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!
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%↑ -- $$$ -- brief
Sable Offshore Corp -- SOC 0.00%↑ -- Earnings
Block -- XYZ 0.00%↑ -- brief
The Trade Desk -- TTD 0.00%↑ -- brief
NVIDIA -- NVDA 0.00%↑ -- Earnings
Palantir Technologies -- PLTR 0.00%↑ -- brief
JD.com -- JD 0.00%↑ -- Earnings
DLocal -- DLO 0.00%↑ -- Earnings
Uber -- UBER 0.00%↑ -- Earnings
Fiserv -- FISV 0.00%↑ -- Earnings
Meta Platforms -- META 0.00%↑ -- Earnings
Papa John’s International -- PZZA 0.00%↑ -- Short brief
Dollar Tree -- DLTR 0.00%↑ -- brief
Tesla -- TSLA 0.00%↑ -- Earnings
Electronic Arts -- EA 0.00%↑ -- brief
Advanced Micro Devices -- AMD 0.00%↑ -- Earnings
Nokia -- NOK 0.00%↑ -- brief
Cogent -- CCOI 0.00%↑ -- Earnings
Viant Technology -- DSP 0.00%↑ -- Earnings
Veeva -- VEEV 0.00%↑ -- Earnings
Novo Nordisk -- NVO 0.00%↑ -- brief
Copart -- CPRT 0.00%↑ -- Earnings
Duolingo -- DUOL 0.00%↑ -- Earnings
Sable Offshore -- SOC 0.00%↑ -- brief
Harrow -- HROW 0.00%↑ -- Earnings
Oncology Institute -- TOI 0.00%↑ -- Earnings
Paramount Skydance -- PSKY 0.00%↑ -- Earnings
DoorDash -- DASH 0.00%↑ -- Earnings
Uniqure -- QURE 0.00%↑ -- brief
Airbnb -- ABNB 0.00%↑ -- Earnings
GXO Logistics -- GXO 0.00%↑ -- Earnings
Sea -- SEA 0.00%↑ -- Earnings
Advanced Micro Devices -- AMD 0.00%↑ -- brief
CoreWeave -- CRWV 0.00%↑ -- Earnings
MercadoLibre -- MELI 0.00%↑ -- Earnings
Kyivstar -- KYIV 0.00%↑ -- Earnings
Rocket Lab -- RKLB 0.00%↑ -- Earnings
Adobe -- ADBE 0.00%↑ -- brief
Natural Gas Services -- NGS 0.00%↑ -- Earnings
Amphenol -- APH 0.00%↑ -- brief
Lemonade -- LMND 0.00%↑ -- Earnings
Pagaya Technologies -- PGY 0.00%↑ -- Earnings
Global-E Online -- GLBE 0.00%↑ -- Earnings (In French)
Innoviz -- INVZ 0.00%↑ -- Earnings
Datadog -- DDOG 0.00%↑ -- Earnings
More Company Write Ups/Earnings/briefs
Challenger Gold -- $CLLEF -- Write Up
Hanza AB -- $STO:HANZA -- $$$ -- 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
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
Interesting Links
3 More Flyover Stocks on My Radar by
How to Identify Long-Term Compounders by
13F (Fund manager portfolio reviews) - Q3/25 by
How Charlie Munger Made 3,000% in Two Years by
The Six Fundamentals of a Quality Business Model by
Short List of European Hold Cos at discount to NAV by
Peer Report: Global Specialty Chemical Producers 3Q25 by
The 5 Investment Frameworks That Will Make You a Better Investor by
These 23 Essential Tools Will Easily Make You A Better Investor Overnight by
The Chinese Polysilicon Industry: Navigating overcapacity toward brighter horizons by
etc.
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!