41investments41investmentsBizTocAlessandro (Macro Strategist)Alessandro (Macro Strategist)BaFin - Managers' transactionsRhinoInsightRhinoInsightFresh InvestFresh InvestBase Hit InvestingAmibrokerFinPodFinPodCompound & FireBloomberg NewsAsian Dividend StocksAsian Dividend StocksA Peek Behind the NumbersBusiness BreakdownsBusiness BreakdownsBamSECChit Chat StocksChit Chat StocksAlphaSenseBenzingaAtom FinanceCapital Employed FMCapital Employed FMBejaminAICapital AllocatorsCapital AllocatorsFoundersFoundersBeehiivBeyondSPXAlluvialAlluvialCapital CyclistsCapital CyclistsHeavy Moat InvestmentsHeavy Moat InvestmentsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAcquiredAcquired41investments41investmentsBizTocAlessandro (Macro Strategist)Alessandro (Macro Strategist)BaFin - Managers' transactionsRhinoInsightRhinoInsightFresh InvestFresh InvestBase Hit InvestingAmibrokerFinPodFinPodCompound & FireBloomberg NewsAsian Dividend StocksAsian Dividend StocksA Peek Behind the NumbersBusiness BreakdownsBusiness BreakdownsBamSECChit Chat StocksChit Chat StocksAlphaSenseBenzingaAtom FinanceCapital Employed FMCapital Employed FMBejaminAICapital AllocatorsCapital AllocatorsFoundersFoundersBeehiivBeyondSPXAlluvialAlluvialCapital CyclistsCapital CyclistsHeavy Moat InvestmentsHeavy Moat InvestmentsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAcquiredAcquired41investments41investmentsBizTocAlessandro (Macro Strategist)Alessandro (Macro Strategist)BaFin - Managers' transactionsRhinoInsightRhinoInsightFresh InvestFresh InvestBase Hit InvestingAmibrokerFinPodFinPodCompound & FireBloomberg NewsAsian Dividend StocksAsian Dividend StocksA Peek Behind the NumbersBusiness BreakdownsBusiness BreakdownsBamSECChit Chat StocksChit Chat StocksAlphaSenseBenzingaAtom FinanceCapital Employed FMCapital Employed FMBejaminAICapital AllocatorsCapital AllocatorsFoundersFoundersBeehiivBeyondSPXAlluvialAlluvialCapital CyclistsCapital CyclistsHeavy Moat InvestmentsHeavy Moat InvestmentsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetAcquiredAcquired

2025 Stock Analysis & Company Deep Dives

Page 4 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 151–200 of 1,289

Browse all years

Sea Limited Q3'25: Accelerated Profitable Growth, More Investments in Key Moats.

By Sleep Well Investments · 2025-11-13Sea Limited ($SE)

Two Roads to Autonomy: Why Uber and Lyft Can Both Win

By High Growth Investing · 2025-11-13LyftUber

[scuttlebit] yet another Shift4 take

By scuttleblurb · 2025-11-13Shift4

Microsoft's AI Strategy Deconstructed - From Energy to Tokens

By SemiAnalysis · 2025-11-12Microsoft ($MSFT)Strategy ($MSTR)

Preview|Tencent 3Q25: Solid Overall Performance, with New Executives from OAI Driving Positive Changes

By FUNDA · 2025-11-12Tencent Holdings ($TCEHY)

Wise H1’26 Update

By Capital Compounding · 2025-11-12Wise

Why I may have underestimated the potential for Airbnb Experiences

By MBI Deep Dives · 2025-11-12Airbnb ($ABNB)

Edenred: Guidance cut amidst Brazil regulations

By Heavy Moat Investments · 2025-11-12Edenred SE ($FR:EDEN)

"Legacy players will have a hard time" — Adyen Investor Day 2025

By The Dutch Investors · 2025-11-12Adyen ($ADYEY)

Nebius (NBIS) Q3 2025 Earnings Review

By Growth Curve Investing · 2025-11-12Nebius ($NBIS)

Graham Holdings Co. (NYSE: GHC)

By Quality Value Investing · 2025-11-11Graham Holdings Co. ($GHC)

Stock of the Week: Axon - Is the 20% Drop Justified?

By Quality Stocks · 2025-11-11Axon ($AXON)

#141 HANZA AB - A Stock Analysis

By Kroker Equity Research · 2025-11-11HANZA AB

Intellego Q3'25 - Huge Improvement in Reporting, Except One!

By Sleep Well Investments · 2025-11-11Intellego

Constellation Software 3Q'25

By MBI Deep Dives · 2025-11-10Constellation Software ($PNP.TO)

Shift 4 is not a set and forget stock

By Heavy Moat Investments · 2025-11-10Shift 4

Big Week For CoreWeave, Nebius, AMD’s, Plus Trade Desk’s ER Review

By The Pragmatic Optimist · 2025-11-10CoreWeaveNebius ($NBIS)

Haypp Group: Riposte

By Invariant · 2025-11-09Haypp Group AB

Q3 2025/9M 2025 - Constellation Software and Its Spin-Outs - Full Analysis

By The Compounding Tortoise · 2025-11-08Constellation Software ($PNP.TO)

Dividend Informer Q3 2025 Update: United Parcel Service

By Dividend Informer · 2025-11-08United Parcel Service ($UPS)

Leatt Q3 2025

By Under Followed Stocks · 2025-11-08Leatt

Brookfield Corporation (An Excerpt From Our Recent Letter)

By Eagle Point Capital · 2025-11-08Brookfield Corporation ($BN)

Heartland Express: A Deep Value Play in a Troubled Trucking Market

By Enterprising Investor · 2025-11-07Heartland Express

[scuttlebit] Fiserv’s October Massacre

By scuttleblurb · 2025-11-07Fiserv

IREN & OPEN Earnings Reviews

By Growth Curve Investing · 2025-11-07IRENOPEN

Celsius Q3 2025 Update

By Capital Compounding · 2025-11-07Celsius Energy ($CELH)

Axon: 3Q25 Business Update

By Speedwell Memos · 2025-11-06Axon ($AXON)

Dividend Informer Q3 2025 Update: Hershey

By Dividend Informer · 2025-11-06Hershey ($HSY)

Johnson & Johnson (NYSE: JNJ)

By Quality Value Investing · 2025-11-06Johnson & Johnson ($JNJ)

Q3 2025 - Harvia - Full Analysis

By The Compounding Tortoise · 2025-11-06Harvia

Dividend Informer Q4 2025 Update: Starbucks

By Dividend Informer · 2025-11-06Starbucks Corporation ($SBUX)

Booking Holdings - A World-Class Compounder Trading at a Value Price

By Rijnberk Investinsights · 2025-11-06Booking Holdings

Esquire Bank (NASDAQ: ESQ) Three Year Update Part 2

By Possible Value · 2025-11-06Esquire Bank ($ESQ)

Stock of the Week: Amazon - Delivers a Powerful Quarter with Accelerating Growth

By Quality Stocks · 2025-11-06Amazon ($AMZN)

Dividend Informer Q3 2025 Update: Comcast

By Dividend Informer · 2025-11-05Comcast ($CMCSA)

Bolloré : some simplifications !

By French Hidden Champions · 2025-11-05Bolloré

Shopify 3Q'25 Update

By MBI Deep Dives · 2025-11-05Shopify ($SHOP)

AI Gains or Accounting Games? Inside Amazon & Alphabet’s growing profit

By High Growth Investing · 2025-11-05Alphabet ($GOOGL)Amazon ($AMZN)

Q3 2025 - Topicus

By The Compounding Tortoise · 2025-11-05Topicus.com ($TSS)

Grab Q3'25: Few Less Impressive Prints, Hold.

By Sleep Well Investments · 2025-11-05Grab ($GRAB)

How the Edenred Amplified 25-28 Update elevated my conviction

By Heavy Moat Investments · 2025-11-05Edenred SE ($FR:EDEN)

Q3 2025 - Ferrari

By The Compounding Tortoise · 2025-11-04Ferrari

Ingredion (NYSE: INGR)

By Quality Value Investing · 2025-11-04Ingredion ($INGR)

Esquire Bank (NASDAQ: ESQ) Three Year Update Part 1

By Possible Value · 2025-11-04Esquire Bank ($ESQ)

Preview|DDOG 3Q25: OpenAI Optimization Risk is Easing

By FUNDA · 2025-11-04OpenAI

MercadoLibre – Delivers A brilliant Q3, But How Real is the Amazon Threat?

By Rijnberk Investinsights · 2025-11-04Mercado Libre ($MELI)

FDA flips on uniQure

By Leftfield Investing · 2025-11-04uniQure

Dividend Informer Q3 2025 Update: ONEOK

By Dividend Informer · 2025-11-03ONEOK

Wise Plc - The “Costco of Currency transfers” ?

By Value and Opportunity · 2025-11-03Wise

Never Sell: Episode 11-The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge

By MBI Deep Dives · 2025-11-03Amazon ($AMZN)

Heavy Moat InvestmentsHeavy Moat InvestmentsBizTocBenzingaFinPodFinPodBeyondSPXBejaminAICapital CyclistsCapital CyclistsRhinoInsightRhinoInsightThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBloomberg NewsBusiness BreakdownsBusiness BreakdownsFresh InvestFresh InvestAtom FinanceCompound & FireAlluvialAlluvialEquity MatesEquity MatesBase Hit InvestingA Peek Behind the NumbersBaFin - Managers' transactionsAsian Century StocksAsian Century StocksBeehiivForward GuidanceForward GuidanceBamSECBehind the Balance SheetFoundersFoundersAmibrokerCapital AllocatorsCapital AllocatorsAsian Dividend StocksAsian Dividend StocksAcquiredAcquiredAlessandro (Macro Strategist)Alessandro (Macro Strategist)Heavy Moat InvestmentsHeavy Moat InvestmentsBizTocBenzingaFinPodFinPodBeyondSPXBejaminAICapital CyclistsCapital CyclistsRhinoInsightRhinoInsightThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBloomberg NewsBusiness BreakdownsBusiness BreakdownsFresh InvestFresh InvestAtom FinanceCompound & FireAlluvialAlluvialEquity MatesEquity MatesBase Hit InvestingA Peek Behind the NumbersBaFin - Managers' transactionsAsian Century StocksAsian Century StocksBeehiivForward GuidanceForward GuidanceBamSECBehind the Balance SheetFoundersFoundersAmibrokerCapital AllocatorsCapital AllocatorsAsian Dividend StocksAsian Dividend StocksAcquiredAcquiredAlessandro (Macro Strategist)Alessandro (Macro Strategist)Heavy Moat InvestmentsHeavy Moat InvestmentsBizTocBenzingaFinPodFinPodBeyondSPXBejaminAICapital CyclistsCapital CyclistsRhinoInsightRhinoInsightThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBloomberg NewsBusiness BreakdownsBusiness BreakdownsFresh InvestFresh InvestAtom FinanceCompound & FireAlluvialAlluvialEquity MatesEquity MatesBase Hit InvestingA Peek Behind the NumbersBaFin - Managers' transactionsAsian Century StocksAsian Century StocksBeehiivForward GuidanceForward GuidanceBamSECBehind the Balance SheetFoundersFoundersAmibrokerCapital AllocatorsCapital AllocatorsAsian Dividend StocksAsian Dividend StocksAcquiredAcquiredAlessandro (Macro Strategist)Alessandro (Macro Strategist)