BWM - Issue # 1 - July 23, 2022
Pilot. Deep Dives. Meta. Markel. Expedia. Payments. Investing. Long term. Lies. Donuts and much much more to munch on...
Welcome to the first edition of BWM (Bi-Weekly Munchies) not related in anyways to BMW.
BWM is a new series that I want to try out. It’s “Monthly Munchies” segment from my “Monthly Updates” that I believe should have it’s own little space on the web:
Because on monthly basis this segment can get really long, and on bi weekly basis it will be easier to digest.
Because on bi weekly basis I can share more links (websites,videos,podcasts,etc) that might be more time sensitive and relevant.
Because it can get so long (segment on monthly basis) it creates my Monthly Updates too long and I would like to spend more time on more creative/useful stuff when I do monthly updates.
Because 99% of the links will be “free” so you know you can read/listen to it without having to pay for it. (Paid links will only be shared if they are REALLY REALLY worth to consider paying for… based on my perspective).
Because, why not. Lets try it if y’all find it useful and I find it useful/fun/not too much time consuming and it can give value to (you) readers we will keep it.
If not, I can always go back to the old ways.
My hope is this wont take too much time on bi weekly basis (for now at least, I’m not planning to make it fancy in anyways) but it will give you useful and relevant information on investing related subjects.
My other hope is to release them before Sundays (Friday nights or by Saturday night).
Lastly, all of the links that I provide be it video, podcast, website… all I have either read/watched/listened to myself and so I’m sharing because I think it will be of use to someone. Its not done just for the clicks and shares…
The point is for you to munch on useful mental snacks!
Let the munching begin!
(catch phrase is a work in progress)
Company Specific Write Ups/Podcasts
Meta’s challenges - the narrative vs reality - META - Substack
Taiwan Semiconductor Analysis - TSM - Substack
Nvidia ($NVDA) - NVDA - Substack
PayPal - The Return on Equity Story - PYPL - Substack
AN AMAZING DOUGHNUT FINDS A HOME ON TOBACCO ROAD – INSPIRED BY A CAMEL - DNUT - Substack
Expedia Group, Inc. - EXPE - Substack
Mercado Libre - Mexican Investor (In Spanish, use google translate!) - MELI - Substack
Berkshire Hathaway: The Incomparable Compounder - $BRK.A/B - Podcast
Charles Schwab: The 8 Trillion Dollar Gorilla - SCHW - Podcast
Markel Corporation - MKL - Podcast
The Multi-Timeframe Liquidity Tracking Guide by Macro Ops
How to Invest for Profits and Joy by Howard Lindzon
Selecting Companies to Research by The Rational Walk
Lies You've Been Told About the World by Sahil Bloom
Reflections on the Investing Process with Michael Mauboussin by withcompound
The 50 Most Visited Websites in the World by Visual Capitalist
Stocks For the Long Run by Ben Carlson
The Virtue of Patience by Doug Clinton
Investing Podcasts by Johan Eklund with PiggyBack
Thank you for your time and I hope at least one of these will be of use to you, I know most/all were of use to me.
Since it’s the first issue, I would love to get some feedback. Thanks!
Knowledge compounds, keep on munching!
P.S. Check out my LinkTree ⬅️ .
P.S.S. Don’t forget to ❤️ if you enjoyed it.