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2019 Stock Analysis & Company Deep Dives

Independent research published in 2019

Browse 67 company-specific research articles from 6 independent analysts, covering 54 companies during 2019. Each article is linked to the company or companies identified in its title or subtitle.

Research articles

67

Companies covered

54

Independent analysts

6

Most-covered companies in 2019

The Trade Desk ($TTD) · 8Roku ($ROKU) · 6CrowdStrike ($CRWD) · 5Slack Technologies ($WORK) · 5Zscaler, Inc. ($ZS) · 5Adyen ($ADYEY) · 4Align Technology ($ALGN) · 4Elastic ($ESTC) · 4MongoDB ($MDB) · 4Twilio ($TWLO) · 4Datadog, Inc. ($DDOG) · 3Now ($NOW) · 3

Most-active analysts in 2019

Growth Curve Investing · 38scuttleblurb · 13Alluvial · 7Eagle Point Capital · 4Base Hit Investing · 3Planet MicroCap · 2

Research published in 2019

Showing 1–50 of 67

Browse all years

Warren Buffett 1997 Email Exchange on Microsoft

By Base Hit Investing · 2019-12-19Microsoft ($MSFT)

[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 3 of 4

By scuttleblurb · 2019-12-18Adyen ($ADYEY)

[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 4 of 4

By scuttleblurb · 2019-12-18Adyen ($ADYEY)

Ep. 103 - Catching up with OTC Markets and Addressing Critical Issues to MicroCap Ecosystem with Cromwell Coulson, CEO of OTC Markets Group, Inc.

By Planet MicroCap · 2019-12-17OTC Markets Group ($OTCM)

Monarch Cement - OTC:MCEM

By Alluvial · 2019-12-05Monarch Cement ($MCEM)

Holding ESTC & Will Likely Add to WORK Tomorrow

By Growth Curve Investing · 2019-12-05Elastic ($ESTC)Slack Technologies ($WORK)

Sold All ZS Shares @$49.85, bought 326 CRWD Shares @$57.04

By Growth Curve Investing · 2019-12-04CrowdStrike ($CRWD)Zscaler, Inc. ($ZS)

[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 2 of 4

By scuttleblurb · 2019-11-26Adyen ($ADYEY)

Conrad Industries - OTC:CNRD

By Alluvial · 2019-11-19Conrad Industries ($CNRD)

NortonLifeLock Looks Like A Classic Special Situation Mispricing

By Eagle Point Capital · 2019-11-17NortonLifeLock

Added 300 shares of DDOG @ $32.71. Reporting Earnings Today

By Growth Curve Investing · 2019-11-12Datadog, Inc. ($DDOG)

WeWork - What Investors Can Take Away From The Recent Meltdown

By Eagle Point Capital · 2019-11-12WeWork

Robertet Groupe - Euronext RBT, CBE

By Alluvial · 2019-11-11Robertet Groupe

[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 1 of 4

By scuttleblurb · 2019-11-08Adyen ($ADYEY)

Sold 50% of TTD Shares. Added to DDOG

By Growth Curve Investing · 2019-11-08Datadog, Inc. ($DDOG)The Trade Desk ($TTD)

Preparing for The Trade Desk's Q3 2019 Earnings Report

By Growth Curve Investing · 2019-11-07The Trade Desk ($TTD)

Added 40 Shares of ROKU @$120

By Growth Curve Investing · 2019-11-07Roku ($ROKU)

Holding Steady With ROKU and TTD into Earnings

By Growth Curve Investing · 2019-11-06Roku ($ROKU)The Trade Desk ($TTD)

Quick TWLO Update

By Growth Curve Investing · 2019-10-30Twilio ($TWLO)

Company Overview: Twilio (TWLO)

By Growth Curve Investing · 2019-10-30Twilio ($TWLO)

Crawford United - OTC:CRAWA

By Alluvial · 2019-10-25Crawford United ($CRAWA)

Sold WORK, Trimmed PLAN and MDB for tax loss harvesting. Bought ROKU

By Growth Curve Investing · 2019-10-16MongoDB ($MDB)Plantronics ($PLAN)Roku ($ROKU)Slack Technologies ($WORK)

[V – Visa; MA – Mastercard] Beyond the card

By scuttleblurb · 2019-10-11MastercardVisa Inc. ($V)

Sold ROKU @ $129 Bought DDOG @

By Growth Curve Investing · 2019-09-20Datadog, Inc. ($DDOG)Roku ($ROKU)

Added to AYX, CRWD, MDB, OKTA, TTD, TWLO, And ZM this morning.

By Growth Curve Investing · 2019-09-17Alteryx ($AYX)CrowdStrike ($CRWD)MongoDB ($MDB)Okta ($OKTA)The Trade Desk ($TTD)Twilio ($TWLO)Zoom Video Communications ($ZM)

[HEI/A – HEICO Corp] Niches get riches; Part 2

By scuttleblurb · 2019-09-12HEICO

Zscaler (ZS) Q4 2019 Earnings Report

By Growth Curve Investing · 2019-09-11Zscaler, Inc. ($ZS)

Down $13,000 this Week and Staying Put After Earnings From MDB, WORK, PD, CRWD, and ZS

By Growth Curve Investing · 2019-09-06CrowdStrike ($CRWD)MongoDB ($MDB)Pager Duty ($PD)Slack Technologies ($WORK)Zscaler, Inc. ($ZS)

Okta (OKTA) & Elastic (ESTC) Report Earnings

By Growth Curve Investing · 2019-08-29Elastic ($ESTC)Okta ($OKTA)

Added to ESTC, PLAN, and ZS

By Growth Curve Investing · 2019-08-28Elastic ($ESTC)Plantronics ($PLAN)Zscaler, Inc. ($ZS)

Anaplan (PLAN) Q2 FY20 Earnings: Great Results, Leaving my Position as is at 6%

By Growth Curve Investing · 2019-08-27Plantronics ($PLAN)

Added to Zscaler (ZS) a Wonderful Company Down 9% today.

By Growth Curve Investing · 2019-08-19Zscaler, Inc. ($ZS)

Weekly Update & The Trade Desk Earnings Review

By Growth Curve Investing · 2019-08-10The Trade Desk ($TTD)

ROKU Q2 2019 Earnings Update

By Growth Curve Investing · 2019-08-08Roku ($ROKU)

Sticking to The Plan & Earnings from Alteryx and Twilio

By Growth Curve Investing · 2019-08-07Alteryx ($AYX)Twilio ($TWLO)

Allison Transmission

By Eagle Point Capital · 2019-08-02Allison Transmission ($ALSN)

Wells Fargo: Not All Boring Ideas Turn Out to Be Boring

By Base Hit Investing · 2019-07-29Wells Fargo ($WFC)

Wells Fargo

By Eagle Point Capital · 2019-07-29Wells Fargo ($WFC)

TTD Partners With Amazon. Huge Win

By Growth Curve Investing · 2019-07-27Amazon ($AMZN)The Trade Desk ($TTD)

New Atlassian (TEAM) $134 Straddle (bought Put and Bought Call)

By Growth Curve Investing · 2019-07-25Atlassian ($TEAM)

Closed Options Gambles on TSLA, NOW, and ALGN for $7,785 Profit

By Growth Curve Investing · 2019-07-25Align Technology ($ALGN)Now ($NOW)Tesla ($TSLA)

Live $TSLA, $NOW, and $ALGN Earnings Thread 4:00 - 4:30pm EST. Come Hang out.

By Growth Curve Investing · 2019-07-24Align Technology ($ALGN)Now ($NOW)Tesla ($TSLA)

Long Term Positions in WORK and CRWD and More Risky Options Bets on ALGN and NOW

By Growth Curve Investing · 2019-07-24Align Technology ($ALGN)CrowdStrike ($CRWD)Now ($NOW)Slack Technologies ($WORK)

Microsoft Teams vs Slack Is Not as Simple as it Seems..

By Growth Curve Investing · 2019-07-24Microsoft ($MSFT)Slack Technologies ($WORK)

Weekly Review + $7,018 (+1.44%), Crowdstrike Earnings Review, & The Links!

By Growth Curve Investing · 2019-07-19CrowdStrike ($CRWD)

Bought ESTC and 2 Options “Gambles”

By Growth Curve Investing · 2019-07-18Elastic ($ESTC)

A Discussion on Facebook

By Base Hit Investing · 2019-07-08Meta Platforms ($META)

[TTD – The Trade Desk] A gorilla in ad tech?

By scuttleblurb · 2019-07-06The Trade Desk ($TTD)

Future Builders: MongoDB & The Trade Desk

By Growth Curve Investing · 2019-07-01MongoDB ($MDB)The Trade Desk ($TTD)

NII Holdings Liquidation - NIHD

By Alluvial · 2019-07-01NII Holdings ($NIHD)

AmibrokerBaFin - Managers' transactionsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBeyondSPXAsian Dividend StocksAsian Dividend StocksBehind the Balance SheetCapital Employed FMCapital Employed FMAlessandro (Macro Strategist)Alessandro (Macro Strategist)BizTocAtom FinanceForward GuidanceForward GuidanceCapital CyclistsCapital CyclistsFinPodFinPodAlphaSenseAcquiredAcquiredChit Chat StocksChit Chat StocksFoundersFoundersA Peek Behind the NumbersHeavy Moat InvestmentsHeavy Moat InvestmentsCapital AllocatorsCapital AllocatorsBeehiiv41investments41investmentsBamSECBloomberg NewsAsian Century StocksAsian Century StocksFresh InvestFresh InvestBenzingaBehind the Balance SheetBehind the Balance SheetCompound & FireBase Hit InvestingAmibrokerBaFin - Managers' transactionsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBeyondSPXAsian Dividend StocksAsian Dividend StocksBehind the Balance SheetCapital Employed FMCapital Employed FMAlessandro (Macro Strategist)Alessandro (Macro Strategist)BizTocAtom FinanceForward GuidanceForward GuidanceCapital CyclistsCapital CyclistsFinPodFinPodAlphaSenseAcquiredAcquiredChit Chat StocksChit Chat StocksFoundersFoundersA Peek Behind the NumbersHeavy Moat InvestmentsHeavy Moat InvestmentsCapital AllocatorsCapital AllocatorsBeehiiv41investments41investmentsBamSECBloomberg NewsAsian Century StocksAsian Century StocksFresh InvestFresh InvestBenzingaBehind the Balance SheetBehind the Balance SheetCompound & FireBase Hit InvestingAmibrokerBaFin - Managers' transactionsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBeyondSPXAsian Dividend StocksAsian Dividend StocksBehind the Balance SheetCapital Employed FMCapital Employed FMAlessandro (Macro Strategist)Alessandro (Macro Strategist)BizTocAtom FinanceForward GuidanceForward GuidanceCapital CyclistsCapital CyclistsFinPodFinPodAlphaSenseAcquiredAcquiredChit Chat StocksChit Chat StocksFoundersFoundersA Peek Behind the NumbersHeavy Moat InvestmentsHeavy Moat InvestmentsCapital AllocatorsCapital AllocatorsBeehiiv41investments41investmentsBamSECBloomberg NewsAsian Century StocksAsian Century StocksFresh InvestFresh InvestBenzingaBehind the Balance SheetBehind the Balance SheetCompound & FireBase Hit Investing