BWM - Issue # 88 - December 21, 2025
Space, Gaming, Earnings, Crypto, Footwear, Short Sellers, Tobacco, SaaS, Japan, Fast Food, Energy, Big Tech, Transportation, Books, Pharma, Payments, AI, Utz, Chips, and other things to munch on...
Welcome to the eighty eighth edition of BWM (Bi-Weekly Munchies) …
This will be the last issue for 2025. BWM (Bi-Weekly Munchies) will be back on January 10-11 of 2026 … Happy Holidays!!!
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
Celsius Holdings -- CELH 0.00%↑ -- Write Up
AST SpaceMobile -- ASTS 0.00%↑ -- Write Up
Gravity Co -- GRVY 0.00%↑ -- Write Up
New Era Energy & Digital -- NUAI 0.00%↑ -- Short Report
CryoPort -- CYRX 0.00%↑ -- Write Up
Mettler-Toledo International -- MTD 0.00%↑ -- $$$ -- Write Up
Floor & Decor Holdings -- FND 0.00%↑ -- Write Up
Utz Brands -- UTZ 0.00%↑ -- Write Up
Teva Pharmaceutical Industries -- TEVA 0.00%↑ -- Write Up
Redwire Corp -- RDW 0.00%↑ -- Write Up
SES AI -- SES 0.00%↑ -- Short Report
Unifi -- UFI 0.00%↑ -- Write Up
Shift4 Payments -- FOUR 0.00%↑ -- $$$ -- Write Up
Salesforce -- CRM 0.00%↑ -- Write Up
Nebius Group -- NBIS 0.00%↑ -- Write Up
Brown & Brown -- BRO 0.00%↑ -- Write Up
Cogent Communications -- CCOI 0.00%↑ -- Write Up
Kaspi.kz -- KSPI 0.00%↑ -- Write Up
Ball Corp -- BALL 0.00%↑ -- Write Up
Tempus AI -- TEM 0.00%↑ -- Write Up
Airbnb -- ABNB 0.00%↑ -- $$$ -- Write Up
Spruce Biosciences -- SPRB 0.00%↑ -- Write Up
Norwegian Cruise Line -- NCLH 0.00%↑ -- Write Up
UiPath -- PATH 0.00%↑ -- Write Up
PLAYSTUDIOS -- MYPS 0.00%↑ -- Write Up
Kraft Heinz -- KHC 0.00%↑ -- Write Up
Interparfums -- IPAR 0.00%↑ -- $$$ -- Write Up
DaVita -- DVA 0.00%↑ -- Write Up
Spotify -- SPOT 0.00%↑ -- Write Up (In French)
Radnet -- RDNT 0.00%↑ -- Short Report
Crocs -- CROX 0.00%↑ -- Write Up
Privia Health Group -- PRVA 0.00%↑ -- Write Up
On Holding AG -- ONON 0.00%↑ -- Write Up
Advance Auto Parts -- AAP 0.00%↑ -- $$$ -- Write Up
Crispr -- CRSP 0.00%↑ -- Short Report
DoorDash -- DASH 2.31%↑ -- Write Up
CoreWeave -- CRWV 17.65%↑ -- Write Up
Snap -- SNAP 0.00%↑ -- Write Up
Serve Robotics -- SERV 0.00%↑ -- $$$ -- Short Report
Brookfield -- BN 0.00%↑ -- Write Up
Bluerock Private Real Estate Closed End Fund -- BPRE 0.00%↑ -- Write Up
Prosperity Bancshares -- PB 0.00%↑ -- Write Up
Oracle -- ORCL 0.00%↑ -- Write Up
QXO -- QXO 0.00%↑ -- $$$ -- Write Up
Willow Lane Acquisition -- WLAC 0.00%↑ -- Write Up
Duolingo -- DUOL 0.00%↑ -- Write Up
Clearwater Paper -- CLW 0.00%↑ -- Write Up
Security Matters Public Limited -- SMX 0.00%↑ -- Short Report
Visa -- V 0.00%↑ -- $$$ -- Write Up
Angi -- ANGI 0.00%↑ -- Write Up
Strata Clinical Medical -- SRTA 0.00%↑ -- Write Up
Five9 -- FIVN 0.00%↑ -- Write Up
Via Transportation -- VIA 0.00%↑ -- Short Report
Uber -- UBER -1.00%↓ -- Write Up
Broadcom -- AVGO 0.00%↑ -- Earnings
Adobe -- ADBE 0.00%↑ -- Earnings
Alphabet -- GOOGL 0.00%↑ -- brief
Oracle -- ORCL 0.00%↑ -- Earnings
British American Tobacco -- BTI 0.00%↑ -- $$$ -- brief
Apple -- AAPL 0.00%↑ -- brief
Novo Nordisk -- NVO 0.00%↑ -- brief
FutureFuel -- FF 0.00%↑ -- brief
Merck & Co -- MRK 0.00%↑ -- brief
Salesforce -- CRM 0.00%↑ -- Earnings
Remitly Global -- RELY 0.00%↑ -- $$$ -- brief
Amazon -- AMZN 0.00%↑ -- brief
Meta -- META 0.00%↑ -- brief
Lululemon Athletica -- LULU 0.00%↑ -- brief
Nike -- NKE 0.00%↑ -- brief
Netflix -- NFLX 0.00%↑ -- brief
Ollie’s Bargain Outlet Holdings -- OLLI 0.00%↑ -- Earnings
Zeta Global -- ZETA 0.00%↑ -- Earnings
Shift4 Payments -- FOUR 0.00%↑ -- $$$ -- brief
Ferrari -- RACE 0.00%↑ -- brief
Palantir -- PLTR 0.00%↑ -- brief
PayPal -- PYPL 0.00%↑ -- brief
MercadoLibre -- MELI 0.00%↑ -- Earnings
Cronos Group -- CRON 0.00%↑ -- brief
Pool Corp -- POOL 0.00%↑ -- $$$ -- brief
Tesla -- TSLA 0.00%↑ -- brief
Grab Holdings -- GRAB 0.00%↑ -- Earnings
Jack In The Box -- JACK 0.00%↑ -- brief
Comstock -- LODE 0.00%↑ -- $$$ -- brief
Rocket Lab -- RKLB 0.00%↑ -- brief
Nike -- NKE 0.00%↑ -- Earnings
Lifeway -- LWAY 0.00%↑ -- brief
Kaspi.kz -- KSPI 0.00%↑ -- brief
Uber -- UBER -1.00%↓ -- brief
Disney -- DIS 0.00%↑ -- brief
Micron -- MU 0.00%↑ -- Earnings
Ramaco Resources -- METC 0.00%↑ -- brief
Veeva Systems -- VEEV 0.00%↑ -- brief
Nebius Group -- NBIS 0.00%↑ -- brief
Nerdy -- NRDY 0.00%↑ -- brief
Mercado Libre -- MELI 0.00%↑ -- brief
GE Vernova -- GEV 0.00%↑ -- $$$ -- brief
More Company Write Ups/Earnings/briefs
Nansin Co., Ltd. -- TYO:7399 -- Write Up
Trustpilot Group -- $LON:TRST -- Short Report
Capstone Green Energy Holdings -- $CGEH -- Write Up
Nintendo -- $NTDOY -- Write Up
InPost S.A. -- $INPOY -- Write Up
iFabric -- $TSE:IFA -- Write Up
Judges Scientific -- $JSCIF -- Write Up
Unozawa-gumi Iron Works -- $TYO:6396 -- Write Up
Gerresheimer AG -- $GRRMY -- Short Report
Hexatronic Group AB -- $HTROF -- Write Up
Round One -- $TYO:4680 -- $$$ -- Write Up
Energy Transition Minerals -- $GDLNF -- Write Up
Eidai Kako -- $TYO:7877 -- Write Up
Steel Partners Holdings -- $SPLP -- Write Up
Ceres Power Holdings -- CPWHF -- Short Report
Norbit ASA -- $NBITF -- Write Up
Duell Oyj -- $HEL:DUELL -- Write Up
Delta Plus Group -- $EPA:ALDLT -- Write Up
FFD Financial -- $FFDF -- Write Up
Softcare -- $HKG:2698 -- Write Up
Ashtead Technology -- $LSE:AT -- Write Up
Haw Par Corp -- $SGX:H02 -- Write Up
Hokuriku Gas -- $TYO:9537 -- Write Up
Friedrich Vorwerk Group SE -- $VH2X:GER -- Write Up
Hokkaido Chuo Bus -- $SPSE:9085 -- Write Up
Decibel Cannabis -- $DBCCF -- Write Up
Guillemot -- $EPA:GUI -- Write Up
Toso Company -- $TYO:5956 -- Write Up
Home Loan Financial -- $HLFN -- Write Up
Kraken Robotics -- $KRKNF -- brief (In French)
I-Tech AB -- $STO:ITECH -- brief
Manolete Partners -- $MANOF -- brief
Australis Oil & Gas -- $ASX:ATS -- brief
GN Store Nord A S -- $GNNDY -- Earnings
Gabriel Resources -- $GBRRF -- brief
Kelly Partners Group -- KPGHF -- brief
Evolution -- $EVVTY -- brief
Company “Research” via Audio & Video Formats
RenovoRx -- RNXT 0.00%↑ -- Podcast
AST SpaceMobile -- ASTS 0.00%↑ -- Podcast
Nauticus Robotics -- KITT 0.00%↑ -- Podcast
Monday.Com -- MNDY 0.00%↑ -- Podcast
Abacus Global Management -- ABL 0.00%↑ -- Podcast
Hims & Hers Health -- HIMS 0.00%↑ -- Podcast
Toast -- TOST 0.00%↑ -- Podcast
Sanara Medtech -- SMTI 0.00%↑ -- Podcast
Paramount Gold Nevada -- PZG 0.00%↑ -- Podcast
Bullfrog AI Holdings -- BFRG 0.00%↑ -- Podcast
Affirm -- AFRM 0.00%↑ -- Podcast
Clearsign Technologies -- CLIR 0.00%↑ -- Podcast
Adobe -- ADBE 0.00%↑ -- YouTube
Agnico Eagle Mines -- AEM 0.00%↑ -- YouTube
Lululemon Athletica -- LULU 0.00%↑ -- YouTube
Copart -- CPRT 0.00%↑ -- YouTube
Circle Internet Group -- CRCL 0.00%↑ -- YouTube
Airbnb -- ABNB 0.00%↑ -- YouTube
PayPal -- PYPL 0.00%↑ -- YouTube
Micron -- MU 0.00%↑ -- YouTube
Zoetis -- ZTS 0.15%↑ -- YouTube
Disney -- DIS 0.00%↑ -- YouTube
Aduro Clean Technologies -- ADUR 0.00%↑ -- YouTube
SBC Medical Group Holdings -- SBC 0.00%↑ -- YouTube
Dollar General -- DG 0.00%↑ -- YouTube
Uber -- UBER -1.00%↓ -- YouTube
Bitmine -- BMNR 0.00%↑ -- YouTube
Texas Pacific Land -- TPL 0.00%↑ -- YouTube
AbraSilver Resource -- $ABBRF -- YouTube
Fairfax Financial -- $TSE:FFH -- YouTube
Judges Scientific -- $JSCIF -- Substack Video
Enghouse Systems -- $EGHSF -- Substack Video
Interesting Links
10 AI Stocks for 2026! by Global Equity Briefing
Watchlist Radar - Week 51 by Value & Error
Q3 2025 SaaS Performance by Compounding Your Wealth
My favorite stocks for 2026 by TopSecretStocks
My 4 Favorite Asymmetric Bets by Libertalia Investing
The Discipline of Stepping Away by The Financial Pen
The Intelligent Investor’s Bookshelf by James Emanuel
How and Why We Discard 99% of Companies by The Hermit
Dog-be-gone: 4 stocks NCP expects to recover in 2025 by Nugget Capital Partner's Substack
Howard Marks’ Practical Guide To Surviving And Winning In Markets by FluentInQuality
Investing Is for Everyone: How to Think Clearly in a Noisy Financial Markets by Alpha Talon Investment Research
AIM A-Z Part 27: Data Centre Disposal, High-Growth IPO and Engineering Services by Saesch
etc.
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
Super thanks for the spot, really love the multi-media format!💯
Thanks for the mentions! Always a really high quality post, I look forward to them!