US Stock Analysis

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PayPal is not a payments company

PayPal ($PYPL) • 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

Microsoft + Activision Blizzard

Activision Blizzard ($ATVI) • By TSOH Investment Research • 2022-01-27

Davita: A Cheap Non-Cyclical

Davita ($DVA) • By Eagle Point Capital • 2022-01-22

Problems at Tattooed Chef (TTCF)

Tattooed Chef ($TTCF) • By The Bear Cave • 2022-01-20

Pinterest: Building the taste graph

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

[INTC] Intel Corp.

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

Grocery Outlet (NASDAQ: GO)

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

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

Plumas Bancorp, Ticker: PLBC

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

Square / PayPal: Part 2

PayPal ($PYPL) • By scuttleblurb • 2021-12-17

Revisiting the Early Days of Amazon.com

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

Problems at Redwire (RDW)

Redwire ($RDW) • By The Bear Cave • 2021-12-02

Square / PayPal: Part 1

PayPal ($PYPL) • By scuttleblurb • 2021-12-01

Disney: Breaking The Dam

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

The Berkshire Buyback Machine

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

Airbnb: A Travel Revolution

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

Problems at Seer Inc (SEER)

Seer Inc ($SEER) • By The Bear Cave • 2021-11-04

Microsoft: Expand The TAM

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

Progressive: A Low Cost Producer

Progressive ($PGR) • By Eagle Point Capital • 2021-10-30

Netflix: "Uncharted Territory"

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

Facebook: Two Divergent Trends

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

The Costco Snowball

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