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!
