BWM - Issue # 78 - August 3, 2025
Bunch of Short Reports, Gaming, Healthcare, Chips, Asia, Payments, Crypto, AI, Spirits, Multibaggers, Airplanes, Holdcos, Moats, Auto, Banks, Tobacco, Minerals, Pizza and other things to munch on...
Welcome to the seventy eighth 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
Taiwan Semiconductor Manufacturing -- TSM 0.00%↑ -- Write Up
Applovin -- APP 0.00%↑ -- Write Up
Nutex Health -- NUTX 0.00%↑ -- Write Up (Short Report)
Sky Harbour Group -- SKYH 0.00%↑ -- Write Up
Thermo Fisher Scientific -- TMO 0.00%↑ -- Write Up
MercadoLibre -- MELI 0.00%↑ -- Write Up
Boeing -- BA 0.00%↑ -- $$$ -- Write Up
Veris Residential -- VRE 0.00%↑ -- Write Up
IDT Corp -- IDT 0.00%↑ -- Write Up
Palo Alto Networks -- PANW 0.00%↑ -- Write Up
Groupon -- GRPN 0.00%↑ -- Write Up (Short Report)
LyondellBasell Industries NV -- LYB 0.00%↑ -- Write Up
Remitly Global -- RELY 0.00%↑ -- Write Up
MSCI -- MSCI 0.00%↑ -- Write Up
Build-A-Bear -- BBW 0.00%↑ -- $$$ -- Write Up
Adobe -- ADBE 0.00%↑ -- Write Up
Brightstar Lottery PLC -- BRSL 0.00%↑ -- Write Up
Estee Lauder Companies -- EL 0.00%↑ -- Write Up
Limbach Holdings -- LMB 0.00%↑ -- Write Up (Short Report)
IRIDEX -- IRIX 0.00%↑ -- Write Up
JD.com -- JD 0.00%↑ -- $$$ -- Write Up
Zoetis -- ZTS 0.00%↑ -- Write Up
Flux Power Holdings -- FLUX 0.00%↑ -- Write Up
Travelzoo -- TZOO 0.00%↑ -- Write Up
Domino's Pizza -- DPZ 0.00%↑ -- Write Up
Oscar Health -- OSCR 0.00%↑ -- Write Up
Aether Holdings -- ATHR 0.00%↑ -- Write Up (Short Report)
Thermo Fisher Scientific -- TMO 0.00%↑ -- $$$ -- Write Up
Jack Henry & Associates -- JKHY 0.00%↑ -- Write Up
Harrow -- HROW 0.00%↑ -- Write Up
Flywire -- FLYW 0.00%↑ -- Write Up
Ecolab -- ECL 0.00%↑ -- $$$ -- Write Up
Polaris -- PII 0.00%↑ -- Write Up
Gencor -- GENC 0.00%↑ -- Write Up
Baidu -- BIDU 0.00%↑ -- $$$ -- Write Up
Baxter International -- BAX 0.00%↑ -- Write Up
Purple Innovation -- PRPL 0.00%↑ -- Write Up
Aebi Schmidt Holding -- AEBI 0.00%↑ -- Write Up
CSX Corp -- CSX 0.00%↑ -- Write Up
Paychex -- PAYX 0.00%↑ -- Write Up
American Eagle Outfitters -- AEO 0.00%↑ -- Write Up
The Trade Desk -- TTD 0.00%↑ -- Write Up
Genuine Parts -- GPC 0.00%↑ -- Write Up
Alphabet -- GOOGL 0.00%↑ -- Others
Tesla -- TSLA 0.00%↑ -- Others
Limbach Holdings -- LMB 0.00%↑ -- Others
Copart -- CPRT 0.00%↑ -- Others
Oscar Health -- OSCR 0.00%↑ -- Others
ServiceNow -- NOW 0.00%↑ -- Others
CoStar Group -- CSGP 0.00%↑ -- Others
JPMorgan Chase & Co -- JPM 0.00%↑ -- Others
ASML Holding NV -- ASML 0.00%↑ -- Others
Intellicheck -- IDN 0.00%↑ -- Others
Alphabet -- GOOG 0.00%↑ -- Others
Philip Morris International -- PM 0.00%↑ -- $$$ -- Others
Netflix -- NFLX 0.00%↑ -- Others
SoFi Technologies -- SOFI 0.00%↑ -- Others
PayPal Holdings -- PYPL 0.00%↑ -- Others
Maravai Lifesciences Holdings -- MRVI 0.00%↑ -- Others
A-Mark Precious Metals -- AMRK 0.00%↑ -- Others
Netflix -- NFLX 0.00%↑ -- Others
Booking Holdings -- BKNG 0.00%↑ -- Others
Floor & Decor -- FND 0.00%↑ -- Others
Alphabet -- GOOGL 0.00%↑ -- Others
Novo Nordisk A/S -- NVO 0.00%↑ -- Others
MicroStrategy -- MSTR 0.00%↑ -- Others
High Tide -- HITI 0.00%↑ -- Others
Lands End -- LE 0.00%↑ -- Others
Yorkville Acquisition Corp -- YORK 0.00%↑ -- Others
Unilever -- UL 0.00%↑ -- Others
Meta -- META 0.00%↑ -- Others
Neogen -- NEOG 0.00%↑ -- Others
Grab -- GRAB 0.00%↑ -- Others
HireQuest -- HQI 0.00%↑ -- Others
POOL Corp -- POOL 0.00%↑ -- $$$ -- Others
Microsoft -- MSFT 0.00%↑ -- Others
Apple -- AAPL 0.00%↑ -- Others
APi Group -- APG 0.00%↑ -- Others
Palantir -- PLTR 0.00%↑ -- Others
Confluent -- CFLT 0.00%↑ -- Others
Spotify -- SPOT 0.00%↑ -- Others
Lam Research -- LRCX 0.00%↑ -- Others
Block -- XYZ 0.00%↑ -- Others
FICO -- FICO 0.00%↑ -- Others
More Company Write Ups/Others
H&R Real Estate Investment Trust -- $HRUFF -- Write Up
Genting Singapore -- $GIGNY -- Write Up
L.D.C. S.A. -- $LOUP.PA -- Write Up
Greystone Logistics -- $GLGI -- Write Up
Air Liquide S.A. -- $AIQUY -- Write Up
Aecon Group -- $AEGXF -- Write Up
MGM China -- $MCHVF -- Write Up
Hard Off Corporation -- $TYO:2674 -- Write Up
361 DEGREES -- $TSIOF -- Write Up
Arcadis NV -- $ARCVF -- $$$ -- Write Up
Asseco Poland SA -- $WSE:ACP -- Write Up
Madara Cosmetics A.S. -- $MDARA.RG -- Write Up
Taiyo Kagaku -- $NSE:2902 -- $$$ -- Write Up
Table Trac -- $TBTC -- Write Up
Hacksaw AB -- $STO:HACK -- Write Up
Paxman AB -- $STO:PAX -- Write Up
Moncler -- $MONRY -- Write Up
Moonpig Group -- $MOON:LSE -- Write Up
Sarama Resources -- $SRMMF -- Write Up
BESI -- $AMS:BESI -- Write Up
Karnov Group -- $KAR:Stockholm -- Write Up
Mitsubishi Electric -- $TYO:6503 -- Write Up
Water Intelligence -- $WTLLF -- Write Up
Cairo Mezz Plc -- $FRA:6H3 -- Write Up
Wizz Air -- $WZZZY -- Write Up
Vistry Group -- $BVHMF -- $$$ -- Write Up
Ledyard Financial Group -- $LFGP -- Write Up
Canlan Ice Sports -- $TSE:ICE -- Write Up
Cyber Agent -- $CYGIY -- Write Up
Ondo InsurTech -- $LON:ONDO -- Write Up
Vaso -- $VASO -- Write Up
Adyen -- $ADYEY -- Others
Pinetree Capital -- $PNPFF -- Others
Topicus.Com -- $CVE:TOI -- Others
Vivendi SE -- $VIVHY -- Others
Vitalhub -- $VHIBF -- Others
VAT Group -- $VACNY -- $$$ -- Others
IEH Corp -- $IEHC -- Others
Auto Partner SA -- $WSE:APR -- Others
Basic-Fit NV -- $BSFFF -- Others
Foraco International -- $FRACF -- Others
Gestamp -- $BME:GEST -- Others
Company “Deep Dives & Others” via Audio/Video Formats
PayPal Holdings -- PYPL 0.00%↑ -- Podcast
Hims -- HIMS 0.00%↑ -- Podcast
Adobe -- ADBE 0.00%↑ -- Podcast
Oscar Health -- OSCR 0.00%↑ -- Podcast
Circle -- CRCL 0.00%↑ -- Podcast
Profusa -- PFSA 0.00%↑ -- Podcast
Pinduoduo -- PDD 0.00%↑ -- Podcast
Wise -- $LON:WISE -- Podcast
Evolution -- $EVVTY -- Podcast
Nintendo -- $NTDOY -- Podcast
United Natural Foods -- UNFI 0.00%↑ -- YouTube
FICO -- FICO 0.00%↑ -- YouTube
Alico -- ALCO 0.00%↑ -- YouTube
Novo Nordisk -- NOV 0.00%↑ -- YouTube
Energy Fuels -- UUUU 0.00%↑ -- YouTube
United Healthcare -- UNH 0.00%↑ -- YouTube
Robinhood -- HOOD 0.00%↑ -- YouTube
Cellebrite -- CLBT 0.00%↑ -- YouTube
Dow -- DOW 0.00%↑ -- YouTube
Meta -- META 0.00%↑ -- YouTube
Hims -- HIMS 0.00%↑ -- YouTube
Cannara Biotech -- $LOVFF -- YouTube
Green Critical Minerals -- $ASX:GCM -- YouTube
Toll Brothers -- TOL 0.00%↑ -- Substack Audio
Amphenol -- APH 0.00%↑ -- Substack Audio
T Rowe Price Group -- TROW 0.00%↑ -- Substack Audio
ARM Holdings -- ARM 0.00%↑ -- Substack Audio/Video
Links
The Alcoholic Beverages Industry #1 by
Global Spirits Company Overview 🥃🍸 by
Investors Need To Be Nomadic Disciples by
#117 Investment Compass -Ep.10- Hetty Green by
How to Spot Red Flags in Chinese & HK Markets by
Spirits & Wine industry and the most important players in it by
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!