BWM - Issue # 14 - February 3, 2023

Yoga, Shorts, Tesla, Amazon, Microsoft, Netflix, Research, Semis, and other Tech plus other things to munch on...

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

Let the munching begin!

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Company Write Ups/Others

lululemon Athletica Inc. - It’s all about branding -- LULU 0.00 -- Write Up

lululemon Athletica Inc. – Investment Thesis -- LULU 0.00 -- Write Up

A Tesla Retrospective at Petersen Automotive -- TSLA 0.00 -- Write Up

Tesla in 2023: A Return to Reality, The Beginning of the End or Time to Buy -- TSLA 0.00 -- Write Up

My spin on $VTS's spin -- VTS 0.00 -- Write Up

Mitek Systems: Monopoly Business Under $10 A Share -- MITK 0.00 -- Write Up

Masimo: Bringing the Hospital Home -- MASI 0.00 -- Write Up

Microsoft (1/2) -- MSFT 0.00 -- Write Up

Amazon: Set Up for a Free Cash-flow Explosion -- AMZN 0.00 -- Write Up

Park Hotels: Reversion to the Mean? -- PK 0.00 -- Write Up

Real Men Have Fabs -- TSM 0.00 -- Write Up

Daily Journal Corporation -- DJCO 0.00 -- Write Up

High-Quality Compounder Hidden in a Commodity Business – Orion Engineered Carbons -- OEC 0.00 -- Write Up

Research Notes: Is Live Ventures An Easy Short — Or A Transformed Long? -- LIVE 0.00 -- Write Up

Stock Pitch: Skyline Champion -- SKY 0.00 -- Write Up

XPEL -- XPEL 0.00 -- Write Up

Amazon’s $6bn Man -- AMZN 0.00 -- Others

Netflix’s New Chapter -- NFLX 0.00 -- Others

Altria's Market Share -- MO 0.00 -- Others

Will Berkshire Hathaway Survive — and Thrive — After Warren Buffett is Gone? -- $BRK.A -- Others

Aritzia - Strong brand at an attractive valuation - Company Deep Dive -- (TSE: ATZ) -- Write Up

Euro-Tax.pl - One Page Stock Pitch -- (WAR:ETX) -- Write Up

Qualcomm: Making Smartphones Smart -- QCOM 0.00 -- Podcast

Meta Platforms Not So Deep Dive -- META 0.00 -- Podcast

Henry Fernandez CEO of MSCI -- MSCI 0.00 -- Podcast

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Links

The Best Stock Research Tools for 2023 by Edwin Dorsey

The Russian-Linked Payment Processors Feeding the Crypto-conomy by Dirty Bubble Media

Research Notes: Sum Of The @#$*&! Parts by Overlooked Alpha/Vince Martin

17 excellent write-ups from January 2023 by Jon Kingston

Hold or Fold? by Hidden Rock Capital

The Effective Executive by Peter Drucker by Dennis Tonui

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Podcasts

Knowledge compounds, keep on munching!

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

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