BWM - Issue # 68 - March 16, 2025
Nordics, Footwear, REITs, Big Tech, Jewelry, Commodities, Alts, Payments, Healthcare, Insurance, Frauds, Logistics, iGaming, Energy, Dining, Asia, Trading, Hot Dogs, and other things to munch on...
Welcome to the sixty eighth 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
NVIDIA -- NVDA 0.00%↑ -- Write Up
Duolingo -- DUOL 0.00%↑ -- Write Up
ContextLogic -- LOGC 0.00%↑ -- Write Up
Rocket Lab -- RKLB 0.00%↑ -- Write Up (Short Report)
Remitly Global -- RELY 0.00%↑ -- Write Up (Short Report)
JD.com -- JD 0.00%↑ -- Write Up
Forestar Group -- FOR 0.00%↑ -- Write Up
Blue Owl Capital -- OWL 0.00%↑ -- Write Up
Huntington Ingalls Industries -- HII 0.00%↑ -- Write Up
Nasdaq -- NDAQ 0.00%↑ -- Write Up
Dlocal -- DLO 0.00%↑ -- Write Up
Innovative Solutions and Support -- ISSC 0.00%↑ -- Write Up
Nu Holdings -- NU 0.00%↑ -- Write Up
Abercrombie & Fitch -- ANF 0.00%↑ -- Write Up
LandBridge -- LB 0.00%↑ -- Write Up
FTAI Aviation -- FTAI 0.00%↑ -- Write Up (Short Report)
Shift4 Payments -- FOUR 0.00%↑ -- Write Up
Alphabet -- GOOGL 0.00%↑ - Write Up
Synopsys -- SNPS 0.00%↑ -- Write Up
IBM -- IBM 0.00%↑ -- Write Up
Angi -- ANGI 0.00%↑ -- Write Up
Medicus Pharma -- MDCX 0.00%↑ -- Write Up
Taiwan Semiconductor -- TSM 0.00%↑ -- Write Up
S&P Global -- SPGI 0.00%↑ -- Write Up
Infosys -- INFY 0.00%↑ -- Write Up
Matthews International Corp -- MATW 0.00%↑ -- Write Up
Lemonade -- LMND 0.00%↑ -- Write Up
Seaport Entertainment Group -- SEG 0.00%↑ -- Write Up
AMETEK -- AME 0.00%↑ -- Write Up
ASML -- ASML 0.00%↑ -- Write Up
Primerica -- PRI 0.00%↑ -- Write Up
Onity Group -- ONIT 0.00%↑ -- Write Up
Aris Water Solutions -- ARIS 0.00%↑ -- Write Up
Shift4 Payments -- FOUR 0.00%↑ -- Write Up
Salesforce -- CRM 0.00%↑ -- $$$ -- Write Up
Fiverr -- FVRR 0.00%↑ -- Write Up
Driven Brands Holdings -- DRVN 0.00%↑ -- Write Up
Amentum Holdings -- AMTM 0.00%↑ -- Write Up
Willscot Holdings Corp -- WSC 0.00%↑ -- Write Up
Advance Auto Parts -- AAP 0.00%↑ -- Write Up
Kinsale Capital Group -- KNSL 0.00%↑ -- Write Up
Hamilton Insurance Group -- HG 0.00%↑ -- Write Up
Gorilla Technology Group -- GRRR 0.00%↑ -- $$$ -- Write Up (Short Report)
Nathan’s Famous -- NATH 0.00%↑ -- Write Up
Intuit -- INTU 0.00%↑ -- Write Up
Opera -- OPRA 0.00%↑ -- Write Up
Danaos -- DAC 0.00%↑ -- Write Up
Synopsys -- SNPS 0.00%↑ -- Write Up
Nebius -- NBIS 0.00%↑ -- Write Up
GigaCloud Technology -- GCT 0.00%↑ -- Write Up
Gildan Activewear -- GIL 0.00%↑ -- $$$ -- Write Up
Pembina Pipeline -- PBA 0.00%↑ -- Write Up
Hamilton Insurance Group -- HG 0.00%↑ -- Write Up
Northeast Bank -- NBN 0.00%↑ -- Write Up
Netflix -- NFLX 0.00%↑ -- Others
Salesforce -- CRM 0.00%↑ -- Others
Celsius -- CELH 0.00%↑ -- Others
AST SpaceMobile -- ASTS 0.00%↑ -- Others
Palantir -- PLTR 0.00%↑ -- Others
Mobilicom -- MOB 0.00%↑ -- Others
Snowflake -- SNOW 0.00%↑ -- Others
PayPal -- PYPL 0.00%↑ -- Others
Amazon -- AMZN 0.00%↑ -- Others
Adobe -- ADBE 0.00%↑ -- Others
New Fortress Energy -- NFE 0.00%↑ -- Others
SentinelOne -- S 0.00%↑ -- Others
Heico -- HEI 0.00%↑ -- Others
Alphabet -- GOOGL 0.00%↑ -- Others
Coherus Biosciences -- CHRS 0.00%↑ -- Others
Viemed Healthcare -- VMD 0.00%↑ -- Others
Meta Platforms -- META 0.00%↑ -- Others
DLocal -- DLO 0.00%↑ -- Others
Liberty Media Corp Series C -- FWONK 0.00%↑ -- Others
PayPal Holdings -- PYPL 0.00%↑ -- Others
Valaris -- VAL 0.00%↑ -- Others
Markel Group -- MKL 0.00%↑ -- Others
Hims & Hers -- HIMS 0.00%↑ -- Others
NACCO Industries -- NC 0.00%↑ -- Others
SuperCom -- SPCB 0.00%↑ -- $$$ -- Others
Stevanato -- STVN 0.00%↑ -- Others
Liberty Broadband -- LBRDA 0.00%↑ -- Others
Alphabet -- GOOG 0.00%↑ -- Others
Veeva System -- VEEV 0.00%↑ -- $$$ -- Others
Equinor -- EQNR 0.00%↑ -- Others
IDEX -- IEX 0.00%↑ -- Others
KLA Corp -- KLAC 0.00%↑ -- Others
Cardlytics -- CDLX 0.00%↑ -- $$$ -- Others
Cantaloupe -- CTLP 0.00%↑ -- Others
Super Micro Computer -- SMCI 0.00%↑ -- Others
Synopsys -- SNPS 0.00%↑ -- Others
Salesforce -- CRM 0.00%↑ -- Others
Broadcom -- AVGO 0.00%↑ -- Others
Danaher -- DHR 0.00%↑ -- Others
Ulta Beauty -- ULTA 0.00%↑ -- Others
Willscot Holdings -- WSC 0.00%↑ -- Others
FRP Holdings -- FRPH 0.00%↑ -- Others
More Company Write Ups/Others
Pandora A/S -- $PNDZF -- Write Up Part 1
Pandora A/S -- $PNDZF -- Write Up Part 2
Payton Planar Magnetics -- $EBR:PAY -- Write Up
Libertas 7 -- $BME:LIB -- Write Up
Nations Royalty -- $NRYCF -- Write Up
Oceania Healthcare -- $OCA.NZX -- Write Up
Kinovo -- $LON:KINO -- Write Up
Ultimate Products -- $LON:ULTP -- Write Up
B M European Value Retail -- $BMRRY -- Write Up
Theon International -- $AMS:THEON -- Write Up
Tencent -- $TCEHY -- Write Up
Smartphoto -- $EBR:SMAR -- Write Up
Taiga Building Products -- $TSE:TBL -- Write Up
Olvi Oyj -- $HEL:OLVAS -- Write Up
React Group -- $LON:REAT -- Write Up
DELIVERY HERO -- $DELHY -- Write Up
Robot Payment -- $TYO:4374 -- Write Up
Zignago Vetro -- $BIT:ZV -- Write Up
Allianz -- $ALIZY -- Write Up
PHX Energy Services -- $PHXHF -- Others
Logista Integral -- $BME:LOG -- Others
Geodrill -- $GEODF -- Others
Kraken Robotics -- $KRKNF -- Others
Navneet Education -- $NSE:NAVNETEDUL -- Others
Fresnillo - $FNLPF -- Others
Dowlais Group -- $DWLAF -- Others
Basic Fit -- $BSFFF -- Others
Evolution -- $EVVTY -- Others
DINO POLSKA -- $DNOPY -- Others
Rheinmetall -- $RNMBY -- Others
Lumine -- $LMGIF -- Others
EAT WELL GROUP --$EWGFF -- Others
Mattr -- $TSE:MATR -- Others
Company “Deep Dives & Others” via Audio/Video Formats
Blue Owl Capital -- OWL 0.00%↑ -- Podcast
Chegg -- CHGG 0.00%↑ -- Podcast
Cognex -- CGNX 0.00%↑ -- Podcast
FTAI Aviation -- FTAI 0.00%↑ -- Podcast
Nelnet -- NNI 0.00%↑ -- Podcast
OS Therapies -- OSTX 0.00%↑ -- Podcast
Brookfield -- BN 0.00%↑ -- Podcast
Amazon -- AMZN 0.00%↑ -- Podcast
Duolingo -- DUOL 0.00%↑ -- Podcast
Alphabet -- GOOG 0.00%↑ -- Podcast
Bragg Gaming Group -- BRAG 0.00%↑ -- Podcast
CoStar Group -- CSGP 0.00%↑ -- Podcast
Airbnb -- ABNB 0.00%↑ -- Podcast
Ascent Industries -- ACNT 0.00%↑ -- Podcast
Philip Morris -- PM 0.00%↑ -- Podcast
Axon Enterprise -- AXON 0.00%↑ -- Podcast
Apollo -- APO 0.00%↑ -- Podcast
Robertet -- $RBTEF -- Podcast
Greggs -- $GGGSY -- Podcast
BuildDirect -- $BDCTF -- Podcast
Fevertree -- $FQVTF -- Podcast
Kits Eyecare -- $KTYCF -- Podcast
The Italian Sea Group -- $BIT:TISG -- Podcast
Tantalus Systems -- $TNTLF -- Podcast
Sky Harbor Group -- SKYH 0.00%↑ -- YouTube
SuRo Capital -- SSSS 0.00%↑ -- YouTube
Amazon -- AMZN 0.00%↑ -- YouTube
PDD Holdings -- PDD 0.00%↑ -- YouTube
Robinhood -- HOOD 0.00%↑ -- YouTube
Brookfield -- BN 0.00%↑ -- YouTube
Deckers Brands -- DECK 0.00%↑ -- YouTube
MicroStrategy -- MSTR 0.00%↑ -- YouTube
Palantir -- PLTR 0.00%↑ -- YouTube
TRADE DESK -- TTD 0.00%↑ -- YouTube
Aduro Clean Technologies -- ADUR 0.00%↑ -- YouTube
Mongodb -- MDB 0.00%↑ -- YouTube
Intel -- INTC 0.00%↑ -- YouTube
Omnicom -- OMC 0.00%↑ -- YouTube
Atkore -- ATKR 0.00%↑ -- YouTube
Crane Company -- CR 0.00%↑ -- YouTube
DRDGold -- DRD 0.00%↑ -- YouTube
PayPal -- PYPL 0.00%↑ -- YouTube
Warner Bros. Discovery -- WBD 0.00%↑ -- YouTube
Hims -- HIMS 0.00%↑ -- YouTube
LifeMD -- LFMD 0.00%↑ -- YouTube
Badger Meter -- BMI 0.00%↑ -- YouTube
Genius Sports -- GENI 0.00%↑ -- YouTube
Marvell -- MRVL 0.00%↑ -- YouTube
SoFi -- SOFI 0.00%↑ -- YouTube
Ubique Minerals -- $CSE:UBQ -- YouTube
NowVertical Group -- $NOWVF -- YouTube
Treatment.com AI -- $TREIF -- YouTube
Landis+Gyr Group -- $LGYRF -- YouTube
Bravo Mining -- $BRVMF -- YouTube
Berkshire Hathaway -- $BRK.A -- YouTube
Jackson Financial -- JXN 0.00%↑ -- $$$ -- Substack Video
Applied Materials -- AMAT 0.00%↑ -- Substack Video
Links
The Perils of Chasing Fast Money by
Software Stocks: Lightning Round by
11 Red Flags I Look For In Every Public Company by
Supply Chain Management and Logistics Software by
Patience, the real competitive advantage in investing by
5 High-Quality Stocks You Can’t Afford to Ignore in 2025 by
The Trade That Went Wrong: What No One Wants to Admit by
7 high-flying Nordics stocks on my radar as markets drop by
The Psychology of Portfolio Fluctuations: Understanding Investor Emotions by
Podcasts
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!