BWM - Issue # 67 - March 2, 2025
Lots of ideas, Bunch of Earnings, some Shorts, Apparel, Tech, Shipping, Healthcare, Asia, Cannabis, Royalties, Footwear, Gaming, Traveling, O&G, Celsius & other things to munch on...
Welcome to the sixty seventh 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
AppLovin -- APP 0.00%↑ -- Write Up (Short Report)
GXO Logistics -- GXO 0.00%↑ -- Write Up
Axon -- AXON 0.00%↑ -- Write Up
Gentex -- GNTX 0.00%↑ -- Write Up
Dropbox -- DBX 0.00%↑ -- Write Up
Sable Offshore -- SOC 0.00%↑ -- Write Up
Danaos -- DAC 0.00%↑ -- Write Up
Teladoc Health -- TDOC 0.00%↑ -- Write Up (Short Report)
Fortinet -- FTNT 0.00%↑ -- Write Up
Sibanye -- SBSW 0.00%↑ -- $$$ -- Write Up
High Tide -- HITI 0.00%↑ -- Write Up
AvePoint -- AVPT 0.00%↑ -- Write Up
Amazon -- AMZN 0.00%↑ -- Write Up (In French)
Dycom -- DY 0.00%↑ -- Write Up
Kaspi -- KSPI 0.00%↑ -- Write Up
Talkspace -- TALK 0.00%↑ -- Write Up
Alphabet -- GOOGL 0.00%↑ -- Write Up
Stoneridge -- SRI 0.00%↑ -- Write Up
Allakos -- ALLK 0.00%↑ -- Write Up
Pfizer -- PFE 0.00%↑ -- Write Up (In Spanish)
Polestar Automotive Holding -- PSNY 0.00%↑ -- Write Up
Oklo -- OKLO 0.00%↑ -- Write Up (Short Report)
Dallasnews -- DALN 0.00%↑ -- Write Up
Nu Holdings -- NU 0.00%↑ -- Write Up
Tiptree -- TIPT 0.00%↑ -- Write Up
Blackstone -- BX 0.00%↑ -- Write Up
PowerFleet -- AIOT 0.00%↑ -- Write Up
Bel Fuse -- BELFA 0.00%↑ -- Write Up
Apollo -- APO 0.00%↑ -- Write Up
TransDigm -- TDG 0.00%↑ -- Write Up
Valaris -- VAL 0.00%↑ -- $$$ -- Write Up
Lowe's -- LOW 0.00%↑ -- Write Up
Garrett Motion -- GTX 0.00%↑ -- Write Up
Trip.com -- TCOM 0.00%↑ -- Write Up
TopBuild -- BLD 0.00%↑ -- Write Up
KULR Technology Group -- KULR 0.00%↑ -- Write Up (Short Report)
Grab -- GRAB 0.00%↑ -- Write Up
Thryv Holdings -- THRY 0.00%↑ -- Write Up
Sky Harbour Group -- SKYH 0.00%↑ -- Write Up
Transcontinental Realty Investors -- TCI 0.00%↑ -- Write Up
Pagaya -- PGY 0.00%↑ -- Write Up (Short Report)
Cantaloupe -- CTLP 0.00%↑ -- Write Up
Booking Holdings -- BKNG 0.00%↑ -- $$$ -- Write Up
KORU Medical -- KRMD 0.00%↑ -- Write Up
Ceva Inc -- CEVA 0.00%↑ -- Write Up
Eaton -- ETN 0.00%↑ -- Write Up
DraftKings -- DKNG 0.00%↑ -- Write Up
Etsy -- ETSY 0.00%↑ -- Write Up
ASML -- ASML 0.00%↑ -- Write Up
Estee Lauder -- EL 0.00%↑ -- Write Up
Yiren Digital -- YRD 0.00%↑ -- Write Up
Advanced Micro Devices -- AMD 0.00%↑ -- $$$ -- Write Up
Darling Ingredients -- DAR 0.00%↑ -- Write Up
Hallador Energy -- HNRG 0.00%↑ -- Write Up
Texas Roadhouse -- TXRH 0.00%↑ -- Write Up
Lululemon Athletica -- LULU 0.00%↑ -- Write Up
Crocs -- CROX 0.00%↑ -- Write Up
Dine Brands -- DIN 0.00%↑ -- Write Up
Warner Bros. Discovery -- WBD 0.00%↑ -- Write Up
Costco Wholesale -- COST 0.00%↑ -- Write Up
Vivid Seats -- SEAT 0.00%↑ -- Write Up
ResMed -- RMD 0.00%↑ -- Write Up
Materialise -- MTLS 0.00%↑ -- Write Up
FTAI Aviation -- FTAI 0.00%↑ -- Write Up