US Stock Analysis
Page 46 of 49 · 2,446 articles on US companies
Shopify: The Anti-Amazon Protagonist
Amazon ($AMZN) • By MBI Deep Dives • 2021-04-09
🐻The Root Insurance Scam (ROOT) Bear Cave #58🐻
Root Insurance ($ROOT) • By The Bear Cave • 2021-03-22
Thoughts on the S&P Global / IHS Markit merger
S&P Global • By scuttleblurb • 2021-03-15
Skillsoft update (and other)
Skillsoft • By ToffCap • 2021-03-09
Autodesk: The Horse for the Infrastructure Decade
Autodesk • By MBI Deep Dives • 2021-03-09
The Investors Roundtable #32: Berkshire Hathaway $BRK.A $BRK.B Shareholder Letter 2020 Episode
Berkshire Hathaway ($BRK.A) • By Planet MicroCap • 2021-03-05
McKesson: A Royalty On The Pharmaceutical Industry
McKesson Corp. ($MCK) • By Eagle Point Capital • 2021-02-26
[TWTR] Twitter
Twitter ($TWTR) • By scuttleblurb • 2021-02-25
Schmitt Industries: Annual Update
Schmitt Industries • By Eagle Point Capital • 2021-02-18
Stock Analysis: Union Pacific
Union Pacific ($UNP) • By Enterprising Investor • 2021-02-13
Copart: Owner-operator with deep moats but potential long-term risks
Copart • By MBI Deep Dives • 2021-02-09
The Investors Roundtable #30: The Aftermath - What Happens Now Following Robinhood $GME Chaos?
GameStop Corp. ($GME) • By Planet MicroCap • 2021-02-09
The Investors Roundtable #29: Making Sense of the GameStop $GME, Robinhood Chaos
GameStop Corp. ($GME) • By Planet MicroCap • 2021-02-08
GameStop: New Generation, No New Lessons
GameStop Corp. ($GME) • By Eagle Point Capital • 2021-02-05
AbbVie - An Investor Trifecta
AbbVie • By The Investor's Edge • 2021-01-27
[IAC; ANGI] Yet another IAC write-up
Angi • By scuttleblurb • 2021-01-14
How Berkshire Acquired National Indemnity
Berkshire Hathaway ($BRK.A) • By Enterprising Investor • 2020-12-19
Fastenal: Leveraging A Legacy Moat
Fastenal • By Eagle Point Capital • 2020-12-18
Deep Dive on ANGI
Angi • By MBI Deep Dives • 2020-12-04
Problems at Root Insurance (ROOT)
Root Insurance ($ROOT) • By The Bear Cave • 2020-12-03
Is TransDigm's Pricing Power Sustainable?
TransDigm ($TDG) • By Eagle Point Capital • 2020-11-27
AutoZone: Annual Update
AutoZone • By Eagle Point Capital • 2020-11-20
HEICO: A Compounding Beast
HEICO • By Eagle Point Capital • 2020-11-05
The Investors Roundtable #3: Tesla Valuation, MicroCap Gold Stocks, US Election Ramifications
Tesla ($TSLA) • By Planet MicroCap • 2020-10-30
Costco: A Wonderful Business But Priced For Perfection
Costco ($COST) • By Eagle Point Capital • 2020-10-30
Apple’s A14 Packs 134 Million Transistors/mm², but Falls Short of TSMC’s Density Claims
Apple ($AAPL) • By SemiAnalysis • 2020-10-27
Qualcomm Lost the iPhone 12 mmWave Antenna Module Contract to a Chinese Company
Qualcomm • By SemiAnalysis • 2020-10-25
Chris Bloomstran's letter to The Walt Disney Company
Disney ($DIS) • By Value Investing World • 2020-10-16
[Chr. Hansen, Novozymes] All the small things (plus some quick thoughts on The Trade Desk)
The Trade Desk ($TTD) • By scuttleblurb • 2020-10-15
Valuation: Intel vs TSMC vs AMD
AMD • By Enterprising Investor • 2020-10-14
Netflix disrupted the Cable companies - now it's being disrupted by the Cable companies
Netflix ($NFLX) • By Value Investing for Professionals • 2020-10-05
Uber Deep-Dive
Uber • By Value Investing for Professionals • 2020-10-02
Problems at Celsius Holdings (CELH)
Celsius Energy ($CELH) • By The Bear Cave • 2020-10-01
The Market May Be Underestimating Dropbox
Dropbox • By Eagle Point Capital • 2020-09-25
Thoughts on Watsco and some businesses like it
Watsco • By scuttleblurb • 2020-09-24
Lessons From Enron
Enron • By Eagle Point Capital • 2020-09-18
Keep An Eye On CSW Industrials
CSW Industrials ($CSWI) • By Eagle Point Capital • 2020-09-11
Deep Dive on Uber
Uber • By MBI Deep Dives • 2020-09-08
Daily Digest: RDFN, PD, CRWD, ZM Blogs
CrowdStrike ($CRWD) • By Growth Curve Investing • 2020-09-04
Stock In The Spotlight: The Home Depot, Inc.
The Home Depot ($HD) • By The Investor's Edge • 2020-09-04
Business Update - CrowdStrike - Outstanding Q2'21 Results, Another Step Closer To Become The Leader In Cybersecurity
CrowdStrike ($CRWD) • By Sleep Well Investments • 2020-09-03
Stock In The Spotlight: AbbVie Inc.
AbbVie • By The Investor's Edge • 2020-08-28
How Apple Achieved 16% YoY Revenue Growth in Services
Apple ($AAPL) • By Value Investing for Professionals • 2020-08-23
Stock In The Spotlight: Lowe's Companies
Lowe's ($LOW) • By The Investor's Edge • 2020-08-21
Berkshire Hathaway: Updating Intrinsic Value
Berkshire Hathaway ($BRK.A) • By Eagle Point Capital • 2020-08-19
Fastly TikTok Opportunity (FSLY, DDOG Q2 Highlights)
Datadog, Inc. ($DDOG) • By Growth Curve Investing • 2020-08-17
Stock In The Spotlight: Simon Property Group
Simon Property Group • By The Investor's Edge • 2020-08-13
Founders 5: Dollar Weakness, CRWD, WORK, and TWLO
CrowdStrike ($CRWD) • By Growth Curve Investing • 2020-08-11
