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2021 Stock Analysis & Company Deep Dives

Page 3 of 5 · 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

Research published in 2021

Showing 101–150 of 236

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Ep. 189 - MicroCap Graduation Series with Barry Sloane, Founder, Chairman and CEO of Newtek Business Services Corp. (NASDAQ: NEWT)

By Planet MicroCap · 2021-08-25Newtek Business Services Corp. ($NEWT)

The Tesla Dojo Chip Is Impressive, But There Are Some Major Technical Issues

By SemiAnalysis · 2021-08-25Tesla ($TSLA)

TravelSky (0696)

By Asian Century Stocks · 2021-08-22TravelSky ($0696)

Tesla Dojo - Unique Packaging and Chip Design Allow An Order Magnitude Advantage Over Competing AI Hardware

By SemiAnalysis · 2021-08-20Tesla ($TSLA)

Problems at Betterware de Mexico (BWMX)

By The Bear Cave · 2021-08-19Betterware de Mexico ($BWMX)

Gérard Perrier Industrie (1)

By French Hidden Champions · 2021-08-17Gérard Perrier Industrie

Disney: "The First Inning"

By TSOH Investment Research · 2021-08-16Disney ($DIS)

Cato Corporation – Slam Dunk or Value Trap?

By Eagle Point Capital · 2021-08-14Cato Corporation

Boeing: Shadow of an American jewel from yesteryears

By MBI Deep Dives · 2021-08-13Boeing

Facebook: "Get To Scale"

By TSOH Investment Research · 2021-08-12Meta Platforms ($META)

Jardine Cycle & Carriage (C07)

By Asian Century Stocks · 2021-08-08Jardine Cycle & Carriage ($C07)

Problems at OppFi (OPFI)

By The Bear Cave · 2021-08-05OppFi ($OPFI)

Robertet (4)

By French Hidden Champions · 2021-08-05Robertet ($RBT)

Tesla AI Day Supercomputer Chip Teaser | Is This The First Deployment Of TSMC InFO_SoW?

By SemiAnalysis · 2021-08-04Tesla ($TSLA)TSMC ($TSM)

Spotify: “Laser Focused on Audio”

By TSOH Investment Research · 2021-08-02Spotify ($SPOT)

Intel Grossly Exaggerates Foundry “Wins” With Qualcomm And Amazon, There Are No Deals For Manufacturing Chips

By SemiAnalysis · 2021-07-29Amazon ($AMZN)Intel ($INTC)Qualcomm

Microsoft: "A More Accelerated Pace"

By TSOH Investment Research · 2021-07-29Microsoft ($MSFT)

Nvidia (NVDA): Part 2 of 2

By scuttleblurb · 2021-07-28NVIDIA ($NVDA)

MediaTek Officially Enters The Flagship Mobile Race With The First TSMC 4nm SOC

By SemiAnalysis · 2021-07-28TSMC ($TSM)

IGE+XAO (1)

By French Hidden Champions · 2021-07-28IGE+XAO

Netflix: "A One Product Company"

By TSOH Investment Research · 2021-07-26Netflix ($NFLX)

Okta's Vision For The Next Decade

By Sleep Well Investments · 2021-07-25Okta ($OKTA)

Okamoto (5122)

By Asian Century Stocks · 2021-07-25Okamoto ($5122)

Robertet (3)

By French Hidden Champions · 2021-07-18Robertet ($RBT)

Domino's Pizza

By Eagle Point Capital · 2021-07-17Domino's Pizza Group ($DOM)

Costco (COST) Podcast

By TSOH Investment Research · 2021-07-16Costco ($COST)

Roku: A former trojan horse now in open fistfight

By MBI Deep Dives · 2021-07-13OPENRoku ($ROKU)

Nvidia (NVDA): Part 1 of 2

By scuttleblurb · 2021-07-12NVIDIA ($NVDA)

A2 Milk Company (A2M)

By Asian Century Stocks · 2021-07-11A2 Milk Company ($A2M)

Jewett-Cameron Trading Company Limited - JCTCF

By Alluvial · 2021-07-08Jewett-Cameron Trading Company Limited ($JCTCF)

Robertet (2)

By French Hidden Champions · 2021-07-07Robertet ($RBT)

Nvidia’s 2021 Bubble, Eerily Similar To Other Bubbles That Came Before

By SemiAnalysis · 2021-07-06BubblesNVIDIA ($NVDA)

Costco: "Raising Prices Is The Easy Way"

By TSOH Investment Research · 2021-07-06Costco ($COST)

Tencent: Naspers ganz großer Coup

By Patient Capital Fund Newsletter · 2021-07-05Tencent Holdings ($TCEHY)

Topicus: Constellation Software 2.0

By Eagle Point Capital · 2021-07-03Constellation Software ($PNP.TO)

Problems at Payoneer (PAYO)

By The Bear Cave · 2021-07-01Payoneer ($PAYO)

Micron Sells 3D X-Point Lehi, Utah Fab to Texas Instruments For $1.5B

By SemiAnalysis · 2021-06-30MicronTexas Instruments ($TXN)

Precia (6): News update

By French Hidden Champions · 2021-06-29Precia

Qualcomm MWC 2021 - Network Infrastructure And Edge 5G Get Supercharged | FSM200, DU X100 Accelerator, And Range Of Features

By SemiAnalysis · 2021-06-29Qualcomm

MR DIY (5296.KL) - Step-by Step Financial Statement Analysis from SCRATCH

By Value Investing for Professionals · 2021-06-29MR DIY ($5296.KL)

Robertet (1)

By French Hidden Champions · 2021-06-28Robertet ($RBT)

Bloomberry Resorts (BLBRF)

By Asian Century Stocks · 2021-06-27Bloomberry Resorts ($BLBRF)

$Olli: The Costco junkyard

By TQI Capital · 2021-06-26Costco ($COST)

AirAsia (Part 2): Now Everyone Can Fly

By Value Investing for Professionals · 2021-06-25AirAsia

Update on IAC (+ Vimeo)

By scuttleblurb · 2021-06-25Vimeo

Tenstorrent Wormhole Analysis - A Scale Out Architecture for Machine Learning That Could Put Nvidia On Their Back Foot

By SemiAnalysis · 2021-06-25NVIDIA ($NVDA)

Constellation Software: The Anti-Conglomerate

By Eagle Point Capital · 2021-06-24Constellation Software ($PNP.TO)

Morgan Stanley Just Reduced TSMC’s Value By $25B While Demonstrating A Complete Lack of Semiconductor Knowledge

By SemiAnalysis · 2021-06-23Morgan StanleyTSMC ($TSM)

Walmart: Turning the Titanic

By TSOH Investment Research · 2021-06-21Walmart ($WMT)

Precia (5) - AGM 06/21

By French Hidden Champions · 2021-06-21Precia

RhinoInsightRhinoInsightBizTocAmibrokerAlessandro (Macro Strategist)Alessandro (Macro Strategist)Heavy Moat InvestmentsHeavy Moat InvestmentsFinPodFinPodBehind the Balance SheetBehind the Balance SheetAlluvialAlluvialAlphaSenseCapital AllocatorsCapital AllocatorsCapital Employed FMCapital Employed FMBloomberg NewsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBaFin - Managers' transactionsBloomberg TerminalBusiness BreakdownsBusiness BreakdownsBamSECAsian Century StocksAsian Century StocksFresh InvestFresh InvestCompound & FireAsian Dividend StocksAsian Dividend StocksBase Hit InvestingBeehiivAtom FinanceCapital CyclistsCapital CyclistsEquity MatesEquity MatesAcquiredAcquiredForward GuidanceForward Guidance41investments41investmentsBejaminAIRhinoInsightRhinoInsightBizTocAmibrokerAlessandro (Macro Strategist)Alessandro (Macro Strategist)Heavy Moat InvestmentsHeavy Moat InvestmentsFinPodFinPodBehind the Balance SheetBehind the Balance SheetAlluvialAlluvialAlphaSenseCapital AllocatorsCapital AllocatorsCapital Employed FMCapital Employed FMBloomberg NewsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBaFin - Managers' transactionsBloomberg TerminalBusiness BreakdownsBusiness BreakdownsBamSECAsian Century StocksAsian Century StocksFresh InvestFresh InvestCompound & FireAsian Dividend StocksAsian Dividend StocksBase Hit InvestingBeehiivAtom FinanceCapital CyclistsCapital CyclistsEquity MatesEquity MatesAcquiredAcquiredForward GuidanceForward Guidance41investments41investmentsBejaminAIRhinoInsightRhinoInsightBizTocAmibrokerAlessandro (Macro Strategist)Alessandro (Macro Strategist)Heavy Moat InvestmentsHeavy Moat InvestmentsFinPodFinPodBehind the Balance SheetBehind the Balance SheetAlluvialAlluvialAlphaSenseCapital AllocatorsCapital AllocatorsCapital Employed FMCapital Employed FMBloomberg NewsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBaFin - Managers' transactionsBloomberg TerminalBusiness BreakdownsBusiness BreakdownsBamSECAsian Century StocksAsian Century StocksFresh InvestFresh InvestCompound & FireAsian Dividend StocksAsian Dividend StocksBase Hit InvestingBeehiivAtom FinanceCapital CyclistsCapital CyclistsEquity MatesEquity MatesAcquiredAcquiredForward GuidanceForward Guidance41investments41investmentsBejaminAI