BWM - Issue # 74 - June 8, 2025
Healthcare, International Payments, AGI, Cars, Fashion, Cyber, Pharma, Gaming, Footwear, Poland, Insurances, Energy, Travel, Banks, some Shorts, Lemonade, Chips, Burritos, & other things to munch on..
Welcome to the seventy fourth 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
Microsoft -- MSFT 0.00%↑ -- Write Up
MSCI -- MSCI 0.00%↑ -- Write Up
Quanta Services -- PWR 0.00%↑ -- $$$ -- Write Up
UnitedHealth Group Inc -- UNH 0.00%↑ -- Write Up
Tempus AI -- TEM 0.00%↑ -- Write Up (Short Report)
Sea Limited -- SE 0.00%↑ -- Write Up
Danaos Corp -- DAC 0.00%↑ -- Write Up
Kingsway Financial Services -- KFS 0.00%↑ -- Write Up
Xpel Inc -- XPEL 0.00%↑ -- Write Up
Five Below -- FIVE 0.00%↑ -- Write Up
Sharplink Gaming -- SBET 0.00%↑ -- Write Up
SoFi Technologies Inc -- SOFI 0.00%↑ -- Write Up
TriMas Corp -- TRS 0.00%↑ -- Write Up
Harley-Davidson -- HOG 0.00%↑ -- Write Up
TJX Companies -- TJX 0.00%↑ -- $$$ -- Write Up
Neogen Corp -- NEOG 0.00%↑ -- Write Up
Pediatrix Medical Group -- MD 0.00%↑ -- Write Up
MSCI -- MSCI 0.00%↑ -- Write Up
Abacus Global Management -- ABL 0.00%↑ -- Write Up (Short Report)
Agilent Technologies -- A 0.00%↑ -- Write Up
Prologis -- PLD 0.00%↑ -- Write Up
The Metals Company -- TMC 0.00%↑ -- Write Up (Short Report)
Sea Limited -- SEA 0.00%↑ -- Write Up
Alphabet -- GOOG 0.00%↑ -- Write Up
Yalla Group -- YALA 0.00%↑ -- Write Up (Short Report)
MSA Safety -- MSA 0.00%↑ -- Write Up
Clearpoint Neuro -- CLPT 0.00%↑ -- Write Up
MaxCyte -- MXCT 0.00%↑ -- Write Up
Salesforce -- CRM 0.00%↑ -- Write Up
Sea Limited -- SE 0.00%↑ -- Others
Carvana -- CVNA 0.00%↑ -- Others
Luminar Technologies -- LAZR 0.00%↑ -- Others
Advanced Micro Devices -- AMD 0.00%↑ -- Others
Target -- TGT 0.00%↑ -- Others
The Scotts Miracle-Gro Company -- SMG 0.00%↑ -- Others
Copart -- CPRT 0.00%↑ -- Others
Nu Holdings -- NU 0.00%↑ -- Others
Arista Networks -- ANET 0.00%↑ -- Others
Shopify -- SHOP 0.00%↑ -- Others
IHS Holding Ltd -- IHS 0.00%↑ -- Others
Warner Bros. Discovery -- WBD 0.00%↑ -- Others
SentinelOne -- S 0.00%↑ -- Others
PDD Holdings -- PDD 0.00%↑ -- Others
NVIDIA Corporation -- NVDA 0.00%↑ -- Others
Borr Drilling Ltd -- BORR 0.00%↑ -- Others
Veeva Systems -- VEEV 0.00%↑ -- Others
PDD Holdings -- PDD 0.00%↑ -- Others
FTAI Infrastructure -- FIP 0.00%↑ -- Others
CloudFlare -- NET 0.00%↑ -- Others
Zscaler -- ZS 0.00%↑ -- Others
Crocs -- CROX 0.00%↑ -- Others
MongoDB -- MDB 0.00%↑ -- Others
Costco Wholesale -- COST 0.00%↑ -- Others
Photronics -- PLAB 0.00%↑ -- Others
Crowdstrike -- CRWD 0.00%↑ -- Others
SoFi Technologies -- SOFI 0.00%↑ -- Others
Salesforce -- CRM 0.00%↑ -- Others
Broadcom -- AVGO 0.00%↑ -- Others
New England Realty Associates Limited Partnership -- NEN 0.00%↑ -- Others
Airbnb -- ABNB 0.00%↑ -- Others
Samsara -- IOT 0.00%↑ -- Others
Lululemon -- LULU 0.00%↑ -- Others
Shift4 -- FOUR 0.00%↑ & GB 0.00%↑ -- Others
Alphabet -- GOOGL 0.00%↑ -- $$$ -- Others
Nike -- NKE 0.00%↑ -- Others
Tesla -- TSLA 0.00%↑ -- Others
Credo Technology -- CRDO 0.00%↑ -- Others
Teva Pharmaceuticals -- TEVA 0.00%↑ -- Others
More Company Write Ups/Others
Games Workshop Group -- $GMWKF -- Write Up
Kino Polska TV SA -- $WSE:KPL -- Write Up
Micron Machinery -- $TYO:6159 -- Write Up
Glory -- $TYO:6457 -- $$$ -- Write Up
WISE PLC -- LSE:WISE -- Write Up
Nippon Pigment -- TYO:4119 -- Write Up
RaySearch Laboratories -- $RAY:STO-- Write Up
Fairfax India Holdings-- $FFXDF -- Write Up
Lovisa Holdings -- $ASX:LOV -- Write Up
ParkerVision -- $PRKR -- Write Up
Schneider Electric -- $SBGSY -- Write Up
Anexo Group -- $LON:ANX -- Write Up
LVMH -- $LVMUY -- Write Up
JD Sports Fashion -- $JDSPY -- Write Up
DPC Dash Ltd -- $DPCDF -- $$$ -- Write Up
SECURE Waste Infrastructure -- $SECYF -- Write Up
Wisetech Global -- $WIGBY -- $$$ -- Others
CD Projekt -- $OTGLY -- Others
Prime Drink Group -- $DOMWF -- Others
Robertet -- $EPA:RBT -- Others
Diales Group -- $LON:DIAL -- Others
Var Energi -- $VARRY -- Others
Accor -- $ACCYY -- Others
Company “Deep Dives & Others” via Audio/Video Formats
Manhattan Associates -- MANH 0.00%↑ -- Podcast
UnitedHealth Group -- UNH 0.00%↑ -- Podcast
Apollo Global Management -- APO 0.00%↑ -- Podcast
InterActiveCorp -- IAC 0.00%↑ -- Podcast
Airbnb -- ABNB 0.00%↑ -- Podcast
Booking Holdings -- BKNG 0.00%↑ -- Podcast
Nubank -- NU 0.00%↑ -- Podcast
Uber Technologies -- UBER 0.00%↑ -- Podcast
Amazon.com -- AMZN 0.00%↑ -- Podcast
Chipotle Mexican Grill -- CMG 0.00%↑ -- Podcast
Otis Worldwide -- OTIS 0.00%↑ -- Podcast
Lemonade -- LMND 0.00%↑ -- Podcast
Robinhood Markets -- HOOD 0.00%↑ -- Podcast
Palantir -- PLTR 0.00%↑ -- Podcast
Mercado Libre -- MELI 0.00%↑ -- Podcast
Tencent Holdings Limited -- $HKG: 0700 -- Podcast
Glass House Brands -- $GLASF -- Podcast
Supreme -- $LON:SUP -- Podcast
Moncler -- $MONRY -- Podcast
Innovotech -- $CVE:IOT -- YouTube
Campari -- $BIT:CPR -- YouTube
Mammoth Energy Services -- TUSK 0.00%↑ -- YouTube
Alphabet -- GOOGL 0.00%↑ -- YouTube
Regeneron Pharmaceuticals -- REGN 0.00%↑ -- YouTube
Hims & Hers Health -- HIMS 0.00%↑ -- YouTube
US Gold Corp -- USAU 0.00%↑ -- YouTube
MercadoLibre Inc -- MELI 0.00%↑ -- YouTube
Home Depot -- HD 0.00%↑ -- YouTube
SoFi Technologies -- SOFI 0.00%↑ -- YouTube
Odyssey Marine Exploration -- OMEX 0.00%↑ -- YouTube
Nutrien Ltd -- NTR 0.00%↑ -- YouTube
CISO Global -- CISO 0.00%↑ -- YouTube
CAVA Group -- CAVA 0.00%↑ -- YouTube
Microsoft -- MSFT 0.00%↑ -- YouTube
CoreWeave Inc -- CRWV 0.00%↑ -- YouTube
Enphase Energy -- ENPH 0.00%↑ -- YouTube
Sable Offshore -- SOC 0.00%↑ -- YouTube
Fevertree Drinks -- $FQVTF -- Substack Audio
Uber -- UBER 0.00%↑ -- Substack Audio
Links
7 Under-the-Radar Dividend stocks by
13 Companies we’re watching closely by
5 Things (Investing Related) I've Changed My Mind On by
Everything You Need to Know About Valuation vs. ROIIC and Durability by
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
Awesome as always