Chit Chat StocksChit Chat StocksBizTocFresh InvestFresh InvestAcquiredAcquiredAmibrokerAsian Dividend StocksAsian Dividend StocksBloomberg NewsCapital CyclistsCapital CyclistsCapital Employed FMCapital Employed FMThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAlessandro (Macro Strategist)Alessandro (Macro Strategist)41investments41investmentsAsian Century StocksAsian Century StocksFoundersFoundersHeavy Moat InvestmentsHeavy Moat InvestmentsBehind the Balance SheetBehind the Balance SheetAlphaSenseBenzingaForward GuidanceForward GuidanceAtom FinanceBeyondSPXBaFin - Managers' transactionsBloomberg TerminalBamSECCompound & FireRhinoInsightRhinoInsightBusiness BreakdownsBusiness BreakdownsCapital AllocatorsCapital AllocatorsBeehiivAlluvialAlluvialChit Chat StocksChit Chat StocksBizTocFresh InvestFresh InvestAcquiredAcquiredAmibrokerAsian Dividend StocksAsian Dividend StocksBloomberg NewsCapital CyclistsCapital CyclistsCapital Employed FMCapital Employed FMThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAlessandro (Macro Strategist)Alessandro (Macro Strategist)41investments41investmentsAsian Century StocksAsian Century StocksFoundersFoundersHeavy Moat InvestmentsHeavy Moat InvestmentsBehind the Balance SheetBehind the Balance SheetAlphaSenseBenzingaForward GuidanceForward GuidanceAtom FinanceBeyondSPXBaFin - Managers' transactionsBloomberg TerminalBamSECCompound & FireRhinoInsightRhinoInsightBusiness BreakdownsBusiness BreakdownsCapital AllocatorsCapital AllocatorsBeehiivAlluvialAlluvialChit Chat StocksChit Chat StocksBizTocFresh InvestFresh InvestAcquiredAcquiredAmibrokerAsian Dividend StocksAsian Dividend StocksBloomberg NewsCapital CyclistsCapital CyclistsCapital Employed FMCapital Employed FMThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAlessandro (Macro Strategist)Alessandro (Macro Strategist)41investments41investmentsAsian Century StocksAsian Century StocksFoundersFoundersHeavy Moat InvestmentsHeavy Moat InvestmentsBehind the Balance SheetBehind the Balance SheetAlphaSenseBenzingaForward GuidanceForward GuidanceAtom FinanceBeyondSPXBaFin - Managers' transactionsBloomberg TerminalBamSECCompound & FireRhinoInsightRhinoInsightBusiness BreakdownsBusiness BreakdownsCapital AllocatorsCapital AllocatorsBeehiivAlluvialAlluvial

2020 Stock Analysis & Company Deep Dives

Independent research published in 2020

Browse 124 company-specific research articles from 17 independent analysts, covering 114 companies during 2020. Each article is linked to the company or companies identified in its title or subtitle.

Research articles

124

Companies covered

114

Independent analysts

17

Most-covered companies in 2020

CrowdStrike ($CRWD) · 4Slack Technologies ($WORK) · 4Apple ($AAPL) · 3Berkshire Hathaway ($BRK.A) · 3Disney ($DIS) · 3Roku ($ROKU) · 3AutoZone · 2Crown Castle · 2Datadog, Inc. ($DDOG) · 2Evergrande · 2Evolution AB ($EVVTY) · 2Fastly ($FSLY) · 2

Most-active analysts in 2020

Eagle Point Capital · 36Growth Curve Investing · 16scuttleblurb · 12Value Investing for Professionals · 10The Bear Cave · 9Asian Century Stocks · 7Alluvial · 6Planet MicroCap · 5The Investor's Edge · 5Enterprising Investor · 4

Research published in 2020

Showing 1–50 of 124

Browse all years

More Problems at Triterras (TRIT)

By The Bear Cave · 2020-12-31Triterras ($TRIT)

Ep. 154 - Roku Thesis, Betting on Kambi and the Pains of Being a Mets, Jets, Islanders Fan with Elliot Turner, Managing Partner, CIO of RGA Investment Advisors

By Planet MicroCap · 2020-12-30KambiRoku ($ROKU)

Skillsoft

By ToffCap · 2020-12-22Skillsoft

How Berkshire Acquired National Indemnity

By Enterprising Investor · 2020-12-19Berkshire Hathaway ($BRK.A)

Fastenal: Leveraging A Legacy Moat

By Eagle Point Capital · 2020-12-18Fastenal

Problems at Triterras (TRIT)

By The Bear Cave · 2020-12-17Triterras ($TRIT)

Problems at Chefs' Warehouse (CHEF)

By The Bear Cave · 2020-12-15Chefs' Warehouse ($CHEF)

Yantai Changyu Pioneer Wine (000869)

By Asian Century Stocks · 2020-12-08Yantai Changyu Pioneer Wine ($000869)

Deep Dive on ANGI

By MBI Deep Dives · 2020-12-04Angi

eBay: My Kind of Turnaround

By Eagle Point Capital · 2020-12-04eBay Inc.

Problems at Root Insurance (ROOT)

By The Bear Cave · 2020-12-03Root Insurance ($ROOT)

Is TransDigm's Pricing Power Sustainable?

By Eagle Point Capital · 2020-11-27TransDigm ($TDG)

Koshidaka Holdings Co Ltd (2157)

By Asian Century Stocks · 2020-11-25Koshidaka Holdings Co Ltd ($2157)

AutoZone: Annual Update

By Eagle Point Capital · 2020-11-20AutoZone

Problems at Enova International (ENVA)

By The Bear Cave · 2020-11-19Enova International ($ENVA)

The Investors Roundtable #7: SaaS Models, Future of Food Delivery, Gold, Asteroid Mining and Kodak

By Planet MicroCap · 2020-11-13Kodak

Weibo Corporation (WB)

By Asian Century Stocks · 2020-11-11Weibo Corporation ($WB)

Why Ant Financial's IPO was pulled

By Value Investing for Professionals · 2020-11-09Ant Financial

The Economics of the Cult of Lululemon

By MBI Deep Dives · 2020-11-06Lululemon

Problems at K12 Inc. (LRN)

By The Bear Cave · 2020-11-05K12 Inc. ($LRN)

HEICO: A Compounding Beast

By Eagle Point Capital · 2020-11-05HEICO

The Investors Roundtable #3: Tesla Valuation, MicroCap Gold Stocks, US Election Ramifications

By Planet MicroCap · 2020-10-30Tesla ($TSLA)

Costco: A Wonderful Business But Priced For Perfection

By Eagle Point Capital · 2020-10-30Costco ($COST)

Apple’s A14 Packs 134 Million Transistors/mm², but Falls Short of TSMC’s Density Claims

By SemiAnalysis · 2020-10-27Apple ($AAPL)TSMC ($TSM)

CNOOC Ltd (0883)

By Asian Century Stocks · 2020-10-26CNOOC Ltd ($0883)

Qualcomm Lost the iPhone 12 mmWave Antenna Module Contract to a Chinese Company

By SemiAnalysis · 2020-10-25Qualcomm

A&W Revenue Royalties Income Fund

By Eagle Point Capital · 2020-10-23A&W Revenue Royalties Income Fund

Jardine Strategic: Value Managers Going Cheap- Part 2

By Superfluous Value · 2020-10-21Jardine Strategic

Chris Bloomstran's letter to The Walt Disney Company

By Value Investing World · 2020-10-16Disney ($DIS)

Problems at EverQuote (EVER)

By The Bear Cave · 2020-10-15EverQuote ($EVER)

[Chr. Hansen, Novozymes] All the small things (plus some quick thoughts on The Trade Desk)

By scuttleblurb · 2020-10-15The Trade Desk ($TTD)

Valuation: Intel vs TSMC vs AMD

By Enterprising Investor · 2020-10-14AMDIntel ($INTC)TSMC ($TSM)

Fondul Proprietatea S.A. - FP:London

By Alluvial · 2020-10-13Fondul Proprietatea S.A.

Ollie's Bargain Outlet: Discount Retailer With A Long Runway

By Eagle Point Capital · 2020-10-09Ollie's Bargain Outlet

SATS Ltd (S58)

By Asian Century Stocks · 2020-10-09SATS Ltd ($S58)

Etsy: A Handmade Giant in the Passion Economy

By MBI Deep Dives · 2020-10-06Etsy

Netflix disrupted the Cable companies - now it's being disrupted by the Cable companies

By Value Investing for Professionals · 2020-10-05Netflix ($NFLX)

Uber Deep-Dive

By Value Investing for Professionals · 2020-10-02Uber

Problems at Celsius Holdings (CELH)

By The Bear Cave · 2020-10-01Celsius Energy ($CELH)

Evergrande: What Happens Next? (Part 2)

By Value Investing for Professionals · 2020-10-01Evergrande

Ep. 141 - An Intelligent Framework for Successful Investing in Any Market with Sham Gad, Paragon Technologies, Inc., Gad Partners Funds and Author of “The Business of Value Investing”

By Planet MicroCap · 2020-09-30Paragon Technologies

The Market May Be Underestimating Dropbox

By Eagle Point Capital · 2020-09-25Dropbox

Evergrande: A Deep Dive (Part 1)

By Value Investing for Professionals · 2020-09-24Evergrande

Thoughts on Watsco and some businesses like it

By scuttleblurb · 2020-09-24Watsco

Nestle Malaysia Berhad (4707.KL)

By Value Investing for Professionals · 2020-09-22Nestle Malaysia Berhad ($4707.KL)

Lessons From Enron

By Eagle Point Capital · 2020-09-18Enron

AirAsia (Part 1) - Buy or Die?

By Value Investing for Professionals · 2020-09-18AirAsia

Haier Smart Home Co Ltd (690D)

By Asian Century Stocks · 2020-09-16Haier Smart Home Co Ltd ($690D)

Keep An Eye On CSW Industrials

By Eagle Point Capital · 2020-09-11CSW Industrials ($CSWI)

Deep Dive on Uber

By MBI Deep Dives · 2020-09-08Uber

BamSECEquity MatesEquity MatesCapital Employed FMCapital Employed FMBaFin - Managers' transactionsForward GuidanceForward GuidanceFresh InvestFresh Invest41investments41investmentsBeehiivBehind the Balance SheetA Peek Behind the NumbersAlphaSenseBehind the Balance SheetBehind the Balance SheetBenzingaBusiness BreakdownsBusiness BreakdownsCapital CyclistsCapital CyclistsAsian Dividend StocksAsian Dividend StocksBloomberg TerminalBloomberg NewsAmibrokerAcquiredAcquiredChit Chat StocksChit Chat StocksAlluvialAlluvialCapital AllocatorsCapital AllocatorsHeavy Moat InvestmentsHeavy Moat InvestmentsBejaminAIAsian Century StocksAsian Century StocksAtom FinanceFoundersFoundersCompound & FireFinPodFinPodBamSECEquity MatesEquity MatesCapital Employed FMCapital Employed FMBaFin - Managers' transactionsForward GuidanceForward GuidanceFresh InvestFresh Invest41investments41investmentsBeehiivBehind the Balance SheetA Peek Behind the NumbersAlphaSenseBehind the Balance SheetBehind the Balance SheetBenzingaBusiness BreakdownsBusiness BreakdownsCapital CyclistsCapital CyclistsAsian Dividend StocksAsian Dividend StocksBloomberg TerminalBloomberg NewsAmibrokerAcquiredAcquiredChit Chat StocksChit Chat StocksAlluvialAlluvialCapital AllocatorsCapital AllocatorsHeavy Moat InvestmentsHeavy Moat InvestmentsBejaminAIAsian Century StocksAsian Century StocksAtom FinanceFoundersFoundersCompound & FireFinPodFinPodBamSECEquity MatesEquity MatesCapital Employed FMCapital Employed FMBaFin - Managers' transactionsForward GuidanceForward GuidanceFresh InvestFresh Invest41investments41investmentsBeehiivBehind the Balance SheetA Peek Behind the NumbersAlphaSenseBehind the Balance SheetBehind the Balance SheetBenzingaBusiness BreakdownsBusiness BreakdownsCapital CyclistsCapital CyclistsAsian Dividend StocksAsian Dividend StocksBloomberg TerminalBloomberg NewsAmibrokerAcquiredAcquiredChit Chat StocksChit Chat StocksAlluvialAlluvialCapital AllocatorsCapital AllocatorsHeavy Moat InvestmentsHeavy Moat InvestmentsBejaminAIAsian Century StocksAsian Century StocksAtom FinanceFoundersFoundersCompound & FireFinPodFinPod