2020 Stock Analysis & Company Deep Dives

Page 2 of 3 · Independent research published in 2020

Browse 115 company-specific research articles from 17 independent analysts, covering 102 companies during 2020. Each article is linked to the company or companies identified in its title or subtitle.

Research articles

115

Companies covered

102

Independent analysts

17

Research published in 2020

Showing 51–100 of 115

Browse all years

How Apple Achieved 16% YoY Revenue Growth in Services

by Value Investing for Professionals | 2020-08-23

$AAPL

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Stock In The Spotlight: Lowe's Companies

by The Investor's Edge | 2020-08-21

$LOW

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Berkshire Hathaway: Updating Intrinsic Value

by Eagle Point Capital | 2020-08-19

$BRK.A

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Fastly TikTok Opportunity (FSLY, DDOG Q2 Highlights)

by Growth Curve Investing | 2020-08-17

$DDOG
$FSLY

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Post-Bankruptcy PG&E And Investing In Utilities

by Eagle Point Capital | 2020-08-13

$PCG

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Stock In The Spotlight: Simon Property Group

by The Investor's Edge | 2020-08-13

$SPG

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Founders 5: Dollar Weakness, CRWD, WORK, and TWLO

by Growth Curve Investing | 2020-08-11

$CRWD
$WORK
$TWLO

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Tractor Supply: A Portrait Of A Compounder As A Young Company

by Eagle Point Capital | 2020-08-07

$TSCO

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Disney: Surviving Through A Pandemic

by The Investor's Edge | 2020-08-07

$DIS

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NOTES: CrowdStrike 2020 Global Threat Report Webinar

by Growth Curve Investing | 2020-07-29

$CRWD

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Lowe's: Will This Turnaround Turn?

by Eagle Point Capital | 2020-07-24

$LOW

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Closed Slack (WORK) Position

by Growth Curve Investing | 2020-07-23

$WORK

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Crown Castle: Diversifying From Great To Good

by Eagle Point Capital | 2020-07-16

$CCI

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Roku (ROKU) Company Page

by Growth Curve Investing | 2020-07-12

$ROKU

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Spotify (SPOT) Company Page

by Growth Curve Investing | 2020-07-12

$SPOT

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Twilio (TWLO) Company Page

by Growth Curve Investing | 2020-07-12

$TWLO

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Slack (WORK) Company Page

by Growth Curve Investing | 2020-07-12

$WORK

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Pinterest (PINS) Company Page

by Growth Curve Investing | 2020-07-12

$PINS

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Sea Limited (SE) Company Page

by Growth Curve Investing | 2020-07-12

$SE

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The Trade Desk (TTD) Company Page

by Growth Curve Investing | 2020-07-12

$TTD

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Wheeler REIT - An Activism Story: WHLR, WHLRD, WHLRP

by Alluvial | 2020-07-06

$WHLR

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Pershing Square Tontine Holdings - Not Your Average SPAC

by Eagle Point Capital | 2020-07-03

$PSTH

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[ADM.L – Admiral Group] Barriers to scale; moats vs. revenue models

by scuttleblurb | 2020-06-30

$ADM.L

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Restaurant Brands International: What’s The Secret Sauce?

by Eagle Point Capital | 2020-06-26

$QSR

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Long Royal Bank of Canada/ Short Shopify

by Superfluous Value | 2020-06-25

$RY
$SHOP

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Dunkin' Brands: Good Business, Better Industry

by Eagle Point Capital | 2020-06-18

$DNKN

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Wyndham Hotels: Necessity Is The Mother of Invention

by Eagle Point Capital | 2020-06-12

$WH

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🐻 Problems at CorVel (NASDAQ: CRVL)

by The Bear Cave | 2020-06-11

$CRVL

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LICT Corporation - LICT

by Alluvial | 2020-06-11

$LICT

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[APPN, PEGA, SMAR] No/low code evolution

by scuttleblurb | 2020-06-11

$EVVTY
$SMAR

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Special Situations: Ecolab and Kontoor Brands

by Eagle Point Capital | 2020-05-29

$ECL

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Berkshire Hathaway Q1 2020 Portfolio Update

by Enterprising Investor | 2020-05-29

$BRK.A

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Kontoor Brands: Forced Selling Could Create A Buying Opportunity Levered To An Economic Recovery

by Eagle Point Capital | 2020-05-23

$KTB

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Why We Recently Bought Hilton

by Eagle Point Capital | 2020-05-20

$HLT

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Sea Limited (SE) Company Page

by Growth Curve Investing | 2020-05-19

$SE

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Masco's Shrink To Grow Transformation Looks Complete

by Eagle Point Capital | 2020-05-15

$MAS

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Bank Of Hawaii Has A Wide Moat But Little Opportunity To Reinvest

by Eagle Point Capital | 2020-05-09

$BOH

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Agilent Technologies - Attractive Business Model, Fairly Valued

by Eagle Point Capital | 2020-05-08

$A

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Another look at New England Realty Associates LP - NEN

by Alluvial | 2020-05-04

$NEN

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American Express

by Eagle Point Capital | 2020-05-01

$AXP

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CarMax: Lasting Moat in a Tough Industry

by Eagle Point Capital | 2020-04-24

$KMX

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Long ViacomCBS/Short Netflix

by Superfluous Value | 2020-04-18

$NFLX
$PARA

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AutoZone

by Eagle Point Capital | 2020-04-17

$AZO

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Why Simon Property Group (Probably) Won't Go Bankrupt

by Enterprising Investor | 2020-04-16

$SPG

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Ep. 116 - From Microsoft to MicroCaps with Andy Preikschat, CIO and Portfolio Manager at Edgebrook Partners, LP

by Planet MicroCap | 2020-04-15

$MSFT

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[LILAK – Liberty Latin America] Once more unto the breach

by scuttleblurb | 2020-04-14

$LILA

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NVR – Trouncing Competitors Since 1995

by Eagle Point Capital | 2020-04-10

$NVR

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Hibiscus Petroleum Berhad (5199.KL)

by Value Investing for Professionals | 2020-04-05

$5199.KL

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Wells Fargo: Man Overboard?

by Eagle Point Capital | 2020-03-27

$WFC

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Investment Horizons / Schmitt Industries Investment Overview

by Eagle Point Capital | 2020-03-20

$SMIT

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