BWM - Issue # 4 - September 03, 2022
BWM - Issue # 4 - September 03, 2022
Lots of Books, Some Banks, Few Shorts, Music, Google, Wine and much much more to munch on...
Welcome to the fourth edition of BWM (Bi-Weekly Munchies)…
Let the munching begin!
Company Write Ups/Podcasts
Highway to the Profit Zone: the Good, the Bad, the Zas - WBD 0.00 NFLX 0.00 DIS 0.00 - Write Up
Cvent Holding Corp - CVT 0.00 - Write Up
Why FTF Capital Owns Digital Turbine, Inc. - APPS 0.00 - Write Up
CarMax: A Disrupter Faces Disruption - KMX 0.00 - Write Up
Why FTF Capital Owns Warner Bros. Discovery, Inc. - WBD 0.00 - Write Up
Six Flags Entertainment Corporation - SIX 0.00 - Write Up
Alphabet - The Return on Equity Story - GOOG 0.00 GOOGL 0.00 - Write Up
Texas Instruments - TXN 0.00 - Write Up
Bank On It HIFS (Issue #22) - HIFS 0.00 - Write Up
Deep-Dive: Intuitive Surgical - ISRG 0.00 - Write Up
Naked Wines: Driving Out the Costs No One Can Taste - $NWINF - Write Up
Investment Memo: Intuit - INTU 0.00 - Write Up
SLT Core Portfolio: - GOOGL 0.00 - Write Up
Viemed Healthcare: Comments On Q2 Earnings - VMD 0.00 - Write Up
Spotify’s Story Is On Track, & Its Price Is Getting Better - SPOT 0.00 - Write up
HASI: Is There a Greater Fool? - HASI 0.00 - Write Up
AFFO- Absurd Funds from Operations - IRM 0.00 - Write Up
Amazon the company that is taking over the world with economies of scale - AMZN 0.00 - Write Up
AeroVironment Looks Dicey Ahead Of Earnings - AVAV 0.00 - Write Up
SoFi has built a fintech juggernaut, and it’s time advisers started paying attention - SOFI 0.00 - Write Up
Spotify - The path to 20%+ sustained revenue growth and 35%+ gross margins is getting clearer - SPOT 0.00 - Write Up
Stanley Black & Decker, Inc. - SWK 0.00 - Write Up
"We Went Where They Ain't" - DG 0.00 - Write Up
Church & Dwight: Analysis and Valuation - CHD 0.00 - Write Up
KLA Corporation - Deep Dive - Part (1/2) - KLAC 0.00 - Write Up
BBW: Stuffed With Unrecognized Value - BBW 0.00 - Write Up/Podcast
Google’s Regulatory Risk (Part 1) - GOOG 0.00 GOOGL 0.00 - Podcast
$AMC's CRAZY Dividend $APE - What Happened?? - AMC 0.00 APE 0.00 - YouTube
CrowdStrike: Cyber SaaS - CRWD 0.00 - Podcast
Links
📚 10 Investment books you should read by Quality Compounding
Overcoming Initial Resistance by The Rational Walk
The Attention Span. "Eight Investing Gems." by The KCP Group
2022 summer reading guide by McKinsey & Company
The Art of (Not) Selling by Chris Cerrone
#137 - Slimming Down - Part 1 by Kevin LaBuz
For Happiness, Moral Character is More Important Than Intelligence or Money by Rob Henderson
Author Sebastian Mallaby on Understanding Legendary Investors by Frederik Gieschen
Valuing Simplicity by Devin LaSarre
Preparation vs. Prediction by Brian McCann
The more vulnerable we are, the more tempted we are to grab a great deal by Investing Insights
Hand-Crafted Artisanal Liquidity Provision by Byrne Hobart
How To Make Money Investing In Stocks By Treating It Less Like A Casino And More Like Driving A Car by The Thinking Investor
Envy Is the Cancer of the Soul by Lawrence Yeo
August Monthly Wrap by The Long Game Investor
Reading Roundup: August 2022 by Eagle Point Capital
Ouch by Chris Mayer
Podcasts
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!
P.S. Check out my LinkTree ⬅️ .
P.S.S. Don’t forget to ❤️ if you enjoyed it.
If you have an article, podcast, or write up that you think I should share with my subscribers in the next issue of BWM or if you would like to sponsor the next article, you can reach me on Twitter @From100Kto1M or email me at from100kto1m@substack.com.
Thanks for the shout out on my post! I really appreciate it!
Loved this man especially the write ups in the beginning!