BWM - Issue # 2 - August 6, 2022
Deep Dives. Value. Lessons. Stocks. Books. Podcasts. Yeti. Uber. Twitchmaster. Under Armour. Mexican Grill and much much more to munch on...
Welcome to the second edition of BWM (Bi-Weekly Munchies) …
If you are new please refer to BWM - Issue # 1 to what it is and subscriber to get more of similar posts + a few other things like my portfolio updates & research on public companies.
Subscribe for free to receive new posts and support my work.
Let the munching begin!
(catch phrase is a work in progress)
Company Specific Write Ups/Podcasts
- IQVIA - IQV - Write Up
Restaurant Brands International Inc. - QSR - Write Up
- Old Dominion Freight Line - ODFL - Write Up
PayPal Deep Dive - PYPL - Write Up
Q2 2022 Earnings: Audibooks & Acquisitions Fuel a Busy Quarter - SPOT - Podcast
Podcast on Uber saga - UBER - Podcast
MEX: Tortilla Mexican Grill - $MEX - Write Up
Avalara - Creating a global compliance platform - AVLR - Write Up
Under Armour: Deep Dive via Brand, Biz, Innovation - UAA - Podcast
Uber: Surprisingly, it has More than Double its Pre- Pandemic Revenue - UBER - Write Up
YETI Holdings, Inc. - YETI - Write Up
Breaking Down A Tesla - TSLA - Write Up
Is General Mills a Buy? Stock Analysis - GIS - YouTube
Darcy Davenport, CEO of BellRing Brands - BRBR - Write Up
T. Rowe Price: Compounding Machine on Sale - TROW - Write Up
The Trade Desk ($TTD) - TTD - Write Up
Twitchmaster by Doomberg
Finding My Hook by The Investor's Journal
Don’t Want to Lose Money? Better Study Blockbuster by Tycoonist
The biggest risk in business (and investing) by Buggy Humans in a Messy World
Dead Unicorns: The Good, the Bad, and the Ugly by The Deload
Warren Buffett’s Circle of Competence Approach by Value of Stocks
DIY Stock Watchlist Guide by The Thinking Investor
On the Importance of Emergency Cash by The Investor's Journal
Value X Vail by VK
Reading Roundup: July 2022 by Eagle Point Capital
Six Investing Lessons I Wish I Learned Earlier by Overlooked Alpha
The Automobile Industry by The Rational Walk
The Emotionally Intelligent Investor w/ Daniel Goleman by Richer, Wiser, Happier
Andrew Wagner: The Economics of Online Gaming by Investing by the Books
I Beg To Differ by The Memo by Howard Marks
Position Sizing: How to Construct Portfolio That Protect You by The Intellectual Investor
Will Thorndike - The Power of Long Holding Periods by Invest Like the Best
Thank you for your time and I hope at least one of these will be of use to you, I know most/all were of use to me.
Knowledge compounds, keep on munching!
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P.S.S. Don’t forget to ❤️ if you enjoyed it.