2020 Stock Analysis & Company Deep Dives

Page 3 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 101–124 of 124

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

By Planet MicroCap · 2020-04-15Microsoft ($MSFT)

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

By scuttleblurb · 2020-04-14Liberty Latin America

NVR – Trouncing Competitors Since 1995

By Eagle Point Capital · 2020-04-10NVR

Hibiscus Petroleum Berhad (5199.KL)

By Value Investing for Professionals · 2020-04-05Hibiscus Petroleum Berhad ($5199.KL)

Wells Fargo: Man Overboard?

By Eagle Point Capital · 2020-03-27Wells Fargo ($WFC)

Investment Horizons / Schmitt Industries Investment Overview

By Eagle Point Capital · 2020-03-20Schmitt Industries

[CACC – Credit Acceptance Corp] Value in subprime auto

By scuttleblurb · 2020-03-16Credit Acceptance Corp ($CACC)

[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry

By scuttleblurb · 2020-02-28Cadence Evolution AB ($EVVTY)Synopsys

Verisign: A Capital-light Compounder At A Lofty Price

By Eagle Point Capital · 2020-02-21Verisign

Odd-lot Opportunity In McKesson's Exchange Offer

By Eagle Point Capital · 2020-02-14McKesson Corp. ($MCK)

[AMT – American Tower; CCI – Crown Castle] Legacy advantages and incremental returns

By scuttleblurb · 2020-02-13Crown Castle

Quick Update - Keeping All My Shares of AYX and DDOG, Bought some Puts heading into earnings.

By Growth Curve Investing · 2020-02-11Alteryx ($AYX)Datadog, Inc. ($DDOG)

BAT – A Wonderful Company at A Wonderful Price (9x PE, 13% dividend yield, 100% ROE)

By Value Investing for Professionals · 2020-01-29BAT

[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?): Part 3

By scuttleblurb · 2020-01-28Mercado Libre ($MELI)

Odd Lot Arbitrage Opportunity in XBiotech Shares

By Eagle Point Capital · 2020-01-23XBiotech

Trade Alert: Sold LK & WORK. Added to NVTA, CRSP, CDLX, FSLY

By Growth Curve Investing · 2020-01-23CDLX CRSP Fastly ($FSLY)LK NVTA Slack Technologies ($WORK)

Stock Market Showdown Ep 2. Disney Vs Roku (My Kids' Portfolio)

By Growth Curve Investing · 2020-01-20Disney ($DIS)Roku ($ROKU)

McKesson: Does Valuation Offset Uncertainty?

By Eagle Point Capital · 2020-01-17McKesson Corp. ($MCK)

Thoughts on NVR and AAPL

By Base Hit Investing · 2020-01-15Apple ($AAPL)NVR

[SHOP – Shopify; WIX – Wix] Platforms, scale economies, and technology

By scuttleblurb · 2020-01-13Shopify ($SHOP)

Société Fermière du Casino Municipal de Cannes - Euronext Paris: FCMC

By Alluvial · 2020-01-13Société Fermière du Casino Municipal de Cannes ($FCMC)