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!
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 0.00%↑ -- 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 0.00%↑ -- 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 0.00%↑ -- $$$ -- Write Up
TransMedics Group -- TMDX 0.00%↑ -- Write Up
Harrow -- HROW 0.00%↑ -- Write Up
Amazon.com -- AMZN 0.00%↑ -- Write Up
SAP SE -- SAP 0.00%↑ -- Write Up
MSCI -- MSCI 0.00%↑ -- Write Up
Toast -- TOST 0.00%↑ -- Write Up
Markel Group -- MKL 0.00%↑ -- $$$ -- Write Up
Monday.Com -- MNDY 0.00%↑ -- Write Up
Hagerty -- HGTY 0.00%↑ -- Write Up
Blaize Holdings -- BZAI 0.00%↑ -- Write Up
Datavault AI -- DVLT 0.00%↑ -- Short Report
W R Berkley -- WRB 0.00%↑ -- Write Up
Duolingo -- DUOL 0.00%↑ -- Write Up
Key Tronic -- KTCC 0.00%↑ -- Write Up
Nomad Foods -- NOMD 0.25%↑ -- Write Up
Entravision Communications -- EVC 0.00%↑ -- Write Up
DLocal -- DLO 0.00%↑ -- Write Up
HubSpot -- HUBS 0.00%↑ -- $$$ -- Write Up
Davis Commodities -- DTCK 0.00%↑ -- Short Report
Merck & Co -- MRK 0.00%↑ -- Write Up
Driven Brands -- DRVN 0.00%↑ -- Write Up
Nexstar Media Group -- NXST 0.00%↑ -- Write Up
Aaon Inc -- AAON 0.00%↑ -- Short Report
Charter Communications -- CHTR 0.00%↑ -- Earnings
Coffee Holding Co -- JVA 0.00%↑ -- Earnings
Microsoft -- MSFT 0.00%↑ -- Earnings
Sable Offshore -- SOC 0.00%↑ -- brief
Novo Nordisk -- NVO 0.00%↑ -- brief
Atlassian -- TEAM 0.00%↑ -- Earnings
Floor & Decor Holdings -- FND 0.00%↑ -- Earnings
Saga Communications -- SGA 0.00%↑ -- brief
Alphabet -- GOOG 0.00%↑ -- $$$ -- Earnings
Burford Capital -- BUR 0.00%↑ -- brief
PayPal Holdings -- PYPL 0.00%↑ -- Earnings
Meta Platforms -- META 0.00%↑ -- Earnings
Beyond Meat -- BYND 0.00%↑ -- $$$ -- Earnings
MercadoLibre -- MELI 0.00%↑ -- Earnings
ServiceNow -- NOW 0.00%↑ -- Earnings
Chipotle Mexican Grill -- CMG 0.00%↑ -- brief
RXO -- RXO 0.00%↑ -- brief
Comcast -- CMCSA 0.00%↑ -- brief
Netflix -- NFLX 0.00%↑ -- brief
FuboTV -- FUBO 0.00%↑ -- Earnings
Altria Group -- MO 0.00%↑ -- $$$ -- Earnings
Mondelēz International -- MDLZ 0.00%↑ -- Earnings
Uber Technologies -- UBER 0.00%↑ -- Earnings
Palantir Technologies -- PLTR 0.00%↑ -- Earnings
Cronos Group -- CRON 0.00%↑ -- Earnings
Coinbase -- COIN 0.00%↑ -- $$$ -- Earnings
Axon Enterprise -- AXON 0.00%↑ -- Earnings
IREN -- IREN 0.00%↑ -- Other
Booking Holdings -- BKNG 0.00%↑ -- Earnings
Remitly Global -- RELY 0.00%↑ -- Earnings
Perimeter Solutions -- PRM 0.00%↑ -- Earnings
NVIDIA -- NVDA 2.92%↑ -- brief
Legacy Housing -- LEGH 0.00%↑ -- brief
DexCom -- DXCM 0.00%↑ -- brief
Metsera -- MTSR 0.00%↑ -- brief
Unilever -- UL 0.00%↑ -- $$$ -- Earnings
Adobe -- ADBE 0.00%↑ -- brief
Cadence Design Systems -- CDNS 0.00%↑ -- Earnings
Uniqure -- QURE 0.00%↑ -- brief
Teva Pharmaceutical -- TEVA -1.60%↓ -- brief
PayPal Holdings -- PYPL 0.00%↑ -- brief
Clearpoint Neuro -- CLPT 0.00%↑ -- Earnings
Shift4 Payments -- FOUR 0.00%↑ -- Earnings
WW International -- WW 0.00%↑ -- Earnings
Zeta Global -- ZETA 3.86%↑ -- Earnings
Oscar Health -- OSCR 0.00%↑ -- Earnings
Spotify -- SPOT 0.00%↑ -- Earnings
