BWM - Issue # 69 - March 30, 2025
Lots of Short Reports, Asia, Banks, Sportswear, Tobacco, AI, Insurance, Nat Gas, Payments, Entertainment, Casinos, Spinoffs, Metals, Bubbles, Grab, Lifeway Foods and other things to munch on...
Welcome to the sixty ninth 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
Costco Wholesale -- COST 0.00%↑ -- Write Up
Nu Holdings -- NU 0.00%↑ -- Write Up
Doximity -- DOCS 0.00%↑ -- Write Up (Short Report)
XP -- XP 0.00%↑ -- Write Up (Short Report)
ServiceNow -- NOW 0.00%↑ -- Write Up
Quipt Home Medical -- QIPT 0.00%↑ -- Write Up
Intuitive Surgical -- ISRG 0.00%↑ -- Write Up
Superior Industries International -- SUP 0.00%↑ -- Write Up
Robinhood -- HOOD 0.00%↑ -- Write Up
Arq -- ARQ 0.00%↑ -- Write Up
Crocs -- CROX 0.00%↑ -- Write Up
AppLovin -- APP 0.00%↑ -- Write Up (Short Report)
AST SpaceMobile -- ASTS 0.00%↑ -- Write Up
The Hershey Company -- HSY 0.00%↑ -- Write Up
Medpace Holdings -- MEDP 0.00%↑ -- Write Up
OSI Systems -- OSIS 0.00%↑ -- Write Up (Short Report)
ZJK Industrial Co -- ZJK 0.00%↑ -- Write Up (Short Report)
Mastercard -- MA 0.00%↑ -- Write Up
Signet Jewelers -- SIG 0.00%↑ -- Write Up
Paycom Software -- PAYC 0.00%↑ -- Write Up
Hims & Hers Health -- HIMS 0.00%↑ -- Write Up
Hyster-Yale -- HY 0.00%↑ -- Write Up
Markel Group -- MKL 0.00%↑ -- Write Up
DICK'S Sporting Goods -- DKS 0.00%↑ -- $$$ -- Write Up
T. Rowe Price -- TROW 0.00%↑ -- Write Up
IonQ -- IONQ 0.00%↑ -- Write Up (Short Report)
The Trade Desk -- TTD 0.00%↑ -- Write Up
DLocal -- DLO 0.00%↑ -- Write Up
Franklin Covey -- FC 0.00%↑ -- Write Up
Golar LNG -- GLNG 0.00%↑ -- $$$ -- Write Up
Quipt Home Medical -- QIPT 0.00%↑ -- Write Up
Shopify -- SHOP 0.00%↑ -- Write Up
TransDigm Group -- TDG 0.00%↑ -- Write Up
Paycom Software -- PAYC 0.00%↑ -- Write Up
Appian -- APPN 0.00%↑ -- Write Up (Short Report)
British American Tobacco -- BTI 0.00%↑ -- $$$ -- Write Up
Sea Limited -- SE 0.00%↑ -- Write Up
Townsquare Media -- TSQ 0.00%↑ -- Write Up
Adobe -- ADBE 0.00%↑ -- Write Up
S&P Global -- SPGI 0.00%↑ -- Write Up
Hesai Group -- HSAI 0.00%↑ -- Write Up (Short Report)
Heartbeam -- BEAT 0.00%↑ -- $$$ -- Write Up
BigBear.ai -- BBAI 0.00%↑ -- Write Up (Short Report)
Mohawk Industries -- MHK 0.00%↑ -- Write Up
NCR Atleos -- NATL 0.00%↑ -- Write Up
Methode Electronics -- MEI 0.00%↑ -- Write Up
Evolv Technologies -- EVLV 0.00%↑ -- Write Up
Kyndryl Holdings -- KD 0.00%↑ -- Write Up