BWM - Issue # 3 - August 20, 2022

Travel. Dividends. Social Medias. Behavior. Luxury. Six Flags. Twitter. Costco and much much more to munch on...

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

Let the munching begin!

(catch phrase is a work in progress)

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Company Specific Write Ups/Podcasts

SuRo Capital - Shallow Dive - SSSS - Write Up

Tractor Supply Company - TSCO - Write Up

Philip Morris International - PM - Write Up

Professor Ann Lipton and Compound248 on TWTR vs. Musk - TWTR - Write Up

Roper Technologies - ROP - Write Up

Victoria’s Secret & Co - VSCO - Write Up

Deckers Brands: "The Ugliest Shoes of All Time" - DECK - Write Up

Advanced Micro Devices - AMD - Write Up

Six Flags: It Doesn't Take Much For This To Get Better - SIX - Write Up

Why WWE’s Stock Remains A Top Performer - WWE - Write Up(ish)

Costco: "We’re Not a Margin Company, We’re a Volume Company" - COST - Write Up

Investing in Mexican Airports - OMAB ASUR $GAP ASA - Write Up

What Happened to Google? - GOOGL GOOG - Podcast

Union Pacific: Long Train Runnin’ - UNP - Podcast

Walmart - WMT - Podcast

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Links

Investing Newsletters by PiggyBank

Resources, Resources, Resources by Investment Talk

What Do Investors Believe They Can Do But Can’t? by Behavioral Investment

6 new charts on luxury stocks - part 1 by Genuine Impact Newsletter

78: Dividends On Demand: Choose Your Own Payout Ratio by Watchlist Investing

Interview with Tanner AKA Dividend Dollars - His Dividend Journey. by Blink Luck Project

🏰 Monday Minute: List of undervalued wide moat stocks by Compounding Quality

Teens, Social Media and Technology 2022 by Pew Research Center

The Optimal Industry Structure by Fortune Financial

How to Get Rich by Co/Report

How to Tame Regret by Humble Dollar

Elevator Pitches, Issue #14: 5 New Ideas by Elevator Pitches

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Podcasts

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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!

Lastly, I recommend checking out Contrarian Investor’s Newsletter & subscribe:

P.S. Check out my LinkTree ⬅️ .

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

P.S.S.S. If you have an article/podcast/write up that you think I should share in the next issue send it my way via email or twitter.