BWM - Issue # 70 - April 13, 2025
Shorts, Large Tech, Footwear, Banks, Oil, Cars, Payments, Shopping Lists, Asia, Minerals, Healthcare, Gaming, Active-wear, Music, Superfoods, and other things to munch on...
Welcome to the seventieth 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
Uber Technologies -- UBER 0.00%↑ -- Write Up
Gorilla Technology Group -- GRRR 0.00%↑ -- Short Report -- Write Up
Floor & Decor Holdings -- FND 0.00%↑ -- Write Up
Kaspi.kz AO -- KSPI 0.00%↑ -- Write Up (In German)
MercadoLibre -- MELI 0.00%↑ -- Write Up
Advanced Micro Devices -- AMD 0.00%↑ -- Write Up
Thryv Holdings -- THRY 0.00%↑ -- Write Up
Reddit -- RDDT 0.00%↑ -- Write Up
Broadcom -- AVGO 0.00%↑ -- Write Up
KinderCare Learning -- KLC 0.00%↑ -- $$$ -- Write Up
Precision Drilling -- PDS 0.00%↑ -- Write Up
NAPCO Security Technologies -- NSSC 0.00%↑ -- Write Up
Pinterest -- PINS 0.00%↑ -- Write Up
Americas Gold and Silver -- USAS 0.00%↑ -- $$$ -- Write Up
Advanced Micro Devices -- AMD 0.00%↑ -- Write Up
Unum Group -- UNM 0.00%↑ -- Write Up
Ormat Technologies -- ORA 0.00%↑ -- Write Up
CrowdStrike -- CRWD 0.00%↑ -- Write Up
Illumina -- ILMN 0.00%↑ -- Write Up
Brookfield -- BN 0.00%↑ -- Write Up
Waste Management -- WM 0.00%↑ -- Write Up
Brown & Brown Inc -- BRO 0.00%↑ -- Write Up
SS&C Technologies -- SSNC 0.00%↑ -- $$$ -- Write Up
Grindr -- GRND 0.00%↑ -- Write Up
Apartment Investment and Management Company -- AIV 0.00%↑ -- Write Up
New Fortress Energy -- NFE 0.00%↑ -- Write Up
MercadoLibre -- MELI 0.00%↑ -- $$$ -- Write Up
Monster Beverage -- MNST 0.00%↑ -- Short Report -- Write Up
Hims and Hers -- HIMS 0.00%↑ -- Write Up
Arista Networks -- ANET 0.00%↑ -- $$$ -- Write Up
Coffee Holding -- JVA 0.00%↑ -- Write Up
Sonim Technologies -- SONM 0.00%↑ -- Write Up
Nike -- NKE 0.00%↑ -- Write Up
American Express -- AXP 0.00%↑ -- Write Up
Daily Journal -- DJCO 0.00%↑ -- Write Up
Lululemon Athletica -- LULU 0.00%↑ -- Others
Meta Platforms -- META 0.00%↑ -- Others
Intel -- INTC 0.00%↑ -- Others
JPMorgan Chase & Co -- JPM 0.00%↑ -- Others
Lee Enterprises -- LEE 0.00%↑ -- Others
DLocal -- DLO 0.00%↑ -- Others
Heartland Express -- HTLD 0.00%↑ -- Others
Illumina -- ILMN 0.00%↑ -- Others
Taiwan Semiconductor Manufacturing Company -- TSM 0.00%↑ -- Others
Applied Materials -- AMAT 0.00%↑ -- Others
Nu Holdings -- NU 0.00%↑ -- Others
Oracle -- ORCL 0.00%↑ -- Others
Aflac -- AFL 0.00%↑ -- Others
Williams-Sonoma -- WSM 0.00%↑ -- Others
Teva Pharmaceutical Industries -- TEVA 0.00%↑ -- Others
Gildan Activewear -- GIL 0.00%↑ -- Others
Meta Platforms -- META 0.00%↑ -- Others
Evolv Technologies Holdings -- EVLV 0.00%↑ -- Others
Portillo's Inc -- PTLO 0.00%↑ -- Others
Rocket Companies -- RKT 0.00%↑ -- Others
Deckers Outdoor Corporation -- DECK 0.00%↑ -- Others
Nu Holdings -- NU 0.00%↑ -- Others
Uber Technologies -- UBER 0.00%↑ -- Others
SoFi Technologies -- SOFI 0.00%↑ -- Others
Clorox -- CLX 0.00%↑ -- Others
Nebius Group N.V. -- NBIS 0.00%↑ -- Others
Archer-Daniels-Midland Company -- ADM 0.00%↑ -- Others
Ziff Davis -- ZD 0.00%↑ -- Others
Shift4 Payments -- FOUR 0.00%↑ -- Others
NVIDIA -- NVDA 0.00%↑ -- $$$ -- Others
Compass Minerals -- CMP 0.00%↑ -- Others
Alphabet -- GOOG 0.00%↑ -- Others
Rayonier -- RYN 0.00%↑ -- Others
JPMorgan Chase -- JPM 0.00%↑ -- Others
Alibaba -- BABA 0.00%↑ -- $$$ -- Others
Novo Nordisk -- NVO 0.00%↑ -- Others
Spotify -- SPOT 0.00%↑ -- Others
Amazon -- AMZN 0.00%↑ -- Others
Aris Water Solutions -- ARIS 0.00%↑ -- Others
Alta Equipment Group -- ALTG 0.00%↑ -- $$$ -- Others
PayPal -- PYPL 0.00%↑ -- Others
Brookfield Infrastructure Partners -- BIP 0.00%↑ -- Others
More Company Write Ups/Others
Parrot SA -- $PAOTF -- Write Up
China Yuhua Education -- $HKG:6169 -- Write Up
International Personal Finance -- $LON:IPF -- $$$ -- Write Up
Computer Modelling Group -- $CMDXF -- Write Up
Wise -- $LSE:WISE -- Write Up
Table Trac -- $TBTC -- Write Up
Wonderla Holidays -- $NSE:WONDERLA -- Write Up
Velan -- $VLNSF -- Write Up
Samuel Heath & Sons -- $LON:HSM -- Write Up
CTS Eventim AG -- $CEVMY -- Write Up
Neo Performance Materials -- $NOPMF -- Write Up
Ravelin Properties REIT -- $SLTTF -- Write Up
DN Automotive -- $KRX:007340 -- Short Report -- Write Up
X Fab Silicon Foundries -- $XFABF -- Write Up
Bioventix -- $LON:BVXP -- $$$ -- Write Up
Zoomd Technologies -- $ZMDTF -- Write Up
Allianz SE -- $ALIZY -- Write Up
Watches of Switzerland Group -- $WOSGF -- Write Up
Dotdigital Group -- $LON:DOTD -- Write Up
Nintedo -- $NTDOY -- $$$ -- Others
Gala Technology -- $HKG:2458 -- Others
Porsche AG -- $DRPRY -- Others
Judges Scientific -- $JSCIF -- $$$ -- Others
MO-BRUK SA -- $WSE:MBR -- Others
Elliptic Laboratories -- $FRA:EIP -- Others
Nintedo -- $NTDOY -- Others
YouGov -- $LSE:YOU -- Others
MBB -- $ETR:MBB -- Others
Aritzia -- $ATZAF -- Others
KABE Group AB -- $STO:KABE-B -- Others
MTY Food Group -- $MTYFF -- Others (In Spanish)
EssilorLuxottica -- $ESLOY -- Others
Investor AB -- $IVSBF -- Others
Evolution -- $EVVTY -- Others
Andean Precious Metals -- $ANPMF -- Others
Company “Deep Dives & Others” via Audio/Video Formats
Laird Superfood -- LSF 0.00%↑ -- Podcast
Goosehead Insurance -- GSHD 0.00%↑ -- Podcast
Medpace Holdings -- MEDP 0.00%↑ -- Podcast
Adobe -- ADBE 0.00%↑ -- Podcast
CERo Therapeutics Holdings -- CERO 0.00%↑ -- Podcast
S&P Global -- SPGI 0.00%↑ -- Podcast
Palo Alto Networks -- PANW 0.00%↑ -- Podcast
Hims & Hers Health -- HIMS 0.00%↑ -- Podcast
Reddit -- RDDT 0.00%↑ -- Podcast
Tesla -- TSLA 0.00%↑ -- Podcast
Heico Corp -- HEI 0.00%↑ -- Podcast
Baidu -- BIDU 0.00%↑ -- Podcast
Microsoft -- MSFT 0.00%↑ -- Podcast
GlaxoSmithKline -- GSK 0.00%↑ -- Podcast
AMD -- AMD 0.00%↑ -- Podcast
Compass Group PLC -- $LON:CPG -- Podcast
Games Workshop -- $GMWKF -- Podcast
C-Com Satellite Systems -- $CYSNF -- Podcast
BuildDirect -- $CVE:BILD -- Podcast
Brookfield Corp -- BN 0.00%↑ -- YouTube
Perfect Corp -- PERF 0.00%↑ -- YouTube
Adobe -- ADBE 0.00%↑ -- YouTube
Nexstar Media Group -- NXST 0.00%↑ -- YouTube
Deckers Outdoor Corporation -- DECK 0.00%↑ -- YouTube
Keros Therapeutics -- KROS 0.00%↑ -- YouTube
Turtle Beach Thesis -- TBCH 0.00%↑ -- YouTube
JPMorgan Chase -- JPM 0.00%↑ -- YouTube
Petrobras -- PBR 0.00%↑ -- YouTube
Lucid Group -- LCID 0.00%↑ -- YouTube
Mastercard -- MA 0.00%↑ -- YouTube
CISO Global -- CISO 0.00%↑ -- YouTube
Arista -- ANET 0.00%↑ -- YouTube
United Natural Foods -- UNFI 0.00%↑ -- YouTube
Vistry Group PLC -- $LON:VTY -- YouTube
New Frontier Minerals -- $ASX:NFM -- YouTube
Links
Finding High-Quality Compounders by
Investing in Japan's Circular Economy by
A Quick Guide to Investing Conferences by
A hitchhiker's guide to the Anime Galaxy by
7 Tips On How To Survive A Bear Market by
Our Shopping List of 10 Tariff Proof Stocks! by
What You Should Do During Recession & Bear Markets! by
Chris Mayer: Ten Transformative Ideas from a Master Investor by
Mega Market Update: The State of the Financial World in 25 Charts by
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
As always. Thanks for including me.
Hey, man! Thanks for sharing my Daily Journal's write-up!