BWM - Issue # 11 - December 10, 2022

Lots of Meta, some Mergers, Visa, Charts and Spotify, News, Lessons, Salesforce, Nintendo, BAM, Netflix, Pizza, and other things to munch on...

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

Let the munching begin!

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Company Write Ups/Others

Meta: Pain and Patience -- META 0.00 -- Write Up

WhatsApp: Meta's Next Growth Engine -- META 0.00 -- Write Up

META short-term profits vs long term vision -- META 0.00 -- Write Up

News Corp -- NWSA 0.00 -- Write Up

Caesarstone Stock Is Ludicrously Cheap -- CSTE 0.00 -- Write Up

Zoom Video Communications – Is growth zooming out? -- ZM 0.00 -- Others

Visa - The Middle Man We All Carry In Our Wallet -- V 0.00 -- Write Up

Paramount: The Rollercoaster Continues -- PARA 0.00 -- Write Up

Papa John’s International, Inc. -- PZZA 0.00 -- Write Up

ASML Holding -- ASML 0.00 -- Write Up

PTC -- PTC 0.00 -- Write Up

Encore Wire Should Be on Your Watchlist in 2023 -- WIRE 0.00 -- Write Up

Hibbett, Inc. -- HIBB 0.00 -- Write Up

Arch Capital Episode: Why We Own Autodesk -- ADSK 0.00 -- Write Up

Research: Microsoft Part 1 -- MSFT 0.00 -- Write Up

CarMax: A Disrupter Faces Disruption -- KMX 0.00 -- Write Up

4 new charts - entertainment streaming industry 101 -- SPOT 0.00 -- Others

Not So Deep Dive: Mercadolibre -- MELI 0.00 -- Write Up

Salesforce: What is Behind This Cloud? -- CRM 0.00 -- Others

FTC to Block Microsoft-Activision Merger -- MSFT 0.00 ATVI 0.00 -- Others

NEW INVESTMENT – HAGERTY -- HGTY 0.00 -- Write Up

Brookfield Asset Management: A Classic Special Situation -- BAM 0.00 -- Write Up

Ally Financial (ALLY) -- ALLY 0.00 -- Write Up

It’s Not TV. It’s HBO -- WBD 0.00 -- Podcast (Part 1)

HBO 2.0 -- WBD 0.00 -- Podcast (Part 2)

Netflix: The Original -- NFLX 0.00 -- Podcast

Does Pacifico Airports Have an Impenetrable Moat? -- PAC 0.00 -- Podcast

Interview with Lucas Haldeman, CEO of SmartRent -- SMRT 0.00 -- YouTube

Half Moon Capital on Oxford Industries -- OXM 0.00 -- YouTube

John Fieldly, CEO of Celsius Holdings -- CELH 0.00 -- YouTube

AJ Secrist from Firstlight Management on Lamb Weston -- LW 0.00 -- YouTube

Why Digital Turbine is a Competitively Advantaged Ad Platform -- APPS 0.00 -- Podcast

Investment Memo: Nintendo -- (NTDOY) -- Write Up

Gym Group Plc - a leading provider of low cost gyms in UK. -- (GYM) -- Write Up

LS Invest: Heads I win big, tail I win a little -- (IFA) -- Write Up

Zhejiang Geely Holding Group. -- (0175) -- Write Up

Wirtek -- (WIRTEK.CO) -- Write Up

LVMH and The Luxury Strategy -- (LVMUY) -- Others

Ryman Healthcare (RYM.NZ) -- Write Up

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Links

Some thoughts on SBC Mostly Borrowed Ideas

Quarterly Links by Emerging Value 

☕ Enjoying Steps by Michael Walsh

Stats, commentary & perspective on the R&D, Capex, Time Share, Revenue & Market Cap of the biggest companies in each category by Ben Buchanan

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Podcasts

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Knowledge compounds, keep on munching!

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

If you got something cool to share, sent it to from100kto1m@substack.com.

If you like my work, you can buy me a “cup of coffee” ☕ to show support.

P.S.S. This will be the last issue of Bi-Weekly Munchies for this year.

Happy upcoming Holidays and I will continue BWM in January, Keep on munching!