The Wolf of Harcourt StreetThe Wolf of Harcourt StreetCompound & FireBloomberg NewsFresh InvestFresh InvestA Peek Behind the NumbersBehind the Balance SheetBehind the Balance SheetFinPodFinPodCapital Employed FMCapital Employed FMBejaminAIRhinoInsightRhinoInsightAcquiredAcquiredBehind the Balance SheetEquity MatesEquity MatesBase Hit InvestingBloomberg TerminalAlphaSenseForward GuidanceForward GuidanceAmibrokerAlessandro (Macro Strategist)Alessandro (Macro Strategist)Business BreakdownsBusiness Breakdowns41investments41investmentsBaFin - Managers' transactionsBeyondSPXChit Chat StocksChit Chat StocksFoundersFoundersAsian Dividend StocksAsian Dividend StocksHeavy Moat InvestmentsHeavy Moat InvestmentsAsian Century StocksAsian Century StocksCapital CyclistsCapital CyclistsBamSECThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetCompound & FireBloomberg NewsFresh InvestFresh InvestA Peek Behind the NumbersBehind the Balance SheetBehind the Balance SheetFinPodFinPodCapital Employed FMCapital Employed FMBejaminAIRhinoInsightRhinoInsightAcquiredAcquiredBehind the Balance SheetEquity MatesEquity MatesBase Hit InvestingBloomberg TerminalAlphaSenseForward GuidanceForward GuidanceAmibrokerAlessandro (Macro Strategist)Alessandro (Macro Strategist)Business BreakdownsBusiness Breakdowns41investments41investmentsBaFin - Managers' transactionsBeyondSPXChit Chat StocksChit Chat StocksFoundersFoundersAsian Dividend StocksAsian Dividend StocksHeavy Moat InvestmentsHeavy Moat InvestmentsAsian Century StocksAsian Century StocksCapital CyclistsCapital CyclistsBamSECThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetCompound & FireBloomberg NewsFresh InvestFresh InvestA Peek Behind the NumbersBehind the Balance SheetBehind the Balance SheetFinPodFinPodCapital Employed FMCapital Employed FMBejaminAIRhinoInsightRhinoInsightAcquiredAcquiredBehind the Balance SheetEquity MatesEquity MatesBase Hit InvestingBloomberg TerminalAlphaSenseForward GuidanceForward GuidanceAmibrokerAlessandro (Macro Strategist)Alessandro (Macro Strategist)Business BreakdownsBusiness Breakdowns41investments41investmentsBaFin - Managers' transactionsBeyondSPXChit Chat StocksChit Chat StocksFoundersFoundersAsian Dividend StocksAsian Dividend StocksHeavy Moat InvestmentsHeavy Moat InvestmentsAsian Century StocksAsian Century StocksCapital CyclistsCapital CyclistsBamSEC

2020 Stock Analysis & Company Deep Dives

Page 2 of 3 · 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

Research published in 2020

Showing 51–100 of 124

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Daily Digest: RDFN, PD, CRWD, ZM Blogs

By Growth Curve Investing · 2020-09-04CrowdStrike ($CRWD)Pager Duty ($PD)RDFNZoom Video Communications ($ZM)

Stock In The Spotlight: The Home Depot, Inc.

By The Investor's Edge · 2020-09-04The Home Depot ($HD)

Business Update - CrowdStrike - Outstanding Q2'21 Results, Another Step Closer To Become The Leader In Cybersecurity

By Sleep Well Investments · 2020-09-03CrowdStrike ($CRWD)

Haw Par Corporation Ltd (H02)

By Asian Century Stocks · 2020-08-31Haw Par Corporation Ltd ($H02)

Stock In The Spotlight: AbbVie Inc.

By The Investor's Edge · 2020-08-28AbbVie

Micro Focus: The world's only tech stock at March lows

By Superfluous Value · 2020-08-27Micro Focus

Takeaways from P10 Holdings' Quarterly Report - PIOE

By Alluvial · 2020-08-25P10 Holdings

How Apple Achieved 16% YoY Revenue Growth in Services

By Value Investing for Professionals · 2020-08-23Apple ($AAPL)

Stock In The Spotlight: Lowe's Companies

By The Investor's Edge · 2020-08-21Lowe's ($LOW)

Berkshire Hathaway: Updating Intrinsic Value

By Eagle Point Capital · 2020-08-19Berkshire Hathaway ($BRK.A)

Fastly TikTok Opportunity (FSLY, DDOG Q2 Highlights)

By Growth Curve Investing · 2020-08-17Datadog, Inc. ($DDOG)Fastly ($FSLY)

Post-Bankruptcy PG&E And Investing In Utilities

By Eagle Point Capital · 2020-08-13PG&E

Stock In The Spotlight: Simon Property Group

By The Investor's Edge · 2020-08-13Simon Property Group

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

By Growth Curve Investing · 2020-08-11CrowdStrike ($CRWD)Slack Technologies ($WORK)Twilio ($TWLO)

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

By Eagle Point Capital · 2020-08-07Tractor Supply

Disney: Surviving Through A Pandemic

By The Investor's Edge · 2020-08-07Disney ($DIS)

NOTES: CrowdStrike 2020 Global Threat Report Webinar

By Growth Curve Investing · 2020-07-29CrowdStrike ($CRWD)

Lowe's: Will This Turnaround Turn?

By Eagle Point Capital · 2020-07-24Lowe's ($LOW)

Closed Slack (WORK) Position

By Growth Curve Investing · 2020-07-23Slack Technologies ($WORK)

Crown Castle: Diversifying From Great To Good

By Eagle Point Capital · 2020-07-16Crown Castle

Roku (ROKU) Company Page

By Growth Curve Investing · 2020-07-12Roku ($ROKU)

Spotify (SPOT) Company Page

By Growth Curve Investing · 2020-07-12Spotify ($SPOT)

Twilio (TWLO) Company Page

By Growth Curve Investing · 2020-07-12Twilio ($TWLO)

Slack (WORK) Company Page

By Growth Curve Investing · 2020-07-12Slack Technologies ($WORK)

Pinterest (PINS) Company Page

By Growth Curve Investing · 2020-07-12Pinterest ($PINS)

Sea Limited (SE) Company Page

By Growth Curve Investing · 2020-07-12Sea Limited ($SE)

The Trade Desk (TTD) Company Page

By Growth Curve Investing · 2020-07-12The Trade Desk ($TTD)

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

By Alluvial · 2020-07-06Wheeler REIT

Pershing Square Tontine Holdings - Not Your Average SPAC

By Eagle Point Capital · 2020-07-03Pershing Square Tontine Holdings

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

By scuttleblurb · 2020-06-30Admiral

Restaurant Brands International: What’s The Secret Sauce?

By Eagle Point Capital · 2020-06-26Restaurant Brands International

Long Royal Bank of Canada/ Short Shopify

By Superfluous Value · 2020-06-25Royal Bank of CanadaShopify ($SHOP)

Dunkin' Brands: Good Business, Better Industry

By Eagle Point Capital · 2020-06-18Dunkin' Brands

Wyndham Hotels: Necessity Is The Mother of Invention

By Eagle Point Capital · 2020-06-12Wyndham Hotels

🐻 Problems at CorVel (NASDAQ: CRVL)

By The Bear Cave · 2020-06-11CorVel ($CRVL)

LICT Corporation - LICT

By Alluvial · 2020-06-11LICT Corporation

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

By scuttleblurb · 2020-06-11Evolution AB ($EVVTY)Smar ($SMAR)

Special Situations: Ecolab and Kontoor Brands

By Eagle Point Capital · 2020-05-29Ecolab

Berkshire Hathaway Q1 2020 Portfolio Update

By Enterprising Investor · 2020-05-29Berkshire Hathaway ($BRK.A)

FICO and the Consumer Credit Bureaus: Part 2

By scuttleblurb · 2020-05-24FICO

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

By Eagle Point Capital · 2020-05-23Kontoor Brands

Why We Recently Bought Hilton

By Eagle Point Capital · 2020-05-20Hilton

Sea Limited (SE) Company Page

By Growth Curve Investing · 2020-05-19Sea Limited ($SE)

Masco's Shrink To Grow Transformation Looks Complete

By Eagle Point Capital · 2020-05-15Masco

FICO and the Consumer Credit Bureaus: Part 1

By scuttleblurb · 2020-05-12FICO

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

By Eagle Point Capital · 2020-05-09Bank Of Hawaii

Agilent Technologies - Attractive Business Model, Fairly Valued

By Eagle Point Capital · 2020-05-08Agilent Technologies

Another look at New England Realty Associates LP - NEN

By Alluvial · 2020-05-04New England Realty Associates LP ($NEN)

American Express

By Eagle Point Capital · 2020-05-01American Express

CarMax: Lasting Moat in a Tough Industry

By Eagle Point Capital · 2020-04-24CarMax

AcquiredAcquiredBizTocAlphaSenseBloomberg NewsAmibrokerBamSECBeyondSPXBenzingaAlluvialAlluvialThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBase Hit InvestingCompound & FireAsian Dividend StocksAsian Dividend StocksRhinoInsightRhinoInsightForward GuidanceForward GuidanceChit Chat StocksChit Chat StocksAtom FinanceFoundersFounders41investments41investmentsEquity MatesEquity MatesBehind the Balance SheetBehind the Balance SheetAlessandro (Macro Strategist)Alessandro (Macro Strategist)Behind the Balance SheetBaFin - Managers' transactionsBusiness BreakdownsBusiness BreakdownsFinPodFinPodFresh InvestFresh InvestA Peek Behind the NumbersHeavy Moat InvestmentsHeavy Moat InvestmentsCapital AllocatorsCapital AllocatorsAcquiredAcquiredBizTocAlphaSenseBloomberg NewsAmibrokerBamSECBeyondSPXBenzingaAlluvialAlluvialThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBase Hit InvestingCompound & FireAsian Dividend StocksAsian Dividend StocksRhinoInsightRhinoInsightForward GuidanceForward GuidanceChit Chat StocksChit Chat StocksAtom FinanceFoundersFounders41investments41investmentsEquity MatesEquity MatesBehind the Balance SheetBehind the Balance SheetAlessandro (Macro Strategist)Alessandro (Macro Strategist)Behind the Balance SheetBaFin - Managers' transactionsBusiness BreakdownsBusiness BreakdownsFinPodFinPodFresh InvestFresh InvestA Peek Behind the NumbersHeavy Moat InvestmentsHeavy Moat InvestmentsCapital AllocatorsCapital AllocatorsAcquiredAcquiredBizTocAlphaSenseBloomberg NewsAmibrokerBamSECBeyondSPXBenzingaAlluvialAlluvialThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBase Hit InvestingCompound & FireAsian Dividend StocksAsian Dividend StocksRhinoInsightRhinoInsightForward GuidanceForward GuidanceChit Chat StocksChit Chat StocksAtom FinanceFoundersFounders41investments41investmentsEquity MatesEquity MatesBehind the Balance SheetBehind the Balance SheetAlessandro (Macro Strategist)Alessandro (Macro Strategist)Behind the Balance SheetBaFin - Managers' transactionsBusiness BreakdownsBusiness BreakdownsFinPodFinPodFresh InvestFresh InvestA Peek Behind the NumbersHeavy Moat InvestmentsHeavy Moat InvestmentsCapital AllocatorsCapital Allocators