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

Let the munching begin!

Company Write Ups/Others

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

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

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

Bentley Systems -- -- Write Up

Church & Dwight -- -- Write Up

Waters is Short DLocal Ltd. -- -- Write Up

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

Nvidia -- -- Write Up

Synchrony Financial: Preferred Choice -- -- Write Up

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

Google's Open Source Hardware Dreams -- -- Write Up

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

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

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

Pounding the table on META -- -- Write Up

Procore Technologies -- -- Write Up

Novartis AG -- -- Write Up

Winmark -- -- Write Up (In Spanish)

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

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

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

CECO Environmental -- -- Podcast

Qualcomm or “Quality Communications” -- -- Podcast

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

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

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

Roku: Anthony Wood -- -- Podcast

Brookfield Asset Management: Alternative Cash Flows -- -- 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

Share

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

Podcasts

Knowledge compounds, keep on munching!

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"From $100K to $1M" & More.

BWM - Issue # 10 - November 26, 2022