BWM - Issue # 10 - November 26, 2022

Celebrating TENTH Edition of BWM with A LOT of things to munch on!

Welcome to the tenth edition of BWM (Bi-Weekly Munchies) …

Let the munching begin!

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Company Write Ups/Others

Ashtead Group – Renting is Flexible and Affordable -- AHT 0.00 -- Write Up

A Bank Putting on a Clinic in Efficiency and Quality Lending -- HIFS 0.00 -- Write Up

Haverty Furniture Companies, Inc. -- HVT 0.00 -- Write Up

Bentley Systems -- BSY 0.00 -- Write Up

Church & Dwight -- CHD 0.00 -- Write Up

PLCE 0.00 Waters is Short DLocal Ltd. -- DLO 0.00 -- Write Up

NINGI Research is short Provident Bancorp, Inc. -- PVBC 0.00 -- Write Up

Nvidia -- NVDA 0.00 -- Write Up

Synchrony Financial: Preferred Choice -- SYF 0.00 -- Write Up

The Children’s Place, Inc. -- PLCE 0.00 -- Write Up

Google's Open Source Hardware Dreams -- GOOG 0.00 GOOGL 0.00 -- Write Up

Don't Make TS Fans Angry, Live Nation/Ticketmaster -- LYV 0.00 -- Write Up

Kura Exits 2022 on a High Note -- KRUS 0.00 -- Write Up

United-Guardian: Taking Aim -- UG 0.00 -- Write Up

Pounding the table on META -- META 0.00 -- Write Up

Procore Technologies -- PCOR 0.00 -- Write Up

Novartis AG -- NVS 0.00 -- Write Up

Winmark -- WINA 0.00 -- Write Up (In Spanish)

SS&C Technologies: Baby Out With the Bathwater? -- SSNC 0.00 -- Write Up

Meta: Investing for An Exponential Future -- META 0.00 -- Write Up

Samir Patel on MIX Telematics -- MIXT 0.00 -- Write Up/Podcast

CECO Environmental -- CECO 0.00 -- Podcast

Qualcomm or “Quality Communications” -- QCOM 0.00 -- Podcast

Warner Bros. Discovery: David Zaslav on the Past, Present and Future of Entertainment -- WBD 0.00 -- Podcast

Samer Hakoura: Ashtead Group Deep Dive -- AHT 0.00 -- Podcast

Magic The Gathering’s Wild Investment Scene -- HAS 0.00 -- Podcast

Roku: Anthony Wood -- ROKU 0.00 -- Podcast

Brookfield Asset Management: Alternative Cash Flows -- BAM 0.00 -- Podcast

DSW Capital -- LON $DSW -- Write Up

PAX Global - An Undervalued Chinese POS Manufacturer with Significant Growth Runway in Emerging Markets -- (0327.HK) -- Write Up

Bolsa Mexicana de Valores -- (BMV MEX) -- Write Up

TableTrac -- $TBTC -- Write Up

Deep-dive 2022-28: Tabcorp -- (TAH AU) -- Write Up

Papoutsanis -- (Y2O FRA) -- Write Up

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Links

A Rare Interview Of Walter Schloss (1989) by Investing Insights

FTX: Another One Down by Devin LaSarre

Investing Resources by Dividend Dollars

Graham & Dodd Annual Breakfast 2022 by Investment Management Insights

The Axe of Quality by Ilya Kan 

Being Wrong by Brian McCann

A Curator's Curation by Conor MacNeil

My Investment Philosophy by The Thinking Investor

Let's Learn About Stock Market through Visual Handcrafted Notes by Investing Insights

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Podcasts

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Knowledge compounds, keep on munching!

P.S. Don’t forget to ❤️ if you enjoyed it.

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