2021 Stock Analysis & Company Deep Dives

Page 3 of 5 · Independent research published in 2021

Browse 222 company-specific research articles from 25 independent analysts, covering 168 companies during 2021. Each article is linked to the company or companies identified in its title or subtitle.

Research articles

222

Companies covered

168

Independent analysts

25

Research published in 2021

Showing 101–150 of 222

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Jardine Cycle & Carriage (C07)

by Asian Century Stocks | 2021-08-08

$C07

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Problems at OppFi (OPFI)

by The Bear Cave | 2021-08-05

$OPFI

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Robertet (4)

by French Hidden Champions | 2021-08-05

$RBT

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

by SemiAnalysis | 2021-08-04

$TSLA
$TSM

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Spotify: “Laser Focused on Audio”

by TSOH Investment Research | 2021-08-02

$SPOT

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

by SemiAnalysis | 2021-07-29

$AMZN
$INTC
$QCOM

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Microsoft: "A More Accelerated Pace"

by TSOH Investment Research | 2021-07-29

$MSFT

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Nvidia (NVDA): Part 2 of 2

by scuttleblurb | 2021-07-28

$NVDA

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

by SemiAnalysis | 2021-07-28

$TSM

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IGE+XAO (1)

by French Hidden Champions | 2021-07-28

$IGE.PA

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Netflix: "A One Product Company"

by TSOH Investment Research | 2021-07-26

$NFLX

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Okta's Vision For The Next Decade

by Sleep Well Investments | 2021-07-25

$OKTA

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Okamoto (5122)

by Asian Century Stocks | 2021-07-25

$5122

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Robertet (3)

by French Hidden Champions | 2021-07-18

$RBT

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Domino's Pizza

by Eagle Point Capital | 2021-07-17

$DOM

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Costco (COST) Podcast

by TSOH Investment Research | 2021-07-16

$COST

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Roku: A former trojan horse now in open fistfight

by MBI Deep Dives | 2021-07-13

$OPEN
$ROKU

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Nvidia (NVDA): Part 1 of 2

by scuttleblurb | 2021-07-12

$NVDA

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A2 Milk Company (A2M)

by Asian Century Stocks | 2021-07-11

$A2M

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Jewett-Cameron Trading Company Limited - JCTCF

by Alluvial | 2021-07-08

$JCTCF

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Robertet (2)

by French Hidden Champions | 2021-07-07

$RBT

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

by SemiAnalysis | 2021-07-06

$NVDA

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Costco: "Raising Prices Is The Easy Way"

by TSOH Investment Research | 2021-07-06

$COST

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Tencent: Naspers ganz großer Coup

by Patient Capital Fund Newsletter | 2021-07-05

$TCEHY

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Topicus: Constellation Software 2.0

by Eagle Point Capital | 2021-07-03

$PNP.TO

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Problems at Payoneer (PAYO)

by The Bear Cave | 2021-07-01

$PAYO

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

by SemiAnalysis | 2021-06-30

$TXN

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Precia (6): News update

by French Hidden Champions | 2021-06-29

$P1E0.DU

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

by SemiAnalysis | 2021-06-29

$QCOM

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

by Value Investing for Professionals | 2021-06-29

$5296.KL

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Robertet (1)

by French Hidden Champions | 2021-06-28

$RBT

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Bloomberry Resorts (BLBRF)

by Asian Century Stocks | 2021-06-27

$BLBRF

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$Olli: The Costco junkyard

by TQI Capital | 2021-06-26

$COST

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AirAsia (Part 2): Now Everyone Can Fly

by Value Investing for Professionals | 2021-06-25

$CAPITALA.KL

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Update on IAC (+ Vimeo)

by scuttleblurb | 2021-06-25

$VMEO

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

by SemiAnalysis | 2021-06-25

$NVDA

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Constellation Software: The Anti-Conglomerate

by Eagle Point Capital | 2021-06-24

$PNP.TO

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

by SemiAnalysis | 2021-06-23

$MS
$TSM

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Walmart: Turning the Titanic

by TSOH Investment Research | 2021-06-21

$WMT

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Precia (5) - AGM 06/21

by French Hidden Champions | 2021-06-21

$P1E0.DU

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Alibaba: Early Innings

by Eagle Point Capital | 2021-06-19

$BABA

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Qualcomm Hits a Homerun AI 100 - Powerful AI Inference Acceleration For the Edge

by SemiAnalysis | 2021-06-17

$QCOM

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The Twitter Revolution (TWTR)

by The Bear Cave | 2021-06-17

$TWTR

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QAF (QAF)

by Asian Century Stocks | 2021-06-13

$QAF

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What the early Amazon investors saw

by Value Investing for Professionals | 2021-06-11

$AMZN

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Intel’s Trojan Horse into the Foundry Business | Co-packaged Silicon Photonics is Intel’s Path Forward for IDM 2.0

by SemiAnalysis | 2021-06-11

$INTC

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CrowdStrike: Standing tall in crowded cybersecurity

by MBI Deep Dives | 2021-06-11

$CRWD

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NVR And The Housing Cycle

by Eagle Point Capital | 2021-06-05

$NVR

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Problems at Medical Properties Trust (MPW)

by The Bear Cave | 2021-06-03

$MPW

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Google New Custom Silicon Replaces 10 Million Intel CPUs | Google Argos VPU

by SemiAnalysis | 2021-06-02

$INTC

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