2018 Stock Analysis & Company Deep Dives

Independent research published in 2018

Browse 23 company-specific research articles from 4 independent analysts, covering 23 companies during 2018. Each article is linked to the company or companies identified in its title or subtitle.

Research articles

23

Companies covered

23

Independent analysts

4

Most-covered companies in 2018

Meta Platforms ($META) · 2 Aerocentury · 1 Amazon ($AMZN) · 1 Atlassian ($TEAM) · 1 Berkshire Hathaway ($BRK.A) · 1 CarMax · 1 Chegg ($CHGG) · 1 Constellation Software ($PNP.TO) · 1 Copart · 1 Doric Nimrod Air One ($DNA:LN) · 1 Idexx · 1 Live Nation ($LYV) · 1

Most-active analysts in 2018

scuttleblurb · 15 Alluvial · 4 Base Hit Investing · 3 Eagle Point Capital · 1

Research published in 2018

Showing 1–23 of 23

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[CHGG – Chegg] Low Cost Channel to Bundled Ed Tech and Challenges in the Publishing Industry

By scuttleblurb · 2018-10-06Chegg ($CHGG)

Southern Bancshares - SBNC

By Alluvial · 2018-09-11Southern Bancshares ($SBNC)

[V – Visa; MA – Mastercard] Expanding the Rails, Part 2

By scuttleblurb · 2018-08-15Mastercard Visa Inc. ($V)

Aerocentury Internalizes Management - ACY

By Alluvial · 2018-07-31Aerocentury

[TEAM – Atlassian] Collaboration and Competition

By scuttleblurb · 2018-07-31Atlassian ($TEAM)

Doric Nimrod Air One - DNA:LN

By Alluvial · 2018-07-13Doric Nimrod Air One ($DNA:LN)

[SQ – Square; PYPL – PayPal] Comparing Business Models and Strategies

By scuttleblurb · 2018-07-02PayPal

[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?), Part 2

By scuttleblurb · 2018-06-19Mercado Libre ($MELI)

[CPRT – Copart; KAR – KAR Auction Services] Copart is a Beast + Impending IAA Spin-Off from KAR

By scuttleblurb · 2018-06-05Copart

Two Berkshire Takeaways and Thoughts on Competitive Markets

By Base Hit Investing · 2018-05-15Berkshire Hathaway ($BRK.A)

[ZO1 – Zooplus] Competing with Amazon

By scuttleblurb · 2018-05-07Amazon ($AMZN)

Discussion at Markel

By Base Hit Investing · 2018-05-02Markel ($MKL)

[LYV – Live Nation] On Flywheels and Bundles

By scuttleblurb · 2018-04-24Live Nation ($LYV)

[WK – Workiva] From Point Solution to Platform

By scuttleblurb · 2018-04-13Workiva ($WK)

[KMX – CarMax; CVNA – Carvana] Moat, Growth, and Competition

By scuttleblurb · 2018-03-30CarMax

[IDXX – IDEXX Labs] Priced to Win

By scuttleblurb · 2018-02-02Idexx

[MSFT – Microsoft] Death Star, Reformed

By scuttleblurb · 2018-01-19Microsoft ($MSFT)

[SERV – ServiceMaster; ROL – Rollins] Scale Economies and Hard Realities: Part 2

By scuttleblurb · 2018-01-05Rollins