BWM - Issue # 77 - July 20, 2025
Shorts, Logistics, Chips, Healthcare, Solar, Big Tech, Energy, Footwear, Oil, Tobacco, Retail, REITs, Gaming, Payments, Asia, Banks, Growth, Bitcoin, Poland, Books, Grab, other things to munch on...
Welcome to the seventy seventh 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
The Trade Desk -- TTD 0.00%↑ -- Write Up
Stanley Black & Decker -- SWK 0.00%↑ -- Write Up
Advanced Micro Devices -- AMD 0.00%↑ -- Write Up
Otis Worldwide -- OTIS 0.00%↑ -- Write Up
Weatherford International -- WFRD 0.00%↑ -- Write Up
QXO -- QXO 0.00%↑ -- $$$ -- Write Up
Pony AI -- PONY 0.00%↑ -- Write Up (Short Report)
Marten Transport -- MRTN 0.00%↑ -- Write Up
MGM Resorts International -- MGM 0.00%↑ -- Write Up
Zeta Global Holdings -- ZETA 0.00%↑ -- Write Up
Micron Technology -- MU 0.00%↑ -- Write Up
MercadoLibre -- MELI 0.00%↑ -- Write Up
MicroStrategy -- MSTR 0.00%↑ -- Write Up
Masco -- MAS 0.00%↑ -- Write Up
Brookfield -- BN 0.00%↑ -- Write Up
IAC -- IAC 0.00%↑ -- Write Up
Oscar Health -- OSCR 0.00%↑ -- Write Up
Estee Lauder -- EL 0.00%↑ -- Write Up
DoubleDown Interactive Co -- DDI 0.00%↑ -- Write Up
Dlocal -- DLO 0.00%↑ -- Write Up
Adobe -- ADBE 0.00%↑ -- Write Up
Taiwan Semiconductor Manufacturing Co -- TSM 0.00%↑ -- Write Up
Old Dominion Freight Line -- ODFL 0.00%↑ -- Write Up
Riley Exploration Permian -- REPX 0.00%↑ -- Write Up
Uranium Energy -- UEC 0.00%↑ -- Write Up
BitMine -- BMNR 0.00%↑ -- Write Up (Short Report)
Vericel -- VCEL 0.00%↑ -- Write Up
Vox Royalty -- VOXR 0.00%↑ -- Write Up
Bio-Techne -- TECH 0.00%↑ -- Write Up
Babcock & Wilcox -- BW 0.00%↑ -- Write Up
Centene -- CNC 0.00%↑ -- Write Up
Option Care Health -- OPCH 0.00%↑ -- Write Up
Fox Corp -- FOXA 0.00%↑ -- Write Up
Hims -- HIMS 0.00%↑ -- Write Up
GCI Liberty -- GLIBA 0.00%↑ -- Write Up
AbCellera Biologics -- ABCL 0.00%↑ -- Write Up (In Spanish)
Semrush Holdings -- SEMR 0.00%↑ -- Write Up
Molina Healthcare -- MOH 0.00%↑ -- Write Up
First Solar -- FSLR 0.00%↑ -- $$$ -- Write Up
Aaon Inc -- AAON 0.00%↑ -- Write Up
Enovis Corporation -- ENOV 0.00%↑ -- Write Up (Short Report)
Axon -- AXON 0.00%↑ -- Write Up
Valaris -- VAL 0.00%↑ -- $$$ -- Write Up
Kaspi -- KSPI 0.00%↑ -- Write Up
Nike -- NKE 0.00%↑ -- Others
Hims & Hers Health -- HIMS 0.00%↑ -- Others
Safety Shot -- SHOT 0.00%↑ -- Others
Costco -- COST 0.00%↑ -- Others
Coherus Oncology -- CHRS 0.00%↑ -- Others
MercadoLibre -- MELI 0.00%↑ -- Others
UnitedHealth Group -- UNH 0.00%↑ -- Others
Netflix -- NFLX 0.00%↑ -- Others
Snap-On -- SNA 0.00%↑ -- Others
Sea Limited -- SE 0.00%↑ -- Others
Joby -- JOBY 0.00%↑ -- Others
Imax Corporation -- IMAX 0.00%↑ -- $$$ -- Others
Taiwan Semiconductor Manufacturing Co -- TSM 0.00%↑ -- Others
ASML Holding NV -- ASML 0.00%↑ -- Others
DICK'S Sporting Goods Inc -- DKS 0.00%↑ -- Others
SoFi Technologies -- SOFI 0.00%↑ -- Others
Shopify -- SHOP 0.00%↑ -- Others
Xponential Fitness -- XPOF 0.00%↑ -- Others
Hoth Therapeutics -- HOTH 0.00%↑ -- Others (Short Report)
Teradyne -- TER 0.00%↑ -- Others
Meta -- META 0.00%↑ -- Others
Samsara -- IOT 0.00%↑ -- Others
Coinbase -- COIN 0.00%↑ -- Others
B. Riley Financial -- RILY 0.00%↑ -- Others
Dave Inc -- DAVE 0.00%↑ -- Others
Telomir Pharmaceuticals -- TELO 0.00%↑ -- Others (Short Report)
Oscar Health -- OSCR 0.00%↑ -- Others (Short Report)
Circle -- CRCL 0.00%↑ -- Others
British American Tobacco -- BTI 0.00%↑ -- Others
Nexstar Media Group -- NXST 0.00%↑ -- Others
Hasbro -- HAS 0.00%↑ -- Others