US Stock Analysis
Page 56 of 61 · 3,007 articles on US companies
[IAC; ANGI] Yet another IAC write-up
Angi ($ANGI) • By scuttleblurb • 2021-01-14
Problems at Fulgent Genetics (FLGT)
Fulgent Genetics ($FLGT) • By The Bear Cave • 2021-01-07
Skillsoft
Skillsoft ($SKIL) • By ToffCap • 2020-12-22
How Berkshire Acquired National Indemnity
Berkshire Hathaway ($BRK.A) • By Enterprising Investor • 2020-12-19
Fastenal: Leveraging A Legacy Moat
Fastenal ($FAST) • By Eagle Point Capital • 2020-12-18
Problems at Chefs' Warehouse (CHEF)
Chefs' Warehouse ($CHEF) • By The Bear Cave • 2020-12-15
Deep Dive on ANGI
Angi ($ANGI) • By MBI Deep Dives • 2020-12-04
eBay: My Kind of Turnaround
eBay Inc. ($EBAY) • By Eagle Point Capital • 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 ($AZO) • By Eagle Point Capital • 2020-11-20
Problems at Enova International (ENVA)
Enova International ($ENVA) • By The Bear Cave • 2020-11-19
The Investors Roundtable #7: SaaS Models, Future of Food Delivery, Gold, Asteroid Mining and Kodak
Kodak ($KODK) • By Planet MicroCap • 2020-11-13
Problems at K12 Inc. (LRN)
K12 Inc. ($LRN) • By The Bear Cave • 2020-11-05
HEICO: A Compounding Beast
HEICO ($HEI) • By Eagle Point Capital • 2020-11-05
The Investors Roundtable #3: Tesla Valuation, MicroCap Gold Stocks, US Election Ramifications
Tesla ($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 ($QCOM) • By SemiAnalysis • 2020-10-25
Chris Bloomstran's letter to The Walt Disney Company
Disney ($DIS) • By Value Investing World • 2020-10-16
Problems at EverQuote (EVER)
EverQuote ($EVER) • By The Bear Cave • 2020-10-15
[Chr. Hansen, Novozymes] All the small things (plus some quick thoughts on The Trade Desk)
The Trade Desk ($TTD) • By scuttleblurb • 2020-10-15
Valuation: Intel vs TSMC vs AMD
Intel ($INTC) • By Enterprising Investor • 2020-10-14
Ollie's Bargain Outlet: Discount Retailer With A Long Runway
Ollie's Bargain Outlet ($OLLI) • By Eagle Point Capital • 2020-10-09
Etsy: A Handmade Giant in the Passion Economy
Etsy ($ETSY) • By MBI Deep Dives • 2020-10-06
Netflix disrupted the Cable companies - now it's being disrupted by the Cable companies
Netflix ($NFLX) • By Value Investing for Professionals • 2020-10-05
Problems at Celsius Holdings (CELH)
Celsius Energy ($CELH) • By The Bear Cave • 2020-10-01
The Market May Be Underestimating Dropbox
Dropbox ($DBX) • By Eagle Point Capital • 2020-09-25
Thoughts on Watsco and some businesses like it
Watsco ($WSO) • By scuttleblurb • 2020-09-24
Keep An Eye On CSW Industrials
CSW Industrials ($CSWI) • By Eagle Point Capital • 2020-09-11
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 ($CRWD) • By Sleep Well Investments • 2020-09-03
Stock In The Spotlight: AbbVie Inc.
AbbVie ($ABBV) • By The Investor's Edge • 2020-08-28
Takeaways from P10 Holdings' Quarterly Report - PIOE
P10 Holdings ($PX) • By Alluvial • 2020-08-25
How Apple Achieved 16% YoY Revenue Growth in Services
Apple ($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. ($DDOG) • By Growth Curve Investing • 2020-08-17
Post-Bankruptcy PG&E And Investing In Utilities
PG&E ($PCG) • By Eagle Point Capital • 2020-08-13
Stock In The Spotlight: Simon Property Group
Simon Property Group ($SPG) • By The Investor's Edge • 2020-08-13
Founders 5: Dollar Weakness, CRWD, WORK, and TWLO
CrowdStrike ($CRWD) • By Growth Curve Investing • 2020-08-11
Tractor Supply: A Portrait Of A Compounder As A Young Company
Tractor Supply ($TSCO) • By Eagle Point Capital • 2020-08-07
Disney: Surviving Through A Pandemic
Disney ($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 ($WORK) • By Growth Curve Investing • 2020-07-23
Crown Castle: Diversifying From Great To Good
Crown Castle ($CCI) • By Eagle Point Capital • 2020-07-16