US Stock Analysis
Page 4 of 61 · 3,007 articles on US companies
Transmedics Group (TMDX) Notes
TransMedics ($TMDX) • By Deepvalue Capital • 2026-07-22
Management Meeting Takeaways with Nvidia & Broadcom
Broadcom ($AVGO) • By Outperforming the Market • 2026-07-22
Meta’s Infrastructure Team Needs A Culture Reset
Meta Platforms ($META) • By SemiAnalysis • 2026-07-22
The Geopolitics of Open Weights
OPEN ($OPEN) • By MBI Deep Dives • 2026-07-21
Shift4 Payments Inc. | Premium Deep Dive
Shift4 Payments ($FOUR) • By The Dutch Investors • 2026-07-21
The Walt Disney Company | Premium Deep Dive
Disney ($DIS) • By The Dutch Investors • 2026-07-21
TransMedics Group Inc. | Premium Deep Dive
TransMedics ($TMDX) • By The Dutch Investors • 2026-07-21
Service Corporation International | Premium Deep Dive
Service Corporation International ($SCI) • By The Dutch Investors • 2026-07-21
Netflix (NFLX) Valuation & Equity Analysis: The Economics of Attention
Netflix ($NFLX) • By CompoundingAlpha • 2026-07-21
$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
United Parks & Resorts ($PRKS) • By Yet Another Value Blog • 2026-07-20
HGI Newsletter #353
PayPal ($PYPL) • By High Growth Investing • 2026-07-20
Netflix: The counterpositioning company
Netflix ($NFLX) • By TQI Capital • 2026-07-20
The Open-Source AI Era: Will Hyperscalers Keep Buying Chips?
OPEN ($OPEN) • By Damnang's Substack • 2026-07-19
✍️ Buffet’s Berkshire: Passing the Torch = The Legacy Continues + Donating it ALL!
Berkshire Hathaway ($BRK.A) • By Maverick Equity Research • 2026-07-19
💥“I’m super crazy busy”...💥
Sweetgreen ($SG) • By PETITION • 2026-07-19
Bloom Energy & Beyond: Fundamentals Don’t Lie, Sentiment Does
Bloom Energy ($BE) • By The Disruptive Investor • 2026-07-19
HEICO Deep Dive (Part 1): The Aviation Ecosystem Behind HEICO
HEICO ($HEI) • By Slow Compounding • 2026-07-19
Netflix: Updated Valuation Model after the 50% Drawdown (2026)
Netflix ($NFLX) • By Rene Sellmann • 2026-07-18
GE Aerospace – A Stock I Never Intend to Sell
GE Aerospace ($GE) • By Rijnberk Investinsights • 2026-07-18
Quick Updates: Frosta 6M 2026, Paypal vs. Strip &Advent, Easyjet spectacle & DCC “Sweetener”
PayPal ($PYPL) • By Value and Opportunity • 2026-07-17
Would I have been the patsy at $QVCPQ? $QVCAQ
QVC Group ($QVCAQ) • By Yet Another Value Blog • 2026-07-16
Problems at DraftKings (DKNG) #4
DraftKings ($DKNG) • By The Bear Cave • 2026-07-16
Samsung: More Profitable Than Nvidia, at a Fifth of the Price
NVIDIA ($NVDA) • By Crack The Market • 2026-07-16
Rithm Property Trust: Massive Value Transfer To External Manager Through Heavily Dilutive Financing
Rithm Property Trust ($RPT) • By Koneko Research • 2026-07-15
Airbnb’s Cost of Market Creation and Regulatory Survival
Airbnb ($ABNB) • By MBI Deep Dives • 2026-07-15
PayPal in the Takeover Game: $60.50 Is Just the First Bet
PayPal ($PYPL) • By High Growth Investing • 2026-07-15
PayPal im Übernahmepoker: 60,50 Dollar sind nur der erste Einsatz
PayPal ($PYPL) • By High Growth Investing • 2026-07-15
$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
CBIZ ($CBZ) • By Yet Another Value Blog • 2026-07-14
Stock of the Week: Netflix - An Attractive Opportunity Following Its 50% Drawdown?
Netflix ($NFLX) • By Quality Stocks • 2026-07-14
Micron (MU): The AI Chokepoint vs. The Widow-Maker Trade
Micron Technology ($MU) • By CompoundingAlpha • 2026-07-14
Copart: A Great Business that stopped being untouchable
Copart ($CPRT) • By Heavy Moat Investments • 2026-07-13
HGI Newsletter #352
MGM Resorts International ($MGM) • By High Growth Investing • 2026-07-13
Comcast: A Long-Awaited Pivot
Comcast ($CMCSA) • By TSOH Investment Research • 2026-07-13
💥The Prepack Ain't Prepacking💥
Xerox Holdings ($XRX) • By PETITION • 2026-07-12
Starbucks software crusade, worth it? (NOTW#99)
Starbucks Corporation ($SBUX) • By Best Anchor Stocks • 2026-07-11
Stryker Corporation – Start Buying Quality While It's Out of Favor (A Deep Dive)
Stryker ($SYK) • By Rijnberk Investinsights • 2026-07-11
SHARON AI: Investment Thesis
SharonAI Holdings ($SHAZ) • By Burak Finance • 2026-07-11
Meta On the Offense!
Meta Platforms ($META) • By MBI Deep Dives • 2026-07-10
The Case For Broadcom (Part 2)
Broadcom ($AVGO) • By Outperforming the Market • 2026-07-10
The Future of Meta Superintelligence: A 1 Year Progress Update
Meta Platforms ($META) • By SemiAnalysis • 2026-07-09
QXO Investor Q&A July 2026 Highlights
QXO ($QXO) • By Deepvalue Capital • 2026-07-09
Corporate dark arts: the strangest 8-K I've ever seen $DMRC
Digimarc ($DMRC) • By Yet Another Value Blog • 2026-07-09
Nike: Conditioning Phase
NIKE ($NKE) • By TSOH Investment Research • 2026-07-09
People Stock: From a Holding Company Discount to a Casino Bet
MGM Resorts International ($MGM) • By High Growth Investing • 2026-07-08
People Aktie: Vom Holding-Discount zur Casino-Wette
MGM Resorts International ($MGM) • By High Growth Investing • 2026-07-08
💥Skillsoft's Selling Stuff💥
Skillsoft ($SKIL) • By PETITION • 2026-07-08
CrowdStrike: Investor meetings takeaways
CrowdStrike ($CRWD) • By Outperforming the Market • 2026-07-08
Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital
Driven Brands ($DRVN) • By Yet Another Value Blog • 2026-07-07
Redwood Trust: Mortgage Banking Platform Depressed by Index Deletion
Redwood Trust ($RWT) • By Koneko Research • 2026-07-07