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
