CompoundingAlpha

Equity Research

CompoundingAlpha has 44 stock analyses indexed on RhinoInvestory, covering 30 companies across Communication Services, Consumer Discretionary, Energy and 4 more. Published Jul 2025 – Aug 2026.

Sectors Covered

Communication Services Consumer Discretionary Energy Financials Health Care Industrials Information Technology

Countries Covered

Brazil Canada Denmark Israel Japan Netherlands Switzerland US Uruguay

Stock Analyses by CompoundingAlpha

The Amazon of Latin America might be a Perfect Business... So Why Am I Not Buying It?

Mercado Libre ($MELI) • 2026-08-18

Compounding Alpha Scorecard: MercadoLibre (MELI)

Mercado Libre ($MELI) • 2026-08-18

The Trillion-Dollar Wallet War: Inside the Brutal Rivalry Between Nubank and Mercado Pago

Nu Holdings ($NU) • 2026-08-15

Cellebrite ($CLBT) Plunges 30% on Earnings: Overreaction or Red Flag? | Talkin' Stocks Ep. 5

Cellebrite ($CLBT) • 2026-08-13

Amazon's AWS Re-Acceleration & Uber's Autonomous Future | CompoundingAlpha Ep. 4

Amazon ($AMZN) • 2026-08-06

The Anatomy of a 260x Return: Constellation Software ($CSU.TO)

Constellation Software ($PNP.TO) • 2026-08-04

Compounding Alpha Scorecard: Constellation Software ($CSU.TO)

Constellation Software ($PNP.TO) • 2026-08-04

The AI Capex Dilemma & Axon Enterprise's Police Monopoly | Compounding Alpha Ep. 3

Microsoft ($MSFT) • 2026-07-30

The AI Gold Standard: A Deep Dive into Palantir ($PLTR)

Palantir Technologies ($PLTR) • 2026-07-28

Compounding Alpha Scorecard: Palantir Technologies (PLTR)

Palantir Technologies ($PLTR) • 2026-07-28

Big Tech Capex Jitters & FTAI Aviation’s $1.5B Data Center Pivot

FTAI Aviation ($FTAI) • 2026-07-23

Netflix (NFLX) Valuation & Equity Analysis: The Economics of Attention

Netflix ($NFLX) • 2026-07-21

S&P 500 Valuations + Why Cellebrite's (CLBT) DOJ FedRAMP Win Matters

Cellebrite ($CLBT) • 2026-07-16

Micron (MU): The AI Chokepoint vs. The Widow-Maker Trade

Micron Technology ($MU) • 2026-07-14

Jet Engines and AI Data Centers: The FTAI Aviation ($FTAI) Deep Dive

FTAI Aviation ($FTAI) • 2026-07-07

Eating the Restaurant Industry: Why Toast ($TOST) is Winning the POS Wars

Toast ($TOST) • 2026-07-01

Yellow Buses, Green Margins: The Incredible Metamorphosis of Blue Bird

Blue Bird Corporation ($BLBD) • 2026-05-19