BWM - Issue # 89 - January 11, 2026
Energy, Banking, Asia, Infrastructures, Short Reports, Cars, Social Media, Pharma, Gaming, Space, AI, Footwear, Alternatives, Life Science, Books, Robotics, Beers, Chips, & other things to munch on...
Happy New Year (2026)!!!
Welcome to the eighty ninth 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.
Dlocal -- DLO 0.00%↑ -- Write Up
Alto Neuroscience -- ANRO 0.00%↑ -- Short Report
DoorDash -- DASH 0.00%↑ -- Write Up
PayPal Holdings -- PYPL 0.00%↑ -- Write Up
Elastic NV -- ESTC 0.00%↑ -- Write Up
GE Aerospace -- GE 0.00%↑ -- Write Up
Grab Holdings -- GRAB 0.00%↑ -- $$$ -- Write Up
China Yuchai International -- CYD 0.00%↑ -- Write Up
Better Home & Finance Holding -- BETR 0.00%↑ -- Short Report
Nayax -- NYAX 0.00%↑ -- Write Up
Monro -- MNRO 0.00%↑ -- Write Up
Ampco-Pittsburgh Corp -- AP 0.00%↑ -- Write Up
Jefferson Capital -- JCAP 0.00%↑ -- Write Up
Badger Meter -- BMI 0.00%↑ -- Write Up
New Era Energy & Digital -- NUAI 0.00%↑ -- Short Report
NextEra Energy -- NNE 0.00%↑ -- $$$ -- Write Up
Viking Therapeutics -- VKTX 0.00%↑ -- Write Up
Robinhood -- HOOD 0.00%↑ -- Write Up
The Trade Desk -- TTD 0.00%↑ -- Write Up
Hims & Hers -- HIMS 0.00%↑ -- Write Up
Uber Technologies -- UBER 0.00%↑ -- Write Up
Micron -- MU 0.00%↑ -- Write Up
Thermo Fisher Scientific -- TMO 0.00%↑ -- $$$ -- Write Up
Copart -- CPRT 0.00%↑ -- Write Up
Omada Health -- OMDA 0.00%↑ -- Write Up
Adobe -- ADBE 0.00%↑ -- Write Up
Achieve Life Sciences -- ACHV 0.00%↑ -- Write Up
Aimco -- AIV 0.00%↑ -- $$$ -- Write Up
Brookfield -- BN 0.00%↑ -- Write Up (In Spanish)
SMX (Security Matters) -- SMX 0.00%↑ -- Short Report
UiPath -- PATH 0.00%↑ -- Write Up
9F Inc -- JFU 0.00%↑ -- Write Up
SanDisk -- SNDK 0.00%↑ -- Write Up
Reddit -- RDDT 0.00%↑ -- Write Up
Sea Limited -- SE 0.00%↑ -- $$$ -- Write Up
Klarna -- KLAR 0.00%↑ -- Write Up
AbCellera Biologics -- ABCL 0.00%↑ -- Write Up
TransMedics Group -- TMDX 0.00%↑ -- Write Up
Gran Tierra Energy -- GTE 0.00%↑ -- Write Up
Dollar General -- DG 0.00%↑ -- Write Up
TROOPS -- TROO 0.00%↑ -- Short Report
Shift4 -- FOUR 0.00%↑ -- Write Up
Ameriprise Financial -- AMP 0.00%↑ -- Write Up
Snapchat -- SNAP 0.00%↑ -- Write Up
Ziff Davis -- ZD 0.00%↑ -- brief
Duolingo -- DUOL 0.00%↑ -- brief
FuelCell Energy -- FCEL 0.00%↑ -- Earnings
MTN Group -- MTN 0.00%↑ -- Earnings
PagerDuty -- PD 0.00%↑ -- brief
PayPal Holdings -- PYPL 0.00%↑ -- brief
Alibaba -- BABA 0.00%↑ -- $$$ -- brief
Rocket Lab Corp -- RKLB 0.00%↑ -- Earnings
Lululemon Athletica -- LULU 0.00%↑ -- Earnings
Pool Corp -- POOL 0.00%↑ -- brief
NSTS Bancorp -- NSTS 0.00%↑ -- brief
Cisco -- CSCO 0.00%↑ -- brief
Starfighters Space -- FJET 0.00%↑ -- brief
NVIDIA -- NVDA 0.00%↑ -- brief
Fubo -- FUBO 0.00%↑ -- brief
Teva Pharmaceutical -- TEVA 0.00%↑ -- brief
Brookfield -- BN 0.00%↑ -- brief (In Spanish)
Copart -- CPRT 0.00%↑ -- brief
JetBlue -- JBLU 0.00%↑ -- brief
Novo Nordisk -- NVO 0.00%↑ -- brief
Texas Roadhouse -- TXRH 0.00%↑ -- brief
X Financial -- XYF 0.00%↑ -- brief
Ford -- FORD 0.00%↑ -- brief
TSMC -- TSM 0.00%↑ -- brief
PROCTER & GAMBLE -- PG 0.00%↑ -- brief
AppLovin -- APP 0.00%↑ -- $$$ -- brief
Ferrari NV -- RACE 0.00%↑ -- brief (In Spanish)
Innovative Aerosystems -- ISSC 0.00%↑ -- Earnings
Grab Holdings -- GRAB 0.00%↑ -- brief
Fastenal -- FAST 0.00%↑ -- brief
Neogen -- NEOG 0.00%↑ -- brief
Xpel -- XPEL 0.00%↑ -- Earnings
Fortinet -- FTNT 0.00%↑ -- brief
More Company Write Ups/Earnings/briefs
TerraVest Industries -- $TRRVF -- Write Up
Zett Corp -- $TYO:8135 -- Write Up
Kraken Robotics -- $KRKNF -- $$$ -- Write Up
Humm Group -- $ASX:HUM -- Write Up
Trainline -- $LON:TRN -- Write Up
EDU Holdings Limited -- $ASX:EDU -- Write Up
MO-BRUK SA -- $WSE:MBR -- Write Up
Shriro -- $ASX:SHM -- Write Up
Evolution AB -- $EVVTY -- Write Up
Gulf Marine Services -- $LON:GMS -- $$$ -- Write Up
Ashtead Technology -- $LON:AT -- Write Up
Headlam Group -- $LON:HEAD -- Write Up
Almaden Minerals -- $AAUAF -- Write Up
Hydreight Technologies -- $HYDTF -- Write Up (In Spanish)
Foraco International -- $FRACF -- Write Up
Porsche -- $DRPRY -- brief
Panthera Resources -- $PATRF -- brief
Global Testing Corporation -- $SGX:AYN -- brief
Nintendo -- $NTDOY -- brief
Accentis -- $EBR:ACCB -- brief
Greggs -- $GGGSF -- Earnings
BYD -- $BYDDF -- brief
Company “Research” via Audio & Video Formats
Calidi Biotherapeutics -- CLDI 0.00%↑ -- Podcast
Mama's Creations -- MAMA 0.00%↑ -- Podcast
Netflix -- NFLX 0.00%↑ -- Podcast
Arista Networks -- ANET 0.00%↑ -- Podcast
Brookfield Corp -- BN 0.00%↑ -- Podcast
Cellebrite DI -- CLBT 0.00%↑ -- Podcast
Innovative Industrial Properties -- IIPR 0.00%↑ -- Podcast
Compagnie des Alpes -- $EPA:CDA -- Podcast
UiPath -- PATH 0.00%↑ -- YouTube
Versant Media Group -- VSNT 0.00%↑ -- YouTube
Hycroft Mining Holding Corp -- HYMC 0.00%↑ -- YouTube
Cal-Maine Foods -- CALM 0.00%↑ -- YouTube
Micron Technology -- MU 0.00%↑ -- YouTube
Coupang -- CPNG 0.00%↑ -- YouTube
Adobe -- ADBE 0.00%↑ -- YouTube
Uber Technologies -- UBER 0.00%↑ -- YouTube
Zeta Global Holdings Corp -- ZETA 0.00%↑ -- YouTube
Constellation Brands -- STZ 0.00%↑ -- YouTube
Palantir Technologies -- PLTR 0.00%↑ -- YouTube
The Priceline Group -- BKNG 0.00%↑ -- YouTube
NCR Atleos -- NATL 0.00%↑ -- YouTube
Arista Networks -- ANET 0.00%↑ -- YouTube
Oncology Institute -- TOI 0.00%↑ -- YouTube
Applied Digital -- APLD 0.00%↑ -- YouTube
Victoria PLC -- $VCCTF -- YouTube
Nintendo -- $NTDOY -- YouTube
Interesting Links
Reads of 2025 by Investment Talk
Gas-Fired Intelligence by Michael Spyker
My Favorite Stocks For 2026 by Analyzing Good Businesses
(•‿-) My Top 25 Stocks for 2026 by PPinvest
How’s that USPS turnaround going? by MoneyLemma
5 Charts Summing Up Greek Stocks by Sofokleous Street
AI Supercycle: 10 Companies I Like Heading Into 2026 by Reading, Thinking and Writing
Book Review: ESSENTIALISM: The Disciplined Pursuit of Less by Greg McKeown by Dean
etc.
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!