US Stock Analysis
Page 6 of 50 · 2,469 articles on US companies
Sirius XM (An Excerpt From Our Recent Letter)
SiriusXM ($SIRI) • By Eagle Point Capital • 2026-04-11
Crocs: The HeyDude Hangover
Crocs ($CROX) • By TSOH Investment Research • 2026-04-06
"Never Sell" Episode: AI Doom, Veeva, Research and Writing
Veeva • By MBI Deep Dives • 2026-04-03
Meta Platforms: The $135 Billion Bet
Meta Platforms ($META) • By CompoundingAlpha • 2026-04-02
NVIDIA's Marvell Investment: What Lies Beneath
NVIDIA ($NVDA) • By Damnang's Substack • 2026-04-02
Dividend Informer Q4 2025 Update: Dick's Sporting Goods
DICK'S Sporting Goods ($DKS) • By Dividend Informer • 2026-04-01
Discerning Signal from Noise: Why Meta's Advertising Franchise is Materially Mispriced
Meta Platforms ($META) • By Divergent Capital 7651 • 2026-04-01
Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield
NVIDIA ($NVDA) • By SemiAnalysis • 2026-03-31
[scuttlebit] Danaher update
Danaher • By scuttleblurb • 2026-03-31
Beyond NVIDIA and Broadcom: What the Market May Be Missing
Broadcom • By Damnang's Substack • 2026-03-27
Follow-up on Floor & Decor
Floor and Decor ($FND) • By MBI Deep Dives • 2026-03-26
DECK: Two Brands, One Mispricing
Deckers Outdoor Corporation ($DECK) • By Flow Value Investing • 2026-03-24
INTU: Buying the Moonshot at Base-Case Prices
Intuit ($INTU) • By CompoundingAlpha • 2026-03-24
Nvidia – The Inference Kingdom Expands
NVIDIA ($NVDA) • By SemiAnalysis • 2026-03-24
Why I am buying Floor & Decor
Floor and Decor ($FND) • By MBI Deep Dives • 2026-03-23
Nvidia GTC26: Winners & Losers
NVIDIA ($NVDA) • By The Pragmatic Optimist • 2026-03-23
Berkshire Hathaway: Transition
Berkshire Hathaway ($BRK.A) • By TSOH Investment Research • 2026-03-23
Dollar Tree: Resilient Progress
Dollar Tree • By TSOH Investment Research • 2026-03-19
EMIB: Intel Foundry's Best Hope
Intel ($INTC) • By Damnang's Substack • 2026-03-19
Adobe's Q1/2026 Earnings Review
Adobe ($ADBE) • By 41investments • 2026-03-17
Dividend Informer Q4 2025 Update: Dollar General
Dollar General • By Dividend Informer • 2026-03-16
Investor Briefing Note: Meta's Sweeping Layoffs - Implications & Second Order Effects.
Meta Platforms ($META) • By Divergent Capital 7651 • 2026-03-16
Intel Foundry: A Last Chance
Intel ($INTC) • By Damnang's Substack • 2026-03-16
Veeva Model Update
Veeva • By MBI Deep Dives • 2026-03-15
Kinsale's PYD: Hidden risk?
Kinsale ($KNSL) • By Slow Compounding • 2026-03-15
Meta at the AI Crossroads
Meta Platforms ($META) • By MBI Deep Dives • 2026-03-14
Editing Adobe
Adobe ($ADBE) • By MBI Deep Dives • 2026-03-13
Meta's Chip Resilience
Meta Platforms ($META) • By MBI Deep Dives • 2026-03-12
Marvell & Broadcom: Q1 Earnings Roundup
Broadcom • By The Pragmatic Optimist • 2026-03-12
CEO Interview #1: Michael Kehoe (Kinsale Capital Group)
Kinsale ($KNSL) • By Slow Compounding • 2026-03-11
Berkshire Hathaway: Willing and Abel
Berkshire Hathaway ($BRK.A) • By Eagle Point Capital • 2026-03-07
March [Morgan Stanley TMT] Madness
Morgan Stanley • By Irrational Analysis • 2026-03-05
Veeva FY4Q'26 Update
Veeva • By MBI Deep Dives • 2026-03-05
Vital Farms: Fragility
Vital Farms • By TSOH Investment Research • 2026-03-05
Microsoft and the Agentic Race
Microsoft ($MSFT) • By Patient Capital Fund Newsletter • 2026-03-04
Deep|GTC 2026 Preview: NVIDIA is Rewriting the AI Factory Playbook
NVIDIA ($NVDA) • By FUNDA • 2026-03-03
Floor & Decor: Awaiting Normalization
Floor and Decor ($FND) • By TSOH Investment Research • 2026-03-02
Nvidia’s Q4: 9 Things For Investors To Takeaway
NVIDIA ($NVDA) • By The Pragmatic Optimist • 2026-03-01
Kinsale Q4 2025 & Full Year 2025
Kinsale ($KNSL) • By Slow Compounding • 2026-03-01
Celsius 4Q’25 / FY’25 recap and one-year postmortem
Celsius Energy ($CELH) • By Capital Compounding • 2026-03-01
Meta’s AI Advantage is "In the Water"
Meta Platforms ($META) • By MBI Deep Dives • 2026-02-28
Netflix / Warner Bros.
Netflix ($NFLX) • By TSOH Investment Research • 2026-02-27
Airbnb: Setting The Stage (Ticker: ABNB)
Airbnb ($ABNB) • By Chit Chat Stocks • 2026-02-27
The Nvidia Math
NVIDIA ($NVDA) • By MBI Deep Dives • 2026-02-26
Scuttleblurb on Veeva
Veeva • By MBI Deep Dives • 2026-02-24
A Closer Look at Palantir's Receivables (PLTR)
Palantir Technologies ($PLTR) • By A Peek Behind the Numbers • 2026-02-23
Alphabet: From Search to AI to "AGI"
Alphabet ($GOOGL) • By MBI Deep Dives • 2026-02-23
Veeva, AI, and regulated workflows
Veeva • By scuttleblurb • 2026-02-23