2026 Stock Analysis & Company Deep Dives
Page 8 of 19 · Independent research published in 2026
Browse 913 company-specific research articles from 81 independent analysts, covering 434 companies during 2026. Each article is linked to the company or companies identified in its title or subtitle.
Research articles
913
Companies covered
434
Independent analysts
81
Research published in 2026
Showing 351–400 of 913
Performance review 6M 2026 - Random ramblings: AI winners vs. losers, European AC, Volkswagen & Football 2026 Worldcup
by Value and Opportunity | 2026-07-01
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Research|META: Building a NeoCloud and Continuing to Rent Capacity are not Contradictory
by FUNDA | 2026-07-01
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Basic-Fit | The European Gym Chain Compounder
by The Dutch Investors | 2026-07-01
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Eating the Restaurant Industry: Why Toast ($TOST) is Winning the POS Wars
by CompoundingAlpha | 2026-07-01
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Two Kings changing their throne?
by Flow Value Investing | 2026-07-01
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Abivax is a lesson
by Leftfield Investing | 2026-07-01
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Chofu Seisakusho (5946): A Free Money Glitch Held Hostage by Japan's Laziest Management
by KonichiValue | 2026-06-30
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Dividend Informer NEWS FLASH: Honeywell Completes Aerospace Spin-off
by Dividend Informer | 2026-06-30
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Dividend Informer NEWS FLASH: Comcast to Split into Two Companies
by Dividend Informer | 2026-06-29
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
[ZTS] Zoetis could use a booster shot
by scuttleblurb | 2026-06-29
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Special Situation “Quickies”: EasyJet, Nagarro & BioNTech
by Value and Opportunity | 2026-06-29
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Sea Limited: Is Shopee VIP Its Prime Moment?
by Slow Compounding | 2026-06-28
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
The AI Memory Trade Is Far From Over. Here’s Why Micron(MU) Still Looks Cheap
by Burak Finance | 2026-06-27
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Palantir Technologies – A Stunning Business, But a Hard Pass For Me (A Deep Dive)
by Rijnberk Investinsights | 2026-06-27
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Constellation Software: Presentation At The Intellectual Investor Conference
by Eagle Point Capital | 2026-06-27
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Airbnb: Building Blocks (Ticker: ABNB)
by Chit Chat Stocks | 2026-06-26
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Adobe Business History
by Speedwell Memos | 2026-06-25
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Hubbell Inc. (HUBB): A Leading Infrastructure Player
by Quality Value Investing | 2026-06-25
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Evolution AB | Has the dust settled?
by The Dutch Investors | 2026-06-25
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Q2 FY2026 Update on Adobe and Why I Bought Shares in the Business
by Possible Value | 2026-06-25
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Micron Technology just reported. And this is what a structural supercycle looks like.
by The Disruptive Investor | 2026-06-24
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Adobe's Q2/2026 Earnings Review
by 41investments | 2026-06-24
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Hello Japan - A quick look at Berkshire's new partner Tokio Marine
by Value and Opportunity | 2026-06-24
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
I Didn't Know Then. I Know Now. — ISRG & PME.AX
by Sleep Well Investments | 2026-06-24
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Zedcor expands into the desert & is now using drones, uniQure gets a BLA submission, Pro-Dex inc reveals further details about Monogram in Vegas.
by Leftfield Investing | 2026-06-24
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Aimia. Allocator Takeover, Trading Below Book Value. A war-chest of cash ready to deploy
by Kairos Research | 2026-06-24
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Dividend Informer NEWS FLASH: AbbVie to Acquire Apogee Therapeutics
by Dividend Informer | 2026-06-23
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Inter&Co: the other Brazilian Fintech
by Emerging Value | 2026-06-23
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Spotify Model Update
by MBI Deep Dives | 2026-06-23
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Besi: The Packaging Monopoly at the Heart of the 3D Chip Era
by Crack The Market | 2026-06-22
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Some Notes from Spotify's 2026 Investor Day
by MBI Deep Dives | 2026-06-22
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
The Step Aduro Designed Around (And Why It Changes the Economics)
by Penny Queen | 2026-06-22
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Carnival Corporation: The Discount the Recovery Hasn’t Closed
by Flow Value Investing | 2026-06-22
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Weekend Thoughts: Malone’s Born to Be Wired Book; Thoughts on Cable; Is CHTR Cheap?
by Base Hit Investing | 2026-06-22
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Edenred: Another high conviction position at risk of getting taken out
by Heavy Moat Investments | 2026-06-21
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
The BYD Problem
by Behind the Balance Sheet | 2026-06-21
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Airbnb's Fintech Opportunity
by MBI Deep Dives | 2026-06-20
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Investing Lessons from Disney's Magic Figures
by The Dutch Investors | 2026-06-20
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Veeva Systems – A Deep Dive into a Misunderstood SaaS Stock, Now on Sale
by Rijnberk Investinsights | 2026-06-20
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Shopify at the E-com OS Layer
by MBI Deep Dives | 2026-06-19
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Feedback from the Compagnie de l'Odet shareholder meeting
by French Hidden Champions | 2026-06-18
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Norma Group Quick Update: Separable Tender rights - Precedents Rhoen 2014 & Rocket Internet 2022
by Value and Opportunity | 2026-06-18
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Norma Group Large Buyback Tender Special situation
by Value and Opportunity | 2026-06-18
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Airbnb's Incentives
by MBI Deep Dives | 2026-06-17
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Alphabet (GOOGL): Business Model and Risks Outweigh Premium
by Quality Value Investing | 2026-06-17
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Dividend Informer Q1 2026 Update: Dollar General
by Dividend Informer | 2026-06-16
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Stock of the Week: Adobe - The Market Is Still Not Convinced Despite Accelerating Growth
by Quality Stocks | 2026-06-16
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Meta's Myriad Questions
by MBI Deep Dives | 2026-06-15
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Quick Updates: DCC (Intertek) & Wise
by Value and Opportunity | 2026-06-15
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Is SMIC N+3’s Metal Pitch Smaller than Intel 18A’s?
by SemiAnalysis | 2026-06-14
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.