BWM - Issue # 5 - September 17, 2022
Clouds, Millionaires, Investing, Shorting, Beds, Love, Tobacco, Lots of Links & Podcasts, Bananas and much much more to munch on...
Welcome to the fifth edition of BWM (Bi-Weekly Munchies)…
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Let the munching begin!
Company Write Ups/Podcasts
Love. Set. Match - MTCH - Write Up
Cloudflare - NET - Write Up
Airbnb: Saved, not killed by the pandemic. - ABNB - Write Up
Lilium’s Misrepresentations over its Technology Keep Mounting - LILM - Write Up
Dole: Short-Term Challenges, Long-Term Value - DOLE - Write Up
MKS Instruments - MKSI - Write Up
Marqeta - MQ - Write Up
Kelly Partners Group Holdings - $KPG.AX - Write Up
Ten Square Games: Let's go fishing - TEN - Write Up
GoPro Q2 2022 ER Digest - GPRO - Write Up
Spotify Q2 2022 ER Digest - SPOT - Write Up
LULU: Revisiting Lululemon - LULU - Write Up
Tarjay: Legendary Retailer on Markdown - TGT - Write Up
Mohawk's Magical Disappearing Reserves - MHK - Write Up
FIGS, Inc. Short Report - FIGS - Write Up
Harley-Davidson Is Set To Run Out Of Gas - HOG - Write Up
Airbnb Deep Dive - ABNB - Write Up
Weber, Inc. - WEBR - Write Up
Rivian: RJ Scaringe - RIVN - Podcast
Deal-Breakers by Co/Report
Lindy Businesses by Margin of Safety Investing
The Pioneers of Passive Investing by Rational Reflections
Rich Dad Snore Dad & The Millionaire Next Bore by Impersonal Finances
The First Million Is The Hardest by Alpha Letter
The Most Boring Superpower Ever by Prime Cuts Newsletter
Doubt: Your Enemy and Your Friend when Investing by Consume Your Own Tech Investing
Concentration as a Destination by The Deload
Buffett and Buybacks: Six Case Studies by Eagle Point Capital
Investment Criteria by Under-Followed-Stocks
Get Outside Your Circle by Michael Walsh
Skin in the game matters by Compounding Quality
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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