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)…
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Let the munching begin!
(catch phrase is a work in progress)
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
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
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.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.