BWM - Issue # 92 - February 22, 2026
Many more Earnings, SaaS, Energy, Payments, Cars, Gaming, Life-science, Footwear, Infrastructure, China, Pharma, AI, Short Reports, Healthcare, Toasts, Cereals, Coffee, and other things to munch on...
Welcome to the ninety second 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.
Intuit -- INTU 0.00%↑ -- Write Up
Red Violet -- RDVT 0.00%↑ -- $$$ -- Write Up
Lifezone Metals -- LZM 0.00%↑ -- Write Up
Nova Minerals -- NVA 0.00%↑ -- Short Report
The Trade Desk -- TTD 0.00%↑ -- Write Up
Netflix -- NFLX 0.00%↑ -- Write Up
Uber Technologies -- UBER 0.00%↑ -- Write Up
Automatic Data Processing -- ADP 0.00%↑ -- $$$ -- Write Up
Syntec Optics -- OPTX 0.00%↑ -- Short Report
Priority Technology Holdings -- PRTH 0.00%↑ -- Write Up
Arista Networks -- ANET 0.00%↑ -- Write Up
Salesforce -- CRM 0.00%↑ -- Write Up
Tyler Technologies -- TYL 0.00%↑ -- Write Up
Wix.com -- WIX 0.00%↑ -- Write Up
Zeta Global Holdings -- ZETA 0.00%↑ -- Write Up
SanDisk -- SNDK 0.00%↑ -- $$$ -- Write Up
Dutch Bros -- BROS 0.00%↑ -- Write Up
Adobe -- ADBE 0.00%↑ -- Write Up
Propetro Holding Corp -- PUMP 0.00%↑ -- Write Up
TD Synnex -- SNX 0.00%↑ -- Write Up
Gravity -- GRVY 0.00%↑ -- Write Up
S&P Global -- SPGI 0.00%↑ -- $$$ -- Write Up
Super Group -- SGHC 0.00%↑ -- Short Report
Ralliant -- RAL 0.00%↑ -- Write Up
Viking Therapeutics -- VKTX 0.00%↑ -- Write Up
Ferrari -- RACE 0.00%↑ -- Write Up
Rivian -- RIVN 0.00%↑ -- $$$ -- Write Up
Algorhythm Holdings -- RIME 0.00%↑ -- Short Report
Turtle Beach Corp -- TBCH 0.00%↑ -- Write Up
Klaviyo -- KVYO 0.00%↑ -- Write Up
Crocs -- CROX 0.00%↑ -- Write Up
Rollins -- ROL 0.00%↑ -- Write Up
VeriSign -- VRSN 0.00%↑ -- $$$ -- Write Up
Reddit -- RDDT 0.00%↑ -- Write Up
GE HealthCare Technologies -- GEHC 0.00%↑ -- Write Up
Alphabet -- GOOG 0.00%↑ -- Write Up (In Spanish)
ServiceNow -- NOW 0.00%↑ -- Write Up
Crown Crafts -- CRWS 0.00%↑ -- Write Up
Waste Management -- WM 0.00%↑ -- Write Up
Graphic Packaging -- GPK 0.00%↑ -- Write Up
PayPal -- PYPL 0.00%↑ -- $$$ -- Write Up
LKQ Corp -- LKQ 0.00%↑ -- Write Up
Universal Electronics -- UEIC 0.00%↑ -- Write Up
Parker-Hannifin -- PH 0.00%↑ -- Write Up
Texas Instruments -- TXN 0.00%↑ -- Write Up
BJ’s Wholesale Club -- BJ 0.00%↑ -- Write Up
Duolingo -- DUOL 0.00%↑ -- Write Up
Jack In The Box -- JACK 0.00%↑ -- Write Up
ACCESS Newswire -- ACCS -0.44%↓ -- Write Up
CareCloud -- CCLD 0.00%↑ -- Write Up
Tigo Energy -- TYGO 0.00%↑ -- Write Up
Prairie Operating -- PROP 0.00%↑ -- Write Up
Dollar General -- DG 0.00%↑ -- Write Up
Modular Medical -- MODD 0.00%↑ -- $$$ -- Write Up
Klarna -- KLAR 0.00%↑ -- Write Up
Gen Digital -- GEN 0.00%↑ -- Write Up
American Coastal Insurance -- ACIC 0.00%↑ -- Write Up
Crown Holdings -- CCK 0.00%↑ -- Write Up
Palo Alto Networks -- PANW 0.00%↑ -- Earnings
Walmart -- WMT 0.00%↑ -- brief
Uber Technologies -- UBER 0.00%↑ -- Earnings
Pinterest -- PINS 0.00%↑ -- Earnings
Lumen -- LUMN 0.00%↑ -- $$$ -- brief
Portillos -- PTLO 0.00%↑ -- brief
Tyler Technologies -- TYL 0.00%↑ -- brief
PDD Holdings -- PDD 0.00%↑ -- brief
Toast -- TOST 0.00%↑ -- Earnings
Crocs -- CROX 0.00%↑ -- brief
Airbnb -- ABNB 0.00%↑ -- Earnings
Meta -- META 0.00%↑ -- brief
Roblox -- RBLX 0.00%↑ -- $$$ -- brief
BigBear.ai Holdings -- BBAI 0.00%↑ -- Negative brief
Marketaxess Holdings -- MKTX 0.00%↑ -- Earnings
Legacy Education -- LGCY 0.00%↑ -- Earnings
Mobility Global -- SPGI 0.00%↑ -- brief
Zeta Global Holdings -- ZETA 0.00%↑ -- brief
Cloudflare -- NET 0.00%↑ -- Earnings
Nebius Group -- NBIS 0.00%↑ -- Earnings
Canadian National Railway -- CNI 0.00%↑ -- Earnings (In Spanish)
Grab Holdings -- GRAB 0.00%↑ -- Earnings
Deere -- DE 0.00%↑ -- $$$ -- Earnings
AppLovin -- APP 0.00%↑ -- Earnings
Applied Materials -- AMAT 0.00%↑ -- Earnings
Arista Networks -- ANET 0.00%↑ -- brief
Spotify -- SPOT 0.00%↑ -- Earnings
Brookfield Infrastructure Partners -- BIP 0.00%↑ -- Earnings
OppFi -- OPFI 0.00%↑ -- Negative brief
Shopify -- SHOP 0.00%↑ -- Earnings
PayPal -- PYPL 0.00%↑ -- $$$ -- Earnings
Warrior Met Coal -- HCC 0.00%↑ -- brief
Astera Labs -- ALAB 0.00%↑ -- Earnings
Medpace -- MEDP 0.00%↑ -- Earnings
Ferrari -- RACE 0.00%↑ -- Earnings
United States Antimony -- UAMY 0.00%↑ -- brief
Rocket Lab -- RKLB 0.00%↑ -- brief
Meta -- META 0.00%↑ -- Earnings
Alibaba -- BABA 0.00%↑ -- $$$ -- brief
Docusign -- DOCU 0.00%↑ -- brief
Duolingo -- DUOL 0.00%↑ -- brief
Rivian -- RIVN 0.00%↑ -- brief
Entravision -- EVC 0.00%↑ -- brief
DaVita -- DVA 0.00%↑ -- Earnings (In Spanish)
Teva Pharmaceutical -- TEVA 0.00%↑ -- Earnings
Copart -- CPRT 0.00%↑ -- Earnings
Willscot Holdings -- WSC 0.00%↑ -- brief
Madison Square Garden Sports -- MSGS 0.00%↑ -- brief
DoorDash -- DASH 0.00%↑ -- Earnings
Wix.Com -- WIX 0.00%↑ -- brief
Remitly -- RELY 0.00%↑ -- brief
Howard Hughes Holdings -- HHH 0.00%↑ -- Earnings
Booking -- BKNG 0.00%↑ -- Earnings
Alphabet -- GOOGL 0.00%↑ -- brief
LifeVantage -- LFVN 0.00%↑ -- Earnings
Robinhood -- HOOD 0.00%↑ -- Earnings
Pagaya -- PGY 0.00%↑ -- Earnings
Accenture -- ACN 0.00%↑ -- brief
Veris Residential -- VRE 0.00%↑ -- brief
