Capital CyclistsCapital CyclistsBejaminAIFoundersFoundersBehind the Balance SheetBehind the Balance SheetAlessandro (Macro Strategist)Alessandro (Macro Strategist)The Wolf of Harcourt StreetThe Wolf of Harcourt StreetRhinoInsightRhinoInsightHeavy Moat InvestmentsHeavy Moat InvestmentsBusiness BreakdownsBusiness BreakdownsBenzingaA Peek Behind the NumbersBloomberg NewsBizTocEquity MatesEquity MatesAmibrokerForward GuidanceForward GuidanceAcquiredAcquired41investments41investmentsAlphaSenseBehind the Balance SheetAlluvialAlluvialFresh InvestFresh InvestBeehiivAsian Dividend StocksAsian Dividend StocksBase Hit InvestingAtom FinanceBeyondSPXFinPodFinPodBamSECAsian Century StocksAsian Century StocksCapital CyclistsCapital CyclistsBejaminAIFoundersFoundersBehind the Balance SheetBehind the Balance SheetAlessandro (Macro Strategist)Alessandro (Macro Strategist)The Wolf of Harcourt StreetThe Wolf of Harcourt StreetRhinoInsightRhinoInsightHeavy Moat InvestmentsHeavy Moat InvestmentsBusiness BreakdownsBusiness BreakdownsBenzingaA Peek Behind the NumbersBloomberg NewsBizTocEquity MatesEquity MatesAmibrokerForward GuidanceForward GuidanceAcquiredAcquired41investments41investmentsAlphaSenseBehind the Balance SheetAlluvialAlluvialFresh InvestFresh InvestBeehiivAsian Dividend StocksAsian Dividend StocksBase Hit InvestingAtom FinanceBeyondSPXFinPodFinPodBamSECAsian Century StocksAsian Century StocksCapital CyclistsCapital CyclistsBejaminAIFoundersFoundersBehind the Balance SheetBehind the Balance SheetAlessandro (Macro Strategist)Alessandro (Macro Strategist)The Wolf of Harcourt StreetThe Wolf of Harcourt StreetRhinoInsightRhinoInsightHeavy Moat InvestmentsHeavy Moat InvestmentsBusiness BreakdownsBusiness BreakdownsBenzingaA Peek Behind the NumbersBloomberg NewsBizTocEquity MatesEquity MatesAmibrokerForward GuidanceForward GuidanceAcquiredAcquired41investments41investmentsAlphaSenseBehind the Balance SheetAlluvialAlluvialFresh InvestFresh InvestBeehiivAsian Dividend StocksAsian Dividend StocksBase Hit InvestingAtom FinanceBeyondSPXFinPodFinPodBamSECAsian Century StocksAsian Century Stocks

2021 Stock Analysis & Company Deep Dives

Independent research published in 2021

Browse 236 company-specific research articles from 25 independent analysts, covering 185 companies during 2021. Each article is linked to the company or companies identified in its title or subtitle.

Research articles

236

Companies covered

185

Independent analysts

25

Most-covered companies in 2021

Intel ($INTC) · 9Qualcomm · 8NVIDIA ($NVDA) · 7Apple ($AAPL) · 6TSMC ($TSM) · 6Amazon ($AMZN) · 5Robertet ($RBT) · 5Spotify ($SPOT) · 5Berkshire Hathaway ($BRK.A) · 4Costco ($COST) · 4Microsoft ($MSFT) · 4Argentex ($AGFX) · 3

Most-active analysts in 2021

TSOH Investment Research · 31SemiAnalysis · 27The Bear Cave · 25Asian Century Stocks · 23Eagle Point Capital · 20French Hidden Champions · 14Superfluous Value · 14scuttleblurb · 12Emerging Value · 11Planet MicroCap · 10

Research published in 2021

Showing 1–50 of 236

Browse all years

Evercel Inc. - EVRC

By Alluvial · 2021-12-28Evercel Inc. ($EVRC)

Lessons From Markel's Tom Gayner

By Eagle Point Capital · 2021-12-25Markel ($MKL)

TSMC Wants To Make Intel Dependent On External Manufacturing - Wafer Supply Agreement Insights For AMD, Apple, Broadcom, Intel, MediaTek, Nvidia, and Qualcomm

By SemiAnalysis · 2021-12-23Apple ($AAPL)BroadcomIntel ($INTC)NVIDIA ($NVDA)QualcommTSMC ($TSM)

CMC Markets (#CMCX on the LSE) - Mkt Cap GBP 720m at 250p- CFD, spread betting and stock broking. Low valuation; Market volatility boosts chance of recovery after surprise guidance reset this summer.

By Insider Ideas · 2021-12-23CMC Markets ($CMCX)

TSMC Wants To Make Intel Dependent On External Manufacturing - Wafer Supply Agreement Insights For AMD, Apple, Broadcom, Intel, MediaTek, Nvidia, and Qualcomm

By SemiAnalysis · 2021-12-22Apple ($AAPL)BroadcomIntel ($INTC)NVIDIA ($NVDA)QualcommTSMC ($TSM)

✨ 7-11 Malaysia ('SEM' - 5250.KL)

By Value Investing for Professionals · 2021-12-187-11 Malaysia ($5250.KL)

Plumas Bancorp, Ticker: PLBC

By Possible Value · 2021-12-18Plumas Bancorp ($PLBC)

Square / PayPal: Part 2

By scuttleblurb · 2021-12-17PayPal

Tonnellerie François Frères: transitioning towards a more acyclical business but maybe at the cost of lower margins

By French Hidden Champions · 2021-12-17Tonnellerie François Frères

✨ BJCORP and its 7 Listed Companies - Part 2

By Value Investing for Professionals · 2021-12-15Berjaya Corporation ($BJCORP)

Spotify: Play the Audio

By MBI Deep Dives · 2021-12-15Spotify ($SPOT)

Hanssem (009240 )

By Asian Century Stocks · 2021-12-12Hanssem ($009240)

Coca Cola Femsa

By Emerging Value · 2021-12-10Coca Cola Femsa

Earnings updates: First Pacific/Mtn group/Jardine/Ab Inbev

By Emerging Value · 2021-12-08Ab InbevFirst PacificJardineMTN Group

Micro Focus: Hanging in There

By Superfluous Value · 2021-12-06Micro Focus

Ally: A Banking Transformation

By TSOH Investment Research · 2021-12-06Ally

CK Hutchison Holdings - Solid company - worth over 2 times its price

By Emerging Value · 2021-12-06CK Hutchison ($0001)

Revisiting the Early Days of Amazon.com

By McDinvestments · 2021-12-04Amazon ($AMZN)

Problems at Redwire (RDW)

By The Bear Cave · 2021-12-02Redwire ($RDW)

Amazon Graviton 3 Uses Chiplets & Advanced Packaging To Commoditize High Performance CPUs | The First PCIe 5.0 And DDR5 Server CPU

By SemiAnalysis · 2021-12-02Amazon ($AMZN)

Square / PayPal: Part 1

By scuttleblurb · 2021-12-01PayPal

Singapore Medical group - Very undervalued high quality business

By Emerging Value · 2021-12-01Singapore Medical group

Ep. 203 - Finding Canadian MicroCap Opportunities Using ”The Leishman Methodology” with Harold Leishman, Senior Investment Advisor at Canaccord Genuity Wealth Management

By Planet MicroCap · 2021-12-01Canaccord Genuity

Q-Tip #1: Padini (7052.KL)

By Value Investing for Professionals · 2021-11-28Padini ($7052.KL)

AB inbev - I don't know about next quarter but I feel good about the next decade

By Emerging Value · 2021-11-28Ab Inbev

Fairwood (0052)

By Asian Century Stocks · 2021-11-28Fairwood ($0052)

First Pacific - South East Asia at a double bargain

By Emerging Value · 2021-11-27First Pacific

Embotelladora Andina - Undervalued Inflation hedge.

By Emerging Value · 2021-11-27Embotelladora Andina

Newlat foods. Another quality stock at a cheap valuation

By Emerging Value · 2021-11-27Newlat foods

Jardine Cycle and Carriage Presentation

By Emerging Value · 2021-11-27Jardine Cycle & Carriage ($C07)

✨ Berjaya Corporation (BJCORP: 3395.KL) - Part 1

By Value Investing for Professionals · 2021-11-27Berjaya Corporation ($BJCORP)

MTN Group : Attractive despite political risks

By Emerging Value · 2021-11-26MTN Group

Disney: Breaking The Dam

By TSOH Investment Research · 2021-11-22Disney ($DIS)

Lam Research, Tokyo Electron, JSR Battle It Out In The $5B+ EUV Photoresist, Coater, and Developer Market - CAR vs MOR vs Dry Resist

By SemiAnalysis · 2021-11-18Lam ResearchTokyo Electron ($8035 TYO)

Problems at Playtika (PLTK)

By The Bear Cave · 2021-11-18Playtika ($PLTK)

Thermador groupe : a unique culture but fairly priced and a declining ROCE

By French Hidden Champions · 2021-11-18Thermador groupe

The Berkshire Buyback Machine

By TSOH Investment Research · 2021-11-18Berkshire Hathaway ($BRK.A)

An Update on Friendly Hills Bancorp - FHLB

By Alluvial · 2021-11-18Friendly Hills Bancorp

Part II: Flanigan's Enterprises, Ticker: BDL

By Possible Value · 2021-11-17Flanigan's Enterprises ($BDL)

Airbnb: A Travel Revolution

By TSOH Investment Research · 2021-11-15Airbnb ($ABNB)

Part I: Flanigan's Enterprises, Ticker: BDL

By Possible Value · 2021-11-14Flanigan's Enterprises ($BDL)

Sempio Foods (248170)

By Asian Century Stocks · 2021-11-14Sempio Foods ($248170)

#AGFX - Argentex PLC - solid explanations within interim results, and helpful presentation from CEO and CFO on Investor Meet Co platform, should allay fears on margins

By Insider Ideas · 2021-11-09Argentex ($AGFX)

Problems at Seer Inc (SEER)

By The Bear Cave · 2021-11-04Seer Inc ($SEER)

Spotify: "Room To Run"

By TSOH Investment Research · 2021-11-04Spotify ($SPOT)

Ep. 199 - Merger Arbitrage, Naked Wines and Value Traps with Luis Sanchez, Investor/Founder of LVS Advisory

By Planet MicroCap · 2021-11-03Naked Wines

Antero Resources: How to 20x Your Money (After a 96% Drawdown)

By Superfluous Value · 2021-11-01Antero Resources

Microsoft: Expand The TAM

By TSOH Investment Research · 2021-11-01Microsoft ($MSFT)

Societe Bic (BB)

By Johan Lunau · 2021-10-30Societe Bic ($BB)

Progressive: A Low Cost Producer

By Eagle Point Capital · 2021-10-30Progressive

A Peek Behind the NumbersBenzingaAlessandro (Macro Strategist)Alessandro (Macro Strategist)RhinoInsightRhinoInsightCapital CyclistsCapital CyclistsFinPodFinPodBusiness BreakdownsBusiness BreakdownsEquity MatesEquity MatesBloomberg NewsBloomberg TerminalBehind the Balance SheetBehind the Balance SheetAcquiredAcquiredBase Hit InvestingCompound & FireAtom FinanceBehind the Balance SheetAsian Century StocksAsian Century StocksAsian Dividend StocksAsian Dividend StocksChit Chat StocksChit Chat StocksBizTocHeavy Moat InvestmentsHeavy Moat InvestmentsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetCapital Employed FMCapital Employed FMBaFin - Managers' transactionsCapital AllocatorsCapital AllocatorsFoundersFoundersAlluvialAlluvialBeyondSPX41investments41investmentsBeehiivA Peek Behind the NumbersBenzingaAlessandro (Macro Strategist)Alessandro (Macro Strategist)RhinoInsightRhinoInsightCapital CyclistsCapital CyclistsFinPodFinPodBusiness BreakdownsBusiness BreakdownsEquity MatesEquity MatesBloomberg NewsBloomberg TerminalBehind the Balance SheetBehind the Balance SheetAcquiredAcquiredBase Hit InvestingCompound & FireAtom FinanceBehind the Balance SheetAsian Century StocksAsian Century StocksAsian Dividend StocksAsian Dividend StocksChit Chat StocksChit Chat StocksBizTocHeavy Moat InvestmentsHeavy Moat InvestmentsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetCapital Employed FMCapital Employed FMBaFin - Managers' transactionsCapital AllocatorsCapital AllocatorsFoundersFoundersAlluvialAlluvialBeyondSPX41investments41investmentsBeehiivA Peek Behind the NumbersBenzingaAlessandro (Macro Strategist)Alessandro (Macro Strategist)RhinoInsightRhinoInsightCapital CyclistsCapital CyclistsFinPodFinPodBusiness BreakdownsBusiness BreakdownsEquity MatesEquity MatesBloomberg NewsBloomberg TerminalBehind the Balance SheetBehind the Balance SheetAcquiredAcquiredBase Hit InvestingCompound & FireAtom FinanceBehind the Balance SheetAsian Century StocksAsian Century StocksAsian Dividend StocksAsian Dividend StocksChit Chat StocksChit Chat StocksBizTocHeavy Moat InvestmentsHeavy Moat InvestmentsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetCapital Employed FMCapital Employed FMBaFin - Managers' transactionsCapital AllocatorsCapital AllocatorsFoundersFoundersAlluvialAlluvialBeyondSPX41investments41investmentsBeehiiv