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) …
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Let the munching begin!
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
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
Tulipmania: When Flowers Cost More than Houses by
A Conversation with François Rochon, founder of Giverny Capital by
The Consumer's Hierarchy of Preferences: Two Ends of the Strategy Spectrum by
Don't Forget to Feed the Ponzi by
Henry Singleton: A Capital Allocation Masterclass in Three Acts by
14 Insights On Achieving 1000% Returns from The Top Out-performers Of The Last Decade by
Browse preferred stocks by Stock Market MBA
Portfolio Optimisation, Luck & Regret, François Rochon, & Running Money for the Long Term by
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it.
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Thanks for the mention my friend!
Thanks for listing our write up on TECK’s spin-off!
Also, we enjoy these BWMs.