BWM - Issue # 12 - January 07, 2023

E-commerce, debt, investing lessons, books, flying, renting, WWE, Apple, and other things to munch on...

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

Happy New Year and may this year be prosperous to all!

Let the munching begin!

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Company Write Ups/Others

Under Armour: An Apparel Short With Several Ways To Win -- UA 0.00 -- Write Up

Alico, Inc. -- ALCO 0.00 -- Write Up

MSCI -- MSCI 0.00 -- Write Up

Twilio: The Pendulum Swings Both Ways -- TWLO 0.00 -- Write Up

Disney 2.0: Iger to Reclaim the Magic? -- DIS 0.00 -- Write Up

Not So Deep Dive: GoDaddy -- GDDY 0.00 -- Write Up

Not So Deep Dive: Squarespace Stock -- SQSP 0.00 -- Write Up

Is Splunk a Slam Dunk? -- SPLK 0.00 -- Write Up

Apple Analysis -- AAPL 0.00 -- Write Up

Floor and Decor: Boring is Best -- FND 0.00 -- Write Up

United Rentals Inc: A Leader in the Equipment Rental Space -- URI 0.00 -- Write Up

Constellation's Spin-Out of the Lumine Group -- $CNSWF -- Write Up

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

Land’s End, Inc. -- LE 0.00 -- Write Up

DLH Holdings: Ride The Horse 'Til She Bucks -- DLHC 0.00 -- Write Up

The Scotts Miracle-Gro Company -- SMG 0.00 -- Write Up

Arch Capital Episode: Why We Own Wix.com -- WIX 0.00 -- Write Up

S&P Global (SPGI) -- SPGI 0.00 -- Write Up

WWE's New Board Order -- WWE 0.00-- Write Up

Unconventional Strategies -- LUV 0.00 -- Write Up

Leatt Corp. -- $LEAT -- Write Up

Hannover Re: An overlooked Reinsurance Compounder & Comparison with Munich Re -- $HVRRY -- Write Up

Ibersol - Special Situation in Portugal -- $IBS -- Write Up

Acquiring Profitable Online Businesses (w/ Dom Wells) -- ONFO 0.00 -- Podcast

AgriFORCE Growing Systems: Using Technology to Transform Farm Food -- AGRI 0.00 -- Podcast

BAM Spin Off Is One Of The Best Opportunities In The Market Right Now - Here's Why -- BAM 0.00 -- YouTube

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Links

The Curious Case of Anne Scheiber by Kingswell

Some Books I Read in 2022 by Punch Card Investor

Digital Native: Top 10 of 2022 by Digital Native

Investment Maxims Are Not One-Size-Fits-All by Investment Talk

Damn Right! — Behind the Scenes with Berkshire Hathaway Billionaire Charlie Munger by Rational Reflections

2 Vital Stock Selling Criteria You Must Acquire To Get Multi-baggers by The Thinking Investor

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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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