BWM - Issue # 86 - November 23, 2025

More Earnings, Chips, Early Black Friday Sale, Footwear, Europe, Healthcare, Short Reports, 13Fs, Crypto, REITs, AI, Pharma, Asia, Logistics, Dating, Lemonade, Pizza, and other things to munch on...

Welcome to the eighty sixth edition of BWM (Bi-Weekly Munchies) …

Includes Special 86% OFF for a year as a big thank you and as an early Black Friday Sale…

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.

Target -- TGT 0.00%↑ -- Write Up

Uber -- UBER 0.00%↑ -- Write Up

Byrna Technologies -- BYRN 0.00%↑ -- $$$ -- Write Up

Monday.Com -- MNDY 0.00%↑ -- Write Up

Iperionx -- IPX 0.00%↑ -- Short Report

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

Duolingo -- DUOL 0.00%↑ -- Write Up

Dollar General -- DG 0.00%↑ -- $$$ -- Write Up

Nutex Health -- NUTX 0.00%↑ -- Write Up

Nebius Group -- NBIS 0.00%↑ -- Write Up

MercadoLibre -- MELI 0.00%↑ -- Write Up

Honeywell International -- HON 0.00%↑ -- $$$ -- Write Up

The Walt Disney Company -- DIS 0.00%↑ -- Write Up

The Trade Desk -- TTD 0.00%↑ -- Write Up

Abivax -- ABVX 0.00%↑ -- Short Report

Toast -- TOST 0.00%↑ -- Write Up

Eton Pharmaceuticals -- ETON 0.00%↑ -- $$$ -- Write Up

Entegris -- ENTG 0.00%↑ -- Write Up

Klarna Group -- KLAR 0.00%↑ -- Write Up

KKR & Co -- KKR 0.00%↑ -- Write Up

Sportradar Group -- SRAD 0.00%↑ -- $$$ -- Short Report

Amentum Holdings -- AMTM 0.00%↑ -- Write Up

Angi Homeservices -- ANGI 0.00%↑ -- Write Up (In German)

Repare Therapeutics -- RPTX 0.00%↑ -- Write Up

Broadcom -- AVGO 0.00%↑ -- $$$ -- Write Up

AdvanSix -- ASIX 0.00%↑ -- Write Up

APi Group -- APG 0.00%↑ -- Write Up

TSMC -- TSM 0.00%↑ -- $$$ -- Write Up

Strategy -- MSTR 0.00%↑ -- Short Report

New Fortress Energy -- NFE 0.00%↑ -- Write Up

Samsara -- IOT 0.00%↑ -- Write Up

Palo Alto Networks -- PANW 0.00%↑ -- Write Up

Nike -- NKE 0.00%↑ -- Write Up

Alibaba -- BABA 0.00%↑ -- $$$ -- Write Up

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

Molina Healthcare -- MOH 0.00%↑ -- Write Up

Ondas -- ONDS 0.00%↑ -- Write Up

Block -- XYZ 0.00%↑ -- Write Up

Littelfuse -- LFUS 0.00%↑ -- $$$ -- Write Up

Bakkt Holdings -- BKKT 0.00%↑ -- $$$ -- Write Up

CareCloud -- CCLD 0.00%↑ -- Write Up (In Spanish)

Instacart -- CART 0.00%↑ -- Write Up

JD.com -- JD 0.00%↑ -- Write Up

Opendoor -- OPEN 0.00%↑ -- Write Up

Identiv -- INVE 0.00%↑ -- Write Up

Crocs -- CROX 0.00%↑ -- Write Up

Amazon -- AMZN 0.00%↑ -- $$$ -- Write Up

On Holding AG -- ONON 0.00%↑ -- Write Up

Synchronoss -- SNCR 0.00%↑ -- Write Up

Daily Journal -- DJCO 0.00%↑ -- $$$ -- Write Up

Euronet Worldwide -- EEFT 0.00%↑ -- Write Up

Walmart -- WMT 0.00%↑ -- Write Up

Bumble -- BMBL 0.00%↑ -- Write Up

Real Estate Investment Trusts -- REIT 0.00%↑ -- Earnings

Semrush Holdings -- SEMR 0.00%↑ -- Earnings

Microsoft -- MSFT 0.00%↑ -- $$$ -- brief

eXoZymes -- EXOZ 0.00%↑ -- Earnings

Novo Nordisk -- NVO 0.00%↑ -- Earnings

RideNow Group -- RDNW 0.00%↑ -- brief

Oscar Health -- OSCR 0.00%↑ -- brief

Tactile Systems -- TCMD 0.00%↑ -- $$$ -- Earnings

Nu Holdings -- NU 0.00%↑ -- Earnings

Alphabet -- GOOG 0.00%↑ -- brief

Walmart -- WMT 0.00%↑ -- brief

Molina Healthcare -- MOH 0.00%↑ -- brief

Peloton -- PTON 0.00%↑ -- $$$ -- brief

Sable Offshore Corp -- SOC 0.00%↑ -- Earnings

Block -- XYZ 0.00%↑ -- brief

The Trade Desk -- TTD 0.00%↑ -- brief

NVIDIA -- NVDA 0.00%↑ -- Earnings

Palantir Technologies -- PLTR 0.00%↑ -- brief

JD.com -- JD 0.00%↑ -- Earnings

DLocal -- DLO 0.00%↑ -- Earnings

Uber -- UBER 0.00%↑ -- Earnings

Fiserv -- FISV 0.00%↑ -- Earnings

Meta Platforms -- META 0.00%↑ -- Earnings

Papa John’s International -- PZZA 0.00%↑ -- Short brief

Dollar Tree -- DLTR 0.00%↑ -- brief

Tesla -- TSLA 0.00%↑ -- Earnings

Electronic Arts -- EA 0.00%↑ -- brief

Advanced Micro Devices -- AMD 0.00%↑ -- Earnings

Nokia -- NOK 0.00%↑ -- brief

Cogent -- CCOI 0.00%↑ -- Earnings

Viant Technology -- DSP 0.00%↑ -- Earnings

Veeva -- VEEV 0.00%↑ -- Earnings

Novo Nordisk -- NVO 0.00%↑ -- brief

Copart -- CPRT 0.00%↑ -- Earnings

Duolingo -- DUOL 0.00%↑ -- Earnings

Sable Offshore -- SOC 0.00%↑ -- brief

Harrow -- HROW 0.00%↑ -- Earnings

Oncology Institute -- TOI 0.00%↑ -- Earnings

Paramount Skydance -- PSKY 0.00%↑ -- Earnings

DoorDash -- DASH 0.00%↑ -- Earnings

Uniqure -- QURE 0.00%↑ -- brief

Airbnb -- ABNB 0.00%↑ -- Earnings

GXO Logistics -- GXO 0.00%↑ -- Earnings

Sea -- SEA 0.00%↑ -- Earnings

Advanced Micro Devices -- AMD 0.00%↑ -- brief

CoreWeave -- CRWV 0.00%↑ -- Earnings

MercadoLibre -- MELI 0.00%↑ -- Earnings

Kyivstar -- KYIV 0.00%↑ -- Earnings

Rocket Lab -- RKLB 0.00%↑ -- Earnings

Adobe -- ADBE 0.00%↑ -- brief

Natural Gas Services -- NGS 0.00%↑ -- Earnings

Amphenol -- APH 0.00%↑ -- brief

Lemonade -- LMND 0.00%↑ -- Earnings

Pagaya Technologies -- PGY 0.00%↑ -- Earnings

Global-E Online -- GLBE 0.00%↑ -- Earnings (In French)

Innoviz -- INVZ 0.00%↑ -- Earnings

Datadog -- DDOG 0.00%↑ -- Earnings

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More Company Write Ups/Earnings/briefs

Challenger Gold -- $CLLEF -- Write Up

Hanza AB -- $STO:HANZA -- $$$ -- Write Up

B&M European Value Retail -- $BMRRY -- Write Up

Kraken Robotics -- $KRKNF -- $$$ -- Write Up

Lycos Energy -- $LCXEF -- Write Up

Krones -- $KRNTY -- Write Up

IG Design Group -- $LON:IGR -- Write Up

Paradox Interactive -- $PRXXF -- Write Up

OpenWork -- $TYO:5139 -- Write Up

Gaming Realms -- $LON:GMR -- Write Up

Warpaint London -- $LON:W7L -- Write Up

Thinkific Labs -- $THNCF -- $$$ -- Write Up

Pexip Holding -- $FRA:4W9 -- Write Up

H&R REIT -- $HRUFF -- Write Up

Grupo Mateus -- $BVMF:GMAT3 -- $$$ -- Write Up

ARC Resources -- $AETUF -- Write Up

SoftBank Group -- $SFTBY -- Write Up

Geely Automobile Holdings -- $GELYF -- $$$ -- Write Up

Ringmetall -- $ETR:HP3A -- Write Up

Steppe Cement -- $LON:STCM -- Write Up

Private Bancorp of America -- $PBAM -- Write Up

SoftwareOne Holding -- $SWONF -- $$$ -- Write Up

Nichiwa Sangyo -- $TYO:2055 -- brief

Ferrari Group -- $FERGR -- brief

TalkPool -- $STO:TALK -- brief

Ashoka Buildcon -- $NSE:ASHOKA -- brief

Adyen -- $ADYEY -- Earnings

Kering -- $PPRUY -- $$$ -- Earnings

Embracer -- $STO:EMBRAC-B -- Earnings

CYND Co Ltd -- $TYO:4256 -- Earnings

Panthera -- $LSE:PAT -- brief

Intellego Technologies -- $STO:INT -- brief

Burberry Group -- $BURBY -- $$$ -- Earnings

Expleo Solutions -- $NSE:EXPLEOSOL -- Earnings

Constellation Software -- $CNSWF -- Earnings

Total Energy Services -- $TOTZF -- Earnings

Adyen -- $ADYEY -- brief

Leon’s Furniture -- $LEFUF -- brief

Imperial Tobacco -- $IMBBY -- $$$ -- Earnings

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Company “Research” via Audio & Video Formats

Alphabet -- GOOG 0.00%↑ -- Podcast

TransDigm Group -- TDG 0.00%↑ -- Podcast

Brookfield -- BN 0.00%↑ -- Podcast

GE Aerospace -- GE 0.00%↑ -- Podcast

Home Depot -- HD 0.00%↑ -- Podcast

Markel -- MKL 0.00%↑ -- Podcast

NameSilo -- $URLOF -- Podcast

Wise -- $LON:WISE -- Podcast

American Tungsten -- $TUNGF -- Podcast

Sulnox Group -- $SNOXF -- Podcast

Aduro Clean Technologies -- ADUR 0.00%↑ -- YouTube

Copart -- CPRT 0.00%↑ -- YouTube

Apple -- AAPL 0.00%↑ -- YouTube

Duolingo -- DUOL 0.00%↑ -- YouTube

PetMed Express -- PETS 0.00%↑ -- YouTube

US Gold -- USAU 0.00%↑ -- YouTube

Monday.Com -- MNDY 0.00%↑ -- YouTube

Lululemon Athletica -- LULU 0.00%↑ -- YouTube

Golden Entertainment -- GDEN 0.00%↑ -- YouTube

Microsoft -- MSFT 0.00%↑ -- YouTube

Eli Lilly -- LLY 0.00%↑ -- YouTube

Akamai Technologies -- AKAM 0.00%↑ -- YouTube

Adobe -- ADBE 0.00%↑ -- YouTube

Bitmine -- BMNR 0.00%↑ -- YouTube

Mastercard -- MA 0.00%↑ -- YouTube

Booking Holdings -- BKNG 0.00%↑ -- YouTube

Nintendo -- $NTDYO -- YouTube

West Red Lake Gold -- $WRLGF -- YouTube

Kering -- $PPRUY -- YouTube

OpenWork -- $TYO:5139 -- YouTube

Blue Owl Capital -- OBDC 0.00%↑ -- Substack Video

Nvidia -- NVDA 0.00%↑ -- Substack Audio

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Interesting Links

3 stock we’ll never buy by The Dutch Investors

🔎 The Monthly Screener by Carlos Aguiar

3 More Flyover Stocks on My Radar by Flyover Stocks

How to Identify Long-Term Compounders by Coughlin Capital

13F (Fund manager portfolio reviews) - Q3/25 by TQI capital (Typical quality investor)

How Charlie Munger Made 3,000% in Two Years by Deep Value Insights

The Six Fundamentals of a Quality Business Model by Daniel's Deep Dive

Short List of European Hold Cos at discount to NAV by Unfair Advantage

Peer Report: Global Specialty Chemical Producers 3Q25 by Dismissed & Asset-Backed

The 5 Investment Frameworks That Will Make You a Better Investor by Jimmy's Journal

These 23 Essential Tools Will Easily Make You A Better Investor Overnight by FluentInQuality

The Chinese Polysilicon Industry: Navigating overcapacity toward brighter horizons by Pyramids and Pagodas

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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!