BWM - Issue # 93 - March 8, 2026
Earnings, O&G, Private Credit, Social, Cars, Footwear, Drinks, Metals, Gaming, Sin Stocks, Greece, Homes, Healthcare, China, Gold, few Shorts, Bread, Apples, Ice cream, and other things to munch on...
Welcome to the ninety third 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.
Blue Gold -- BGL 0.00%↑ -- Write Up
Select Medical Holdings -- SEM 0.00%↑ -- Write Up
Paypal Holdings -- PYPL 0.00%↑ -- Write Up
Sigma Lithium -- SGML 0.00%↑ -- Short Report
NSTS Bancorp -- NSTS 0.00%↑ -- Write Up
Duolingo -- DUOL 0.00%↑ -- Write Up
Wingstop -- WING 0.00%↑ -- $$$ -- Write Up
ServiceNow -- NOW 0.00%↑ -- Write Up
Booking Holdings -- BKNG 0.00%↑ -- Write Up
Empire State Realty Trust -- ESRT 0.00%↑ -- Write Up
First Solar -- FSLR 0.00%↑ -- Write Up
Adobe -- ADBE 0.00%↑ -- Write Up
CF Industries Holdings -- CF 0.00%↑ -- $$$ -- Write Up
Nike -- NKE 0.00%↑ -- Write Up
Apple -- AAPL 0.00%↑ -- Write Up
Burford Capital -- BUR 0.00%↑ -- Write Up
Hercules Capital -- HTGC 0.00%↑ -- Short Report
eBay -- EBAY 0.00%↑ -- Write Up
General Dynamics -- GD 0.00%↑ -- Write Up
AstraZeneca -- AZN 0.00%↑ -- Write Up
Medpace -- MEDP 0.00%↑ -- Write Up
Nebius Group -- NBIS 0.00%↑ -- $$$ -- Write Up
MercadoLibre -- MELI 0.00%↑ -- Write Up
ELME Communities -- ELME 0.00%↑ -- Write Up
Dollar Tree -- DLTR 0.00%↑ -- Write Up
Corsair Gaming -- CRSR 0.00%↑ -- Write Up
Klarna Group -- KLAR 0.00%↑ -- Write Up
Cloudflare -- NET 0.00%↑ -- Write Up
Alibaba -- BABA 0.00%↑ -- Write Up
Ramaco Resources -- METC 0.00%↑ -- Write Up
Inmode -- INMD 0.00%↑ -- Write Up
Itron -- ITRI 0.00%↑ -- $$$ -- Write Up
Novo Nordisk -- NVO 0.00%↑ -- Write Up
Trupanion -- TRUP 0.00%↑ -- Write Up
Shift4 Payments -- FOUR 0.00%↑ -- Write Up
Acorn Energy -- ACFN 0.00%↑ -- Write Up
Dick’s Sporting Goods -- DKS 0.00%↑ -- Write Up
Dynatrace -- DT 0.00%↑ -- Write Up
Loar Holdings -- LOAR 0.00%↑ -- Write Up
Meta Platforms -- META 0.00%↑ -- Write Up (In Portuguese)
PDD Holdings -- PDD 0.00%↑ -- Write Up
Bank OZK -- OZK 0.00%↑ -- Write Up
Magnum -- MICC 0.00%↑ -- Write Up
Docebo -- DCBO 0.00%↑ -- Write Up
Estee Lauder -- EL 0.00%↑ -- Write Up
SoFi Technologies -- SOFI 0.00%↑ -- Write Up
Monday.Com -- MNDY 0.00%↑ -- brief
Reddit -- RDDT 0.00%↑ -- brief
Robinhood -- HOOD 0.00%↑ -- brief
Intercontinental Exchange -- ICE 0.00%↑ -- Earnings
Copart -- CPRT 0.00%↑ -- brief
Booking Holdings -- BKNG 0.00%↑ -- $$$ -- Earnings
Adobe -- ADBE 0.00%↑ -- brief
Wix -- WIX 0.00%↑ -- Earnings
Duolingo -- DUOL 0.00%↑ -- brief
AMD -- AMD 0.00%↑ -- Earnings
Spotify -- SPOT 0.00%↑ -- brief
Restoration Hardware -- RH 0.00%↑ -- brief
Waste Management -- WM 0.00%↑ -- Earnings (In Spanish)
Sanofi -- SNY 0.00%↑ -- brief
Opendoor -- OPEN 0.00%↑ -- brief
MercadoLibre -- MELI 0.00%↑ -- Earnings
Carvana -- CVNA 0.00%↑ -- brief
Portillo’s -- PTLO 0.00%↑ -- Earnings
The Trade Desk -- TTD 0.00%↑ -- brief
TransMedics -- TMDX 0.00%↑ -- brief
Workday -- WDAY 0.00%↑ -- brief
Hubbell -- HUBB 0.00%↑ -- brief
Snowflake -- SNOW 0.00%↑ -- Earnings
NVIDIA -- NVDA 0.00%↑ -- brief
Vital Farms -- VITL 0.00%↑ -- $$$ -- brief
Sturm Ruger & Company -- RGR 0.00%↑ -- brief
Occidental -- OXY 0.00%↑ -- brief
Paypal -- PYPL 0.00%↑ -- Earnings
GXO -- GXO 0.00%↑ -- Earnings
MaxCyte -- MXCT 0.00%↑ -- brief
Cogent Communications -- CCOI 0.00%↑ -- Earnings
Service Corporation International -- SCI 0.00%↑ -- Earnings (In Spanish)
Coupang -- CPNG 0.00%↑ -- $$$ -- Earnings
Teladoc Health -- TDOC 0.00%↑ -- brief
Hims & Hers -- HIMS 0.00%↑ -- Earnings
Oddity Tech -- ODD 0.00%↑ -- brief
Harrow -- HROW 0.00%↑ -- Earnings
Klarna Group -- KLAR 0.00%↑ -- brief
Sea Limited -- SEA 0.00%↑ -- Earnings
Credo Technology -- CRDO 0.00%↑ -- Earnings
CVS Health -- CVS 0.00%↑ -- brief
On Holdings -- ONON 0.00%↑ -- Earnings
Rocket Lab -- RKLB 0.00%↑ -- Earnings
Delek US -- DK 0.00%↑ -- brief
Broadcom -- AVGO 0.00%↑ -- Earnings
Omada Health -- OMDA 0.00%↑ -- Earnings
Oneok -- OKE 0.00%↑ -- brief
RadNet -- RDNT 0.00%↑ -- brief
Gitlab -- GTLB 0.00%↑ -- Earnings
Axon Enterprise -- AXON 0.00%↑ -- brief
PepsiCo -- PEP 0.00%↑ -- brief
FactSet -- FDS 0.00%↑ -- brief
Fiserv -- FISV 0.00%↑ -- brief
Samsara -- IOT 0.00%↑ -- Earnings
Uber -- UBER 0.00%↑ -- brief
H & R Block -- HRB 0.00%↑ -- brief
Air Industries Group -- AIRI 0.00%↑ -- brief
More Company Write Ups/Earnings/briefs
Macompta -- $EPA:MLMCA -- Write Up
Greens Co -- $TYO:6547 -- Write Up
Airbus -- $EADSY -- Write Up
Hammond Manufacturing -- $HMFAF -- Write Up
SIPEF -- $EBR:SIP -- Write Up
Rheinmetall -- $RNMBY -- $$$ -- Write Up
Techno Alpha -- $TYO:3089 -- Write Up
Fairfax India -- $FFXDF -- Write Up
Forvia -- $FURCF -- Write Up
Odyssey Gold -- $ASX:ODY -- Write Up
Kyoritsu Air Tech -- $TYO:5997 -- Write Up
Westell Technologies -- $WSTL -- Write Up
Tile Shop Holdings -- $TTSH 0.00%↑-- Write Up
GreenX Metals -- $ASX:GRX -- Write Up
adidas AG -- $ADDYY -- Write Up
Bluenord -- $FRA:CJ1 -- Write Up
Autotrader Group -- $ATDRY -- Write Up
3i Group -- $TGOPY -- Write Up
Puma SE -- $PUMSY -- Write Up
Trufin -- $TRFNF -- Write Up
Trainline -- $LON:TRN -- Write Up
Capricorn Energy -- $CRNZF -- Write Up
Cedergrenska -- $STO:CEDER -- Write Up
Dirtt Environmental -- $DRTTF -- Earnings
Haypp Group -- $STO:HAYPP -- brief
Plaid -- $TYO:4165 -- Earnings
Rakuten Group -- $RKUNY -- Earnings
Greggs -- $GGGSF -- Earnings
McCoy Global -- $MCCRF -- Earnings
Panthera Resources -- $PATRF -- brief
Computer Modelling Group -- $CMDXF -- Earnings
Company “Research” via Audio & Video Formats
T-Mobile -- TMUS 0.00%↑ -- Podcast
High Tide -- HITI 0.00%↑ -- Podcast
Coinbase -- COIN 0.00%↑ -- Podcast
Lyft -- LYFT 0.00%↑ -- Podcast
Robinhood -- HOOD 0.00%↑ -- Podcast
Bassett Furniture -- BSET 0.00%↑ -- Podcast
Square -- XYZ 0.00%↑ -- Podcast
Amplia Therapeutics -- $INNMF -- Podcast
Zalando -- $ZLNDY -- Podcast
Nintendo -- $NTDOY -- Podcast
Vortex Metals -- $VMSSF -- Podcast
CleanGo Innovations -- $CLGOF -- Podcast
Constellation Software -- $CNSWF -- Podcast
Daily Journal -- DJCO 0.00%↑ -- YouTube
T Rowe Price -- TROW 0.00%↑ -- YouTube
Anterix -- ATEX 0.00%↑ -- YouTube
Brookfield -- BN 0.00%↑ -- YouTube
Six Flags -- FUN 0.00%↑ -- YouTube
MICROSOFT -- MSFT 0.00%↑ -- YouTube
Whirlpool -- WHR 0.00%↑ -- YouTube
Novo Nordisk -- NVO 0.00%↑ -- YouTube
Wells Fargo -- WFC 0.00%↑ -- YouTube
AMD -- AMD 0.00%↑ -- YouTube
VICI Properties -- VICI 0.00%↑ -- YouTube
Pinterest -- PINS 0.00%↑ -- YouTube
Energy Fuels -- UUUU 0.00%↑ -- YouTube
Morningstar -- MORN 0.00%↑ -- YouTube
SoFi -- SOFI 0.00%↑ -- YouTube
Intuit -- INTU 0.00%↑ -- YouTube
Nomad Foods -- NOMD 0.00%↑ -- YouTube
LandBridge -- LB 0.00%↑ -- YouTube
Vista Gold -- VGZ 0.00%↑ -- YouTube
United Health Group -- UNH 0.00%↑ -- YouTube
Duolingo -- DUOL 0.00%↑ -- YouTube
Dream Finders Homes -- DFH 0.00%↑ -- YouTube
Airbnb -- ABNB 0.00%↑ -- YouTube
Argan SA -- $EPA:ARG -- YouTube
Medical Facilities -- $MFCSF -- YouTube
GLENCORE -- $GLNCY -- YouTube
Greggs -- $GGGSF -- YouTube
Interesting Links
Not the Same Greece Anymore by Sofokleous Street
The 50 Most Indestructible Businesses by Vasileios
The case for European dividend ETFs by Investor's Log
Payments and FinTech Quarterly Review by Bob’s Payment Stock Substack
Industry research on video games in Japan by WinterGems: Industry Research
Capital allocation: The CEO’s most important job by The Finance Corner
Two Companies Marked Safe from the SaaS Apocalypse by 310 Value’s Newsletter
[Deep Dive] Alibaba, Meituan and JD’s Quick Commerce War and How Grab and Sea Will React by GabGrowth
etc.
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
Thanks a lot, Yegor.
I didn't notice until now your mention of our AMD Earnings Release.
Looking forward to continuing sharing knowledge through your network.
Thanks for the plug!