BWM - Issue # 81 - September 14 2025
Oil, Fashion, AI, Short Reports, Media, Healthcare, Alcohol, Big Tech, Asia, Gaming, Outlets, Learning, Metals, Banks, Serial Acquirers, Chips, Apples, Bananas, Burritos, & other things to munch on...
Welcome to the eighty first 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/Short Reports/Earnings/briefs/etc.
Salesforce -- CRM 0.00%↑ -- Write Up
Unity Software -- U 0.00%↑ -- Write Up
Oak Valley Bancorp -- OVLY 0.00%↑ -- Write Up
NovaBay Pharmaceuticals -- NBY 0.00%↑ -- Short Report Write Up
Dole PLC -- DOLE 0.00%↑ -- Write Up
American Eagle Outfitters -- AEO 0.00%↑ -- Write Up
Adobe -- ADBE 0.00%↑ -- $$$ -- Write Up
Topgolf Callaway Brands -- MODG 0.00%↑ -- Write Up
Root -- ROOT 0.00%↑ -- Write Up
Novo Nordisk -- NVO 0.00%↑ -- Write Up
The Oncology Institute -- TOI 0.00%↑ -- Write Up
Fair Isaac Corporation -- FICO 0.00%↑ -- Write Up
Diageo -- DEO 0.00%↑ -- $$$ -- Write Up
Charter Communications -- CHTR 0.00%↑ -- Write Up
Centene Corporation -- CNC 0.00%↑ -- Write Up
IAC -- IAC 0.00%↑ -- Write Up
Boston Omaha -- BOC 0.00%↑ -- Write Up
Payoneer Global -- PAYO 0.00%↑ -- Write Up
Lululemon Athletica -- LULU 0.00%↑ -- Write Up
NVIDIA -- NVDA 0.00%↑ -- Write Up
Snowflake -- SNOW 0.00%↑ -- Write Up
Golden Matrix Group -- GMGI 0.00%↑ -- $$$ -- Write Up
Kyivstar Group -- KYIV 0.00%↑ -- Write Up
Coursera -- COUR 0.00%↑ -- Write Up
Nextnav -- NN 0.00%↑ -- Short Report Write Up
Zeta Global Holdings -- ZETA 0.00%↑ -- Write Up
GitLab -- GTLB 0.00%↑ -- Write Up
Duolingo -- DUOL 0.00%↑ -- $$$ -- Write Up
SentinelOne -- S 0.00%↑ -- Write Up
Natural Resource Partners -- NRP 0.00%↑ -- Write Up
Intrepid Potash -- IPI 0.00%↑ -- Write Up
Canterbury Park Holding -- CPHC 0.00%↑ -- Write Up
Relx -- RELX 0.00%↑ -- Write Up
Accelerant -- ARX 0.00%↑ -- Write Up
Uber -- UBER 0.00%↑ -- Write Up
Gold Royalty -- GROY 0.00%↑ -- $$$ -- Write Up
Pitney Bowes -- PBI 0.00%↑ -- Write Up
Mercer International -- MERC 0.00%↑ -- Write Up
VEON Ltd -- VEON 0.00%↑ -- Write Up
Alphabet -- GOOG 0.00%↑ -- Write Up (In Portuguese)
Opera -- OPRA 0.00%↑ -- Write Up
Super X AI Technology -- SUPX 0.00%↑ -- Short Report Write Up
Zscaler -- ZS 0.00%↑ -- Earnings
United Parcel Service -- UPS 0.00%↑ -- brief
Stellantis NV -- STLA 0.00%↑ -- brief
LifeMD -- LFMD 0.00%↑ -- brief
Salesforce -- CRM 0.00%↑ -- Earnings
Perimeter Solutions -- PRM 0.00%↑ -- Earnings
GitLab -- GTLB 0.00%↑ -- Earnings
Nu Holdings -- NU 0.00%↑ -- brief
Cardlytics -- CDLX 0.00%↑ -- brief
Root -- ROOT 0.00%↑ -- brief
Sable Offshore Corp -- SOC 0.00%↑ -- brief
Block -- XYZ 0.00%↑ -- brief
Ollie's Bargain Outlet Holdings -- OLLI 0.00%↑ -- Earnings
Eli Lilly & Company -- LLY 0.00%↑ -- brief
SentinelOne -- S 0.00%↑ -- Earnings
Chipotle -- CMG 0.00%↑ -- Earnings
Achieve Life Sciences -- ACHV 0.00%↑ -- brief
Americold & Lineage -- COLD 0.00%↑ & LINE 0.00%↑ -- brief
Broadcom -- AVGO 0.00%↑ -- Earnings
Samsara -- IOT 0.00%↑ -- Earnings
MaxCyte -- MXCT 0.00%↑ -- brief
Copart -- CPRT 0.00%↑ -- Earnings
PDD Holdings -- PDD 0.00%↑ -- Earnings
Lululemon Athletica -- LULU 0.00%↑ -- brief
DLocal Limited -- DLO 0.00%↑ -- brief
Oracle Corporation -- ORCL 0.00%↑ -- Earnings
Duolingo -- DUOL 0.00%↑ -- Earnings
SoFi Technologies -- SOFI 0.00%↑ -- brief
Kraft Heinz Company -- KHC 0.00%↑ -- brief
The Walt Disney Company -- DIS 0.00%↑ -- brief
Copart -- CPRT 0.00%↑ -- brief
Kyivstar Group -- KYIV 0.00%↑ -- brief
CrowdStrike -- CRWD 0.00%↑ -- Earnings
DR Horton -- DHI 0.00%↑ -- brief
Zeta Global Holdings -- ZETA 0.00%↑ -- brief
Adobe -- ADBE 0.00%↑ -- Earnings
TransMedics Group -- TMDX 0.00%↑ -- brief
Innovative Solutions and Support -- ISSC 0.00%↑ -- Others
Credo Technology -- CRDO 0.00%↑ -- Earnings
Boston Beer -- SAM 0.00%↑ -- $$$ -- brief
Owens & Minor -- OMI 0.00%↑ -- brief
Sky Harbour -- SKYH 0.00%↑ -- Others
Outdoor Holding -- POWW 0.00%↑ -- brief
Xcel Energy -- XEL 0.00%↑ -- brief
Celsius -- CELH 0.00%↑ -- brief
Rubrik -- RBRK 0.00%↑ -- Earnings
FuelCell Energy -- FCEL 0.00%↑ -- brief
Good Times -- GTIM 0.00%↑ -- Earnings
American Express -- AXP 0.00%↑ -- brief
Natural Resource Partners -- NRP 0.00%↑ -- brief
Telix Pharmaceuticals -- TLX 0.00%↑ -- brief
Strategy -- MSTR 0.00%↑ -- brief
Sound Group -- SOGP 0.00%↑ -- Short brief Report
Nebius Group -- NBIS 0.00%↑ -- brief
United Fire Group -- UFCS 0.00%↑ -- brief
Apple -- AAPL 0.00%↑ -- brief
JPMorgan Chase -- JPM 0.00%↑ -- brief
Synopsys -- SNPS 0.00%↑ -- brief