Stock Analysis
Expert research and deep-dive articles on companies
Can AMD Beat NVIDIA? part2: Vera Rubin's HBM4 Pin Speed Downgrade
by Damnang's Substack | 2026-10-27
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GOAT Industries Just Bought a Book of Business. Here’s the Math.
by Penny Queen | 2026-10-26
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Quick Value #335 - Truist Financial (TFC)
by Value Don't Lie | 2026-10-26
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Intuitive Surgical: The Long Road to Everyday Surgery
by MBI Deep Dives | 2026-10-26
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Birkenstock - Cheap enough to be interesting or is it the next Dr. Martens "Fashion Fiasco" ?
by Value and Opportunity | 2026-10-26
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Dividend Informer Q3 2026 Update: Tractor Supply
by Dividend Informer | 2026-10-26
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Updates on 7 Canadian Ideas
by Koneko Research | 2026-10-26
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High Growth Investing Newsletter #365
by High Growth Investing | 2026-10-26
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Stock of the Week: Lam Research - Record Earnings, a 12% Drop. Time to Buy?
by Quality Stocks | 2026-10-26
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[scuttleslops] SPCX, TXN, ROL, URI
by scuttleblurb | 2026-10-26
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“Our Strategy Is Unchanged”
by TSOH Investment Research | 2026-10-26
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Evolution Q3 2026
by Under Followed Stocks | 2026-10-26
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Netflix Q3 2026: Another hurdle
by TQI Capital | 2026-10-26
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Weekly|Neocloud Financing, META, SPCX & BE, MSFT & NOW, OCP, DeepSeek, AI Storage
by FUNDA | 2026-10-26
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💥Is Getty a Prepack in Name Only?💥
by PETITION | 2026-10-25
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Philip Morris International: Ho-hum Hrmm?
by Invariant | 2026-10-25
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The Weekly Screener - October, 25: MSCI, RTX, SpaceX, Rollins & Netflix
by Quality Stocks | 2026-10-25
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Röko Q3 2026: EBITA +56%
by Slow Compounding | 2026-10-25
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O Moderna
by Leftfield Investing | 2026-10-25
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Elon Musk's $3.5 Trillion Bet: A Brilliant Master Plan or Delusions of Grandeur?
by High Growth Investing | 2026-10-24
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Elon Musks 3,5-Billionen-Dollar-Wette: Genialer Masterplan oder Größenwahn?
by High Growth Investing | 2026-10-24
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Deep Dive: $ASML
by Rebound Capital | 2026-10-24
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GE Aerospace – I am Buying the 24% Pullback
by Rijnberk Investinsights | 2026-10-24
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Flash Bolloré (EPA:BOL), Havas (AMS:HAVAS), Vivendi (EPA:VIV) : no news, little news, some news
by French Hidden Champions | 2026-10-24
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Mizuho Medy (4595): COVID-era test kit maker is still turning massive profits
by KonichiValue | 2026-10-24
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Amazon’s Trainium Takes a Strike at the Training King
by SemiAnalysis | 2026-10-23
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Dividend Informer Q3 2026 Update: Honeywell
by Dividend Informer | 2026-10-23
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Behind the Qs and Ks- (PRGS, CLX)
by A Peek Behind the Numbers | 2026-10-23
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Flash Thermador (EPA:THEP) : facing headwinds in France
by French Hidden Champions | 2026-10-23
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Spotify 3Q’26: Built for the Background
by MBI Deep Dives | 2026-10-23
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Preview|MSFT FY1Q27: GPT-5.6 Improves Copilot User Experience, Deployment Is Much Faster Than for Competing Products, and More Customers Are Adding Seats at Scale; Azure Expected to Beat Guidance
by FUNDA | 2026-10-23
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Bloom Energy: Don’t Confuse a Cash Flow Dip With a Demand Problem
by The Disruptive Investor | 2026-10-23
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Dividend Informer Q3 2026 Update: Comcast
by Dividend Informer | 2026-10-23
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Is the AI Bubble Bursting?
by Crack The Market | 2026-10-23
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Recapping Several Earnings Reports
by The Compounding Tortoise | 2026-10-23
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Putting bear cases to rest
by Best Anchor Stocks | 2026-10-23
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Lumentum: Re-evaluating the opportunity
by Outperforming the Market | 2026-10-23
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Rubis SCA: Interesting French listed Special Situation with a Corporate Restructuring catalyst
by Value and Opportunity | 2026-10-23
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Oscar Health: Up Over 200% From The March Lows, Still Room To Run (Ticker: OSCR)
by Chit Chat Stocks | 2026-10-23
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Dividend Informer Q3 2026 Update: Agree Realty
by Dividend Informer | 2026-10-22
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Dividend Informer Q3 2026 Update: Abbott Laboratories
by Dividend Informer | 2026-10-22
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Meta 3Q’26: Healthy Core, But Investors Spooked by Potential Funding Ambitions
by MBI Deep Dives | 2026-10-22
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Dividend Informer Q3 2026 Update: Northrup Grumman
by Dividend Informer | 2026-10-22
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[ISRG – Intuitive Surgical] the robot is the easy part
by scuttleblurb | 2026-10-22
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Sea (Un)limited: The Next Leg of Growth?
by Heavy Moat Investments | 2026-10-22
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Meta: 3Q26 Business Update
by Speedwell Memos | 2026-10-22
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Leather up, stock down
by Best Anchor Stocks | 2026-10-22
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Moody’s Q3 2026
by European Value | 2026-10-22
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LVMH Series #3 Perfumes & Cosmetics
by European Value | 2026-10-22
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Sea limited and the power of long term thinking
by Emerging Value | 2026-10-22
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