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!

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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

RH -- RH 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

RH -- RH 0.00%↑ -- Earnings

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

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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

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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

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Interesting Links

Making Your Own Magic by

Invariant

Company Culture in Context by

Brian McCann

The psychology of a 10 bagger by

Rose Celine Investments

The Bubble Triangle Of Today by

Pillars And Profits

3 Healthcare Stocks on My Radar by

Flyover Stocks

10 Lessons from Quality Compounders by

Invest In Assets 📈

7 Compounders to Buy Today and Hold Forever by

Jimmy's Journal

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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!