BWM - Issue # 85 - November 9, 2025

LOTS of Earnings, Short Reports, Insurances, Sin Stocks, Gaming, Logistics, Banks, Oil and Gas, Media, Healthcare, Bulls & Bears, Consumer Goods, Crypto, Toasts, Apples, and other things to munch on..

Welcome to the eighty fifth 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.

Adobe -- ADBE 0.00%↑ -- Write Up

CareCloud -- CCLD 0.00%↑ -- Write Up

Veeva Systems -- VEEV 0.00%↑ -- Write Up

Ducommun -- $DCO -- Short Report

Opendoor Technologies -- OPEN 0.00%↑ -- Write Up

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

Crocs -- CROX 0.00%↑ -- Write Up

Fiserv -- FI 0.00%↑ -- Write Up

Roblox -- RBLX 0.00%↑ -- Write Up

Eos Energy Enterprises -- $EOSE -- Short Report

UnitedHealth Group -- UNH 0.00%↑ -- Write Up

Turtle Beach -- TBCH 0.00%↑ -- Write Up

Viemed Healthcare -- VMD 0.00%↑ -- Write Up

Gambling.com Group -- GAMB 0.00%↑ -- Write Up

Shopify -- SHOP 0.00%↑ -- Write Up

Dell Technologies -- $DELL -- $$$ -- Write Up

TransMedics Group -- TMDX 0.00%↑ -- Write Up

Harrow -- HROW 0.00%↑ -- Write Up

Amazon.com -- $AMZN -- Write Up

SAP SE -- $SAP -- Write Up

MSCI -- MSCI 0.00%↑ -- Write Up

Toast -- $TOST -- Write Up

Markel Group -- $MKL -- $$$ -- Write Up

Monday.Com -- MNDY 0.00%↑ -- Write Up

Hagerty -- $HGTY -- Write Up

Blaize Holdings -- $BZAI -- Write Up

Datavault AI -- $DVLT -- Short Report

W R Berkley -- $WRB -- Write Up

Duolingo -- $DUOL -- Write Up

Key Tronic -- $KTCC -- Write Up

Nomad Foods -- NOMD 0.25%↑ -- Write Up

Entravision Communications -- $EVC -- Write Up

DLocal -- DLO 0.00%↑ -- Write Up

HubSpot -- $HUBS -- $$$ -- Write Up

Davis Commodities -- $DTCK -- Short Report

Merck & Co -- $MRK -- Write Up

Driven Brands -- $DRVN -- Write Up

Nexstar Media Group -- $NXST -- Write Up

Aaon Inc -- $AAON -- Short Report

Charter Communications -- CHTR 0.00%↑ -- Earnings

Coffee Holding Co -- JVA 0.00%↑ -- Earnings

Microsoft -- MSFT 0.00%↑ -- Earnings

Sable Offshore -- $SOC -- brief

Novo Nordisk -- NVO 0.00%↑ -- brief

Atlassian -- TEAM 0.00%↑ -- Earnings

Floor & Decor Holdings -- FND 0.00%↑ -- Earnings

Saga Communications -- SGA 0.00%↑ -- brief

Alphabet -- GOOG 0.00%↑ -- $$$ -- Earnings

Burford Capital -- BUR 0.00%↑ -- brief

PayPal Holdings -- PYPL 0.00%↑ -- Earnings

Meta Platforms -- META 0.00%↑ -- Earnings

Beyond Meat -- $BYND -- $$$ -- Earnings

MercadoLibre -- MELI 0.00%↑ -- Earnings

ServiceNow -- NOW 0.00%↑ -- Earnings

Chipotle Mexican Grill -- CMG 0.00%↑ -- brief

RXO -- RXO 0.00%↑ -- brief

Comcast -- CMCSA 0.00%↑ -- brief

Netflix -- NFLX 0.00%↑ -- brief

FuboTV -- FUBO 0.00%↑ -- Earnings

Altria Group -- $MO -- $$$ -- Earnings

Mondelēz International -- MDLZ 0.00%↑ -- Earnings

Uber Technologies -- UBER 0.00%↑ -- Earnings

Palantir Technologies -- PLTR 0.00%↑ -- Earnings

Cronos Group -- $CRON -- Earnings

Coinbase -- $COIN -- $$$ -- Earnings

Axon Enterprise -- $AXON -- Earnings

IREN -- $IREN -- Other

Booking Holdings -- $BKNG -- Earnings

Remitly Global -- $RELY -- Earnings

Perimeter Solutions -- $PRM -- Earnings

NVIDIA -- NVDA 2.92%↑ -- brief

Legacy Housing -- $LEGH -- brief

DexCom -- $DXCM -- brief

Metsera -- $MTSR -- brief

Unilever -- $UL -- $$$ -- Earnings

Adobe -- ADBE 0.00%↑ -- brief

Cadence Design Systems -- $CDNS -- Earnings

Uniqure -- $QURE -- brief

Teva Pharmaceutical -- TEVA -1.60%↓ -- brief

PayPal Holdings -- PYPL 0.00%↑ -- brief

Clearpoint Neuro -- $CLPT -- Earnings

Shift4 Payments -- $FOUR -- Earnings

WW International -- $WW -- Earnings

Zeta Global -- ZETA 3.86%↑ -- Earnings

Oscar Health -- $OSCR -- Earnings

Spotify -- $SPOT -- Earnings

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More Company Write Ups/Earnings/briefs