AlluvialAlluvialHeavy Moat InvestmentsHeavy Moat InvestmentsAmibrokerBejaminAICapital CyclistsCapital CyclistsFoundersFoundersTradingviewThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBehind the Balance SheetFinChatRhinoInsightRhinoInsightEquity MatesEquity MatesBehind the Balance SheetBehind the Balance SheetAcquiredAcquiredCompound & FireBeehiivAtom FinanceBeyondSPXBamSECBest Anchor StocksBusiness BreakdownsBusiness BreakdownsAsian Century StocksAsian Century StocksBenzingaKoyfin41investments41investmentsBase Hit InvestingBaFin - Managers' transactionsAlessandro (Macro Strategist)Alessandro (Macro Strategist)AlphaSenseChit Chat StocksChit Chat StocksAlluvialAlluvialHeavy Moat InvestmentsHeavy Moat InvestmentsAmibrokerBejaminAICapital CyclistsCapital CyclistsFoundersFoundersTradingviewThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBehind the Balance SheetFinChatRhinoInsightRhinoInsightEquity MatesEquity MatesBehind the Balance SheetBehind the Balance SheetAcquiredAcquiredCompound & FireBeehiivAtom FinanceBeyondSPXBamSECBest Anchor StocksBusiness BreakdownsBusiness BreakdownsAsian Century StocksAsian Century StocksBenzingaKoyfin41investments41investmentsBase Hit InvestingBaFin - Managers' transactionsAlessandro (Macro Strategist)Alessandro (Macro Strategist)AlphaSenseChit Chat StocksChit Chat StocksAlluvialAlluvialHeavy Moat InvestmentsHeavy Moat InvestmentsAmibrokerBejaminAICapital CyclistsCapital CyclistsFoundersFoundersTradingviewThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBehind the Balance SheetFinChatRhinoInsightRhinoInsightEquity MatesEquity MatesBehind the Balance SheetBehind the Balance SheetAcquiredAcquiredCompound & FireBeehiivAtom FinanceBeyondSPXBamSECBest Anchor StocksBusiness BreakdownsBusiness BreakdownsAsian Century StocksAsian Century StocksBenzingaKoyfin41investments41investmentsBase Hit InvestingBaFin - Managers' transactionsAlessandro (Macro Strategist)Alessandro (Macro Strategist)AlphaSenseChit Chat StocksChit Chat Stocks

Large Cap Deep Dives

Substack

Articles

36

Companies covered

25

Sectors

5

Countries

5

Research Articles

Mini deep dive on Aspen Aerogels ($ASPN)

Jan 7, 2024

Part 2: Deep dive on VTEX ($VTEX) plus new links to spreadsheets, investment models and daily webcasts

Jan 4, 2024

Part 1: Deep dive on VTEX ($VTEX)

Dec 28, 2023

Mini deep dive for On Running ($ONON)

Dec 23, 2023

Year end giveaway from Celsius, TrendSpider, Tikr and Lupton Capital

Dec 22, 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

Delay on Part 2 of DraftKings deep dive because of recent ESPN/PENN news

Aug 11, 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 Super Micro Computer ($SMCI)

Jun 25, 2023

Part 1: Deep dive on Super Micro Computer ($SMCI)

Jun 21, 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

BaFin - Managers' transactionsTradingviewBehind the Balance SheetFoundersFoundersBeyondSPXRhinoInsightRhinoInsightThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBehind the Balance SheetBehind the Balance SheetAmibrokerAlphaSenseCapital AllocatorsCapital AllocatorsChit Chat StocksChit Chat Stocks41investments41investmentsBusiness BreakdownsBusiness BreakdownsCapital Employed FMCapital Employed FMKoyfinFinPodFinPodAsian Century StocksAsian Century StocksBenzingaBamSECCapital CyclistsCapital CyclistsBejaminAIFresh InvestFresh InvestAsian Dividend StocksAsian Dividend StocksEquity MatesEquity MatesAlessandro (Macro Strategist)Alessandro (Macro Strategist)Heavy Moat InvestmentsHeavy Moat InvestmentsAtom FinanceBase Hit InvestingFinChatBaFin - Managers' transactionsTradingviewBehind the Balance SheetFoundersFoundersBeyondSPXRhinoInsightRhinoInsightThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBehind the Balance SheetBehind the Balance SheetAmibrokerAlphaSenseCapital AllocatorsCapital AllocatorsChit Chat StocksChit Chat Stocks41investments41investmentsBusiness BreakdownsBusiness BreakdownsCapital Employed FMCapital Employed FMKoyfinFinPodFinPodAsian Century StocksAsian Century StocksBenzingaBamSECCapital CyclistsCapital CyclistsBejaminAIFresh InvestFresh InvestAsian Dividend StocksAsian Dividend StocksEquity MatesEquity MatesAlessandro (Macro Strategist)Alessandro (Macro Strategist)Heavy Moat InvestmentsHeavy Moat InvestmentsAtom FinanceBase Hit InvestingFinChatBaFin - Managers' transactionsTradingviewBehind the Balance SheetFoundersFoundersBeyondSPXRhinoInsightRhinoInsightThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBehind the Balance SheetBehind the Balance SheetAmibrokerAlphaSenseCapital AllocatorsCapital AllocatorsChit Chat StocksChit Chat Stocks41investments41investmentsBusiness BreakdownsBusiness BreakdownsCapital Employed FMCapital Employed FMKoyfinFinPodFinPodAsian Century StocksAsian Century StocksBenzingaBamSECCapital CyclistsCapital CyclistsBejaminAIFresh InvestFresh InvestAsian Dividend StocksAsian Dividend StocksEquity MatesEquity MatesAlessandro (Macro Strategist)Alessandro (Macro Strategist)Heavy Moat InvestmentsHeavy Moat InvestmentsAtom FinanceBase Hit InvestingFinChat