BWM - Issue # 94 - March 20, 2026
More earnings, a few Shorts, Life Science, Zoo, Payments, Gaming, Elite Investors, REITs, China, Retail, Asset Managers, Eggs, Chips, Wings, and other things to munch on...
Welcome to the ninety fourth 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.
Seer -- SEER 0.00%↑ -- Write Up
Travelzoo -- TZOO 0.00%↑ -- Write Up
Costco Wholesale -- COST 0.00%↑ -- Write Up
Himax -- HIMX 0.00%↑ -- Write Up
Wingstop -- WING 0.00%↑ -- Write Up
RBB Bancorp -- RBB 0.00%↑ -- Write Up
Arista Networks -- ANET 0.00%↑ -- Write Up
Lyft -- LYFT 0.00%↑ -- Write Up
Barnes & Noble Education -- BNED 0.00%↑ -- Write Up
Capital One -- COF 0.00%↑ -- Write Up
CoStar Group -- CSGP 0.00%↑ -- Write Up
Trade Desk -- TTD 0.00%↑ -- Write Up
Grupo Aeroportuario del Centro Norte -- OMAB 0.00%↑ -- Write Up
Cardio Diagnostics Holdings -- CDIO 0.00%↑ -- Short Report
VNET Group -- VNET 0.00%↑ -- $$$ -- Write Up
Nu Holdings -- NU 0.00%↑ -- Write Up
Zeta Global -- ZETA 0.00%↑ -- Write Up
Brightstar Lottery -- BRSL 0.00%↑ -- Write Up
Lam Research -- LRCX 0.00%↑ -- Write Up
Visa -- V 0.00%↑ -- $$$ -- Write Up
Neuraxis -- NRXS 0.00%↑ -- Write Up
Sony Group -- SONY 0.00%↑ -- Write Up
AerCap Holding -- AER 0.00%↑ -- Write Up
Cheniere Energy -- LNG 0.00%↑ -- $$$ -- Write Up
Duolingo -- DUOL 0.00%↑ -- Write Up
Vital Farms -- VITL 0.00%↑ -- Write Up
Linde -- LIN 0.00%↑ -- Write Up
Cognizant -- CTSH 0.00%↑ -- $$$ -- Write Up
Velo3D -- VELO 0.00%↑ -- Write Up
American Coastal Insurance -- ACIC 0.00%↑ -- Earnings
Paypal -- PYPL 0.00%↑ -- brief
Alphabet -- GOOG 0.00%↑ -- brief
Floor & Decor -- FND 0.00%↑ -- brief
Stevanato Group -- STVN 0.00%↑ -- Earnings
MercadoLibre -- MELI 0.00%↑ -- brief
Nvidia -- NVDA 0.00%↑ -- Earnings
Shift4 Payments -- FOUR 0.00%↑ -- Earnings
Choice Hotels International -- CHH 0.00%↑ -- brief
Burford Capital -- BUR 0.00%↑ -- brief
Ollie's Bargain -- OLLI 0.00%↑ -- Earnings
Franklin Street Properties -- FSP 0.00%↑ -- brief
Crocs -- CROX 0.00%↑ -- Earnings
Progressive -- PGR 0.00%↑ -- Earnings
Pool Corp -- POOL 0.00%↑ -- Earnings
Adobe -- ADBE 0.00%↑ -- Earnings
Microsoft -- MSFT 0.00%↑ -- brief
Chord Energy -- CHRD 0.00%↑ -- brief
Strategy -- MSTR 0.00%↑ -- brief
Electrovaya -- ELVA 0.00%↑ -- brief
ClearPoint Neuro -- CLPT 0.00%↑ -- Earnings
dLocal -- DLO 0.00%↑ -- Earnings
TIC Solutions -- TIC 0.00%↑ -- Earnings
Micron -- MU 0.00%↑ -- Earnings
Revolution Medicines -- RVMD 0.00%↑ -- brief
