BWM - Issue # 98 - May 17, 2026
Lots of Earnings, Travel, Education, Semis, Gaming, Healthcare, Insurances, Social Media, Cannabis, Asia, Pharma, Toys, REITs, Footwear, Metals, Energy, Toast, Tea, and other things to munch on...
Welcome to the ninety eighth 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.
WEX -- WEX 0.00%↑ -- $$$ -- Write Up
Akanda -- AKAN 0.00%↑ -- Short Report
Circle -- CRCL 0.00%↑ -- Write Up
S&P Global -- SPGI 0.00%↑ -- Write Up (In Spanish)
Sea Ltd -- SEA 0.00%↑ -- Write Up
Broadcom -- AVGO 0.00%↑ -- Write Up
Valaris -- VAL 0.00%↑ -- Write Up
Nucor -- NUE 0.00%↑ -- $$$ -- Write Up
X Financial -- XYF 0.00%↑ -- Write Up
Entravision -- EVC 0.00%↑ -- Write Up
Arista Network -- ANET 0.00%↑ -- Write Up
Cue Biopharma -- CUE 0.00%↑ -- Short Report
GrabAGun Digital -- PEW 0.00%↑ -- Write Up
Eli Lilly -- LLY 0.00%↑ -- Write Up
ServiceNow -- NOW 0.00%↑ -- Write Up
Aurinia Pharmaceuticals -- AUPH 0.00%↑ -- Write Up
Atara Biotherapeutics -- ATRA 0.00%↑ -- Short Report
Alibaba -- BABA 0.00%↑ -- $$$ -- Write Up
MercadoLibre -- MELI 0.00%↑ -- Write Up
Angel Studios -- ANGX 0.00%↑ -- Write Up
DoorDash -- DASH 0.00%↑ -- Write Up
Innoviz Technologies -- INVZ 0.00%↑ -- Write Up
Amdocs -- DOX 0.00%↑ -- Write Up
Fervo Energy -- FRVO 0.00%↑ -- Write Up
Ferrari -- RACE 0.00%↑ -- Write Up
Legacy Education -- LGCY 0.00%↑ -- Write Up
Progyny -- PGNY 0.00%↑ -- Write Up
Compass Pathways -- CMPS 0.00%↑ -- Write Up
Alexandria -- ARE 0.00%↑ -- $$$ -- Write Up
Relx -- RELX 0.00%↑ -- Write Up
Repay Holdings -- RPAY 0.00%↑ -- Write Up
Starbucks -- SBUX 0.00%↑ -- Write Up
Comstock Resources -- CRK 0.00%↑ -- $$$ -- Write Up
Miami International -- MIAX 0.00%↑ -- $$$ -- Write Up
Turning Point Brands -- TPB 0.00%↑ -- Write Up
Kingsway -- KFS 0.00%↑ -- Write Up
Tripadvisor -- TRIP 0.00%↑ -- Write Up
Airbnb -- ABNB 0.00%↑ -- Write Up
Copart -- CPRT -1.68%↓ -- Write Up
Kinsale Capital Group -- KNSL 0.00%↑ -- $$$ -- Short Report
Salesforce -- CRM 0.00%↑ -- Write Up
Verisk Analytics -- VRSK 0.00%↑ -- Write Up
Reddit -- RDDT 0.00%↑ -- Earnings
ASML Holding -- ASML 0.00%↑ -- brief
Toast -- TOST 0.00%↑ -- Earnings
Angi -- ANGI 0.00%↑ -- $$$ -- Earnings
Omada Health -- OMDA 0.00%↑ -- Earnings
Amazon -- AMZN 0.00%↑ -- brief
BioCryst Pharmaceuticals -- BCRX 0.00%↑ -- brief
WeightWatchers -- WW 0.00%↑ -- Earnings
MercadoLibre -- MELI 0.00%↑ -- Earnings
Microsoft -- MSFT 0.00%↑ -- $$$ -- Earnings
Progressive -- PGR 0.00%↑ -- Earnings
Uber -- UBER 0.00%↑ -- Earnings
Profrac Holding -- ACDC 0.00%↑ -- Earnings
Nebius Group -- NBIS 0.00%↑ -- Earnings
PayPal -- PYPL 0.00%↑ -- $$$ -- Earnings
Alphabet -- GOOG 0.00%↑ -- brief
Boston Omaha -- BOC 0.00%↑ -- Earnings (In Spanish)
Crocs -- CROX 0.00%↑ -- Earnings
Funko -- FNKO 0.00%↑ -- brief
Novo Nordisk -- NVO 0.00%↑ -- brief
Lululemon Athletica -- LULU 0.00%↑ -- brief
Harrow -- HROW 0.00%↑ -- Earnings
Duolingo -- DUOL 0.00%↑ -- Earnings
Advanced Micro Devices -- AMD 0.00%↑ -- brief
Meta Platforms -- META 0.00%↑ -- brief
Disney -- DIS 0.00%↑ -- $$$ -- brief
POET Technologies -- POET 0.00%↑ -- brief
Nu Holdings -- NU 0.00%↑ -- Earnings
Sea Ltd -- SEA 0.00%↑ -- Earnings
Cooper Standard -- CPS 0.00%↑ -- $$$ -- Earnings
Flywire -- FLYW 0.00%↑ -- Earnings
Alphabet -- GOOGL 0.00%↑ -- brief
Coupang -- CPNG 0.00%↑ -- Earnings
Ondas -- ONDS 0.00%↑ -- Earnings
NeurAxis -- NRXS 0.00%↑ -- Earnings
Vital Farms -- VITL 0.00%↑ -- Earnings
Amazon -- AMZN 0.00%↑ -- $$$ -- Earnings
Yeti Holdings -- YETI 0.00%↑ -- Earnings
PayPal -- PYPL 0.00%↑ -- brief
Applied Materials -- AMAT 0.00%↑ -- Earnings
Cronos -- CRON 0.00%↑ -- Earnings
monday.com -- MNDY 0.00%↑ -- Earnings
Shift4 Payments -- FOUR 0.00%↑ -- Earnings (In French)
Cloudflare -- NET 0.00%↑ -- Earnings
Planet Labs -- PL 0.00%↑ -- brief
Logitech -- LOGI 0.00%↑ -- Earnings
Boeing -- BA 0.00%↑ -- Earnings
Remitly -- RELY 0.00%↑ -- brief
Palantir -- PLTR 0.00%↑ -- Earnings
Datadog -- DDOG 0.00%↑ -- Earnings
Fiserv -- FISV 0.00%↑ -- brief
Booking Holdings -- BKNG 0.00%↑ -- $$$ -- Earnings
