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

Let the munching begin!

Company Write Ups/Others

Meta: Pain and Patience -- -- Write Up

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

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

News Corp -- -- Write Up

Caesarstone Stock Is Ludicrously Cheap -- -- Write Up

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

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

Paramount: The Rollercoaster Continues -- -- Write Up

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

ASML Holding -- -- Write Up

PTC -- -- Write Up

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

Hibbett, Inc. -- -- Write Up

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

Research: Microsoft Part 1 -- -- Write Up

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

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

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

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

FTC to Block Microsoft-Activision Merger -- -- Others

NEW INVESTMENT – HAGERTY -- -- Write Up

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

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Ally Financial (ALLY) -- -- Write Up

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

HBO 2.0 -- -- Podcast (Part 2)

Netflix: The Original -- -- Podcast

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

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

Half Moon Capital on Oxford Industries -- -- YouTube

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

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

Why Digital Turbine is a Competitively Advantaged Ad Platform -- -- 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

Podcasts

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!

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

BWM - Issue # 11 - December 10, 2022