BWM - Issue # 72 - May 10, 2025
Short Reports, Footwear, Payments, Deliveries, Medical Companies, REITs, Asia, Big Tech, Infrastructures, Insurance, Energy, AI, Pharma, Food, Chips, and other things to munch on...
Welcome to the seventy second 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
DR Horton Inc -- DHI 0.00%↑ -- Write Up
Markel Corp -- MKL 0.00%↑ -- Write Up
Backblaze -- BLZE 0.00%↑ -- Write Up (Short Report)
TSMC -- TSM 0.00%↑ -- Write Up
A. O. Smith Corp -- AOS 0.00%↑ -- Write Up
Costco Wholesale Corp -- COST 0.00%↑ -- Write Up
Alarm.com Holdings -- ALRM 0.00%↑ -- Write Up
Consolidated Water Co Ltd -- CWCO 0.00%↑ -- Write Up
Novo Nordisk -- NVO 0.00%↑ -- Write Up
Intuitive Surgical Inc -- ISRG 0.00%↑ -- Write Up
TransMedics Group Inc -- TMDX 0.00%↑ -- Write Up
Portillo’s -- PTLO 0.00%↑ -- Write Up
Grindr -- GRND 0.00%↑ -- $$$ -- Write Up
Caseys General Stores -- CASY 0.00%↑ -- Write Up
Monday.Com -- MNDY 0.00%↑ -- Write Up
Dexcom -- DXCM 0.00%↑ -- Write Up
Klaviyo -- KVYO 0.00%↑ -- Write Up (Short Report)
PayPal -- PYPL 0.00%↑ -- Write Up
Clear Secure -- YOU 0.00%↑ -- Write Up
Sanuwave Health -- SNWV 0.00%↑ -- Write Up
American Express -- AXP 0.00%↑ -- $$$ -- Write Up
Nexstar Media Group -- NXST 0.00%↑ -- Write Up
Ituran -- ITRN 0.00%↑ -- Write Up
D-Wave Quantum -- QBTS 0.00%↑ -- Write Up
Alpha Metallurgical Resources -- AMR 0.00%↑ -- Write Up
Burford -- BUR 0.00%↑ -- Write Up
Novo Nordisk -- NVO 0.00%↑ -- Write Up (In Spanish)
Ferrovial SE -- FER 0.00%↑ -- Write Up
Wabash National -- WNC 0.00%↑ -- Write Up
Sanofi -- SNY 0.00%↑ -- Write Up
MaxCyte -- MXCT 0.00%↑ -- Write Up
Valaris -- VAL 0.00%↑ -- $$$ -- Write Up
Canadian Pacific Kansas City -- CP 0.00%↑ -- $$$ -- Write Up
Ulta Beauty -- ULTA 0.00%↑ -- Write Up
Steven Madden -- SHOO 0.00%↑ -- Write Up
Arista -- ANET 0.00%↑ -- Write Up
SoFi Technologies -- SOFI 0.00%↑ -- Others
Deere & Company -- DE 0.00%↑ -- Others
WELL Health Technologies -- WELL 0.00%↑ -- Others
Spotify Technology -- SPOT 0.00%↑ -- Others
MSCI -- MSCI 0.00%↑ -- Others
Fair Isaac Corporation -- FICO 0.00%↑ -- Others
Meta Platforms -- META 0.00%↑ -- Others
CoStar Group -- CSGP 0.00%↑ -- Others
AppFolio -- APPF 0.00%↑ -- Others
SAGE Therapeutics -- SAGE 0.00%↑ -- Others
Shift4 Payments -- FOUR 0.00%↑ -- Others
Capri Holdings -- CPRI 0.00%↑ -- Others
Meta Platforms -- META 0.00%↑ -- Others
Howard Hughes Holdings -- HHH 0.00%↑ -- Others
Apple -- AAPL 0.00%↑ -- Others
LandBridge Co -- LB 0.00%↑ -- Others
Toast -- TOST 0.00%↑ -- Others
PayPal Holdings -- PYPL 0.00%↑ -- Others
Spotify Technology -- SPOT 0.00%↑ -- Others
Microsoft Corp -- MSFT 0.00%↑ -- Others
Palantir Technologies -- PLTR 0.00%↑ -- Others
Relay Therapeutics -- RLAY 0.00%↑ -- Others
Deere & Company -- DE 0.00%↑ -- Others
Opendoor Technologies -- OPEN 0.00%↑ -- Others
Coupang -- CPNG 0.00%↑ -- Others
Inmode -- INMD 0.00%↑ -- Others (In Spanish)
Texas Pacific Land Corp -- TPL 0.00%↑ -- Others
Unilever -- UL 0.00%↑ -- Others
Keros Therapeutics -- KROS 0.00%↑ -- Others
Grab -- GRAB 0.00%↑ -- $$$ -- Others
Trade Desk -- TTD 0.00%↑ -- Others
Advanced Micro Devices -- AMD 0.00%↑ -- Others
Lemonade -- LMND 0.00%↑ -- Others
Uber -- UBER 0.00%↑ -- Others
Viemed -- VMD 0.00%↑ -- Others
Intel -- INTC 0.00%↑ -- Others
GXO Logistics -- GXO 0.00%↑ -- Others
Teva Pharmaceutical -- TEVA 0.00%↑ -- Others
AVITA Medical -- RCEL 0.00%↑ -- Others
CoStar Group -- CSGP 0.00%↑ -- Others
More Company Write Ups/Others
Minto Apartment REIT -- $MIAPF -- Write Up
YuHua Education -- $HKG:6169 -- Write Up
Murata Manufacturing -- $MRAAY -- Write Up
Kinki Sharyo -- $TYO:7122 -- Write Up
Raketech -- $STO:RAKE -- Write Up
Mercedes Benz -- $MBGYY -- Write Up
Hermes -- $HESAY -- Write Up (In French)
Avation PLC -- $LON:AVAP -- Write Up
CYND Co -- $4256.T -- Write Up
11 Bit Studios -- $11B.WA -- $$$ -- Write Up
Nu Ride -- $NRDE -- Write Up
NowVerticalGroup -- $NOWVF -- Write Up
Somero -- $LON:SOM -- Write Up
Eurokai -- $FRA:EUK3 -- Write Up (In German)
Dedicare AB -- $STO:DEDI -- Write Up
Games Workshop -- $GMWKF -- Write Up
Cipher Pharmaceuticals -- $CPHRF -- Others
Evolution -- $EVVTY -- Others
NBI Bearings -- $BME:NBI -- Others (In Spanish)
Foraco International -- $FRACF -- Others
Gatekeeper Systems -- $GKPRF -- Others
Aker BP -- $AKRBF -- Others
Berkshire Hathaway -- $BRK.A -- Others
Playway SA -- $WSE:PLW -- Others
PHX Energy Services -- $PHXHF -- Others
Tata Consultancy Services -- $NSE:TCS -- Others
Swatch Group ADR -- $SWGAY -- Others
Valeura Energy -- $VLERF -- Others
Company “Deep Dives & Others” via Audio/Video Formats
Duolingo Inc -- DUOL 0.00%↑ -- Podcast
Interactive Brokers -- IBKR 0.00%↑ -- Podcast
Meta Platforms -- META 0.00%↑ -- Podcast
Duolingo -- DUOL 0.00%↑ -- Podcast
Spotify -- SPOT 0.00%↑ -- Podcast
Chemed -- CHE 0.00%↑ -- Podcast
SAP SE -- SAP 0.00%↑ -- Podcast
Crocs -- CROX 0.00%↑ -- Podcast
Red Violet -- RDVT 0.00%↑ -- Podcast
Brookfield -- BN 0.00%↑ -- Podcast
Interactive Brokers -- IBKR 0.00%↑ -- Podcast
Airbnb -- ABNB 0.00%↑ -- Podcast
Palantir -- PLTR 0.00%↑ -- Podcast
Adobe -- ADBE 0.00%↑ -- Podcast
Research Solutions -- RSSS 0.00%↑ -- Podcast
Wolfspeed -- WOLF 0.00%↑ -- Podcast
WD-40 Co -- WDFC 0.00%↑ -- Podcast
ONAR -- $ONAR -- Podcast
Tribe Property Technologies -- $TRPTF -- Podcast
Lululemon Athletica -- LULU 0.00%↑ -- YouTube
ASML Holding N.V. -- ASML 0.00%↑ -- YouTube
CISO Global -- CISO 0.00%↑ -- YouTube
Alphabet -- GOOGL 0.00%↑ -- YouTube
PayPal Holdings -- PYPL 0.00%↑ -- YouTube
Shuttle Pharmaceuticals Holdings -- SHPH 0.00%↑ -- YouTube
Energy Fuels Inc -- UUUU 0.00%↑ -- YouTube
Lyft -- LYFT 0.00%↑ -- YouTube
ZK International -- ZKIN 0.00%↑ -- YouTube
Warner Bros Discovery -- WBD 0.00%↑ -- YouTube
Skyworks -- SWKS 0.00%↑ -- YouTube
PLBY Group -- PLBY 0.00%↑ -- YouTube
Links
20 MORE OTC Markets Oddities by
Become smarter through Generative AI by
Three Quality Companies to Buy Today by
Podcasts
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
Good luck and patience.
Amazing compilation as always! Thanks for the mention!