BWM - Issue # 73 - May 25, 2025
Bunch of Shorts, Healthcare, Asia, Electricity, Big Tech, Banks, Airports, Footwear, Investors, Payments, AI, Logistics, Gaming, Europe, Apples, and other things to munch on...
Welcome to the seventy third 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
Adobe -- ADBE 0.00%↑ -- Write Up
Broadcom -- AVGO 0.00%↑ -- Write Up
Uber Technologies -- UBER 0.00%↑ -- Write Up
FrontView REIT -- FVR 0.00%↑ -- Write Up
MercadoLibre -- MELI 0.00%↑ -- Write Up
Mercurity Fintech Holding -- MFH 0.00%↑ -- Write Up (Short Report)
Booz Allen Hamilton Holding -- BAH 0.00%↑ -- Write Up (Short Report)
UFP Technologies -- UFPT 0.00%↑ -- Write Up (Short Report)
Archer Aviation -- ACHR 0.00%↑ -- Write Up (Short Report)
Cisco System -- CSCO 0.00%↑ -- Write Up
Vertiv Holdings -- VRT 0.00%↑ -- Write Up
Amazon -- AMZN 0.00%↑ -- $$$ -- Write Up
Medpace -- MEDP 0.00%↑ -- Write Up
Arista Networks -- ANET 0.00%↑ -- Write Up
Sezzle -- SEZL 0.00%↑ -- Write Up
Aurora Innovation -- AUR 0.00%↑ -- Write Up (Short Report)
Main Street Capital -- MAIN 0.00%↑ -- Write Up (Short Report)
Pulse Biosciences -- PLSE 0.00%↑ -- Write Up (Short Report)
IDEXX Laboratories -- IDXX 0.00%↑ -- Write Up (In French)
Costco -- COST 0.00%↑ -- Write Up
MasterBrand -- MBC 0.00%↑ -- Write Up
Roku -- ROKU 0.00%↑ -- Write Up
Mueller Industries -- MLI 0.00%↑ -- $$$ -- Write Up
Shift4 Payments -- FOUR 0.00%↑ -- Write Up
Angi -- ANGI 0.00%↑ -- Write Up
Net Lease Office Properties -- NLOP 0.00%↑ -- Write Up
Opera -- OPRA 0.00%↑ -- Write Up
GRAB -- GRAB 0.00%↑ -- Write Up
Gambling.com Group -- GAMB 0.00%↑ -- Write Up
Eagle Materials -- EXP 0.00%↑ -- Write Up
Virtus Investment Partners -- VRTS 0.00%↑ -- Write Up
Lakeland Fire + Safety -- LAKE 0.00%↑ -- Write Up
NVR -- NVR 0.00%↑ -- Write Up
Fair Isaac Corp -- FICO 0.00%↑ -- Write Up
GXO Logistics -- GXO 0.00%↑ -- $$$ -- Write Up
Enphase Energy -- ENPH 0.00%↑ -- Write Up
Nebius Group -- NBIS 0.00%↑ -- Write Up
Somnigroup -- SGI 0.00%↑ -- Write Up
Novo Nordisk -- NVO 0.00%↑ -- $$$ -- Write Up
eBay -- EBAY 0.00%↑ -- Write Up
Duolingo -- DUOL 0.00%↑ -- Others
Uber Technologies -- UBER 0.00%↑ -- Others
Marqeta -- MQ 0.00%↑ -- Others
Brookfield -- BN 0.00%↑ -- Others
Airbnb -- ABNB 0.00%↑ -- Others
Novo Nordisk -- NVO 0.00%↑ -- Others
Sea Limited -- SE 0.00%↑ -- Others
Oscar Health -- OSCR 0.00%↑ -- Others
dLocal -- DLO 0.00%↑ -- Others
Global-e -- GLBE 0.00%↑ -- Others
Palo Alto Networks -- PANW 0.00%↑ -- Others
Cantaloupe -- CTLP 0.00%↑ -- Others
Blink Charging -- BLNK 0.00%↑ -- Others
Innovative Solutions and Support -- ISSC 0.00%↑ -- Others
Alibaba -- BABA 0.00%↑ -- Others (In Spanish)
Apple -- AAPL 0.00%↑ -- Others
HIMS -- HIMS 0.00%↑ -- Others
LCNB Corp -- LCNB 0.00%↑ -- Others
MercadoLibre -- MELI 0.00%↑ -- Others
Plug Power -- PLUG 0.00%↑ -- Others
Occidental -- OXY 0.00%↑ -- Others
Ulta Beauty -- ULTA 0.00%↑ -- Others
AST SpaceMobile -- ASTS 0.00%↑ -- Others
UnitedHealth -- UNH 0.00%↑ -- Others
Nelnet -- NNI 0.00%↑ -- Others
Snowflake -- SNOW 0.00%↑ -- Others
Integral Ad Science Holding -- IAS 0.00%↑ -- Others
Trade Desk -- TTD 0.00%↑ -- Others
Microsoft -- MSFT 0.00%↑ -- Others
Spotify -- SPOT 0.00%↑ -- Others (in Spanish)
Alphabet -- GOOG 0.00%↑ -- Others
DigitalOcean -- DOCN 0.00%↑ -- Others
Boston Omaha -- BOC 0.00%↑ -- Others
GE Aerospace -- GE 0.00%↑ -- Others
Unity Software -- U 0.00%↑ -- Others
Nike -- NKE 0.00%↑ -- Others
Amazon -- AMZN 0.00%↑ -- Others
Century Communities -- CCS 0.00%↑ -- Others
Coherus BioSciences -- CHRS 0.00%↑ -- Others
Copart -- CPRT 0.00%↑ -- Others
Costco -- COST 0.00%↑ -- Others
Amentum Holdings -- AMTM 0.00%↑ -- Others
Envista -- NVST 0.00%↑ -- Others
Freedom Holding -- FRHC 0.00%↑ -- Others
Verastem -- VSTM 0.00%↑ -- Others
Tesla -- TSLA 0.00%↑ -- Others
DAVE -- DAVE 0.00%↑ -- Others
Equinor -- EQNR 0.00%↑ -- Others