Large Cap Deep Dives
SubstackArticles
36
Companies covered
21
Sectors
7
Countries
5
Research Articles
Mini deep dive on Aspen Aerogels ($ASPN)
Jan 7, 2024
Part 1: Deep dive on VTEX ($VTEX)
Dec 28, 2023
Mini deep dive for On Running ($ONON)
Dec 23, 2023
Part 2: Deep dive on Toast ($TOST)
Dec 22, 2023
Part 1: Deep dive on Toast ($TOST)
Dec 14, 2023
Mini deep dive on SuperMicro Computer ($SMCI)
Dec 11, 2023
Mini deep dive on TransMedics ($TMDX)
Dec 8, 2023
Part 2: Deep dive on Arista Networks ($ANET)
Nov 18, 2023
Part 1: Deep dive on Arista Networks ($ANET)
Nov 12, 2023
Part 2: Deep dive on Live Nation ($LYV)
Oct 28, 2023
Part 1: Deep dive on Live Nation ($LYV)
Oct 23, 2023
Part 2: Deep dive on Deckers ($DECK)
Oct 4, 2023
Part 1: Deep dive on Deckers ($DECK)
Sep 30, 2023
$DECK coming soon plus $ELF deep dive
Sep 26, 2023
Part 2: Deep dive on Axon ($AXON)
Sep 14, 2023
Part 1: Deep dive on Axon ($AXON)
Sep 11, 2023
Deep dive on Chewy ($CHWY)
Aug 27, 2023
Part 2: Deep dive on DraftKings (DKNG)
Aug 14, 2023
Part 1: Deep dive on DraftKings ($DKNG)
Aug 7, 2023
Part 2: Deep dive on Sea Limited ($SE)
Jul 23, 2023
Part 1: Deep dive on Sea Limited ($SE)
Jul 18, 2023
Part 2: Deep dive on Pinterest ($PINS)
Jul 10, 2023
Part 1: Deep dive on Pinterest ($PINS)
Jul 4, 2023
Part 2: Deep dive on Unity Software ($U)
Jun 9, 2023
Part 1: Deep dive on Unity Software ($U)
Jun 6, 2023
Part 2: Deep dive on Palantir ($PLTR)
May 27, 2023
Part 1: Deep dive on Palantir ($PLTR)
May 22, 2023
Part 2: Deep dive on Expedia ($EXPE)
May 11, 2023
Part 1: Deep dive on Expedia ($EXPE)
May 7, 2023
Part 2: Deep dive on Spotify ($SPOT)
Apr 24, 2023
Part 1: Deep dive on Spotify ($SPOT)
Apr 22, 2023