US Stock Analysis
Page 47 of 50 · 2,472 articles on US companies
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
Disney: Surviving Through A Pandemic
Disney ($DIS) • By The Investor's Edge • 2020-08-07
NOTES: CrowdStrike 2020 Global Threat Report Webinar
CrowdStrike ($CRWD) • By Growth Curve Investing • 2020-07-29
Lowe's: Will This Turnaround Turn?
Lowe's ($LOW) • By Eagle Point Capital • 2020-07-24
Closed Slack (WORK) Position
Slack Technologies ($WORK) • By Growth Curve Investing • 2020-07-23
Roku (ROKU) Company Page
Roku ($ROKU) • By Growth Curve Investing • 2020-07-12
Twilio (TWLO) Company Page
Twilio ($TWLO) • By Growth Curve Investing • 2020-07-12
Slack (WORK) Company Page
Slack Technologies ($WORK) • By Growth Curve Investing • 2020-07-12
Pinterest (PINS) Company Page
Pinterest ($PINS) • By Growth Curve Investing • 2020-07-12
The Trade Desk (TTD) Company Page
The Trade Desk ($TTD) • By Growth Curve Investing • 2020-07-12
LICT Corporation - LICT
LICT Corporation • By Alluvial • 2020-06-11
Berkshire Hathaway Q1 2020 Portfolio Update
Berkshire Hathaway ($BRK.A) • By Enterprising Investor • 2020-05-29
FICO and the Consumer Credit Bureaus: Part 2
FICO • By scuttleblurb • 2020-05-24
FICO and the Consumer Credit Bureaus: Part 1
FICO • By scuttleblurb • 2020-05-12
Another look at New England Realty Associates LP - NEN
New England Realty Associates LP ($NEN) • By Alluvial • 2020-05-04
American Express
American Express • By Eagle Point Capital • 2020-05-01
Long ViacomCBS/Short Netflix
Netflix ($NFLX) • By Superfluous Value • 2020-04-18
Why Simon Property Group (Probably) Won't Go Bankrupt
Simon Property Group • By Enterprising Investor • 2020-04-16
Ep. 116 - From Microsoft to MicroCaps with Andy Preikschat, CIO and Portfolio Manager at Edgebrook Partners, LP
Microsoft ($MSFT) • By Planet MicroCap • 2020-04-15
NVR – Trouncing Competitors Since 1995
NVR • By Eagle Point Capital • 2020-04-10
Wells Fargo: Man Overboard?
Wells Fargo ($WFC) • By Eagle Point Capital • 2020-03-27
Investment Horizons / Schmitt Industries Investment Overview
Schmitt Industries • By Eagle Point Capital • 2020-03-20
[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry
Cadence • By scuttleblurb • 2020-02-28
Odd-lot Opportunity In McKesson's Exchange Offer
McKesson Corp. ($MCK) • By Eagle Point Capital • 2020-02-14