BWM - Issue # 83 - October 12, 2025

eCommerce, Insurance, Footwear, Oil & Gas, Payments, Educational, Gaming, Legends, Robotics, Healthcare, Bunch of Shorts, Food, Holding Cos, Lots of Ideas, Pizza, and other things to munch on ...

Welcome to the eighty third 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.

Blue Bird Corporation -- BLBD 0.00%↑ -- Write Up

MercadoLibre -- MELI 0.00%↑ -- Write Up

NVIDIA -- NVDA 0.00%↑ -- Write Up

XPEL Inc -- XPEL 0.00%↑ -- $$$ -- Write Up

Match Group -- MTCH 0.00%↑ -- Write Up

NextNav -- NN 0.00%↑ -- Write Up

Duolingo -- DUO 0.00%↑ -- Write Up

Slide Insurance -- SLDE 0.00%↑ -- Short Report

MongoDB -- MDB 0.00%↑ -- Write Up

Lufax Holding -- LU 0.00%↑ -- Write Up

Hippo Holdings -- HIPO 0.00%↑ -- Write Up

Heartland Express -- HTLD 0.00%↑ -- Write Up

DraftKings -- DKNG 0.00%↑ -- Short Report

Personalis -- PSNL 0.00%↑ -- Write Up

Samsara -- IOT 0.00%↑ -- Write Up

Fonar -- FONR 0.00%↑ -- Write Up

BitMine Immersion -- BMNR 0.00%↑ -- Short Report

ARM Holdings -- ARM 0.00%↑ -- Write Up

Alphabet -- GOOG 0.00%↑ -- Write Up

Airbnb -- ABNB 0.00%↑ -- Write Up

Harrow Inc -- HROW 0.00%↑ -- $$$ -- Write Up

Accenture -- ACN 0.00%↑ -- Write Up

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

Dell -- DELL 0.00%↑ -- Write Up

Richtech Robotics -- RR 0.00%↑ -- Short Report

Pfizer -- PFE 0.00%↑ -- Write Up

Radiant Logistics -- RLGT 0.00%↑ -- Write Up

American Express -- AXP 0.00%↑ -- Write Up

Portillo’s -- PTLO 0.00%↑ -- Write Up

Lemonade -- LMND 0.00%↑ -- Write Up

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

Remitly Global -- RELY 0.00%↑ -- $$$ -- Write Up

Zeta Global -- ZETA 0.00%↑ -- Write Up

ONEOK -- OKE 0.00%↑ -- Write Up

Uber -- UBER 0.00%↑ -- $$$ -- Write Up

Kaspi.kz -- KSPI 0.00%↑ -- Write Up

Elastic NV -- ESTC 0.00%↑ -- $$$ -- Write Up

Trueblue -- TBI 0.00%↑ -- Write Up

Shopify -- SHOP 0.00%↑ -- Write Up

Amphenol -- APH 0.00%↑ -- Write Up

Franklin Electric -- FELE 0.00%↑ -- Write Up

WaterBridge Infrastructure -- WBI 0.00%↑ -- Write Up

Personalis -- PSNL 0.00%↑ -- Write Up

FST Ltd -- KBSX 0.00%↑ -- Write Up

Ziff Davis -- ZD 0.00%↑ -- Write Up

Xylem -- XYL 0.00%↑ -- $$$ -- Write Up

Franklin Covey -- FC 0.00%↑ -- Write Up

Comstock -- LODE 0.00%↑ -- $$$ -- Write Up

LGI Homes -- LGIH 0.00%↑ -- Write Up

Hooker Furnishings -- HOFT 0.00%↑ -- Write Up

Starz Entertainment -- STRZ 0.00%↑ -- Write Up

Monday.com -- MNDY 0.00%↑ -- Write Up

Oracle -- ORCL 0.00%↑ -- $$$ -- Write Up

UiPath -- PATH 0.00%↑ -- Write Up

SoFi Technologies -- SOFI 0.00%↑ -- Earnings

Kaspi.kz -- KSPI 0.00%↑ -- brief

Great Elm Capital -- GECC 0.00%↑ -- brief

Sable Offshore -- SOC 0.00%↑ -- brief

Teva Pharmaceutical Industries -- TEVA 0.00%↑ -- brief

United Parcel Service -- UPS 0.00%↑ -- brief

Carvana -- CVNA 0.00%↑ -- brief

B. Riley Financial -- RILY 0.00%↑ -- $$$ -- brief

Village Super Market -- VLGEA 0.00%↑ -- Earnings

TaskUs -- TASK 0.00%↑ -- brief

Quest Diagnostics -- DGX 0.00%↑ -- brief

AdvanSix -- ASIX 0.00%↑ -- brief

Domino’s Pizza -- DPZ 0.00%↑ -- brief

MercadoLibre -- MELI 0.00%↑ -- brief

Crocs -- CROX 0.00%↑ -- brief

Nu Holdings -- NU 0.00%↑ -- brief

Toast -- TOST 0.00%↑ -- brief

Unity Software -- U 0.00%↑ -- brief

American Express -- AXP 0.00%↑ -- brief

DoorDash -- DASH 0.00%↑ -- Others

Red Cat -- RCAT 0.00%↑ -- brief Short Report

Transocean -- RIG 0.00%↑ -- Others

Banco de Chile -- BCH 0.00%↑ -- brief

Target -- TGT 0.00%↑ -- Others

Telix Pharmaceuticals -- TLX 0.00%↑ -- Others

Rubrik -- RBRK 0.00%↑ -- brief

PayPal -- PYPL 0.00%↑ -- $$$ -- brief

Bath and Body Works -- BBWI 0.00%↑ -- brief

Applied Materials -- AMAT 0.00%↑ -- brief

Flotek Industries -- FTK 0.00%↑ -- brief

Electronic Arts -- EA 0.00%↑ -- Others

IONQ -- IONQ 0.00%↑ -- brief

Coursera -- COUR 0.00%↑ -- brief

Dropbox -- DBX 0.00%↑ -- $$$ -- brief

AbbVie -- ABBV 0.00%↑ -- brief

Corebridge Financial -- CRBG 0.00%↑ -- brief

Nordson -- NDSN 0.00%↑ -- brief

Adobe -- ADBE 0.00%↑ -- brief

Amazon -- AMZN 0.00%↑ -- brief

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More Company Write Ups/Earnings/briefs