BWM - Issue # 90 - January 25, 2025
Healthcare, Gaming, Space, Big Tech, Surgical, Transportation, Paint, Energy, Insurance, Delivery, Pharma, Chips, Streaming, few Shorts, Alcohol, SaaS, Hotdogs, and other things to much on...
Welcome to the ninetieth 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.
Corpay -- CPAY 0.00%↑ -- Write Up
Hims & Hers Health -- HIMS 0.00%↑ -- Write Up
Netflix -- NFLX 0.00%↑ -- Write Up
Angi -- ANGI 0.00%↑ -- $$$ -- Write Up
Sable Offshore -- SOC 0.00%↑ -- Short Report
First Solar -- FSLR 0.00%↑ -- Write Up
Adobe -- ADBE 0.00%↑ -- Write Up
MicroStrategy -- MSTR 0.00%↑ -- Write Up
Mercado Libre -- MELI 0.00%↑ -- Write Up
Gambling.com -- GAMB 0.00%↑ -- $$$ -- Write Up
Monroe Capital -- MRCC 0.00%↑ -- Short Report
Williams-Sonoma -- WSM 0.00%↑ -- Write Up
LandBridge Co -- LB 0.00%↑ -- Write Up
Arista Networks -- ANET 0.00%↑ -- Write Up
PayPal Holdings -- PYPL 0.00%↑ -- Write Up
Celestica -- CLS 0.00%↑ -- Write Up
Interactive Brokers -- IBKR 0.00%↑ -- $$$ -- Write Up
Constellation Brands -- STZ 0.00%↑ -- Write Up
Vita Coco Company -- COCO 0.00%↑ -- Write Up
Uber Technologies -- UBER 0.00%↑ -- Write Up
KULR Technology Group -- KULR 0.00%↑ -- $$$ -- Short Report
AST SpaceMobile -- ASTS 0.00%↑ -- Write Up
Veeva Systems -- VEEV 0.00%↑ -- Write Up
Nebius Group -- NBIS 0.00%↑ -- $$$ -- Write Up
HA Sustainable Infrastructure -- HASI 0.00%↑ -- Write Up
Waste Management -- WM 0.00%↑ -- Write Up
Cogent Communications -- CCOI 0.00%↑ -- Write Up
Praxis Precision Medicines -- PRAX 0.00%↑ -- Short Report
Caterpillar -- CAT 0.00%↑ -- Write Up
Parker-Hannifin -- PH 0.00%↑ -- $$$ -- Write Up
dLocal -- DLO 0.00%↑ -- Write Up
Innoviz -- INVZ 0.00%↑ -- Write Up
SharkNinja -- SN 0.00%↑ -- Write Up
EON Resources -- EONR 0.00%↑ -- Write Up
Affirm Holdings -- AFRM 0.00%↑ -- Short Report
Kinsale Capital Group -- KNSL 0.00%↑ -- Write Up
Crocs -- CROX 0.00%↑ -- Write Up
Grab -- GRAB 0.00%↑ -- Write Up
Uber Technologies -- UBER 0.00%↑ -- brief
Duolingo -- DUOL 0.00%↑ -- brief
Taiwan Semiconductor Manufacturing -- TSM 0.00%↑ -- Earnings
Coupang -- CPNG 0.00%↑ -- brief
GitLab -- GTLB 0.00%↑ -- brief
Portillo’s -- PTLO 0.00%↑ -- brief
Tripadvisor -- TRIP 0.00%↑ -- $$$ -- brief
Versant -- VSNT 0.00%↑ -- brief
Rocket Lab -- RKLB 0.00%↑ -- brief
Netflix -- NFLX 0.00%↑ -- Earnings
Howmet Aerospace -- HWM 0.00%↑ -- brief
Micron Technology -- MU 0.00%↑ -- brief
Nephros -- NEPH 0.00%↑ -- Earnings
Stratus Properties -- STRS 0.00%↑ -- brief
Aktis Oncology -- AKTS 0.00%↑ -- brief
Adobe -- ADBE 0.00%↑ -- brief
Spotify Technology -- SPOT 0.00%↑ -- brief
Novo Nordisk -- NVO 0.00%↑ -- brief
Optex Systems Holdings -- OPXS 0.00%↑ -- Earnings
QXO -- QXO 0.00%↑ -- brief
Tesla -- TSLA 0.00%↑ -- brief
Brookfield -- BN 0.00%↑ -- brief
TAKE-TWO INTERACTIVE -- TTWO 0.00%↑ -- brief
Nomad Foods -- NOMD 0.00%↑ -- brief
Amazon -- AMZN 0.00%↑ -- brief
Williams-Sonoma -- WSM 0.00%↑ -- $$$ -- brief
Sea Limited -- SEA 0.00%↑ -- brief
Comstock -- LODE 0.00%↑ -- brief
Charles Schwab -- SCHW 0.00%↑ -- brief
Intuitive Surgical -- ISRG 0.00%↑ -- Earnings
Meta -- META 0.00%↑ -- brief
Robinhood -- HOOD 0.00%↑ -- brief
Tilly’s -- TLYS 0.00%↑ -- brief
AMD -- AMD 0.00%↑ -- brief
Immunitybio -- IBRX 0.00%↑ -- brief
Paramount Skydance -- PSKY 0.00%↑ -- brief
Netflix -- NFLX 0.00%↑ -- brief
ASML Holding -- ASML 0.00%↑ -- brief
