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!

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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