Bloomberg TerminalAtom FinanceCapital CyclistsCapital CyclistsAlessandro (Macro Strategist)Alessandro (Macro Strategist)Business BreakdownsBusiness Breakdowns41investments41investmentsBehind the Balance SheetBehind the Balance SheetAsian Century StocksAsian Century StocksHeavy Moat InvestmentsHeavy Moat InvestmentsChit Chat StocksChit Chat StocksBejaminAIBehind the Balance SheetAcquiredAcquiredBloomberg NewsFinPodFinPodForward GuidanceForward GuidanceAlphaSenseBeyondSPXBizTocAsian Dividend StocksAsian Dividend StocksBase Hit InvestingA Peek Behind the NumbersBeehiivCapital Employed FMCapital Employed FMBaFin - Managers' transactionsBenzingaEquity MatesEquity MatesCompound & FireThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetFresh InvestFresh InvestBloomberg TerminalAtom FinanceCapital CyclistsCapital CyclistsAlessandro (Macro Strategist)Alessandro (Macro Strategist)Business BreakdownsBusiness Breakdowns41investments41investmentsBehind the Balance SheetBehind the Balance SheetAsian Century StocksAsian Century StocksHeavy Moat InvestmentsHeavy Moat InvestmentsChit Chat StocksChit Chat StocksBejaminAIBehind the Balance SheetAcquiredAcquiredBloomberg NewsFinPodFinPodForward GuidanceForward GuidanceAlphaSenseBeyondSPXBizTocAsian Dividend StocksAsian Dividend StocksBase Hit InvestingA Peek Behind the NumbersBeehiivCapital Employed FMCapital Employed FMBaFin - Managers' transactionsBenzingaEquity MatesEquity MatesCompound & FireThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetFresh InvestFresh InvestBloomberg TerminalAtom FinanceCapital CyclistsCapital CyclistsAlessandro (Macro Strategist)Alessandro (Macro Strategist)Business BreakdownsBusiness Breakdowns41investments41investmentsBehind the Balance SheetBehind the Balance SheetAsian Century StocksAsian Century StocksHeavy Moat InvestmentsHeavy Moat InvestmentsChit Chat StocksChit Chat StocksBejaminAIBehind the Balance SheetAcquiredAcquiredBloomberg NewsFinPodFinPodForward GuidanceForward GuidanceAlphaSenseBeyondSPXBizTocAsian Dividend StocksAsian Dividend StocksBase Hit InvestingA Peek Behind the NumbersBeehiivCapital Employed FMCapital Employed FMBaFin - Managers' transactionsBenzingaEquity MatesEquity MatesCompound & FireThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetFresh InvestFresh Invest

2025 Stock Analysis & Company Deep Dives

Page 3 of 26 · Independent research published in 2025

Browse 1,289 company-specific research articles from 66 independent analysts, covering 533 companies during 2025. Each article is linked to the company or companies identified in its title or subtitle.

Research articles

1,289

Companies covered

533

Independent analysts

66

Research published in 2025

Showing 101–150 of 1,289

Browse all years

National Beverage Update

By Stock Picking · 2025-11-25National Beverage

Portfolio Update (+121%) & Fluence Energy (FLNC) Earnings Review

By Growth Curve Investing · 2025-11-25Fluence Energy ($FLNC)

Solving the "DoorDash Problem"

By MBI Deep Dives · 2025-11-25DoorDash ($DASH)

Stock of the Week: NVidia - Why is the Stock Falling Despite Such Strong Results?

By Quality Stocks · 2025-11-25NVIDIA ($NVDA)

Our Portfolio Strategy Update Amid Current Weakness

By The Pragmatic Optimist · 2025-11-24Strategy ($MSTR)

Booking: The shareholder friendly OTA king

By MBI Deep Dives · 2025-11-24Booking Holdings

Booking Holdings

By MBI Deep Dives · 2025-11-24Booking Holdings

Disney: Rewiring The Earnings Engine

By TSOH Investment Research · 2025-11-24Disney ($DIS)

Royal Vopak - Excellence since 1616

By Modern Investing · 2025-11-24Royal Vopak

Allison Transmission (ALSN) & Dana Inc (DAN) Merger: A Merger Opportunity with Low Deal Risk

By Divergent Capital 7651 · 2025-11-24Allison Transmission ($ALSN)Dana Inc ($DAN)

Auto Partner 3Q’25 results

By Capital Compounding · 2025-11-23Auto Partner ($APR.WA)

Why Alphabet will win in the age of AI

By The Dutch Investors · 2025-11-23Alphabet ($GOOGL)

Imperial Brands: Never Complacent

By Invariant · 2025-11-23Imperial Brands

Afya limited: Education in Brazil under 10 times earnings.

By Emerging Value · 2025-11-23Afya Limited

Elliptic Laboratories Q3 2025

By Under Followed Stocks · 2025-11-23Elliptic Laboratories

#143 Walmart Inc. - Stock Valuation Update

By Kroker Equity Research · 2025-11-23Walmart ($WMT)

Update On CCOI: A Cogent But Delayed Gratification

By Compound & Fire · 2025-11-22CCOI

Meta's biggest competitor(s)

By MBI Deep Dives · 2025-11-22Meta Platforms ($META)

Meta Platforms – Entering an AI Arms Race It Has No Business Fighting

By Rijnberk Investinsights · 2025-11-22Meta Platforms ($META)

Copart: 1Q26 Business Update (Calendar 3Q25)

By Speedwell Memos · 2025-11-21Copart

Research|AI Weekly: GOOG/TPU vs. OpenAI/GPU and Others

By FUNDA · 2025-11-21OpenAI

Walmart and Target CY 3Q'25 Earnings

By MBI Deep Dives · 2025-11-21Walmart ($WMT)

Stock of the Week: On Holding - The Last Earnings Release Drew a Positive Market Reaction

By Quality Stocks · 2025-11-21On Holding

Bolloré : following up on the recent news!

By French Hidden Champions · 2025-11-21Bolloré

Problems at Sportradar Group (SRAD)

By The Bear Cave · 2025-11-20Sportradar Group ($SRAD)

Meta Platforms (NASDAQ: META)

By Quality Value Investing · 2025-11-20Meta Platforms ($META)

The InPost bear case: Risk reward calculation

By Heavy Moat Investments · 2025-11-20InPost

LVMH Expert Insight Interview (No Paywall)

By Speedwell Memos · 2025-11-20LVMH

Why I’m Buying Upwork Today

By High Growth Investing · 2025-11-20Upwork

We're buying Ferrari Group

By The Dutch Investors · 2025-11-19Ferrari

Datadog – Brilliant Q3 Results Strengthen My Long-Term Thesis!

By Rijnberk Investinsights · 2025-11-19Datadog, Inc. ($DDOG)

Research|Gemini3: Pre-training Scaling Laws Continue to Deliver, RL May Bring Even Bigger Surprises Next, and We Remain Bullish on the Google TPU Supply Chain

By FUNDA · 2025-11-19Google

Novo Nordisk ($NVO): A Quality Investing Deep Dive into the GLP-1 Leader's Long-Term Potential and Risks

By Compound & Fire · 2025-11-18Novo Nordisk ($NVO)

Revisiting Ashtead Technology: Circle of competence matters

By Heavy Moat Investments · 2025-11-18Ashtead Technology

Assume An AI Bubble. Here’s Our Portfolio Strategy

By The Pragmatic Optimist · 2025-11-17Strategy ($MSTR)

Toyokumo Q3 2025

By Under Followed Stocks · 2025-11-17Toyokumo

Peloton: A Costly Turnaround

By TSOH Investment Research · 2025-11-17Peloton ($PTON)

Sea Limited (SE) - Sum-of-parts Valuation, Simple to Complex.

By Sleep Well Investments · 2025-11-17Sea Limited ($SE)

Scandinavian Tobacco Group: Washed

By Invariant · 2025-11-16Scandinavian Tobacco Group

The Mercedes Money Machine

By Behind the Balance Sheet · 2025-11-16Mercedes

#142 Maire S.p.A. - A Stock Analysis

By Kroker Equity Research · 2025-11-16Maire S.p.A.

Portfolio Update (+117%) & Brookfield Q3 Earnings Highlights

By Growth Curve Investing · 2025-11-15Brookfield Corporation ($BN)

The Trade Desk – Oversold, Misunderstood, and Too Cheap to Ignore

By Rijnberk Investinsights · 2025-11-15The Trade Desk ($TTD)

Meta's GEM

By MBI Deep Dives · 2025-11-14Meta Platforms ($META)

APi Group Business History

By Speedwell Memos · 2025-11-14API Group

Deep|OpenAI: Can OpenAI Deliver on Its $1.4 Trillion CapEx Commitment?

By FUNDA · 2025-11-14OpenAI

Broadcom: The $1.7tn AI underdog

By Crack The Market · 2025-11-14Broadcom

Preview|Alibaba Cloud CY3Q25: Alibaba Cloud: Continued Acceleration With Structural Tailwinds From Self-developed AI Chip

By FUNDA · 2025-11-13Alibaba ($BABA)

Littelfuse, Inc. (NASDAQ: LFUS)

By Quality Value Investing · 2025-11-13Littelfuse ($LFUS)

Constellation Software: 3Q25 Update

By Speedwell Memos · 2025-11-13Constellation Software ($PNP.TO)

Capital CyclistsCapital CyclistsA Peek Behind the NumbersBehind the Balance SheetBehind the Balance SheetBamSECBusiness BreakdownsBusiness BreakdownsAsian Dividend StocksAsian Dividend StocksBloomberg NewsAlessandro (Macro Strategist)Alessandro (Macro Strategist)Fresh InvestFresh InvestFoundersFoundersAlluvialAlluvialBaFin - Managers' transactionsBejaminAICompound & FireBeehiiv41investments41investmentsFinPodFinPodCapital AllocatorsCapital AllocatorsAtom FinanceCapital Employed FMCapital Employed FMBehind the Balance SheetBloomberg TerminalForward GuidanceForward GuidanceAmibrokerChit Chat StocksChit Chat StocksBenzingaHeavy Moat InvestmentsHeavy Moat InvestmentsRhinoInsightRhinoInsightThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAlphaSenseCapital CyclistsCapital CyclistsA Peek Behind the NumbersBehind the Balance SheetBehind the Balance SheetBamSECBusiness BreakdownsBusiness BreakdownsAsian Dividend StocksAsian Dividend StocksBloomberg NewsAlessandro (Macro Strategist)Alessandro (Macro Strategist)Fresh InvestFresh InvestFoundersFoundersAlluvialAlluvialBaFin - Managers' transactionsBejaminAICompound & FireBeehiiv41investments41investmentsFinPodFinPodCapital AllocatorsCapital AllocatorsAtom FinanceCapital Employed FMCapital Employed FMBehind the Balance SheetBloomberg TerminalForward GuidanceForward GuidanceAmibrokerChit Chat StocksChit Chat StocksBenzingaHeavy Moat InvestmentsHeavy Moat InvestmentsRhinoInsightRhinoInsightThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAlphaSenseCapital CyclistsCapital CyclistsA Peek Behind the NumbersBehind the Balance SheetBehind the Balance SheetBamSECBusiness BreakdownsBusiness BreakdownsAsian Dividend StocksAsian Dividend StocksBloomberg NewsAlessandro (Macro Strategist)Alessandro (Macro Strategist)Fresh InvestFresh InvestFoundersFoundersAlluvialAlluvialBaFin - Managers' transactionsBejaminAICompound & FireBeehiiv41investments41investmentsFinPodFinPodCapital AllocatorsCapital AllocatorsAtom FinanceCapital Employed FMCapital Employed FMBehind the Balance SheetBloomberg TerminalForward GuidanceForward GuidanceAmibrokerChit Chat StocksChit Chat StocksBenzingaHeavy Moat InvestmentsHeavy Moat InvestmentsRhinoInsightRhinoInsightThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAlphaSense