Stock Analysis
Expert research and deep-dive articles on companies
Dollar General: Miles and Margins
Dollar General • By TSOH Investment Research • 2026-06-08T10:31:11.435Z
Sea Limited and Mercado Libre Q1'26: Reinvestment Justified? A Zero Sum Game in Brazil?
Mercado Libre ($MELI) • By Sleep Well Investments • 2026-06-05T04:16:58.104Z
Dollar Tree: Through The Noise
Dollar Tree • By TSOH Investment Research • 2026-06-01T10:31:34.644Z
Koei Tecmo Holdings (TYO: 3635): The Hedge Fund Disguised as a Gaming Company
Koei Tecmo Holdings ($3635) • By KonichiValue • 2026-05-31T00:25:02.722Z
BJ's Wholesale: Mind The Gap
BJ's Wholesale • By TSOH Investment Research • 2026-05-28T10:31:16.373Z
Vital Farms: The Price Of Growth
Vital Farms • By TSOH Investment Research • 2026-05-25T10:31:10.921Z
Airbnb: Room To Breathe
Airbnb ($ABNB) • By TSOH Investment Research • 2026-05-18T10:31:14.865Z
Grab Q1'26: Profitable Growth, Reasonable Valuation
Grab ($GRAB) • By Sleep Well Investments • 2026-05-15T07:38:52.943Z
Disney: After Iger
Disney ($DIS) • By TSOH Investment Research • 2026-05-14T10:31:28.146Z
Peloton: From Defense To Offense
Peloton ($PTON) • By TSOH Investment Research • 2026-05-11T10:31:13.129Z
Nintendo FY26 Earnings: Record Earnings Amidst Crushed Margins and a Game Drought
Nintendo ($7974) • By KonichiValue • 2026-05-08T08:18:05.324Z
Roblox: Reality Check
Roblox ($RBLX) • By TSOH Investment Research • 2026-05-04T10:30:58.293Z
Sleep Well Portfolio (Apr 2026) - #24 Pick Published, Updates on GRAB, SE, WTC, VEEV
Grab ($GRAB) • By Sleep Well Investments • 2026-05-04T08:25:34.020Z
Nike: Fighting Back
NIKE ($NKE) • By TSOH Investment Research • 2026-04-30T10:30:16.953Z
Goldwin Inc (TYO: 8111): A 50% Gross Margin Business for a 13x P/E
Goldwin Inc ($8111) • By KonichiValue • 2026-04-29T23:37:17.684Z
Ally Financial: In Gear
Ally Financial • By TSOH Investment Research • 2026-04-27T10:30:52.465Z
Why is the Nintendo stock dropping like a rock?
Nintendo ($7974) • By KonichiValue • 2026-04-23T04:49:56.791Z
Takeuchi Manufacturing (TYO: 6432): Much more interesting than Komatsu or Caterpillar
Takeuchi Manufacturing ($6432) • By KonichiValue • 2026-04-22T07:49:35.642Z
Netflix: The Pace Of Change
Netflix ($NFLX) • By TSOH Investment Research • 2026-04-20T10:30:53.399Z
Chipotle: Recipe For Growth
Chipotle ($CMG) • By TSOH Investment Research • 2026-04-16T10:30:58.840Z