BWM - Issue # 76 - July 6, 2025
Lots of stocks, Retail, Health, Insurances, Big Tech, REITs, SPACs, Biopharma, Telecommunications, Banks, A lot of Europe, Gaming, Books, Cloud, Energy and Sugary Drinks, & other things to munch on...
Welcome to the seventy sixth 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
TJX Companies -- TJX 0.00%↑ -- $$$ -- Write Up
NetEase -- NTES 0.00%↑ -- Write Up
UnitedHealth Group -- UNH 0.00%↑ -- Write Up
Datadog -- DDOG 0.00%↑ -- Write Up
Palantir -- PLTR 0.00%↑ -- Write Up
Kroger -- KR 0.00%↑ -- $$$ -- Write Up
TransMedics Group -- TMDX 0.00%↑ -- Write Up
Robinhood -- HOOD 0.00%↑ -- Write Up
Nebius Group -- NBIS 0.00%↑ -- Write Up
IMAX Corporation -- IMAX 0.00%↑ -- Write Up
Copart -- CPRT 0.00%↑ -- Write Up
ASML Holding N.V. -- ASML 0.00%↑ -- Write Up
Amazon -- AMZN 0.00%↑ -- Write Up (In Portuguese)
Zoetis -- ZTS 0.00%↑ -- Write Up
GXO -- GXO 0.00%↑ -- $$$ -- Write Up
Onfolio Holdings -- ONFO 0.00%↑ -- Write Up
Blend Labs -- BLND 0.00%↑ -- Write Up
Viant Technology -- DSP 0.00%↑ -- Write Up
APi Group -- APG 0.00%↑ -- Write Up
Target -- TGT 0.00%↑ -- Write Up
Advanced Drainage Systems -- WMS 0.00%↑ -- $$$ -- Write Up
SAP SE -- SAP 0.00%↑ -- Write Up
Polypid -- PYPD 0.00%↑ -- Write Up
Fossil Group -- FOSL 0.00%↑ -- Write Up
SoFi Technologies -- SOFI 0.00%↑ -- Write Up
Zscaler -- ZS 0.00%↑ -- Write Up
Chain Bridge Bancorp -- CBNA 0.00%↑ -- $$$ -- Write Up
Ares Acquisition Corporation II -- AACT 0.00%↑ -- Write Up
Credo Technology Group -- CRDO 0.00%↑ -- Write Up
Cronos Group -- CRON 0.00%↑ -- Write Up
Chart Industries -- GTLS 0.00%↑ -- $$$ -- Write Up
Veeva Systems -- VEEV 0.00%↑ -- Write Up
T-Mobile -- TMUS 0.00%↑ -- Write Up
Teva -- TEVA 0.00%↑ -- Write Up
SPS Commerce -- SPSC 0.00%↑ -- $$$ -- Write Up
Jacobs Solutions -- J 0.00%↑ -- Write Up
Platinum Group Metals -- PLG 0.00%↑ -- Write Up
Qualys -- QLYS 0.00%↑ -- Write Up
Kinsale Capital -- KNSL 0.00%↑ -- Write Up
TSMC -- TSM 0.00%↑ -- Write Up
Angi -- ANGI 0.00%↑ -- Write Up
Shinhan Financial Group -- SHG 0.00%↑ -- $$$ -- Write Up
CareCloud -- CCLDO 0.00%↑ -- Others
Seaport Entertainment Group -- SEG 0.00%↑ -- Others
Comcast -- CMCSA 0.00%↑ -- Others
Copart -- CPRT 0.00%↑ -- Others
Booking Holdings -- BKNG 0.00%↑ -- Others
Teladoc Health -- TDOC 0.00%↑ -- Others
Uber Technologies -- UBER 0.00%↑ -- Others
NRG Energy -- NRG 0.00%↑ -- Others
Celsius -- CELH 0.00%↑ -- Others
Cloudflare -- NET 0.00%↑ -- Others
Salesforce -- CRM 0.00%↑ -- Others
GXO -- GXO 0.00%↑ -- Others
TransAct Technologies -- TACT 0.00%↑ -- Others
Zscaler -- ZS 0.00%↑ -- Others
Digital Realty Trust -- DLR 0.00%↑ -- Others
Granny Shots -- GRNY 0.00%↑ -- Others
Newell Brands -- NWL 0.00%↑ -- Others
Classover Holdings -- KIDZ 0.00%↑ -- Others
Coupang -- CPNG 0.00%↑ -- Others
More Company Write Ups/Others
Straumann Holding AG -- $SAUHY -- $$$ -- Write Up
Trustpilot Group -- $LON:TRST -- Write Up
Card Factory -- $LON:CARD -- Write Up
GCI Liberty -- $GLIBA -- Write Up
Givaudan -- $GVDNY -- Write Up
Hydreight Technologies -- $HYDTF -- Write Up
Mediacle Group AB -- $MEGR:NGM -- Write Up
LVMH -- $LVMUY -- Write Up
hVIVO -- $LON:HVO -- Write Up
Wise -- $LON:WISE -- Write Up
OUG Holdings -- $TYO:8041 -- Write Up
Evolution -- $EVVTY -- Write Up
Firmenich -- $DSFIY -- $$$ -- Write Up
Computer Modelling Group -- $CMDXF -- Write Up
Kits Eyecare -- $KTYCF -- Write Up
Santos -- $SSLZY -- Write Up
Brunello Cucinelli -- $BCUCY -- $$$ -- Write Up
Judges Scientific -- $JSCIF -- Write Up
Clavister AB -- $STO:CLAV -- Write Up
Eutelsat -- $ETL:PA -- Write Up
Safran -- $SAFRY -- Write Up
illumin -- $ILLMF -- Others
Euronext NV -- $ERNXY -- Others (In Greek)
Oaktree -- $OAK-B -- Others
Kering -- $PPRUY -- Others
Enghouse Systems -- $EGHSF -- Others
Nordnet -- $STO:SAVE -- Others
Rolls-Royce Holdings -- $RYCEY -- Others
Bossard Holding AG -- $BOSN:SIX -- Others
Angler Gaming -- $NGM:ANGL -- Others
Company “Deep Dives & Others” via Audio/Video Formats
Zscaler -- ZS 0.00%↑ -- Podcast
APi Group -- APG 0.00%↑ -- Podcast
Nexstar Media Group -- $NXST 0.00%↑-- Podcast
Novartis AG -- NVS 0.00%↑ -- Podcast
IREN -- IREN 0.00%↑ -- Podcast
Robinhood -- HOOD 0.00%↑ -- Podcast
Manchester United -- MANU 0.00%↑ -- Podcast
OFA Group -- OFAL 0.00%↑ -- Podcast
TSMC -- TSM 0.00%↑ -- Podcast
Alibaba -- BABA 0.00%↑ -- Podcast
AMD -- AMD 0.00%↑ -- Podcast
Overactive Media -- $OAMCF -- Podcast
LVMH -- $LVMUY -- Podcast
EchoStar -- SATS 0.00%↑ -- YouTube
Oscar Health -- OSCR 0.00%↑ -- YouTube
Robinhood Markets -- HOOD 0.00%↑ -- YouTube
Centene Corporation -- CNC 0.00%↑ -- YouTube
Verizon Communications -- VZ 0.00%↑ -- YouTube
PepsiCo -- PEP 0.00%↑ -- YouTube
UnitedHealth Group -- UNH 0.00%↑ -- YouTube
CISO Global -- CISO 0.00%↑ -- YouTube
NIKE -- NKE 0.00%↑ -- YouTube
PayPal Holdings -- PYPL 0.00%↑ -- YouTube
Alphabet -- GOOGL 0.00%↑ -- YouTube
Salesforce -- CRM 0.00%↑ -- YouTube
Hims -- HIMS 0.00%↑ -- YouTube
Microsoft -- MSFT 0.00%↑ -- YouTube
Texas Instruments -- TXN 0.00%↑ -- YouTube
Rocket Lab -- RKLB 0.00%↑ -- YouTube
Elliptic Laboratories ASA -- $FRA: EIP -- Substack Audio
Celsius -- CELH 0.00%↑ -- Substack Audio
Links
10 Monopolies to invest in! by
100 000+ words on investing by
3 stocks in a deep drawdown by
2 Rising Health-Tech Small Caps by
3 Ultra-profitable boring companies 💤 by
1973 Berkshire Hathaway Shareholder Letter by
10 Books That Will Actually Make You A Better Investor by
How Chuck Akre Finds and Invests in Wonderful Businesses by
Lessons From the Implosion of Long Term Capital Management by
📈Howard Marks’ 10 Rules Smart Investors Actually Follow (But Rarely Talk About) by
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
Appreciate the mentioned! Great stuff!
Thanks for the shoutout!