BWM - Issue # 15 - February 17, 2023

Block, Movies, Crypto, Google, Markel, Energy, Extra Research, Wisdom, Psychology, Emotions, Canadian Stocks, and other extra goodies to munch on...

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

Let the munching begin!

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Company Write Ups/Others

Part 2: Deep dive writeup on Block -- SQ 0.00 -- Write Up

Warner Bros. Discovery Stock Analysis -- WBD 0.00 -- Write Up

The weirdest corporate action I've ever seen -- SCLX 0.00 SRNE 0.00 -- Write Up

Why We Own Alphabet/Google -- GOOG 0.00 -- Write Up

Nicholas Financial, Ever Heard of It? -- NICK 0.00 -- Write Up

Sonos: The Hardware Machine -- SONO 0.00 -- Write Up

Vintage Wine Estates: As Contrarian As It Gets -- VWE 0.00 -- Write Up

Markel Corporation: Calculating The Mathematical Value -- MKL 0.00 -- Write Up

Not So Deep Dive: MarketAxess -- MKTX 0.00 -- Write Up

Quick Value 2.13.23 -- DHR 0.00 -- Write Up

Stock Pitch: Paramount -- PARA 0.00 -- Write Up

Josh Young from Bison Investments discusses on Vital Energy and his energy outlook -- VTLE 0.00 -- Write Up

RILY: A Bottom-Feeder Investment Bank That Is Crumbling Before Our Eyes -- RILY 0.00 -- Write Up

Spotify: the Google of Audio in the Making -- SPOT 0.00 -- Others

Research Notes: Semler Scientific Looks Tempting After 48% Plunge -- SMLR 0.00 -- Others

Research Notes: Canada Goose And The Impossible Market -- GOOS 0.00 -- Others

Atlas Engineered Products Ltd. -- (TSXV: AEP.V) -- Write Up

PeopleIN - One Page Stock Pitch -- (ASX:PPE) -- Write Up

Abak SA - One Page Stock Pitch -- (WAR:ABK) -- Write Up

The Good People of Britain will Always Stuff Their Faces with Pastry -- (GRG) -- Write Up

Don't Buy The Big 3; Look at Quebecor Instead -- (TSX:QBR.A)(TSX:QBR.B) -- Write Up

Allcore SpA -- (BIT:CORE) -- One Page Stock Pitch

Newest Position: TMX Group -- (TSX:X) -- Write Up

Allison Transmission with Rod Alzmann -- ALSN 0.00 -- Podcast

Direct Digital Holdings - Leveraging Technology to Help Middle Market Companies Buy and Sell Media -- DRCT 0.00 -- Podcast

Nandan Nilekani Co-founder and Chairman of Infosys -- INFY 0.00 -- Podcast

FICO with Buyback Capital -- FICO 0.00 -- Podcast

Constellation Software: Principled, Profitable, Permanent -- $CSU.TO -- Podcast

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Links

Crypto Bank Whack-A-Mole by

Dirty Bubble Media

What you want. And what you get. by

The Investor's Journal

The 'Berkshire System': Life Advice From a Shareholder Letter by

Neckar Substack.

My 8 Best Techniques for Evaluating Character by

The Honest Broker

Data Update 5 for 2023: Pathways to Profitability by

Musings on Markets

The psychology of money (Morgan Housel) by

Conser Value

Valuing the Unknowable by

Investment Talk

#071 Key Takeaways from the book: The Emotionally Intelligent Investor by

Investment Books

The Lindy Effect and Antifragility by

Best Anchor Stocks

The Idea Farm by Meb Faber

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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.