US Stock Analysis
Page 57 of 61 · 3,007 articles on US companies
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 ($TTD) • By Growth Curve Investing • 2020-07-12
Wheeler REIT - An Activism Story: WHLR, WHLRD, WHLRP
Wheeler REIT ($WHLR) • By Alluvial • 2020-07-06
Pershing Square Tontine Holdings - Not Your Average SPAC
Pershing Square Tontine Holdings ($PSTH) • By Eagle Point Capital • 2020-07-03
Restaurant Brands International: What’s The Secret Sauce?
Restaurant Brands International ($QSR) • By Eagle Point Capital • 2020-06-26
Dunkin' Brands: Good Business, Better Industry
Dunkin' Brands ($DNKN) • By Eagle Point Capital • 2020-06-18
Wyndham Hotels: Necessity Is The Mother of Invention
Wyndham Hotels ($WH) • By Eagle Point Capital • 2020-06-12
🐻 Problems at CorVel (NASDAQ: CRVL)
CorVel ($CRVL) • By The Bear Cave • 2020-06-11
LICT Corporation - LICT
LICT Corporation ($LICT) • By Alluvial • 2020-06-11
[APPN, PEGA, SMAR] No/low code evolution
Smar ($SMAR) • By scuttleblurb • 2020-06-11
Special Situations: Ecolab and Kontoor Brands
Ecolab ($ECL) • By Eagle Point Capital • 2020-05-29
Berkshire Hathaway Q1 2020 Portfolio Update
Berkshire Hathaway ($BRK.A) • By Enterprising Investor • 2020-05-29
Kontoor Brands: Forced Selling Could Create A Buying Opportunity Levered To An Economic Recovery
Kontoor Brands ($KTB) • By Eagle Point Capital • 2020-05-23
Why We Recently Bought Hilton
Hilton ($HLT) • By Eagle Point Capital • 2020-05-20
Masco's Shrink To Grow Transformation Looks Complete
Masco ($MAS) • By Eagle Point Capital • 2020-05-15
Bank Of Hawaii Has A Wide Moat But Little Opportunity To Reinvest
Bank Of Hawaii ($BOH) • By Eagle Point Capital • 2020-05-09
Agilent Technologies - Attractive Business Model, Fairly Valued
Agilent Technologies ($A) • By Eagle Point Capital • 2020-05-08
Another look at New England Realty Associates LP - NEN
New England Realty Associates LP ($NEN) • By Alluvial • 2020-05-04
American Express
American Express ($AXP) • By Eagle Point Capital • 2020-05-01
CarMax: Lasting Moat in a Tough Industry
CarMax ($KMX) • By Eagle Point Capital • 2020-04-24
Long ViacomCBS/Short Netflix
Netflix ($NFLX) • By Superfluous Value • 2020-04-18
AutoZone
AutoZone ($AZO) • By Eagle Point Capital • 2020-04-17
Why Simon Property Group (Probably) Won't Go Bankrupt
Simon Property Group ($SPG) • By Enterprising Investor • 2020-04-16
Ep. 116 - From Microsoft to MicroCaps with Andy Preikschat, CIO and Portfolio Manager at Edgebrook Partners, LP
Microsoft ($MSFT) • By Planet MicroCap • 2020-04-15
NVR – Trouncing Competitors Since 1995
NVR ($NVR) • By Eagle Point Capital • 2020-04-10
Wells Fargo: Man Overboard?
Wells Fargo ($WFC) • By Eagle Point Capital • 2020-03-27
Investment Horizons / Schmitt Industries Investment Overview
Schmitt Industries ($SMIT) • By Eagle Point Capital • 2020-03-20
[CACC – Credit Acceptance Corp] Value in subprime auto
Credit Acceptance Corp ($CACC) • By scuttleblurb • 2020-03-16
[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry
Synopsys ($SNPS) • By scuttleblurb • 2020-02-28
Verisign: A Capital-light Compounder At A Lofty Price
Verisign ($VRSN) • By Eagle Point Capital • 2020-02-21
Odd-lot Opportunity In McKesson's Exchange Offer
McKesson Corp. ($MCK) • By Eagle Point Capital • 2020-02-14
[AMT – American Tower; CCI – Crown Castle] Legacy advantages and incremental returns
Crown Castle ($CCI) • By scuttleblurb • 2020-02-13
Quick Update - Keeping All My Shares of AYX and DDOG, Bought some Puts heading into earnings.
Alteryx ($AYX) • By Growth Curve Investing • 2020-02-11
Odd Lot Arbitrage Opportunity in XBiotech Shares
XBiotech ($XBIT) • By Eagle Point Capital • 2020-01-23
Trade Alert: Sold LK & WORK. Added to NVTA, CRSP, CDLX, FSLY
CDLX ($CDLX) • By Growth Curve Investing • 2020-01-23
Stock Market Showdown Ep 2. Disney Vs Roku (My Kids' Portfolio)
Disney ($DIS) • By Growth Curve Investing • 2020-01-20
McKesson: Does Valuation Offset Uncertainty?
McKesson Corp. ($MCK) • By Eagle Point Capital • 2020-01-17
Thoughts on NVR and AAPL
Apple ($AAPL) • By Base Hit Investing • 2020-01-15
Warren Buffett 1997 Email Exchange on Microsoft
Microsoft ($MSFT) • By Base Hit Investing • 2019-12-19
Monarch Cement - OTC:MCEM
Monarch Cement ($MCEM) • By Alluvial • 2019-12-05
Holding ESTC & Will Likely Add to WORK Tomorrow
Slack Technologies ($WORK) • By Growth Curve Investing • 2019-12-05
Sold All ZS Shares @$49.85, bought 326 CRWD Shares @$57.04
CrowdStrike ($CRWD) • By Growth Curve Investing • 2019-12-04
Conrad Industries - OTC:CNRD
Conrad Industries ($CNRD) • By Alluvial • 2019-11-19
NortonLifeLock Looks Like A Classic Special Situation Mispricing
NortonLifeLock ($SYM.HA) • By Eagle Point Capital • 2019-11-17
Added 300 shares of DDOG @ $32.71. Reporting Earnings Today
Datadog, Inc. ($DDOG) • By Growth Curve Investing • 2019-11-12
Sold 50% of TTD Shares. Added to DDOG
Datadog, Inc. ($DDOG) • By Growth Curve Investing • 2019-11-08