BWM - Issue # 87 - December 7, 2025

Japan, Earnings, Healthcare, Insurances, LatAm, Housing, Cars, Bunch of Shorts, Payments, Gaming, Energy, Cannabis, Crypto, Dividends, Books, Payments, Salads, Chips, and other things to munch on...

Welcome to the eighty seventh 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.

Brookfield Asset Management -- BAM 0.00%↑ -- Write Up

dLocal -- DLO 0.00%↑ -- Write Up

Duolingo -- DUOL 5.64%↑ -- Write Up

Praxis Precision Medicines -- PRAX 0.00%↑ -- Short Report

Booking Holdings -- BKNG 3.11%↑ -- Write Up

Myomo -- MYO 0.00%↑ -- $$$ -- Write Up

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

MercadoLibre -- MELI 0.00%↑ -- Write Up

Samsara -- IOT 0.00%↑ -- Write Up

Texas Instruments -- TXN 0.00%↑ -- Write Up

Sprouts Farmers Market -- SFM 0.00%↑ -- $$$ -- Write Up

Texas Pacific Land Corp -- TPL 0.00%↑ -- Write Up

LGI Homes -- LGIH 0.00%↑ -- Short Report

Lumentum Holdings -- LITE 0.00%↑ -- Write Up

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

CoreWeave -- CRWV 0.00%↑ -- Write Up

Oscar Health -- OSCR 0.00%↑ -- $$$ -- Write Up

Davita -- DVA 0.00%↑ -- Write Up (In Spanish)

WW International -- WW 0.00%↑ -- Write Up

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

Magnitude International -- MAGH 0.00%↑ -- Short Report

CSW Industrials -- CSW 0.00%↑ -- Write Up

MSC Industrial Direct -- MSM 0.00%↑ -- $$$ -- Write Up

Adobe -- ADBE 0.00%↑ -- Write Up

NIO -- NIO 0.00%↑ -- Write Up

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

Peloton -- PTON 0.00%↑ -- Write Up

General Dynamics -- GD 0.00%↑ -- Write Up

Pattern Group -- PTRN 0.00%↑ -- $$$ -- Short Report

Greenfire Resources -- GFR 0.00%↑ -- Write Up

Strata Critical Medical -- SRTA 0.00%↑ -- Write Up

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

Zoetis -- ZTS 0.00%↑ -- Write Up

Ecovyst -- ECVT 0.00%↑ -- Write Up

Salesforce -- CRM 0.00%↑ -- Write Up

Chipotle -- CMG 0.00%↑ -- $$$ -- Write Up

Iron Mountain -- IRM 0.00%↑ -- Short Report

Rocket Companies -- RKT 0.00%↑ -- Write Up

Qfin Holdings -- QFIN 0.00%↑ -- Write Up

Eton Pharmaceuticals -- ETON -2.69%↓ -- Write Up (In French)

Duolingo -- DUOL 5.64%↑ -- Write Up

Dole plc -- DOLE 0.00%↑ -- Write Up

Merck & Co -- MRK 0.00%↑ -- Write Up (In Spanish)

Legacy Housing -- LEGH 0.00%↑ -- Write Up

Pool Corp -- POOL 0.00%↑ -- $$$ -- Write Up

Perdoceo Education -- PRDO 0.00%↑ -- Short Report

Jumia -- JMIA 0.00%↑ -- Write Up

LendingClub -- LC 0.00%↑ -- Write Up

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

Jewett-Cameron Trading -- JCTC 0.00%↑ -- Write Up

Shopify -- SHOP 0.00%↑ -- $$$ -- Write Up

Sanara Medtech -- SMTI 0.00%↑ -- Write Up

Resmed -- RMD 0.00%↑ -- Write Up

Compass Diversified -- CODI 0.00%↑ -- Write Up

Carvana -- CVNA 0.00%↑ -- Write Up

RCI Hospitality -- RICK 0.00%↑ -- Write Up

CoPart -- CPRT 0.00%↑ -- $$$ -- Write Up

AT&T -- T 0.00%↑ -- Write Up

TFI International -- TFII 0.00%↑ -- Write Up

Mesabi Trust -- MSB 0.00%↑ -- Write Up

Zoetis -- ZTS 0.00%↑ -- Write Up

Better Home & Finance Holding -- BETR 0.00%↑ -- Short Report

Waste Management -- WM 0.00%↑ -- Write Up

Palomar Insurance -- PLMR 0.00%↑ -- Write Up

DLocal -- DLO 0.00%↑ -- brief

Remitly Global -- RELY 0.00%↑ -- brief

PayPal -- PYPL 0.00%↑ -- brief (In Portuguese)

Zscaler -- ZS 0.00%↑ -- Earnings

Visa -- V 0.00%↑ -- brief

Target -- TGT 0.00%↑ -- $$$ -- brief

Nebius Group -- NBIS 0.00%↑ -- Earnings

IHS Holding -- IHS 0.00%↑ -- Earnings

Apple -- AAPL 0.00%↑ -- brief

Abercrombie & Fitch -- ANF 0.00%↑ -- brief

Airbnb -- ABNB 0.00%↑ -- Earnings

Disney -- DIS 0.00%↑ -- $$$ -- Earnings

Uber -- UBER 0.00%↑ -- brief

Trex Company -- TREX 0.00%↑ -- Earnings

Alibaba Group -- BABA 0.00%↑ -- brief

MongoDB -- MDB 0.00%↑ -- Earnings

STAAR Surgical -- STAA 0.00%↑ -- brief

Snap -- SNAP 0.00%↑ -- brief

CPI Card Group -- PMTS 0.00%↑ -- $$$ -- Earnings

MarketWise -- MKTW 0.00%↑ -- brief

Brookfield Asset Management -- BAM 0.00%↑ -- Earnings (In Spanish)

Meta Platforms -- META 0.00%↑ -- brief

BlackRock -- BLK 0.00%↑ -- brief

Carvana -- CVNA 0.00%↑ -- brief

Hims & Hers -- HIMS 0.00%↑ -- Earnings

RCI Hospitality -- RICK 0.00%↑ -- Short brief

Shift4 -- FOUR 0.00%↑ -- Earnings

AMD -- AMD 0.00%↑ -- $$$ -- brief

Outdoor Holding -- POWW 0.00%↑ -- brief

Safe & Green Holdings -- SGBX 0.00%↑ -- Short brief

Cogent Communications -- CCOI 0.00%↑ -- Earnings

Cogent Communications -- CCOI 0.00%↑ -- brief

PayPal -- PYPL 0.00%↑ -- brief

Alphabet -- GOOG 0.37%↑ -- brief

UniFirst -- UNF 0.00%↑ -- brief

Limoneira -- LMNR 0.00%↑ -- brief

Hims & Hers -- HIMS 0.00%↑ -- brief

Rubrik -- RBRK 0.00%↑ -- Earnings

Archer Aviation -- ACHR 0.00%↑ -- $$$ -- Earnings

Arthur J. Gallagher & Co -- AJG 0.00%↑ -- brief

Salesforce -- CRM 0.00%↑ -- Earnings

Key Tronic -- KTCC 0.00%↑ -- brief

Crowdstrike -- CRWD 0.00%↑ -- Earnings

Teva Pharmaceutical -- TEVA 0.00%↑ -- brief

America’s Car-Mart -- CRMT 0.00%↑ -- brief

Harrow -- HROW 0.00%↑ -- $$$ -- brief

Palo Alto Networks -- PANW 0.00%↑ -- Earnings

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More Company Write Ups/Earnings/briefs