BWM - Issue # 82 - September 28, 2025
Sin Stocks, Exotic Cars, Infrastructure, Footwear, Bitcoin, Asia, Bunch of Shorts, Uranium, Healthcare, Manufactures, Compounders, Gaming, O&G, Beer, Chips, Iced Coffee and other things to munch on...
Welcome to the eighty second 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.
CloudFlare -- NET 0.00%↑ -- Write Up
Grocery Outlet Holding -- GO 0.00%↑ -- Write Up
ASML Holding NV -- ASML 0.00%↑ -- Write Up
The Trade Desk -- TTD 0.00%↑ -- Write Up
Crocs -- CROX 0.00%↑ -- Write Up
VICI Properties -- VICI 0.00%↑ -- Write Up
Grindr -- GRND 0.00%↑ -- Short Report Write Up
Masimo Corp -- MASI 0.00%↑ -- Write Up
ResMed -- RMD 0.00%↑ -- Write Up
UWM Holdings -- UWMC 0.00%↑ -- Write Up
Uranium Energy -- UEC 0.00%↑ -- Short Report Write Up
Cogent Communications -- CCOI 0.00%↑ -- Write Up
Farmer Bros -- FARM 0.00%↑ -- Write Up
BILL Holdings -- BILL 0.00%↑ -- Write Up
Nexstar Media Group -- NXST 0.00%↑ -- $$$ -- Write Up
AppLovin -- APP 0.00%↑ -- Write Up
Tradeweb Markets -- TW 0.00%↑ -- Write Up
Faraday Future Intelligent Electric -- FFAI 0.00%↑ -- Short Report Write Up
Nu Holdings -- NU 0.00%↑ -- Write Up
Floor & Decor -- FND 0.00%↑ -- $$$ -- Write Up
PayPal Holdings -- PYPL 0.00%↑ -- Write Up
SentinelOne -- S 0.00%↑ -- Write Up
Medpace Holdings -- MEDP 0.00%↑ -- Write Up
On Holding -- ONON 0.00%↑ -- $$$ -- Write Up
RCI Hospitality Holdings -- RICK 0.00%↑ -- Write Up
Starbucks -- SBUX 0.00%↑ -- Write Up
Solaris Energy Infrastructure -- SEI 0.00%↑ -- Write Up
ServiceNow -- NOW 0.00%↑ -- Write Up
DraftKings -- DKNG 0.00%↑ -- $$$ -- Short Report Write Up
Henry Schein -- HSIC 0.00%↑ -- Write Up
MicroStrategy -- MSTR 0.00%↑ -- Write Up
PROCEPT BioRobotics -- PRCT 0.00%↑ -- Write Up
Brown & Brown -- BRO 0.00%↑ -- Write Up
Duolingo -- DUOL 0.00%↑ -- Write Up
GXO Logistics -- GXO 0.00%↑ -- $$$ -- Write Up
Ferrari -- RACE 0.00%↑ -- Write Up
DexCom -- DXCM 0.00%↑ -- Short Report Write Up
Novo Nordisk -- NVO 0.00%↑ -- Write Up
Shutterstock -- SSTK 0.00%↑ -- $$$ -- Write Up
Kyivstar Group -- KYIV 0.00%↑ -- Write Up
Globant -- GLOB 0.00%↑ -- Write Up
dLocal -- DLO 0.00%↑ -- Write Up (In French)
Brera Holdings -- BREA 0.00%↑ -- Short Report Write Up
Global-E Online -- GLBE 0.00%↑ -- $$$ -- Write Up
LAVA Therapeutics -- LVTX 0.00%↑ -- Write Up
ImmuCell -- ICCC 0.00%↑ -- Write Up
Conmed -- CNMD 0.00%↑ -- Write Up
Pitney Bowes -- PBI 0.00%↑ -- Write Up
eXoZymes -- EXOZ 0.00%↑ -- Write Up
Brown & Brown -- BRO 0.00%↑ -- Write Up
Middleby -- MIDD 0.00%↑ -- Write Up
Hagerty -- HGTY 0.00%↑ -- Write Up
Broadcom -- AVGO 0.00%↑ -- Earnings
Kaspi.kz -- KSPI 0.00%↑ -- brief
PayPal Holdings -- PYPL 0.00%↑ -- $$$ -- Earnings
Intel -- INTC 0.00%↑ -- brief
Finance of America Companies -- FOA 0.00%↑ -- brief
Nu Holdings -- NU 0.00%↑ -- Earnings
Grab Holdings -- GRAB 0.00%↑ -- Earnings
Root -- ROOT 0.00%↑ -- Earnings
Molson Coors Beverage -- TAP 0.00%↑ -- brief
Adobe -- ADBE 0.00%↑ -- Earnings
Americold Realty Trust -- COLD 0.00%↑ -- brief
Pool Corp -- POOL 0.00%↑ -- Earnings
Lululemon Athletica -- LULU 0.00%↑ -- Earnings
Diageo -- DEO 0.00%↑ -- Earnings
Hims & Hers Health -- HIMS 0.00%↑ -- Earnings
Coursera -- COUR 0.00%↑ -- brief
High Tide -- HITI 0.00%↑ -- brief
Jakks Pacific -- JAKK 0.00%↑ -- brief
Duolingo -- DUOL 0.00%↑ -- brief
Salesforce -- CRM 0.00%↑ -- Earnings
Constellation Brands -- STZ 0.00%↑ -- $$$ -- brief
Alibaba Group -- BABA 0.00%↑ -- brief
Yext -- YEXT 0.00%↑ -- brief
Shift4 Payments -- FOUR 0.00%↑ -- brief
Nike -- NKE 0.00%↑ -- Earnings
Nvidia -- NVDA 0.00%↑ -- brief
Sable Offshore -- SOC 0.00%↑ -- brief
Oracle -- ORCL 0.00%↑ -- brief
MercadoLibre -- MELI 0.00%↑ -- brief
PayPal Holdings -- PYPL 0.00%↑ -- Earnings
Regal Rexnord -- RRX 0.00%↑ -- brief
Oscar Health -- OSCR 0.00%↑ -- brief
Innovative Solutions and Support -- ISSC 0.00%↑ -- brief
Sanuwave -- SNWV 0.00%↑ -- Earnings
Sangoma Technologies -- SANG 0.00%↑ -- Earnings
RCI Hospitality Holdings -- RICK 0.00%↑ -- brief
Adobe -- ADBE 0.00%↑ -- brief
QVC Group -- QVCGA 0.00%↑ -- brief
Celsius Holdings -- CELH 0.00%↑ -- $$$ -- brief
Cognizant Technology Solutions -- CTSH 0.00%↑ -- brief
Five Point Holdings -- FPH 0.00%↑ -- brief
Taseko Mines -- TGB 0.00%↑ -- brief
Permian Resources -- PR 0.00%↑ -- Short brief
AutoZone -- AZO 0.00%↑ -- Earnings
Oddity -- ODD 0.00%↑ -- Earnings
Tiptree -- TIPT 0.00%↑ -- brief
Booking Holdings -- BKNG 0.00%↑ -- brief
Euroholdings -- EHLD 0.00%↑ -- brief
Transocean -- RIG 0.00%↑ -- brief
Legacy Education -- LGCY 0.00%↑ -- Earnings (In French)
Alibaba -- BABA 0.00%↑ -- brief
More Company Write Ups/Earnings/briefs
QEP Co -- $QEPC -- Write Up
FFB Bancorp -- $FFBB -- Write Up
Windrock Land Company -- $WRLC -- $$$ -- Write Up
Bango -- $BGOPF -- Write Up
Brunello Cucinelli -- $BCUCY -- Short Report Write Up
Constellation Software -- $CNSWF -- Write Up
Nintendo -- $NTDOY -- $$$ -- Write Up
Mowi -- $MHGVY -- Write Up
Mips AB -- $STO:MIPS -- Write Up
InPost -- $INPOY -- Write Up
Ashtead Technology -- $LON:AT -- Write Up
Nestle SA -- $NSRGY -- $$$ -- Write Up
Rain Industries -- $NSE:RAIN -- Write Up
JSE Ltd -- $JSE:JSE -- $$$ -- Write Up
Galenica -- SWX:GALE -- Write Up
GoldMoney -- $TSE:XAU -- $$$ -- Write Up
Tonnellerie Francois Freres -- $EPA:TFF -- $$$ -- Write Up
OMV AG -- $OMVKY -- Write Up
Wizz Air -- $WZZZY -- Write Up
Atlas Engineered Products -- $APEUF -- Write Up
Spartan Delta -- $TSE:SDE -- $$$ -- Write Up
Andritz -- $ADRZY -- Write Up
Aker BP -- $AKRBF -- Write Up
Kraken Robotics -- $KRKNF -- Write Up
Inter-Rock Minerals -- $CVE:IRO -- Write Up
Broadleaf -- $TYO:3673 -- Write Up
Brunello Cucinelli -- $BCUCY -- Earnings
Kelly Partners Group -- $KPGHF -- brief
Nestle SA -- $NSRGY -- Earnings
Nintendo -- $NTDOY -- brief (In Spanish)
Gaztransport et Technigaz -- $EPA:GTT -- brief
Wolters Kluwer -- $WTKWY -- brief
Cadence Minerals -- $LON:KDNC -- brief
Evolution AB -- $EVVTY -- $$$ -- brief
Company “Research” via Audio & Video Formats
Hims & Hers Health -- HIMS 0.00%↑ -- Podcast
WaterBridge Infrastructure -- WBI 0.00%↑ -- Podcast
Palantir -- PLTR 0.00%↑ -- Podcast
Reddit -- RDDT 0.00%↑ -- Podcast
Eco Wave Power -- WAVE 0.00%↑ -- Podcast
Brookfield -- BAM 0.00%↑ - BN 0.00%↑ -- Podcast
Oracle -- ORCL 0.00%↑ -- Podcast
Constellation Software -- $CNSWF -- Podcast
Brookfield -- BN 0.00%↑ -- YouTube
Uber Technologies -- UBER 0.00%↑ -- YouTube
Meta Platforms -- META 0.00%↑ -- YouTube
United Parcel Service -- UPS 0.00%↑ -- YouTube
AECOM -- ACM 0.00%↑ -- YouTube
Odyssey Marine Exploration -- OMEX 0.00%↑ -- YouTube
PayPal Holdings -- PYPL 0.00%↑ -- YouTube
Peloton Interactive -- PTON 0.00%↑ -- YouTube
CISO Global -- CISO 0.00%↑ -- YouTube
Crocs -- CROX 0.00%↑ -- YouTube
Opendoor Technologies -- OPEN 0.00%↑ -- YouTube
Lennar -- LEN 0.00%↑ -- YouTube
Lululemon Athletica -- LULU 0.00%↑ -- YouTube
Daily Journal Corp -- DJCO 0.00%↑ -- YouTube
Salesforce -- CRM 0.00%↑ -- YouTube
Bridger Aerospace Group Holdings -- BAER 0.00%↑ -- YouTube
Monday.Com -- MNDY 0.00%↑ -- YouTube
Constellation Brands -- STZ 0.00%↑ -- YouTube
Dolly Varden Silver Corp -- DVS 0.00%↑ -- YouTube
Clearwater Analytics Holdings -- CWAN 0.00%↑ -- YouTube
District Metals -- TSXV:DMX -- YouTube
Sodexo -- $SDXAY -- YouTube
Pool -- POOL 0.00%↑ -- Substack Audio
Fairfax India -- $FFXDF -- Substack Video
Interesting Links
The psychology of a 10 bagger by
The Bubble Triangle Of Today by
3 Healthcare Stocks on My Radar by
10 Lessons from Quality Compounders by
7 Compounders to Buy Today and Hold Forever by
etc.
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!