BWM - Issue # 13 - January 21, 2023

Video Games, Lasers, Podcasts, Amazon, Microsoft, Nvidia, Banks, Problems, Taxes, Mistakes, Books, Disciplines, WEB, Net-Nets, Secret Sauces , and other things to munch on...

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

Let the munching begin!

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Company Write Ups/Others

Blue lasers, red flags -- LASE 0.00 -- Write Up

Not So Deep Dive: Microsoft -- MSFT 0.00 -- Write Up

Research Notes: Newspapers And Netflix -- NFLX 0.00 -- Write Up

Small Cap Idea: Diversey Holdings -- DSEY 0.00 -- Write Up

From Product to Platform in Dentistry -- ALGN 0.00 -- Write Up

Signs of Trouble at Signature Bank -- SI 0.00 -- Write Up

Credit Rejectance -- CACC 0.00 -- Write Up

2022 Podcast Trends Report -- SPOT 0.00 -- Others

United Rentals -- URI 0.00 -- Write Up

Part 2: Deep dive writeup on Mobileye -- MBLY 0.00 -- Write Up

Stock Pitch: Carrier -- CARR 0.00 -- Write Up

Markel Corporation: Insurance and Investment Portfolio – Valuation Through Float -- MKL 0.00 -- Write Up

Secret Sauce -- KHC 0.00 -- Write Up

Not So Deep Dive: Amazon -- AMZN 0.00 -- Write Up

Nvidia Company Analysis -- NVDA 0.00 -- Write Up

AGB 2023.1 - Vulcan Materials -- VMC 0.00 -- Write Up

ASOS is giving up on growth -- $ASOMY -- YouTube

Lumine Spin Out -- $CNSWF -- Write Up

Nippon Ichi Software Inc - A Deep Value, Profitable, and Growing Japanese Video Game Developer That’s Almost a Net-Net -- $NIS -- Write Up

DLSI Groupe -- $ALDLS -- Write Up

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Links

"Portrait of a Disciplined Investor" by The Science of Hitting

Learning from Discount Tire's Bruce Halle by Investment Masters Class

The power of delaying gratification by Best Anchor Stocks

Investment Wisdom from the Masters: 30 Unique Books Recommended by Legendary Investors by Investing Insights

Warren Buffett: The Investor's Investor, 1979 by Investment Talk

Reflections on Time in the Market by Investor's Perspective

Running Your Own Race by The Investor's Journal

SECURE Act 2.0 – 16 Key Tax and Retirement Provisions by Apprise Wealth Management

How Many Stocks Should You Own? by Chris Mayer

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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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