BWM - Issue # 71 - April 27, 2025
Microchips, Pharma, Banks, O&G, Apparel, Gaming, AI, Beauty, Cloud, Cars, Groceries, Defense, Footwear, Sin Stocks, Healthcare, Psychology, Insurance, Travel, Sweetgreen, & other things to munch on...
Welcome to the seventy first 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
Simon Property Group -- SPG 0.00%↑ -- Write Up
Marex Group -- MRX 0.00%↑ -- Write Up
Powell Industries -- POWL 0.00%↑ -- $$$ -- Write Up
The Kraft Heinz Company -- KHC 0.00%↑ -- Write Up
Polaris Industries -- PII 0.00%↑ -- Write Up
Novo Nordisk -- NVO 0.00%↑ -- Write Up
Coherus BioSciences -- CHRS 0.00%↑ -- Write Up
Integral Ad Science Holding -- IAS 0.00%↑ -- Write Up
McKesson -- MCK 0.00%↑ -- $$$ -- Write Up
Braze -- BRZE 0.00%↑ -- Write Up
Itron -- ITRI 0.00%↑ -- $$$ -- Write Up
Masco -- MAS 0.00%↑ -- Write Up
CareCloud -- CCLD 0.00%↑ -- Write Up
Norwegian Cruise Line Holdings -- NCLH 0.00%↑ -- Write Up
Airbnb -- ABNB 0.00%↑ -- Write Up
Leggett & Platt Inc -- LEG 0.00%↑ -- Write Up
DoubleDown Interactive Co -- DDI 0.00%↑ -- Write Up
Netflix -- NFLX 0.00%↑ -- Write Up
Markel -- MKL 0.00%↑ -- $$$ -- Write Up
SoFi Technologies Inc -- SOFI 0.00%↑ -- Write Up
Novo Nordisk -- NVO 0.00%↑ -- Write Up
Uber Technologies -- UBER 0.00%↑ -- Write Up
Cooper-Standard -- CPS 0.00%↑ -- $$$ -- Write Up
The Walt Disney Company -- DIS 0.00%↑ -- Write Up
Euronet Worldwide Inc -- EEFT 0.00%↑ -- Write Up
Copart -- CPRT 0.00%↑ -- Write Up
Celsius Holdings -- CELH 0.00%↑ -- Write Up
LKQ -- LKQ 0.00%↑ -- $$$ -- Write Up
TransUnion -- TRU 0.00%↑ -- Write Up
Ulta Beauty -- ULTA 0.00%↑ -- $$$ -- Write Up
Teradyne -- TER 0.00%↑ -- Write Up
Boot Barn Holdings -- BOOT 0.00%↑ -- Write Up
Blue Owl Capital -- OWL 0.00%↑ -- Write Up (In French)
Nutex Health -- NUTX 0.00%↑ -- Write Up
Novo Nordisk -- NVO 0.00%↑ -- Write Up
QXO -- QXO 0.00%↑ -- $$$ -- Write Up
Ingles Markets -- IMKTA 0.00%↑ -- Write Up
Crocs -- CROX 0.00%↑ -- Write Up
Synopsys -- SNPS 0.00%↑ -- $$$ -- Write Up
Oil States International -- OIS 0.00%↑ -- Write Up
Amazon -- AMZN 0.00%↑ -- Write Up
Hallador Energy -- HNRG 0.00%↑ -- Write Up
Weyerhaeuser -- WY 0.00%↑ -- Write Up
Huntington Ingalls Industries -- HII 0.00%↑ -- $$$ -- Write Up
Tempus AI -- TEM 0.00%↑ -- Write Up
DoorDash -- DASH 0.00%↑ -- Write Up
Diageo -- DEO 0.00%↑ -- Write Up
Lam Research -- LRCX 0.00%↑ -- Others
Clean Harbors -- CLH 0.00%↑ -- Others
Alphabet -- GOOGL 0.00%↑ -- Others
Lockheed -- LMT 0.00%↑ -- Others
ASML Holding NV -- ASML 0.00%↑ -- Others
ICON -- ICLR 0.00%↑ -- Others
PayPal -- PYPL 0.00%↑ -- Others
GE Aerospace -- GE 0.00%↑ -- Others
Medpace Holdings -- MEDP 0.00%↑ -- Others
Core Molding Technologies -- CMT 0.00%↑ -- Others
Northern Trust -- NTRS 0.00%↑ -- Others
Capital One Financial -- COF 0.00%↑ -- Others
Cisco -- CSCO 0.00%↑ -- Others
Nelnet -- NNI 0.00%↑ -- Others
Deere & Co -- DE 0.00%↑ -- Others
CompoSecure -- CMPO 0.00%↑ -- Others
Kinsale Capital Group -- KNSL 0.00%↑ -- Others
Pool -- POOL 0.00%↑ -- Others
Medifast Inc -- MED 0.00%↑ -- Others
Alibaba -- BABA 0.00%↑ -- Others
PubMatic -- PUBM 0.00%↑ -- Others
HEICO Corp -- HEI 0.00%↑ -- Others
Goldman Sachs Group -- GS 0.00%↑ -- Others
Taiwan Semiconductor Manufacturing Company -- TSM 0.00%↑ -- Others
Advanced Micro Devices -- AMD 0.00%↑ -- Others
Novo Nordisk -- NVO 0.00%↑ -- Others
Total Site Solutions -- TSSI 0.00%↑ -- Others
Alphabet Inc -- GOOG 0.00%↑ -- Others
Corpay -- CPAY 0.00%↑ -- Others
Heartland Express Inc -- HTLD 0.00%↑ -- Others
Arthur J. Gallagher & Co -- AJG 0.00%↑ -- Others
ASML Holding NV -- ASML 0.00%↑ -- Others
Salesforce -- CRM 0.00%↑ -- Others
Coupang -- CPNG 0.00%↑ -- Others
Lyft Inc -- LYFT 0.00%↑ -- Others
Northrop Grumman -- NOC 0.00%↑ -- Others
Hims & Hers Health -- HIMS 0.00%↑ -- Others
Meta Platforms -- META 0.00%↑ -- Others
Ferrari N.V. -- RACE 0.00%↑ -- Others
Tesla Inc -- TSLA 0.00%↑ -- Others
Eli Lilly & Company -- LLY 0.00%↑ -- Others
Netflix Inc -- NFLX 0.00%↑ -- Others
MSCI Inc -- MSCI 0.00%↑ -- Others
Lockheed Martin Corporation -- LMT 0.00%↑ -- Others
QuantumScape Corporation -- QS 0.00%↑ -- Others
ServiceNow Inc -- NOW 0.00%↑ -- Others
Palantir -- PLTR 0.00%↑ -- Others
Alphabet -- GOOG 0.00%↑ -- Others