BWM - Issue # 75 - June 22, 2025
Airlines, Banks, Gaming, Australia, Semis, Healthcare, Asia, Construction, Payments, Crypto, Lessons, REITs, Military, Energy, Dividend Stocks, Frauds, Hot Dogs, Ketchup, & other things to munch on..
Welcome to the seventy fifth 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
Thermo Fisher Scientific -- TMO 0.00%↑ -- Write Up
NVIDIA -- NVDA 0.00%↑ -- $$$ -- Write Up
Vermilion Energy Inc -- VET 0.00%↑ -- Write Up
Groupon -- GRPN 0.00%↑ -- Write Up (Short Report)
Brookfield Corporation -- BN 0.00%↑ -- Write Up
Alibaba Group -- BABA 0.00%↑ -- Write Up
Nu Holdings Ltd -- NU 0.00%↑ -- Write Up
Oscar Health Inc -- OSCR 0.00%↑ -- Write Up
Sable Offshore -- SOC 0.00%↑ -- $$$ -- Write Up
Ryanair -- RYAAY 0.00%↑ -- Write Up
Advanced Micro Devices Inc -- AMD 0.00%↑ -- Write Up
Frequency Electronics -- FEIM 0.00%↑ -- Write Up
AppLovin -- APP 0.00%↑ -- Write Up (Short Report)
Arko Corp -- ARKO 0.00%↑ -- Write Up
Pool Corporation -- POOL 0.00%↑ -- Write Up
MGM Resorts International -- MGM 0.00%↑ -- Write Up
Marcus Corp -- MCS 0.00%↑ -- Write Up
UnitedHealth Group -- UNH 0.00%↑ -- $$$ -- Write Up
HEICO Corporation -- HEI 0.00%↑ -- Write Up
Copart -- CPRT 0.00%↑ -- Write Up
Tenet Healthcare -- THC 0.00%↑ -- Write Up (Short Report)
Smith & Wesson -- SWBI 0.00%↑ -- Write Up
Dlocal -- DLO 0.00%↑ -- Write Up
Booking Holdings -- BKNG 0.00%↑ -- $$$ -- Write Up
James Hardie Industries -- JHX 0.00%↑ -- Write Up
Alphabet -- GOOG 0.00%↑ -- Write Up
First Industrial Realty Trust -- FR 0.00%↑ -- Write Up
Hubbell -- HUBB 0.00%↑ -- $$$ -- Write Up
Aris Water Solutions -- ARIS 0.00%↑ -- Write Up
BRP -- DOOO 0.00%↑ -- Write Up
Chipotle Mexican Grill -- CMG 0.00%↑ -- Write Up
WM Technology -- MAPS 0.00%↑ -- Write Up
Toast -- TOST 0.00%↑ -- Write Up
Lakeland Industries -- LAKE 0.00%↑ -- Write Up
LKQ Corporation -- LKQ 0.00%↑ -- $$$ -- Write Up
PayPal Holdings -- PYPL 0.00%↑ -- Others
Walmart -- WMT 0.00%↑ -- Others
Uber Technologies -- UBER 0.00%↑ -- Others
Hacksaw Gaming -- HACK 0.00%↑ -- Others
Gitlab -- GTLB 0.00%↑ -- Others
TransDigm Group -- TDG 0.00%↑ -- Others
Nebius Group -- NBIS 0.00%↑ -- Others
Oracle Corporation -- ORCL 0.00%↑ -- Others
Moderna -- MRNA 0.00%↑ -- Others
Adobe -- ADBE 0.00%↑ -- Others
Lockheed Martin -- LMT 0.00%↑ -- Others
MercadoLibre -- MELI 0.00%↑ -- Others
ABM Industries -- ABM 0.00%↑ -- Others
Lemonade -- LMND 0.00%↑ -- Others
GameStop -- GME 0.00%↑ -- Others
High Tide -- HITI 0.00%↑ -- Others
CorMedix -- CRMD 0.00%↑ -- Others
Oracle Corp -- ORCL 0.00%↑ -- Others
Restoration Hardware -- RH 0.00%↑ -- Others
Gitlab -- GTLB 0.00%↑ -- Others
Traeger -- COOK 0.00%↑ -- Others
XPEL -- XPEL 0.00%↑ -- Others
MercadoLibre -- MELI 0.00%↑ -- Others
Lululemon Athletica -- LULU 0.00%↑ -- Others
Snowflake -- SNOW 0.00%↑ -- Others
Dollarama -- DOL 0.00%↑ -- Others
Brookfield Business Partners LP -- BBU 0.00%↑ -- Others
Uber Technologies -- UBER 0.00%↑ -- Others
Honeywell International -- HON 0.00%↑ -- Others
Broadcom -- AVGO 0.00%↑ -- Others
Rubrik -- RBRK 0.00%↑ -- Others
Coinbase -- COIN 0.00%↑ -- Others
SiteOne Landscape Supply -- SITE 0.00%↑ -- Others
Forward Logistics -- FWRD 0.00%↑ -- Others
Rhinebeck Bancorp -- RBKB 0.00%↑ -- Others
NVIDIA -- NVDA 0.00%↑ -- Others
HIMS -- HIMS 0.00%↑ -- Others (Short Report)
UnitedHealth Group -- UNH 0.00%↑ Others
Descartes Systems Group -- DSGX 0.00%↑ -- Others
Eli Lilly -- LLY 0.00%↑ -- Others
Regeneron -- REGN 0.00%↑ -- Others
Salesforce -- CRM 0.00%↑ -- Others
Maiden Holdings -- KG 0.00%↑ -- Others
GeoPark -- GPRK 0.00%↑ -- Others
AST SpaceMobile -- ASTS 0.00%↑ -- Others
AutoNation - AN 0.00%↑ -- Others