Stock Analysis

Expert research and deep-dive articles on companies

Showing 150 of 5,388 articles

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

by CompoundingAlpha | 2026-08-18

$MELI

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Compounding Alpha Scorecard: MercadoLibre (MELI)

by CompoundingAlpha | 2026-08-18

$MELI

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

by CompoundingAlpha | 2026-08-15

$MELI

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

by CompoundingAlpha | 2026-08-13

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How Nubank Built a 135M User Empire ($NU Deep Dive & Valuation)

by CompoundingAlpha | 2026-08-11

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CompoundingAlpha Scorecard: Nu Holdings (NU)

by CompoundingAlpha | 2026-08-11

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Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability

by MBI Deep Dives | 2026-08-10

$FIG

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[V, MA] The more things change, the more they stay the same

by scuttleblurb | 2026-08-10

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Research|GOOG: The Market Sees Brain Drain; We See a Long-Overdue Organizational Consolidation

by FUNDA | 2026-08-10

$GOOGL

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Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceX

by SemiAnalysis | 2026-08-10

$NVDA

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$IT: Gartner 2Q'26 update

by TQI Capital | 2026-08-10

$IT

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CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad

by Irrational Analysis | 2026-08-09

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HEICO Deep Dive (Part 3): Inside HEICO’s Crown Jewel

by Slow Compounding | 2026-08-09

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Review|APP & U 2Q26: D28 IAA Is Now the Core Battleground

by FUNDA | 2026-08-09

$APP

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LYV Deep Dive, Part I

by Flow Value Investing | 2026-08-08

$LYV

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Shopify 2Q'26: Sustained Miraculous Growth

by MBI Deep Dives | 2026-08-08

$SHOP

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Uber – A Terrific Business But a Terrible Stock

by Rijnberk Investinsights | 2026-08-08

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Omada Health (OMDA): Q2 2026 Earnings Review

by MVC Investing | 2026-08-08

$OMDA

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FTAI Aviation ($FTAI) Is This The Safest AI Infrastructure Stock On The Market?

by CompoundingAlpha | 2026-08-08

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Dividend Informer Q2 2026 Update: Honeywell Aerospace

by Dividend Informer | 2026-08-07

$HON

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CALX's Earnings Beat Looks Less Convincing Beneath the Surface

by A Peek Behind the Numbers | 2026-08-07

$CALX

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SpaceX 10GW in 2027 – Why It’s Real, Will Drive $300B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtaker

by SemiAnalysis | 2026-08-07

$MSFT

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$CUB: Lionheart Holdings

by Emerging Opportunities | 2026-08-07

$CUB

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Dividend Informer Q2 2026 Update: EOG Resources

by Dividend Informer | 2026-08-07

$EOG

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Why Some SaaS Stocks Keep Winning

by The Pragmatic Optimist | 2026-08-07

$APP

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Dividend Informer Q2 2026 Update: Devon Energy

by Dividend Informer | 2026-08-07

$DVN

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Airbnb 2Q'26: Widening the Gap with Booking

by MBI Deep Dives | 2026-08-07

$ABNB

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$HIMS: Paul Cerro wouldn't trust the CEO to walk his dog. He's still long. Why? | Cedar Grove

by Yet Another Value Blog | 2026-08-07

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Scaling Through Integration and Value Addition: Pitti Engineering

by Scientific Investing | 2026-08-07

$PITTIENG.NS

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$745,000,000,000. One Year. Four Companies.

by The Disruptive Investor | 2026-08-07

$AAOI

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Dividend Focus Stock: Low-Cost Assets Power Shareholder Returns

by Dividend Informer | 2026-08-07

$EOG

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A merciless market (and the reason behind the drop?)

by Best Anchor Stocks | 2026-08-07

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Havas : H1 2026 follow up

by French Hidden Champions | 2026-08-07

$HAVAS.AS

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Problems at Tenable (TENB)

by The Bear Cave | 2026-08-07

$TENB

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Weekly Dose of Optimism #205

by Not Boring | 2026-08-07

$OKLO

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Review|NET 26Q2: Growth Accelerates Further, Enterprise and Workers Begin to Deliver

by FUNDA | 2026-08-07

$NET

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[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ

by scuttleblurb | 2026-08-07

$ABNB

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1H 2026 - Lotus Bakeries

by The Compounding Tortoise | 2026-08-07

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ASML: Expanding Capacity As Order Visibility Grows

by Outperforming the Market | 2026-08-07

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Should You Buy Bloom Energy?

by Burak Finance | 2026-08-07

$BE

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Remitly Global: Still Undervalued? (Ticker: RELY)

by Chit Chat Stocks | 2026-08-07

$RELY

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Duolingo Q2 2026 | Premium Earnings Update

by The Dutch Investors | 2026-08-07

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Replimune recieves accelerated approval

by Leftfield Investing | 2026-08-07

$REPL

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Dividend Informer Q4 2026 Update: Sysco Corp.

by Dividend Informer | 2026-08-06

$SYY

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Dividend Informer Q2 2026 Update: ONEOK

by Dividend Informer | 2026-08-06

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Dividend Informer Q2 2026 Update: Owens Corning

by Dividend Informer | 2026-08-06

$OC

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HGI Earnings Radar #1: PayPal, People, Uber, HubSpot

by High Growth Investing | 2026-08-06

$HUBS

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HGI Earnings Radar #1: PayPal, People, Uber, HubSpot

by High Growth Investing | 2026-08-06

$HUBS

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DoorDash 2Q'26: Growth Beyond the Restaurant

by MBI Deep Dives | 2026-08-06

$DASH

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