Stock Analysis
Expert research and deep-dive articles on companies
The Amazon of Latin America might be a Perfect Business... So Why Am I Not Buying It?
by CompoundingAlpha | 2026-08-18
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Compounding Alpha Scorecard: MercadoLibre (MELI)
by CompoundingAlpha | 2026-08-18
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
The Trillion-Dollar Wallet War: Inside the Brutal Rivalry Between Nubank and Mercado Pago
by CompoundingAlpha | 2026-08-15
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Cellebrite ($CLBT) Plunges 30% on Earnings: Overreaction or Red Flag? | Talkin' Stocks Ep. 5
by CompoundingAlpha | 2026-08-13
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
How Nubank Built a 135M User Empire ($NU Deep Dive & Valuation)
by CompoundingAlpha | 2026-08-11
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
CompoundingAlpha Scorecard: Nu Holdings (NU)
by CompoundingAlpha | 2026-08-11
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Figma 2Q'26: Near-Term Re-acceleration vs. Long-Term Durability
by MBI Deep Dives | 2026-08-10
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
[V, MA] The more things change, the more they stay the same
by scuttleblurb | 2026-08-10
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Research|GOOG: The Market Sees Brain Drain; We See a Long-Overdue Organizational Consolidation
by FUNDA | 2026-08-10
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceX
by SemiAnalysis | 2026-08-10
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
$IT: Gartner 2Q'26 update
by TQI Capital | 2026-08-10
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad
by Irrational Analysis | 2026-08-09
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
HEICO Deep Dive (Part 3): Inside HEICO’s Crown Jewel
by Slow Compounding | 2026-08-09
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Weekly|RSI Is the Real AI Variable, FCC Optics Curbs, APP & U Divergence, PLTR Crushes, NET Beat-and-Raise vs DDOG’s Expectations Reset, AXTI & ATI Records, SPCX First Print
by FUNDA | 2026-08-09
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Review|APP & U 2Q26: D28 IAA Is Now the Core Battleground
by FUNDA | 2026-08-09
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
LYV Deep Dive, Part I
by Flow Value Investing | 2026-08-08
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Shopify 2Q'26: Sustained Miraculous Growth
by MBI Deep Dives | 2026-08-08
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Uber – A Terrific Business But a Terrible Stock
by Rijnberk Investinsights | 2026-08-08
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Omada Health (OMDA): Q2 2026 Earnings Review
by MVC Investing | 2026-08-08
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
FTAI Aviation ($FTAI) Is This The Safest AI Infrastructure Stock On The Market?
by CompoundingAlpha | 2026-08-08
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Dividend Informer Q2 2026 Update: Honeywell Aerospace
by Dividend Informer | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
CALX's Earnings Beat Looks Less Convincing Beneath the Surface
by A Peek Behind the Numbers | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
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
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
$CUB: Lionheart Holdings
by Emerging Opportunities | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Dividend Informer Q2 2026 Update: EOG Resources
by Dividend Informer | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Why Some SaaS Stocks Keep Winning
by The Pragmatic Optimist | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Dividend Informer Q2 2026 Update: Devon Energy
by Dividend Informer | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Airbnb 2Q'26: Widening the Gap with Booking
by MBI Deep Dives | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
$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
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Scaling Through Integration and Value Addition: Pitti Engineering
by Scientific Investing | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
$745,000,000,000. One Year. Four Companies.
by The Disruptive Investor | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Dividend Focus Stock: Low-Cost Assets Power Shareholder Returns
by Dividend Informer | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
A merciless market (and the reason behind the drop?)
by Best Anchor Stocks | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Havas : H1 2026 follow up
by French Hidden Champions | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Problems at Tenable (TENB)
by The Bear Cave | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Weekly Dose of Optimism #205
by Not Boring | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Review|NET 26Q2: Growth Accelerates Further, Enterprise and Workers Begin to Deliver
by FUNDA | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
[scuttleslops] BKNG, ABNB, SHOP, LPX, TREX, XYZ
by scuttleblurb | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
1H 2026 - Lotus Bakeries
by The Compounding Tortoise | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
ASML: Expanding Capacity As Order Visibility Grows
by Outperforming the Market | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Should You Buy Bloom Energy?
by Burak Finance | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Remitly Global: Still Undervalued? (Ticker: RELY)
by Chit Chat Stocks | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Duolingo Q2 2026 | Premium Earnings Update
by The Dutch Investors | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Replimune recieves accelerated approval
by Leftfield Investing | 2026-08-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Dividend Informer Q4 2026 Update: Sysco Corp.
by Dividend Informer | 2026-08-06
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Dividend Informer Q2 2026 Update: ONEOK
by Dividend Informer | 2026-08-06
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Dividend Informer Q2 2026 Update: Owens Corning
by Dividend Informer | 2026-08-06
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
HGI Earnings Radar #1: PayPal, People, Uber, HubSpot
by High Growth Investing | 2026-08-06
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
HGI Earnings Radar #1: PayPal, People, Uber, HubSpot
by High Growth Investing | 2026-08-06
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
DoorDash 2Q'26: Growth Beyond the Restaurant
by MBI Deep Dives | 2026-08-06
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.