BWM - Issue # 91 - February 8, 2026
Japan, Payments, bunch of Shorts, Cannabis, Flying, India, Energy, Gaming, Bitcoin, Sports, AI, REITs, Networks, Metals, SaaS, Medical, Footwear, Moats, Sprouts, Apples, and other things to munch on..
Welcome to the ninety first 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.
Milestone Pharmaceuticals -- MIST 0.00%↑ -- Write Up
Adobe -- ADBE 0.00%↑ -- Write Up
Floor & Decor Holdings -- FND 0.00%↑ -- Write Up
Sprouts Farmers Market -- SFM 0.00%↑ -- Write Up
Resideo Technologies -- REZI 0.00%↑ -- Short Report
Eos Energy Enterprises -- EOSE 0.00%↑ -- $$$ -- Write Up
Shift4 Payments -- FOUR 0.00%↑ -- Write Up
Go Daddy -- GDDY 0.00%↑ -- Write Up
The Procter & Gamble Company -- PG 0.00%↑ -- Write Up
Uber Technologies -- UBER 0.00%↑ -- Write Up
Ubiquiti -- UI 0.00%↑ -- Short Report
ServiceNow -- NOW 0.00%↑ -- Write Up
Sezzle -- SEZL 0.00%↑ -- Write Up
GE Vernova -- GEV 0.00%↑ -- $$$ -- Write Up
Intel -- INTC 0.00%↑ -- Write Up
Carvana -- CVNA 0.00%↑ -- Short Report
ACCESS Newswire -- ACCS 0.00%↑ -- Write Up
Opera -- OPRA 0.00%↑ -- Write Up
Duolingo -- DUOL 0.00%↑ -- $$$ -- Write Up
Sidus Space -- SIDU 0.00%↑ -- Short Report
Amphenol -- APH 0.00%↑ -- Write Up
Elme Communities -- ELME 0.00%↑ -- Write Up
Doximity -- DOCS 0.00%↑ -- Write Up
Arista Networks -- ANET 0.00%↑ -- $$$ -- Write Up
Patria Investments -- PAX 0.00%↑ -- Short Report
Universal Electronics -- UEIC 0.00%↑ -- Write Up
Flowers Foods -- FLO 0.00%↑ -- Write Up
PayPal -- PYPL 0.00%↑ -- $$$ -- Write Up
Sunstone Hotel Investors -- SHO 0.00%↑ -- Write Up
CrowdStrike -- CRWD 0.00%↑ -- Short Report
Sharkninja -- SN 0.00%↑ -- Write Up
Allison Transmission -- ALSN 0.00%↑ -- Write Up
Broadway Financial -- BYFC 0.00%↑ -- Write Up
Soleno Therapeutics -- SLNO 0.00%↑ -- Write Up
NexGen Energy -- NXE 0.00%↑ -- Short Report
Jewett-Cameron -- JCTC 0.00%↑ -- Write Up
MGM Resorts -- MGM 0.00%↑ -- Write Up
Fiverr International -- FVRR 0.00%↑ -- Write Up
Sandisk -- SNDK 0.00%↑ -- Earnings
Nasdaq -- NDAQ 0.00%↑ -- Earnings
Lam Research -- LRCX 0.00%↑ -- Earnings
Caterpillar -- CAT 0.00%↑ -- brief
The Boeing Company -- BA 0.00%↑ -- Earnings
Altria Group -- MO 0.00%↑ -- $$$ -- Earnings
Meta Platforms -- META 0.00%↑ -- Earnings
QXO -- QXO 0.00%↑ -- brief
Netflix -- NFLX 0.00%↑ -- brief
Texas Instruments -- TXN 0.00%↑ -- Earnings
Ferrari N.V. -- RACE 0.00%↑ -- brief
Teva Pharmaceutical Industries -- TEVA 0.00%↑ -- Earnings
Palantir Technologies -- PLTR 0.00%↑ -- Earnings
Shift4 -- FOUR 0.00%↑ -- $$$ -- brief
Adobe -- ADBE 0.00%↑ -- brief
Fubotv -- FUBO 0.00%↑ -- Earnings
Markel Group -- MKL 0.00%↑ -- Earnings
Canadian Pacific Kansas City -- CP 0.00%↑ -- Earnings (In Spanish)
Advanced Micro Devices -- AMD 0.00%↑ -- Earnings
PayPal Holdings -- PYPL 0.00%↑ -- brief
Uber Technologies -- UBER 0.00%↑ -- Earnings
Yext -- YEXT 0.00%↑ -- brief
Alphabet -- GOOG 0.00%↑ -- Earnings
RXO -- RXO 0.00%↑ -- Earnings
Sable Offshore -- SOC 0.00%↑ -- brief
AppLovin -- APP 0.00%↑ -- brief
Novo Nordisk -- NVO 0.00%↑ -- Earnings
AMD -- AMD 0.00%↑ -- brief
Alibaba Group -- BABA 0.00%↑ -- brief
Sasol -- SSL 0.00%↑ -- brief
Apple -- AAPL 0.00%↑ -- Earnings
Microsoft -- MSFT 0.00%↑ -- Earnings
Richtech Robotics -- RR 0.00%↑ -- brief
Ryanair -- RYAAY 0.00%↑ -- brief
Brookfield Renewable Partners -- BEP 0.00%↑ -- Earnings (In Spanish)
Amazon -- AMZN 0.00%↑ -- Earnings
High Tide -- HITI 0.00%↑ -- Earnings
Tronox Holdings -- TROX 0.00%↑ -- brief
Aktis Oncology -- AKTS 0.00%↑ -- brief
Figure Technology Solutions -- FIGR 0.00%↑ -- brief
Braskem -- BAK 0.00%↑ -- brief
IREN -- IREN 0.00%↑ -- Earnings
CME Group -- CME 0.00%↑ -- Earnings
X Financial -- XYF 0.00%↑ -- brief
T. Rowe Price Group -- TROW 0.00%↑ -- brief
MercadoLibre -- MELI 0.00%↑ -- brief
More Company Write Ups/Earnings/briefs
Bolsa Mexicana de Valores -- $BOMXF -- Write Up
Mitani Corporation -- $TYO:8066 -- Write Up
Vaso -- $VASO -- Write Up
VUSION SA -- $EPA:VU -- Write Up
Haypp Group AB -- $STO:HAYPP -- Write Up
Sanrio Co -- $SNROF -- $$$ -- Write Up
GO Residential -- $GONYF -- Write Up
Exchange Bank -- $EXSR -- Write Up
Keiwa Inc -- $TYO:4251 -- $$$ -- Write Up
Constellation Software -- $CNSWF -- Write Up
CTT Systems AB -- $SE:CTT -- Write Up
Nintendo -- $NTDOY -- Write Up
Silly Monks Entertainment -- $NSE:SILLYMONKS -- Write Up
AVTECH -- $STO:AVT-B -- Write Up
Shoei Co -- $TYO:7839 -- Write Up
Taitron Components -- $TAIT 0.00%↑-- Write Up
Transchem -- $BOM:500422 -- Write Up
Vidrala SA -- $BME:VID -- Write Up (In Spanish)
Shinko Shoji -- $TYO:8141 -- Write Up
Kraken Robotics -- $KRKNF -- brief
LVMH -- $LVMUY -- Earnings
3i Group -- $TGOPY -- Earnings
Basic-Fit NV -- $BSFFF -- Earnings
Nextage -- $TYO:3186 -- brief
Kelly Partners Group -- $KPGHF -- brief
Glow Lifetech -- $GLWLF -- brief
Eurofins Scientific -- $ERFSF -- brief
Adyen -- $ADYEY -- brief
Timee -- $TYO:215A -- brief
NTG Clarity Networks -- $NYWKF -- Earnings
Zedcor -- $ZDCAF -- $$$ -- brief
Evolution -- $EVVTY -- Earnings
Hargreaves Services -- $LON:HSP -- brief
Company “Research” via Audio & Video Formats
Uber -- UBER 0.00%↑ -- Podcast
Kingsway Financial Services -- KFS 0.00%↑ -- Podcast
MDB Capital Holdings -- MDBH 0.00%↑ -- Podcast
Ioneer -- IONR 0.00%↑ -- Podcast
Hims & Hers -- HIMS -13.49%↓ -- Podcast
Meta Platforms -- META 0.00%↑ -- Podcast
Deckers -- DECK 0.00%↑ -- Podcast
Draganfly -- DPRO 0.00%↑ -- Podcast
Amazon -- AMZN 0.00%↑ -- Podcast
Veeva Systems -- VEEV 0.00%↑ -- Podcast
Intelligent Monitoring Group -- $ASX:IMB -- Podcast
UniCredit -- $UNCRY -- Podcast
Copper Fox Metals -- $CPFXF -- Podcast
Dropbox -- DBX 0.00%↑ -- YouTube
Opendoor -- OPEN 0.00%↑ -- YouTube
Sphere Entertainment -- SPHR 0.00%↑ -- YouTube
PayPal -- PYPL 0.00%↑ -- YouTube
Coupang -- CPNG 0.00%↑ -- YouTube
ACCESS Newswire -- ACCS 0.00%↑ -- YouTube
Alexander's Inc -- ALX 0.00%↑ -- YouTube
Hims & Hers -- HIMS -13.49%↓ -- YouTube
Fortinet -- FTNT 0.00%↑ -- YouTube
Duolingo -- DUOL 0.00%↑ -- YouTube
Integra Resources -- ITRG 0.00%↑ -- YouTube
SoFi -- SOFI 0.00%↑ -- YouTube
Deckers -- DECK 0.00%↑ -- YouTube
Microsoft -- MSFT 0.00%↑ -- YouTube
Joby Aviation -- JOBY 0.00%↑ -- YouTube
Salesforce -- CRM 0.00%↑ -- YouTube
Disney -- DIS 0.00%↑ -- YouTube
Adobe -- ADBE 0.00%↑ -- YouTube
Abbott -- ABT 0.00%↑ -- YouTube
Trainline -- $LON:TRN -- YouTube
Nintendo -- $NTDOY -- YouTube
MTY Food Group -- $MTYFF -- YouTube
Evolution AB -- $EVVTY -- YouTube
Constellation Software -- $CNSWF -- YouTube
Envoy Medical -- COCH 0.00%↑ -- Web Video
Aurora Spine -- $ASAPF -- Substack Video
Interesting Links
Are You Entitled to Make Money? by Hudlan
SaaS: We are nearing the bottom by Buffetts Disciple
How Low Can It Go? Bitcoin (BTC) Unit Economics by The Hermit
Revisiting: 5 Ways Investing Has Improved My Life by Libertalia Investing
Return Of The Moat: Six Heavy-Moat Stocks To Buy Now by Capitalist Letters
etc.
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
What does the "$$$" stand for?
Thank you for the inclusion!