BWM - Issue # 79 - August 17 2025
Lots of lots of earnings, Sportswear, AI, Healthcare, China, Payments, Cyber, Peter Lynch, bunch of Short Reports, Food, O&G, Super Investors, Lemonade, Toast, Apple, and other things to munch on...
Welcome to the seventy nineth 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
Opendoor Technologies -- OPEN 0.00%↑ -- Write Up
Crocs -- CROX 0.00%↑ -- Write Up
Blaize Holdings -- BZAI 0.00%↑ -- Short Report Write Up
PayPal Holdings -- PYPL 0.00%↑ -- Write Up
SITE Centers -- SITC 0.00%↑ -- Write Up
Marex Group -- MRX 0.00%↑ -- Short Report Write Up
Profrac Holding -- ACDC 0.00%↑ -- Write Up
AppLovin -- APP 0.00%↑ -- Write Up
Lululemon -- LULU 0.00%↑ -- Write Up
Cronos Group -- CRON -5.20%↓ -- Write Up
NCR Atleos -- NATL 0.00%↑ -- Write Up
Novo Nordisk -- NVO 0.00%↑ -- Write Up
UnitedHealth Group -- UNH 0.00%↑ -- Write Up
Stride -- LRN 0.00%↑ -- Write Up
Fly-E Group -- FLYE 0.00%↑ -- $$$ -- Short Report Write Up
Pebblebrook Hotel Trust -- PEB 0.00%↑ -- Write Up
American Axle & Manufacturing -- AXL 0.00%↑ -- Write Up
Teva Pharmaceutical -- TEVA 0.00%↑ -- Write Up
Red Violet -- RDVT 0.00%↑ -- $$$ -- Write Up
SOLENO THERAPEUTICS -- SLNO 0.00%↑ -- Short Report Write Up
IHS Holding -- IHS 0.00%↑ -- $$$ -- Write Up
Applied Materials -- AMAT 0.00%↑ -- $$$ -- Write Up
Baidu -- BIDU 0.00%↑ -- $$$ -- Write Up
Owens & Minor -- OMI 0.00%↑ -- Write Up
Red Cat -- RCAT 0.00%↑ -- Short Report Write Up
Zoetis -- ZTS 0.06%↑ -- Write Up
Zeta Global Holdings -- ZETA 0.00%↑ -- Others
Copart -- CPRT 0.00%↑ -- Write Up
Collective Mining -- CNL 0.00%↑ -- Short Report Write Up
Grab Holdings -- GRAB 0.00%↑ -- $$$ -- Write Up
Customers Bancorp -- CUBI 0.00%↑ -- Write Up
IDEXX Laboratories -- IDXX 0.00%↑ -- $$$ -- Write Up
Nelnet -- NNI 0.00%↑ -- $$$ -- Write Up
SR Bancorp -- SRBK 0.00%↑ -- Write Up
Shift4 Payments -- FOUR 0.00%↑ -- Write Up
Life Time Group Holdings -- LTH 0.00%↑ -- Write Up
BlackLine -- BL 0.00%↑ -- Write Up
Viemed Healthcare -- VMD 0.00%↑ -- Earnings
Nebius Group NV -- NBIS 0.00%↑ -- Earnings
Applovin Corp -- APP 0.00%↑ -- Earnings
Datadog -- DDOG 0.00%↑ -- Earnings
Novo Nordisk A/S -- NVO 0.00%↑ -- Earnings
Dlocal -- DLO 0.00%↑ -- Earnings
Adobe -- ADBE 0.00%↑ -- Others
The Trade Desk -- TTD 0.00%↑ -- Earnings
Nike -- NKE 0.00%↑ -- Others
Global-E Online -- GLBE 0.00%↑-- Earnings
Monday.com -- MNDY 0.00%↑ -- Earnings
Zeta Global Holdings -- ZETA 0.00%↑ -- Others
Amazon.com -- AMZN 0.00%↑ -- Earnings
Advanced Micro Devices -- AMD 0.00%↑ -- Earnings
Airbnb -- ABNB 0.00%↑ -- Earnings
Celsius Holdings -- CELH 0.00%↑ -- Others
Axon Enterprise -- AXON 0.00%↑ -- Earnings
Kingsway Financial Services -- KFS 0.00%↑ -- Earnings
Toast -- TOST 0.00%↑ -- Earnings
Arista Networks -- ANET 0.00%↑ -- Earnings
Crocs -- CROX 0.00%↑ -- Earnings
Uber Technologies -- UBER 0.00%↑ -- Earnings
Atlassian Corp -- TEAM 0.00%↑ -- Earnings
MercadoLibre -- MELI 0.00%↑ -- Earnings
Coupang -- CPNG 0.00%↑ -- Earnings
Shift4 Payments -- FOUR 0.00%↑ -- Earnings
Meta Platforms -- META 0.00%↑ -- Earnings
Edwards Lifesciences -- EW 0.00%↑ -- Earnings
Oscar Health -- OSCR 0.00%↑ -- Earnings
Duolingo -- DUOL 0.00%↑ -- Earnings
Cardlytics -- CDLX 0.00%↑ -- Earnings
Hims & Hers Health -- HIMS 0.00%↑ -- Earnings
Palantir Technologies -- PLTR 0.00%↑ -- Earnings
British American Tobacco -- BTI 0.00%↑ -- $$$ -- Earnings
Profrac Holding Corp -- ACDC 0.00%↑ -- Others
A-Mark Precious Metals -- AMRK 0.00%↑ -- Others
Astera Labs -- ALAB 0.00%↑ -- Earnings
Fortinet -- FTNT 0.00%↑ -- $$$ -- Earnings
Old Dominion Freight Line -- ODFL 0.00%↑ -- Others
ZJK Industrial Co -- ZJK 0.00%↑ -- Short Report - Others
Nu Holdings -- NU 0.00%↑ -- Earnings
Starz Entertainment -- STRZ 0.00%↑ -- Earnings
Block -- XYZ 0.00%↑ -- Others
Lemonade -- LMND 0.00%↑ -- Earnings
Bausch Health -- BHC 0.00%↑ -- Others
ServiceNow -- NOW 0.00%↑ -- Earnings
Spotify -- SPOT 0.00%↑ -- $$$ -- Earnings
Peabody Energy -- BTU 0.00%↑ -- Others
Novo Nordisk -- NVO 0.00%↑ -- Others
HubSpot -- HUBS 0.00%↑ -- Earnings
Global Payments -- GPN 0.00%↑ -- Earnings
Shopify -- SHOP 0.00%↑ -- Earnings
Mastercard -- MA 0.00%↑ -- Earnings