BWM - Issue # 80 - August 31, 2025

Japan, lots of Shorts, Payments, Healthcare, Data, Energy, Semis, REITs, Beer, lots of Earnings, Insurance, Cars, Footwear, China, Big Tech, Weed, Moats, Toasts, and other things to munch on...

Welcome to the eightieth 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/Short Reports/Earnings/briefs/etc.

Village Super Market -- VLGEA 0.00%↑ -- Write Up

Profrac Holding -- ACDC 0.00%↑ -- Write Up

Cadence Design Systems -- CDNS 0.00%↑ -- $$$ -- Write Up

Duolingo -- DUOL 0.00%↑ -- Write Up

Palo Alto Networks -- PANW 0.00%↑ -- Write Up

Microbot Medical -- MBOT 0.00%↑ -- Short Report Write Up

Netflix -- NFLX 0.00%↑ -- Write Up

Nebius Group -- NBIS 0.00%↑ -- Write Up

Ingles Markets -- IMKTA 0.00%↑ -- Write Up

PayPal Holdings -- PYPL 0.00%↑ -- Write Up

Tecnoglass -- TGLS 0.00%↑ -- Short Report Write Up

Remitly-- RELY 0.00%↑ -- Write Up

Palantir Technologies -- PLTR 0.00%↑ -- Write Up

iRhythm -- IRTC 0.00%↑ -- Short Report Write Up

Smart Share Global -- EM 0.00%↑ -- Write Up

Advance Auto Parts -- AAP 0.00%↑ -- $$$ -- Write Up

PayPal Holdings -- PYPL 0.00%↑ -- Write Up

Nebius Group NV -- NBIS 0.00%↑ -- Write Up

Datadog -- DDOG 0.00%↑ -- Write Up

The St. Joe Company -- JOE 0.00%↑ -- Write Up

Copart -- CPRT 0.00%↑ -- Write Up

Aurora Innovation -- AUR 0.00%↑ -- Short Report Write Up

Crane Company -- CR 0.00%↑ -- Write Up

Adobe -- ADBE 0.00%↑ -- Write Up

CoreWeave -- CRWV 0.00%↑ -- Write Up

Sky Harbour Group -- SKYH 0.00%↑ -- Write Up

Novo Nordisk -- NVO 0.00%↑ -- Write Up

Argan -- AGX 0.00%↑ -- Write Up

Amplitech Group -- AMPG 0.00%↑ -- Write Up

Toast -- TOST 0.00%↑ -- Write Up

Smart Share Global -- EM 0.00%↑ -- Write Up

Raytech Holding -- RAY 0.00%↑ -- $$$ -- Short Report Write Up

Rubrik -- RBRK 0.00%↑ -- Write Up

Profrac Holding -- ACDC 0.00%↑ -- Write Up

Orion SA -- OEC 0.00%↑ -- Write Up

Advent Technologies -- ADN 0.00%↑ -- Write Up

Crown Castle -- CCI 0.00%↑ -- Write Up

Connexa Sports Technologies -- YYAI 0.00%↑ -- Short Report Write Up

Robert Half -- RHI 0.00%↑ -- Write Up

Ferguson -- FERG 0.00%↑ -- $$$ -- Write Up

Hims & Hers -- HIMS 0.00%↑ -- $$$ -- Write Up

Tactile Systems -- TCMD 0.00%↑ -- Write Up

WEX Inc -- WEX 0.00%↑ -- Write Up

LegalZoom -- LZ 0.00%↑ -- $$$ -- Write Up

Adobe -- ADBE 0.00%↑ -- Write Up

Datadog -- DDOG 0.00%↑ -- Write Up

Shutterstock -- SSTK 0.00%↑ -- Write Up

Sharkninja -- SN 0.00%↑ -- Write Up

Harrow -- HROW 0.00%↑ -- Write Up

Ramaco Resources -- METC 0.00%↑ -- $$$ -- Write Up

Lemonade -- LMND 0.00%↑ -- Earnings

Nexstar Media Group -- NXST 0.00%↑ -- brief

Lockheed Martin -- LMT 0.00%↑ -- brief

Sky Harbour -- SKYH 0.00%↑ -- $$$ -- Earnings

Hims & Hers Health -- HIMS 0.00%↑ -- brief

PayPal Holdings -- PYPL 0.00%↑ -- brief

PDD Holdings -- PDD 0.00%↑ -- brief

Power Solutions International -- PSIX 0.00%↑ -- brief

Kaspi -- KSPI 0.00%↑ -- $$$ -- Earnings

MercadoLibre -- MELI 0.00%↑ -- Earnings

Palo Alto Networks -- PANW 0.00%↑ -- Earnings

PDD Holdings -- PDD 0.00%↑ -- brief

Nu Holdings -- NU 0.00%↑ -- Earnings

Arvinas -- ARVN 0.00%↑ -- brief

Crocs -- CROX 0.00%↑ -- $$$ -- brief

Tractor Supply Company -- TSCO 0.00%↑ -- Earnings

Adobe -- ADBE 0.00%↑ -- brief

Target -- TGT 0.00%↑ -- brief

Veeva Systems -- VEEV 0.00%↑ -- Earnings

Walmart -- WMT 0.00%↑ -- $$$ -- Earnings

Nvidia -- NVDA 0.00%↑ -- Earnings

Snowflake -- SNOW 0.00%↑ -- Earnings

Dlocal -- DLO 0.00%↑ -- brief

CrowdStrike -- CRWD 0.00%↑ -- Earnings

Red Cat Holdings -- RCAT 0.00%↑ -- brief

Peloton -- PTON 0.00%↑ -- $$$ -- Earnings

Acuren -- TIC 0.00%↑ -- Earnings

Avalon Globocare -- ALBT 0.00%↑ -- Short brief Report

Tecogen -- TGEN 0.00%↑ -- Earnings

Zoom Communications -- ZM 0.00%↑ -- Earnings

Palantir Technologies -- PLTR 0.00%↑ -- Short brief Report

ServiceTitan -- TTAN 0.00%↑ -- brief

Toast -- TOST 0.00%↑ -- $$$ -- Update

Remitly -- RELY 0.00%↑ -- Update

Lam Research -- LRCX 0.00%↑ -- brief

Trailblazer Merger Corp. I -- TBMC 0.00%↑ -- $$$ -- Short brief Report

Lululemon -- LULU 0.00%↑ -- brief

Warner Bros. Discovery -- WBD 0.00%↑ -- $$$ -- Update

Alibaba -- BABA 0.00%↑ -- $$$ -- Earnings

Cardlytics -- CDLX 0.00%↑ -- brief

Intel -- INTC 0.00%↑ -- brief

Airbnb -- ABNB 0.00%↑ -- Earnings

H World Group -- HTHT 0.00%↑ -- Earnings

Bill.com -- BILL 0.00%↑ -- Earnings

Quipt Home Medical -- QIPT 0.00%↑ -- brief

Amphenol -- APH 0.00%↑ -- Update

Marketaxess -- MKTX 0.00%↑ -- Update

Celsius -- CELH 0.00%↑ -- Update

Rocket Lab -- RKLB 0.00%↑ -- Earnings

RELX Group -- RELX 0.00%↑ -- Update

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More Company Write Ups/Earnings/briefs

Gamco Investors -- $GAMI -- Write Up

Conair -- $CNGA -- Write Up

Trinity Place Holdings -- $TPHS -- Write Up

D-Box -- $TSX:DBO -- $$$ -- Write Up

Einhell Germany AG -- $ETR:EIN -- Write Up

Feiyu Technology -- $HKG:1022 -- Write Up

Minto REIT -- $MIAPF -- $$$ -- Write Up

Tyro Payments -- $ASX:TYR -- Write Up

HydroGraph Clean Power -- $HGRAF -- Short Report Write Up

FILA group -- $FILAF -- $$$ -- Write Up

Kinnevik AB -- $KNEVF -- Write Up (In German)

Ultimate Products -- $LON:ULTP -- Write Up

Tourmaline Oil -- $TRMLF -- Write Up

MetExtra Group -- $BIT:MET -- Write Up

Distribution Finance Capital Holdngs -- $LON:DFCH -- $$$ -- Write Up

Gamma Communications -- $LON:GAMA -- Write Up

Lotus Bakeries -- $LOTBY -- $$$ -- Write Up

Prysmian -- $PRYMY -- Write Up

Enwell Energy -- $LON:ENW -- Write Up

Supreme PLC -- $LON:SUP -- Write Up

Sleep Cycle AB -- $STO:SLEEP -- Write Up

Ramsdens Holdings -- $LON:RFX -- Write Up

Relais Group -- $HEL:RELAIS -- $$$ -- Write Up

Kering SA -- $EPA: KER -- brief

D-Box Technologies -- $DBOXF -- Earnings

3i Group ADR -- $TGOPY -- brief

Strathcona Resources -- $STHRF -- brief

Scatec ASA -- $SCATC:OSL -- Earnings

Adyen N.V.-- $ADYEY -- Earnings

Velan -- $VLNSF -- brief

Grown Rogue -- $GRUSF -- Earnings

Reach Subsea ASA -- $FRA:4RS -- Earnings

HAL Trust -- $HALFF -- Earnings

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Company “Research” via Audio & Video Formats

ASML Holding NV -- ASML 0.00%↑ -- Podcast

Orange SA -- ORA 0.00%↑ -- Podcast

Medicinova -- MNOV 0.00%↑ -- Podcast

Crocs -- CROX 0.00%↑ -- Podcast

Rocket Lab -- RKLB 0.00%↑ -- Podcast

Verizon -- VZ 0.00%↑ -- Podcast

Remitly -- RELY 0.00%↑ -- Podcast

Eco Wave Power -- WAVE 0.00%↑ -- Podcast

Envoy Medical -- COCH 0.00%↑ -- Podcast

Alphabet -- GOOG 0.00%↑ -- Podcast

Lyft -- LYFT 0.00%↑ -- Podcast

Ferrari -- RACE 0.00%↑ -- Podcast

Metavesco -- $MVCO -- Podcast

Barton Gold -- $ASX:BGD -- Podcast

Kidoz Inc -- $KDOZF -- Podcast

Physitrack -- $STO:PTRK -- Podcast

Airbnb -- ABNB 0.00%↑ -- YouTube

Intel -- INTC 0.00%↑ -- YouTube

Boston Beer Company -- SAM 0.00%↑ -- YouTube

Duolingo -- DUO 0.00%↑ -- YouTube

NCS Multistage Holdings -- NCSM 0.00%↑ -- YouTube

Palantir Technologies -- PLTR 0.00%↑ -- YouTube

Target Corp -- TGT 0.00%↑ -- YouTube

The Trade Desk -- TTD 0.00%↑ -- YouTube

ADOBE -- ADBE 0.00%↑ -- YouTube

Albemarle -- ALB 0.00%↑ -- YouTube

Markel Group -- MKL 0.00%↑ -- YouTube

LPL Financial -- LPLA 0.00%↑ -- YouTube

Carvana -- CVNA 0.00%↑ -- YouTube

AppLovin -- APP 0.00%↑ -- YouTube

Lululemon Athletica -- LULU 0.00%↑ -- YouTube

Boston Beer Company -- SAM 0.00%↑ -- YouTube

New Oriental Education -- EDU 0.00%↑ -- YouTube

Howard Hughes Holdings -- HHH 0.00%↑ -- YouTube

Zeta Global -- ZETA 0.00%↑ -- YouTube

Boston Omaha -- BOC 0.00%↑ -- YouTube

Cipher Pharmaceuticals -- $CPHRF -- YouTube

Cartier Resources -- $ECRFF -- YouTube

Emerge Commerce -- $EMCMF -- YouTube

Boston Beer Company -- SAM 0.00%↑ -- $$$ -- Substack Video

Nations Royalty -- $NRYCF -- Substack Audio

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Interesting Links

Diary of a Bear Market by

The Weekend Investor

Q2 25' Lidar Landscape report by

The Reservist

10 Serial Acquirers to invest in! by

Global Equity Briefing

Compilation Episode: Part Deux by

TripleS Special Situations

Invest In Quality: Owner's Manual by

Invest In Assets 📈

1974 Berkshire Hathaway Annual Report by

Becoming Berkshire

How to Invest When You’re Not a Full-Time Investor by

The Hermit

Chapter 127 - The Keys to Success Or Personal Efficiency by

Luc

The Hidden Patterns That Separate Great Businesses From the Rest by

Bogumil Baranowski

3 Quick Pitches for 3 Deep Value Japanese Stocks: TOC (8841), Sankyo Kasei (8138), and Takase (9087) by

Altay Capital - Mostly Value Investing

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etc.

Knowledge compounds, keep on munching!

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P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!