BamSECAlphaSenseCapital CyclistsCapital CyclistsBase Hit InvestingBloomberg TerminalHeavy Moat InvestmentsHeavy Moat InvestmentsEquity MatesEquity MatesCompound & FireAsian Dividend StocksAsian Dividend StocksForward GuidanceForward GuidanceBaFin - Managers' transactionsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBeyondSPXAsian Century StocksAsian Century StocksBehind the Balance SheetBehind the Balance SheetChit Chat StocksChit Chat StocksA Peek Behind the NumbersAcquiredAcquiredBloomberg NewsCapital Employed FMCapital Employed FMAlessandro (Macro Strategist)Alessandro (Macro Strategist)AmibrokerRhinoInsightRhinoInsightBeehiivFoundersFounders41investments41investmentsCapital AllocatorsCapital AllocatorsBehind the Balance SheetFresh InvestFresh InvestAtom FinanceBamSECAlphaSenseCapital CyclistsCapital CyclistsBase Hit InvestingBloomberg TerminalHeavy Moat InvestmentsHeavy Moat InvestmentsEquity MatesEquity MatesCompound & FireAsian Dividend StocksAsian Dividend StocksForward GuidanceForward GuidanceBaFin - Managers' transactionsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBeyondSPXAsian Century StocksAsian Century StocksBehind the Balance SheetBehind the Balance SheetChit Chat StocksChit Chat StocksA Peek Behind the NumbersAcquiredAcquiredBloomberg NewsCapital Employed FMCapital Employed FMAlessandro (Macro Strategist)Alessandro (Macro Strategist)AmibrokerRhinoInsightRhinoInsightBeehiivFoundersFounders41investments41investmentsCapital AllocatorsCapital AllocatorsBehind the Balance SheetFresh InvestFresh InvestAtom FinanceBamSECAlphaSenseCapital CyclistsCapital CyclistsBase Hit InvestingBloomberg TerminalHeavy Moat InvestmentsHeavy Moat InvestmentsEquity MatesEquity MatesCompound & FireAsian Dividend StocksAsian Dividend StocksForward GuidanceForward GuidanceBaFin - Managers' transactionsThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetBeyondSPXAsian Century StocksAsian Century StocksBehind the Balance SheetBehind the Balance SheetChit Chat StocksChit Chat StocksA Peek Behind the NumbersAcquiredAcquiredBloomberg NewsCapital Employed FMCapital Employed FMAlessandro (Macro Strategist)Alessandro (Macro Strategist)AmibrokerRhinoInsightRhinoInsightBeehiivFoundersFounders41investments41investmentsCapital AllocatorsCapital AllocatorsBehind the Balance SheetFresh InvestFresh InvestAtom Finance

US Stock Analysis

Page 44 of 49 · 2,446 articles on US companies

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PayPal is not a payments company

PayPal • By Emerging Value • 2022-02-09

[ABNB, BKNG] Airbnb v Booking

Airbnb ($ABNB) • By scuttleblurb • 2022-02-07

Meta: A Precarious Position

Meta Platforms ($META) • By TSOH Investment Research • 2022-02-07

Problems at Roblox (RBLX)

Roblox ($RBLX) • By The Bear Cave • 2022-02-03

Is Intel Shipping Tools Out Of US Fabs So They Can Abuse CHIPS Act Subsidies?

Intel ($INTC) • By SemiAnalysis • 2022-01-30

Microsoft + Activision Blizzard

Microsoft ($MSFT) • By TSOH Investment Research • 2022-01-27

Davita: A Cheap Non-Cyclical

Davita • By Eagle Point Capital • 2022-01-22

Second Letter to Blueknight Energy Partners Board of Directors

Blueknight Energy Partners • By Stock Picking • 2022-01-21

Pinterest: Building the taste graph

Pinterest ($PINS) • By MBI Deep Dives • 2022-01-20

Advanced Packaging Part 3 – Intel’s Curious Bet on Thermocompression Bonding, ASM Pacific, Kulicke and Soffa, and Besi TCB Tool Landscape

Intel ($INTC) • By SemiAnalysis • 2022-01-19

TSMC Throws Down a $40B-$44B Gauntlet, Far Surpassing Intel And Samsung

Intel ($INTC) • By SemiAnalysis • 2022-01-13

[INTC] Intel Corp.

Intel ($INTC) • By scuttleblurb • 2022-01-12

Ollie's: "Good Stuff Cheap"

Ollie's • By TSOH Investment Research • 2022-01-10

Grocery Outlet (NASDAQ: GO)

Grocery Outlet ($GO) • By Possible Value • 2022-01-08

Advanced Packaging Part 2 - Review Of Options/Use From Intel, TSMC, Samsung, AMD, ASE, Sony, Micron, SKHynix, YMTC, Tesla, and Nvidia

Intel ($INTC) • By SemiAnalysis • 2022-01-06

My Letter to Blueknight Energy Partners Board of Directors

Blueknight Energy Partners • By Stock Picking • 2022-01-01

Evercel Inc. - EVRC

Evercel Inc. ($EVRC) • By Alluvial • 2021-12-28

Lessons From Markel's Tom Gayner

Markel ($MKL) • By Eagle Point Capital • 2021-12-25

TSMC Wants To Make Intel Dependent On External Manufacturing - Wafer Supply Agreement Insights For AMD, Apple, Broadcom, Intel, MediaTek, Nvidia, and Qualcomm

Apple ($AAPL) • By SemiAnalysis • 2021-12-23

TSMC Wants To Make Intel Dependent On External Manufacturing - Wafer Supply Agreement Insights For AMD, Apple, Broadcom, Intel, MediaTek, Nvidia, and Qualcomm

Apple ($AAPL) • By SemiAnalysis • 2021-12-22

Plumas Bancorp, Ticker: PLBC

Plumas Bancorp ($PLBC) • By Possible Value • 2021-12-18

Square / PayPal: Part 2

PayPal • By scuttleblurb • 2021-12-17

Ally: A Banking Transformation

Ally • By TSOH Investment Research • 2021-12-06

Revisiting the Early Days of Amazon.com

Amazon ($AMZN) • By McDinvestments • 2021-12-04

Amazon Graviton 3 Uses Chiplets & Advanced Packaging To Commoditize High Performance CPUs | The First PCIe 5.0 And DDR5 Server CPU

Amazon ($AMZN) • By SemiAnalysis • 2021-12-02

Square / PayPal: Part 1

PayPal • By scuttleblurb • 2021-12-01

Disney: Breaking The Dam

Disney ($DIS) • By TSOH Investment Research • 2021-11-22

Lam Research, Tokyo Electron, JSR Battle It Out In The $5B+ EUV Photoresist, Coater, and Developer Market - CAR vs MOR vs Dry Resist

Lam Research • By SemiAnalysis • 2021-11-18

The Berkshire Buyback Machine

Berkshire Hathaway ($BRK.A) • By TSOH Investment Research • 2021-11-18

Part II: Flanigan's Enterprises, Ticker: BDL

Flanigan's Enterprises ($BDL) • By Possible Value • 2021-11-17

Airbnb: A Travel Revolution

Airbnb ($ABNB) • By TSOH Investment Research • 2021-11-15

Part I: Flanigan's Enterprises, Ticker: BDL

Flanigan's Enterprises ($BDL) • By Possible Value • 2021-11-14

Microsoft: Expand The TAM

Microsoft ($MSFT) • By TSOH Investment Research • 2021-11-01

Netflix: "Uncharted Territory"

Netflix ($NFLX) • By TSOH Investment Research • 2021-10-25

Intel Betting The Farm – Shrinking Business, Margins Down For Few Years, But Aggressively Investing $40B-$43B A Year And More With Subsidies

Intel ($INTC) • By SemiAnalysis • 2021-10-22

More Problems at The Joint Corp (JYNT)

The Joint Corp ($JYNT) • By The Bear Cave • 2021-10-21

Facebook: Two Divergent Trends

Meta Platforms ($META) • By TSOH Investment Research • 2021-10-21

Qualcomm RFFE Business Continues Relentless Pace With ultraBAW Filters | >$8B Segment By 2025

Qualcomm • By SemiAnalysis • 2021-10-20

The Costco Snowball

Costco ($COST) • By TSOH Investment Research • 2021-10-18

TSMC 3nm Wafer Shipments Pushed Into Q1 2023, 2.5 Years After N5 | TSMC 2nm, Samsung 2nm, And Intel 20A Battle It Out In 2025

Intel ($INTC) • By SemiAnalysis • 2021-10-14

Problems at The Joint Corp (JYNT)

The Joint Corp ($JYNT) • By The Bear Cave • 2021-10-07

Apple A15 Die Shot and Annotation - IP Block Area Analysis

Apple ($AAPL) • By SemiAnalysis • 2021-10-01

Memory Oligopoly Woes - Micron Says They Will Not Increase Wafer Output In DRAM Or NAND For The Foreseeable Future

Micron • By SemiAnalysis • 2021-09-29

Shipping Port Backlogs & DOCN, APPS, EXAS, and NARI Conference Notes

DigitalOcean ($DOCN) • By Growth Curve Investing • 2021-09-24

[TWLO] Twilio

Twilio ($TWLO) • By scuttleblurb • 2021-09-17

Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed In

Apple ($AAPL) • By SemiAnalysis • 2021-09-14

The Bear Cave #82 + Union Pacific Railroads Linked to Cancer

Union Pacific ($UNP) • By The Bear Cave • 2021-09-12

Dollar Tree: A Vision Emerges

Dollar Tree • By TSOH Investment Research • 2021-09-09

Airbnb: "Belonging Anywhere"

Airbnb ($ABNB) • By TSOH Investment Research • 2021-09-07

Rivos Inc | A Chip Off The Old Block? New RISC-V Startup Garners Many Senior CPU Architects From Apple, Google, Marvell, Qualcomm, Intel, and AMD

Apple ($AAPL) • By SemiAnalysis • 2021-08-30

41investments41investmentsAlluvialAlluvialBaFin - Managers' transactionsAtom FinanceCompound & FireBloomberg TerminalThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetCapital Employed FMCapital Employed FMBizTocBamSECCapital CyclistsCapital CyclistsAcquiredAcquiredBeyondSPXAlessandro (Macro Strategist)Alessandro (Macro Strategist)Fresh InvestFresh InvestBehind the Balance SheetCapital AllocatorsCapital AllocatorsFinPodFinPodBase Hit InvestingForward GuidanceForward GuidanceBenzingaAsian Century StocksAsian Century StocksEquity MatesEquity MatesBejaminAIFoundersFoundersBehind the Balance SheetBehind the Balance SheetBeehiivRhinoInsightRhinoInsightAmibrokerBusiness BreakdownsBusiness Breakdowns41investments41investmentsAlluvialAlluvialBaFin - Managers' transactionsAtom FinanceCompound & FireBloomberg TerminalThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetCapital Employed FMCapital Employed FMBizTocBamSECCapital CyclistsCapital CyclistsAcquiredAcquiredBeyondSPXAlessandro (Macro Strategist)Alessandro (Macro Strategist)Fresh InvestFresh InvestBehind the Balance SheetCapital AllocatorsCapital AllocatorsFinPodFinPodBase Hit InvestingForward GuidanceForward GuidanceBenzingaAsian Century StocksAsian Century StocksEquity MatesEquity MatesBejaminAIFoundersFoundersBehind the Balance SheetBehind the Balance SheetBeehiivRhinoInsightRhinoInsightAmibrokerBusiness BreakdownsBusiness Breakdowns41investments41investmentsAlluvialAlluvialBaFin - Managers' transactionsAtom FinanceCompound & FireBloomberg TerminalThe Wolf of Harcourt StreetThe Wolf of Harcourt StreetCapital Employed FMCapital Employed FMBizTocBamSECCapital CyclistsCapital CyclistsAcquiredAcquiredBeyondSPXAlessandro (Macro Strategist)Alessandro (Macro Strategist)Fresh InvestFresh InvestBehind the Balance SheetCapital AllocatorsCapital AllocatorsFinPodFinPodBase Hit InvestingForward GuidanceForward GuidanceBenzingaAsian Century StocksAsian Century StocksEquity MatesEquity MatesBejaminAIFoundersFoundersBehind the Balance SheetBehind the Balance SheetBeehiivRhinoInsightRhinoInsightAmibrokerBusiness BreakdownsBusiness Breakdowns