BWM - Issue # 16 - March 5, 2023

Financials, Fintech, Tech, lots of Tobacco, Shorts, Music, Energy, Gambling & Manias (still), Spin offs and Arbs, Podcasts on learning from great investors, and other things to munch on...

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

Let the munching begin!

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Company Write Ups/Others

Fat Pitch value: British American Tobacco -- BTI 0.00 -- Write Up

Portillo's: Best In Class Restaurant Stock? -- PTLO 0.00 -- Write Up

Intuit -- INTU 0.00 -- Write Up

Block -- SQ 0.00 -- Write Up

Carrier: People Need Our Products -- CARR 0.00 -- Write Up

Qurate Retail - A deep value opportunity -- QRTEA 0.00 -- Write Up

Meta Platforms Business History -- META 0.00 -- Write Up

Nvidia the most overvalued stock in the market -- NVDA 0.00 -- Write Up

Microsoft: A Cultural Masterpiece -- MSFT 0.00 -- Write Up

IAC and MGM -- IAC 0.00 MGM 0.00 -- Write Up

ZTO Express Inc.: China’s “Best-in-Class” Logistics Company is Really “Best in Show”; We Believe Financials are Fake and Insiders are Stealing from the Company -- ZTO 0.00 -- Write Up

Nomad Foods: A Contrarian, Defensive Compounder -- NOMD 0.00 -- Write Up

MediaAlpha Stock: Absurdly Expensive -- MAX 0.00 -- Write Up

Research Notes: The Problem With DraftKings Stock -- DKNG 0.00 -- Write Up

American Express -- AXP 0.00 -- Write Up

Markel Corporation -- MKL 0.00 -- Write Up

Marathon Digital Holdings. Mining Investor Gullibility -- MARA 0.00 -- Write Up

Philip Morris International: Middle East & Africa -- PM 0.00 -- Others

Altria's Investment History -- PM 0.00 -- Others

Block: Addressing the Twin Elephants in the Room with New Investment Framework, but is Afterpay Elephant #3? -- SQ 0.00 -- Others

XPEL Q4´22 and Full Year Results -- XPEL 0.00 -- Others

Teck Resources spin-off of EVR -- (TECK) -- Write Up

TerraVest Industries -- (TSX: TVK) -- Write Up

OTC Markets Group -- $OTCM -- Write Up

Not your typical asset-play -- $PPH.L, $ARNT (ZSE) -- Write Up

Yaron Naymark on $IWG's value case -- $IWG -- Write Up

Minto Apartment REIT Hasn't Been This Cheap... Ever -- (TSX:MI.un) -- Write Up

Universal’s Push for Higher Streaming Payouts -- (UMG) -- Write Up

Polaris Renewable Energy: Growth at a Very Reasonable Price -- (TSX:PIF) -- Write Up

Auto Partner: The Polish Auto Distributor -- (APR.WA) -- Write Up

Why we're confident in our Charter investment -- CHTR 0.00 -- Podcast

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Links

EP31: Foreigner by

Editor, Elevator Pitches

Tulipmania: When Flowers Cost More than Houses by

The Gambit

A Conversation with François Rochon, founder of Giverny Capital by

Best Anchor Stocks

The Consumer's Hierarchy of Preferences: Two Ends of the Strategy Spectrum by

Speedwell Research

Don't Forget to Feed the Ponzi by

Dirty Bubble Media

Henry Singleton: A Capital Allocation Masterclass in Three Acts by

Kingswell

14 Insights On Achieving 1000% Returns from The Top Out-performers Of The Last Decade by

The Thinking Investor

Browse preferred stocks by Stock Market MBA

Portfolio Optimisation, Luck & Regret, François Rochon, & Running Money for the Long Term by

Investment Talk

Speedwell Weekly Recap by

Speedwell Research

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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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