BWM - Issue # 97 - May 3, 2026
Short Reports, Gaming, Banks, Jewelry, Cars, Planes, Payments, AI, Healthcare, Sin Stocks, Music, REITs, Brokers, Gold, Chipotle, Chips, Beacon and other things to munch on...
Welcome to the ninety seventh 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!
I’m keeping this one a bit shorter because I am in Omaha for Berkshire AGM and did not have as much time to as I usually do + my laptop is acting up. Let the munching begin!
Company Write Ups/Short Reports/Earnings/briefs/etc.
Cloudflare -- NET 0.74%↑ -- Write Up
Intuitive Surgical -- ISRG 0.00%↑ -- Write Up
Snowflake -- SNOW 0.00%↑ -- Write Up
Microsoft -- MSFT 0.00%↑ -- $$$ -- Write Up
Figure Technology -- FIGR 0.00%↑ -- Short Report
Birkenstock -- BIRK 0.00%↑ -- Write Up
WEX Inc -- WEX 0.00%↑ -- Write Up
TransMedics -- TMDX 0.00%↑ -- Write Up
Meridian Holdings -- MRDN 0.00%↑ -- Write Up
Compass Pathways -- CMPS 0.00%↑ -- Write Up
Fair Isaac Corp -- FICO 0.00%↑ -- $$$ -- Write Up
Lexin Fintech -- LX 0.00%↑ -- Write Up
Avis Budget Group -- CAR 0.00%↑ -- Short Report
CF Industries -- CF 0.00%↑ -- Write Up
Zoom Communications -- ZM 0.00%↑ -- Write Up
Mastercard -- MA 0.00%↑ -- Write Up
XPEL -- XPEL 0.00%↑ -- Write Up
Sportradar Group -- SRAD 0.00%↑ -- Short Report
Tactile Systems -- TCMD 0.00%↑ -- $$$ -- Write Up
Grace Pharmaceuticals -- GRCE 0.00%↑ -- Write Up
Ocugen -- OCGN 0.00%↑ -- Write Up
Insperity -- NSP 0.00%↑ -- Write Up
Century Therapeutics -- IPSC 0.00%↑ -- Short Report
Affirm -- AFRM 0.00%↑ -- Write Up
ServiceNow -- NOW 0.00%↑ -- Write Up
Murphy USA -- MUSA 0.00%↑ -- Write Up
Kaspi -- KSPI 0.00%↑ -- $$$ -- Write Up
Hamilton Lane -- HLNE 0.00%↑ -- Short Report
Regis -- RGS 0.00%↑ -- Write Up
SoFi Technologie -- SOFI 0.00%↑ -- Write Up
Abbott Laboratories -- ABT 0.00%↑ -- Write Up
Taysha Gene Therapies -- TSHA 0.00%↑ -- Write Up
Msci -- MSCI 0.00%↑ -- Write Up
SharonAI -- SHAZ 0.00%↑ -- Short Report
ASML Holding -- ASML 0.00%↑ -- $$$ -- Earnings
Terns Pharmaceuticals -- TERN 0.00%↑ -- brief
Copart -- CPRT 0.00%↑ -- brief
Merlin Labs -- MRLN 0.00%↑ -- brief
Amazon -- AMZN 0.00%↑ -- brief
Tesla TSLA 0.00%↑ -- Earnings
GFL Environmental -- GFL 0.00%↑ -- brief
Netflix -- NFLX 0.00%↑ -- Earnings
GE Vernova -- GEV 0.00%↑ -- Earnings
Medpace -- MEDP 0.00%↑ -- Earnings
Kaspi -- KSPI 0.00%↑ -- $$$ -- brief
Intel Corp -- INTC 0.00%↑ -- Earnings
ServiceNow -- NOW 0.00%↑ -- brief
Sea Limited -- SEA 0.00%↑ -- brief
Live Nation -- LYV 0.00%↑ -- brief
Robinhood Markets -- HOOD 0.00%↑ -- Earnings
Philip Morris International -- PM 0.00%↑ -- brief
Wix -- WIX 0.00%↑ -- brief
Taiwan Semicndctr -- TSM 0.00%↑ -- Earnings (In Portuguese)
Barrick Mining -- B 0.00%↑ -- brief
Lam Research -- LRCX 0.00%↑ -- Earnings
Crocs -- CROX 0.00%↑ -- $$$ -- brief
PayPal -- PYPL 0.00%↑ -- brief
Lands' End -- LE 0.00%↑ -- brief
Transmedics Group -- TMDX 0.00%↑ -- Earnings
Interactive Brokers Group -- IBKR 0.00%↑ -- Earnings
SuperCom -- SPCB 0.00%↑ -- Earnings
Bloom Energy -- BE 0.00%↑ -- Earnings
Klarna Group -- KLAR 0.00%↑ -- brief
SanDisk -- SNDK 0.00%↑ -- brief
Advanced Micro Devices -- AMD 0.00%↑ -- brief
Duolingo -- DUOL 0.00%↑ -- brief
Lemonade -- LMND 0.00%↑ -- Earnings
Markel -- MKL 0.00%↑ -- Earnings
Atlassian -- TEAM 0.00%↑ -- Earnings
Spotify -- SPOT 0.00%↑ -- Earnings
CareCloud -- CCLD 0.00%↑ -- brief
More Company Write Ups/Earnings/briefs
Art Vivant Co -- $TYO:7523 -- Write Up
IMAX China -- $IMXCF -- Write Up
Pandora AS -- $PNDRY -- Write Up
Sinch AB -- $CLCMF -- Short Report
Opro Co. Limited -- $TYO:228A -- $$$ -- Write Up
Churchill China -- $LON:CHH -- Write Up
Wise PLC -- $LON:WISE -- Write Up
Hermes -- $HESAY -- Write Up
Nintendo -- $NTDOY -- Write Up
Salik -- $SALIK.AE -- Write Up
Science Group -- $LON:SAG -- Write Up
2Crsi SA -- $EPA:AL2SI -- Write Up
Tasmea -- $ASX:TEA -- Write Up
Vetropack Holding -- $SWX:VETN -- Write Up
Flow Traders -- $FLTLF -- brief
LVMH -- $LVMUY -- $$$ -- brief
Victory Giant -- $SHE:300476 -- brief
Pinetree Capital -- $PNPFF -- Earnings
Beacon Trusteeship -- $NSE:BEACON -- brief
Xvivo Perfusion -- $STO:XVIVO -- Earnings
Teqnion -- $STO:TEQ -- brief
Bombardier -- $BDRBF -- Earnings
Company “Research” via Audio & Video Formats
Roblox -- RBLX 0.00%↑ -- Podcast
The Trade Desk -- TTD 0.00%↑ -- Podcast
Polaryx Therapeutics -- PLYX 0.00%↑ -- Podcast
Blue Owl Capital -- OWL 0.00%↑ -- Podcast
Algorhythm Holdings -- RIME 0.00%↑ -- Podcast
Chipotle -- CMG 0.00%↑ -- Podcast
Wix -- WIX 0.00%↑ -- Podcast
QXO -- QXO 0.00%↑ -- Podcast
Costar Group -- CSGP 0.00%↑ -- Podcast
Givaudan -- $GVDNY -- Podcast
Xiaomi -- $XIACY -- Podcast
PayPal -- PYPL 0.00%↑ -- YouTube
LandBridge -- LB 0.00%↑ -- YouTube
Mobileye Global -- MBLY 0.00%↑ -- YouTube
Grab -- GRAB 0.00%↑ -- YouTube
Onfolio -- ONFO 0.00%↑ -- YouTube
Fair Isaac -- FICO 0.00%↑ -- YouTube
Sea Limited -- SEA 0.00%↑ -- YouTube
KraneShares CSI China Internet ETF -- KWEB 0.00%↑ -- YouTube
Sprout Social -- SPT 0.00%↑ -- YouTube
Booking.com -- BKNG 0.00%↑ -- YouTube
IREN -- IREN 0.00%↑ -- YouTube
UnitedHealth Group -- UNH 0.00%↑ -- YouTube
Advanced Micro Devices -- AMD 0.00%↑ -- YouTube
Purecycle Technologies -- PCT 0.00%↑ -- YouTube
Spotify -- SPOT 0.00%↑ -- YouTube
Snap -- SNAP 0.00%↑ -- YouTube
Nebius Group -- NBIS 0.00%↑ -- YouTube
ServiceNow -- NOW 0.00%↑ -- YouTube
Tesla -- TSLA 0.00%↑ -- YouTube
Nokia -- NOK 0.00%↑ -- YouTube
Msci -- MSCI 0.00%↑ -- YouTube
Nintendo -- $NTDOY -- YouTube
SECURE Waste Infrastructure -- $SECYF -- YouTube
QHSLab -- $USAQ -- YouTube
Wolters Kluwer -- $WTKWY -- YouTube
Evolution AB -- $EVVTY -- YouTube
Tencent Holdings -- $TCEHY -- Substack Video
Red Violet -- RDVT 0.00%↑ -- Substack Video
Interesting Links
3 Small-Caps in 3 Minutes by Mexican Investor
The Mexican Airport Stocks by Cade
Four companies to add to your watchlist (1/2) by "From $100K to $1M" & More.
Four companies to add to your watchlist (2/2) by "From $100K to $1M" & More.
10 Businesses legendary investor Nick Sleep would be buying today. by Highbury Capital
12 Lessons I Learned from Peter Lynch, the Original 100-Bagger Hunter by Jimmy Investor
etc.
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!