BWM - Issue # 99 - May 31, 2026
Bunch of Short Reports, more Earnings, Gaming, Fallen Angels, AI, O&G, Payments, Divvy Kings, Asia, Healthcare, Transportation, Serial Acquirers, Kefir, Eggs, Sprouts, and other things to munch on...
Welcome to the ninety nineth 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!
Company Write Ups/Short Reports/Earnings/briefs/etc.
MMTec -- MTC 0.00%↑ -- Short Report
StoneCo -- STNE 0.00%↑ -- Write Up
ImmuCell Corporation -- ICCC 0.00%↑ -- Write Up
Nokia Oyj -- NOK 0.00%↑ -- Write Up
Rithm Capital -- RITM 0.00%↑ -- Write Up
GrafTech International -- EAF 0.00%↑ -- Write Up
Atara Biotherapeutics -- ATRA 0.00%↑ -- Short Report
XP Inc -- XP 0.00%↑ -- $$$ -- Write Up
Datadog -- DDOG 0.00%↑ -- Write Up
Take-Two Interactive -- TTWO 0.00%↑ -- Write Up
Ethos Technologies -- LIFE 0.00%↑ -- $$$ -- Short Report
Booking Holdings -- BKNG 0.00%↑ -- Write Up
Sellas Life Sciences Group -- SLS 0.00%↑ -- Write Up
Everspin Technologies -- MRAM 0.00%↑ -- Short Report
Vistance Networks -- VISN 0.00%↑ -- Write Up
Sabre -- SABR 0.00%↑ -- Write Up
Union Pacific -- UNP 0.00%↑ -- $$$ -- Write Up
NVIDIA -- NVDA 0.00%↑ -- Write Up
Amprius Technologies -- AMPX 0.00%↑ -- Short Report
Nu Holdings -- NU 1.15%↑ -- Write Up
Rave Restaurant Group -- RAVE 0.00%↑ -- Write Up
GE Vernova -- GEV 0.00%↑ -- $$$ -- Write Up
DLocal -- DLO 0.00%↑ -- Write Up
Greenfire Resources -- GFR 0.00%↑ -- Write Up
Gibraltar Industries -- ROCK 0.00%↑ -- Write Up
Lyft -- LYFT 0.00%↑ -- $$$ -- Write Up
Salesforce -- CRM 0.00%↑ -- Write Up
Pitney Bowes -- PBI 0.00%↑ -- $$$ -- Write Up
ACM Research -- ACMR 0.00%↑ -- $$$ -- Write Up
SoFi -- SOFI 0.22%↑ -- Write Up
Tractor Supply -- TSCO 0.00%↑ -- Write Up
Doximity -- DOCS 0.00%↑ -- Write Up
Mercado Libre -- MELI 0.00%↑ -- Write Up
Ferguson Enterprises -- FERG 0.00%↑ -- Write Up
Shopify -- SHOP 0.00%↑ -- Write Up
RLI Corp -- RLI 0.00%↑ -- Write Up (In Spanish)
Babcock & Wilcox Enterprises -- BW 0.00%↑ -- Short Report
Lifeway Foods -- LWAY 0.00%↑ -- brief
DLocal -- DLO 0.00%↑ -- Earnings
PayPal -- PYPL 0.00%↑ -- $$$ -- Earnings
NVIDIA -- NVDA 0.00%↑ -- brief
Nebius -- NBIS 0.00%↑ -- Earnings
Kinsale Capital Group -- KNSL 0.00%↑ -- brief
Brown & Brown -- BRO 0.00%↑ -- Earnings
Copart -- CPRT 0.00%↑ -- Earnings
Baidu -- BIDU 0.00%↑ -- $$$ -- Earnings
Alphabet -- GOOGL 0.00%↑ -- brief
Establishment Labs -- ESTA 0.00%↑ -- brief
TIC Solutions -- TIC 0.00%↑ -- Earnings
Super Micro Computer -- SMCI 0.00%↑ -- $$$ -- brief
Getty Shutterstock -- GETY 0.00%↑ and SSTK 0.00%↑ -- brief
Airbnb -- ABNB 0.00%↑ -- Earnings
Borr Drilling -- BORR 0.00%↑ -- brief
Snowflake -- SNOW 0.00%↑ -- Earnings
Zscaler -- ZS 0.00%↑ -- Earnings
Sprouts Farmers Market -- SFM 0.00%↑ -- $$$ -- brief
Mastercard -- MA 0.00%↑ -- brief
Marvell Technology -- MRVL 0.00%↑ -- Earnings
Verra Mobility -- VRRM 0.00%↑ -- brief
Pinduoduo -- PDD 0.00%↑ -- Earnings
Exxon -- XOM 0.00%↑ -- $$$ -- Earnings
Intuit -- INTU 0.00%↑ -- $$$ -- Earnings
Legacy Education -- LGCY -1.33%↓ -- Earnings (In French)
Heico -- HEI 0.00%↑ -- Earnings
Alphabet -- GOOG 0.00%↑ -- brief
Hormel Foods -- HRL 0.00%↑ -- $$$ -- Earnings
Duolingo -- DUOL 0.00%↑ -- brief
Vital Farms -- VITL 0.00%↑ -- $$$ -- Earnings
Corsair -- CRSR 0.00%↑ -- Earnings
ServiceNow -- NOW 0.00%↑ -- brief
Uber -- UBER 0.00%↑ -- brief
ACCESS Newswire -- ACCS 0.00%↑ -- Earnings
Target -- TGT 0.00%↑ -- brief
Cal-Maine Foods -- CALM 0.00%↑ -- brief
Loar Holdings -- LOAR 0.00%↑ -- Earnings
S&P Global -- SPGI 0.00%↑ -- $$$ -- Earnings
Alibaba -- BABA 0.00%↑ -- $$$ -- Earnings
More Company Write Ups/Earnings/briefs
Sato Foods Industries -- $TYO:2814 -- Write Up
Basic-Fit -- $AMS:BFIT -- Write Up
Czechoslovak Group -- $AMS:CSG -- Short Report
Beauty Tech Group -- $LON:TBTG -- $$$ -- Write Up
Giftee -- $TYO:4449 -- Write Up
HAV Group -- $FRA:6HH -- Write Up
Musashi Seimitsu Industry -- $TYO:7220 -- Write Up
Adval Tech Holding -- $SWX:ADVN -- Write Up
Cantourage Group -- $ETR:HIGH -- Write Up
Ashoka Buildcon -- $NSE:ASHOKA -- Write Up
Feintool International -- $SWX:FTON -- Write Up
Soitec SA -- $SLOIF -- $$$ -- Write Up
Sika -- $SXYAY -- Write Up
Pollard Banknote -- $PBKOF -- Write Up
Enogia SA -- $EPA:ALENO -- Write Up
We.Connect SA -- $ALWEC -- Earnings
Rakuten Group -- $TYO:4755 -- Earnings
Decibel Cannabis -- $CVE:DB -- Earnings
Constellation Software -- $CNSWY -- Earnings
H&R REIT -- $HRUFF -- brief
Röko -- $STO:ROKO-B -- Earnings
Evolution AB -- $EVVTY -- brief
Almaden Minerals -- $AAUAF -- brief
Hydreight Technologies -- $HYDTF -- brief
National Fittings -- $BOM:531289 -- brief
Kraken Robotics -- $KRKNF -- Earnings (In French)
eDreams -- $BME:EDR -- brief
Company “Research” via Audio & Video Formats
Microsoft -- MSFT 0.00%↑ -- Podcast
NVIDIA -- NVDA 0.00%↑ -- Podcast
Cardiol Therapeutics -- CRDL 0.00%↑ -- Podcast
Formula One Group -- FWONK 0.00%↑ -- Podcast
Take-Two Interactive -- TTWO 0.00%↑ -- Podcast
Texas Roadhouse -- TXRH 0.00%↑ -- Podcast
Brookfield -- BN 0.00%↑ -- Podcast
Bassett Furniture Industries -- BSET 0.00%↑ -- Podcast
United Parcel Service -- UPS 0.00%↑ -- Podcast
The Trade Desk -- TTD 0.00%↑ -- Podcast
Brag House Holdings -- TBH 0.00%↑ -- Podcast
Medicus Pharma -- MDCX 0.00%↑ -- Podcast
Pfizer -- PFE 0.00%↑ -- Podcast
Enlivex -- ENLV 0.00%↑ -- Podcast
Tesla -- TSLA 0.00%↑ -- Podcast
Cerebras -- CBRS 0.00%↑ -- Podcast
Caterpillar -- CAT 0.00%↑ -- Podcast
Sea Limited -- SEA 0.00%↑ -- Podcast
Rocket Lab -- RKLB 0.00%↑ -- Podcast
Xos Trucks -- XOS 0.00%↑ -- Podcast
AUTO1 GROUP -- $ETR:AG1 -- Podcast
Pershing Square USA -- PSUS 0.00%↑ -- YouTube
NVIDIA -- NVDA 0.00%↑ -- YouTube
e.l.f. Beauty -- ELF 0.00%↑ -- YouTube
Forum Energy Technologies -- FET 0.00%↑ -- YouTube
Boeing -- BA 0.00%↑ -- YouTube
Fiserv -- FISV 0.00%↑ -- YouTube
DoorDash -- DASH 0.00%↑ -- YouTube
AST SpaceMobile -- ASTS 0.00%↑ -- YouTube
Acme United -- ACU 0.00%↑ -- YouTube
Medtronic -- MDT 0.00%↑ -- YouTube
Msci -- MSCI 0.00%↑ -- YouTube
Zscaler -- ZS 0.00%↑ -- YouTube
Intel -- INTC 0.00%↑ -- YouTube
Celsius -- CELH 0.00%↑ -- YouTube
Salesforce -- CRM 0.00%↑ -- YouTube
Intellicheck -- IDN 0.00%↑ -- YouTube
Crocs -- CROX 0.00%↑ -- YouTube
Arista Networks -- ANET 0.00%↑ -- YouTube
Oscar Health -- OSCR 0.00%↑ -- YouTube
SoFi -- SOFI 0.22%↑ -- YouTube
Starbucks -- SBUX 0.00%↑ -- YouTube
1Stdibs.Com -- DIBS 0.00%↑ -- YouTube
Decker's Corporation -- DECK 0.00%↑ -- YouTube
ManpowerGroup -- MAN 0.00%↑ -- YouTube
Baker Hughes -- BKR 0.00%↑ -- YouTube
Workday -- WDAY 0.00%↑ -- YouTube
Zedge -- ZDGE 0.00%↑ -- YouTube
Floor & Decor -- FND 0.00%↑ -- YouTube
Biorem -- $BIRMF -- YouTube
Tantalus Systems -- $TGMPF -- YouTube
Constellation Software -- $CNSWY -- YouTube
Inditex -- $ITX -- YouTube
Strata Critical Medical -- SRTA 0.00%↑ -- Substack Video
oRo Co -- $TYO:3983 -- $$$ -- Substack Video
Interesting Links
Transport Infrastructure by Dede Eyesan
The toll booths of lending by Michael Fritzell
Payments and FinTech Quarterly Review by Bob’s Payment Stock Substack
5 Lessons from 5 Companies We Analyzed by The Dutch Investors
#167 Three Lessons from Tony Hsieh (Zappos) by Biography Nuts
Brazilian real estate developers: MSD multiples by Quipus Capital
Longer term bearish catalysts for oil are forming by Nugget Capital Partner's Substack
100+ Serial Acquirers From Around the World (Updated) by Multibagger Ideas
The CEO Portfolio Manager | The Consilient Investor 05 by The Pursuit of Compounding
Dumpster Diving: 10 Stocks Getting Crushed YTD That May Deserve A Second Look by Amits Deep Dives
The UK Brick Industry Could Be One of the Most Mispriced Cyclical Setups in Europe by THE MODERN INVESTING NEWSLETTER
etc.
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it, helps a lot!
Thanks for referencing my take on Kinsale!