META 0.00%↑ -- Write Up

Howard Hughes Holdings -- HHH 0.00%↑ -- Write Up

Novo Nordisk -- NVO 0.00%↑ -- Write Up (In French)

ONEOK -- OKE 0.00%↑ -- Write Up

Western Digital -- WDC 0.00%↑ -- Write Up (Short Report)

EnerSys -- ENS 0.00%↑ -- Write Up

Cummins -- CMI 0.00%↑ -- $$$ -- Write Up

GeneDx -- WGS 0.00%↑ -- Write Up (Short Report)

BlackRock -- BLK 0.00%↑ -- Write Up

Intrepid Potash -- IPI 0.00%↑ -- Write Up

NVIDIA -- NVDA 0.00%↑ -- Write Up

Estee Lauder -- EL 0.00%↑ -- Write Up

Kinsale Capital Group -- KNSL 0.00%↑ -- Write Up

Airbnb -- ABNB 0.00%↑ -- Write Up

PDD Holdings -- PDD 0.00%↑ -- Write Up (Short Report)

China Automotive Systems -- CAAS 0.00%↑ -- Write Up

Palantir -- PLTR 0.00%↑ -- Write Up (In French)

FutureFuel -- FF 0.00%↑ -- Write Up

Amazon -- AMZN 0.00%↑ -- Write Up

Fidelis Insurance -- FIHL 0.00%↑ -- Write Up

Spotify -- SPOT 0.00%↑ -- Write Up

Grab Holdings -- GRAB 0.00%↑ -- Write Up

Linde -- LIN 0.00%↑ -- $$$ -- Write Up

Pagaya -- PGY 0.00%↑ -- Write Up (Short Report)

Thryv Holdings -- THRY 0.00%↑ -- Write Up

American Coastal Insurance Company -- ACIC 0.00%↑ -- $$$ -- Write Up

Paycom Software -- PAYC 0.00%↑ -- Write Up

AutoZone -- AZO 0.00%↑ -- Write Up

PayPal -- PYPL 0.00%↑ -- Others

Palantir Technologies -- PLTR 0.00%↑ -- Others

Alphabet -- GOOG 0.00%↑ -- Others

Occidental Petroleum -- OXY 0.00%↑ -- Others

Philip Morris International -- PM 0.00%↑ -- Others

Coinbase -- COIN 0.00%↑ -- Others

Southwest Airlines -- LUV 0.00%↑ -- Others

Innoviz Technologies -- INVZ 0.00%↑ -- Others

Quipt Home Medical -- QIPT 0.00%↑ -- Others

Tesla -- TLSA 0.00%↑ -- Others

Brown & Brown -- BRO 0.00%↑ -- Others

Meta -- META 0.00%↑ -- Others

Alibaba -- BABA 0.00%↑ -- Others

SoFi -- SOFI 0.00%↑ -- Others

Ardent Health Partners -- ARDT 0.00%↑ -- Others

AVITA Medical -- RCEL 0.00%↑ -- Others

Heartbeam -- BEAT 0.00%↑ -- Others

Trade Desk -- TTD 0.00%↑ -- Others

Crocs -- CROX 0.00%↑ -- Others

Sangoma -- SANG 0.00%↑ -- Others

Fastly -- FSLY 0.00%↑ -- Others

Capri Holdings -- CPRI 0.00%↑ -- Others

Amazon -- AMZN 0.00%↑ -- Others

MSCI -- MSCI 0.00%↑ -- Others

Super Micro Computer -- SMCI 0.00%↑ -- Others

Uber -- UBER 0.00%↑ -- Others

Disney -- DIS 0.00%↑ -- $$$ -- Others

Intel -- INTC 0.00%↑ -- Others

PayPal -- PYPL 0.00%↑ -- Others

O'Reilly Automotive -- ORLY 0.00%↑ -- $$$ -- Others

Microsoft -- MSFT 0.00%↑ -- Others

XP -- XP 0.00%↑ -- Others

Campbell's -- CPB 0.00%↑ -- Others

Lucky Strike Entertainment -- LUCK 0.00%↑ -- Others

Amazon -- AMZN 0.00%↑ -- Others

Pinterest -- PINS 0.00%↑ -- Others

Coupang -- CPNG 0.00%↑ -- $$$ -- Others

Western Union -- WU 0.00%↑ -- Others

The Trade Desk -- TTD 0.00%↑ -- Others

Novo Nordisk -- NVO 0.00%↑ -- Others

Coursera -- COUR 0.00%↑ -- Others

Innovative Solutions and Support -- ISSC 0.00%↑ -- Others

High Tide -- HITI 0.00%↑ -- Others

Spotify -- SPOT 0.00%↑ -- Others

Brookfield Asset Management -- BAM 0.00%↑ -- Others

Monday.Com -- MNDY 0.00%↑ -- Others

Chipotle -- CMG 0.00%↑ -- Others

Robinhood -- HOOD 0.00%↑ -- Others

Fortinet -- FTNT 0.00%↑ -- Others

Tyler Technologies -- TYL 0.00%↑ -- Others

Gartner -- IT 0.00%↑ -- Others

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More Company Write Ups/Others

Magna Mining -- $CVE:NICU -- Write Up

Western Investment Company of Canada -- $CVE:WI -- Write Up

Evolution AB -- $EVVTY -- Write Up

Ashtead Group -- $ASHTY -- Write Up

Fairfax Financial -- $FRFHF -- Write Up

Universal Music Group -- $UMG -- Write Up

Vistry Group -- $BVHMF -- Write Up

Basic Fit -- $BSFFF -- Write Up

TOYA SA -- $WSE:TOA -- Write Up

Jet2 -- $LON:JET2 -- Write Up

Hampidjan -- $ICE:HAMP -- Write Up

DocCheck AG -- $ETR:AJ91 -- Write Up

Strathcona Resources -- $STHRF -- Write Up

Pegasus -- $IST:PGSUS -- Write Up

Morguard REIT -- $MGRUF -- Write Up

Exor NV -- $EXXRF -- Write Up

Kering -- $PPRUY -- Write Up

L'Oreal -- $LRLCY -- Write Up

Big Technologies -- $LON:BIG -- Write Up

Applied Nutrition -- $LON:APN -- $$$ -- Write Up

JDE Peets NV -- $JDEPY -- Write Up

Nintendo -- $NTDOY -- Write Up

Bittium -- $HEL:BITTI -- Write Up

ERREDUE SpA -- $BIT:RDUE -- Write Up

Steppe Gold -- $STPGF -- Write Up

Deutsche Boerse -- $DBOEY -- Write Up

International Petroleum -- $IPCFF -- Write Up

Australian Adventure Tourism Group -- $NSX:AAT -- Write Up

Derichebourg SA -- $ENXTPA:DBG -- Write Up

LVMH Moet Hennessy Louis Vuitton -- $LVMUY -- Write Up (In Spanish)

Kelly Partners Group -- $KPGHF -- Others

Northstar Clean Technologies -- $ROOOF -- Others

Constellation Software -- $CNSWF -- Others

Ensign Energy Services -- $ESVIF -- Others

Italian Sea Group -- $BIT:TISG -- Others

Nintendo -- $NTDOY -- Others

Adyen -- $ADYEY -- Others

Sega Sammy -- $SGAMY -- Others

Robertet -- $EPA:RBT -- Others

Flow Traders -- $FLTLF -- Others

Dynacor -- $DNGDF -- Others

Canaf Investments -- $CVE:CAF -- Others

MIPS -- $STO:MIPS -- Others

Airtel Africa -- $AAFRF -- Others (In Spanish)

Investor AB -- $IVSBF -- Others

Vertu Motors -- $LON:VTU -- Others

eDreams -- $EDR:MCE -- Others

QEP Co -- $QEPC -- Others

Medical Facilities -- $MFCSF -- Others

Orsted -- $DNNGY -- Others

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Company “Deep Dives & Others” via Audio/Video Formats

Spotify -- SPOT 0.00%↑ -- Podcast

AutoZone -- AZO 0.00%↑ -- Podcast

Palantir -- PLTR 0.00%↑ -- Podcast

ASML Holding -- ASML 0.00%↑ -- Podcast

Nvidia -- NVDA 0.00%↑ -- Podcast

Jack Henry -- JKHY 0.00%↑ -- Podcast

International Game Technology -- IGT 0.00%↑ -- Podcast

MicroStrategy -- MSTR 0.00%↑ -- Podcast

Mercado Libre -- MELI 0.00%↑ -- Podcast

Brookfield Corporation -- BN 0.00%↑ -- Podcast

Locafy -- LCFY 0.00%↑ -- Podcast

DoorDash -- DASH 0.00%↑ -- Podcast

Ametek -- AME 0.00%↑ -- Podcast

Block -- XYZ 0.00%↑ -- Podcast

Vital Farms -- VITL 0.00%↑ -- Podcast

Uber Technologies -- UBER 0.00%↑ -- Podcast

Neuroone Medical Technologies -- NMTC 0.00%↑ -- Podcast

Dutch Bros -- BROS 0.00%↑ -- Podcast

Airbnb vs Booking -- ABNB 0.00%↑ vs BKNG 0.00%↑ -- Podcast

Evolution AB -- $EVVTY -- Podcast

iFabric -- $IFABF -- Podcast

Carvana -- CVNA 0.00%↑ -- YouTube

Tesla -- TSLA 0.00%↑ -- YouTube

Groupon -- GRPN 0.00%↑ -- YouTube

Ur-Energy -- URG 0.00%↑ -- YouTube

Uber -- UBER 0.00%↑ -- YouTube

Airbnb -- ABNB 0.00%↑ -- YouTube

Zillow -- Z 0.00%↑ -- YouTube

ASML -- ASML 0.00%↑ -- YouTube

Pinduoduo -- PDD 0.00%↑ -- YouTube

Archer-Daniels-Midland -- ADM 0.00%↑ -- YouTube

MGM Resorts -- MGM 0.00%↑ -- YouTube

The Trade Desk -- TTD 0.00%↑ -- YouTube

Kelly Partners Group -- $KPGHF -- YouTube

Unico Silver -- $USLRF -- YouTube

International Workplace Group -- $LON:IWG -- YouTube

Texas Pacific Land -- TPL 0.00%↑ -- Substack Audio

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Links

Richer, Wiser, Happier by

Coughlin Capital

How do pre-IPO shares work? by

Finbrain 🧠

Timing is not everything, but it still matters by

Investment Talk

Industry Overview #3 - Alcoholic beverages by

StockOpine’s Newsletter

A Warning About YieldMax and Other Covered Call ETFs by

The Quality Premium

Top Performing Brazilian Corporate Bonds in USD in 2024 by

Brazil Bonds

The Last Lessons from Benjamin Graham’s Final Interview by

WorldlyInvest

Larry Pitkowsky on His Philosophy and Evolution as an Investor by

Latticework by MOI Global

10 Lessons from Li Lu’s Newest Speech on Global Value Investing! by

Quality Investing with René Sellmann

Chinese Real Estate Sector Analysis Part 1: Exploring the debacle and undervalued stocks in an absolutely despised sector by

Dragon Invest

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Podcasts

Knowledge compounds, keep on munching!

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