US Stock Analysis
Page 64 of 69 · 3,422 articles on US companies
Problems at Vuzix (VUZI)
Vuzix ($VUZI) • By The Bear Cave • 2021-03-04
McKesson: A Royalty On The Pharmaceutical Industry
McKesson Corp. ($MCK) • By Eagle Point Capital • 2021-02-26
[TWTR] Twitter
Twitter ($TWTR) • By scuttleblurb • 2021-02-25
Schmitt Industries: Annual Update
Schmitt Industries ($SMIT) • By Eagle Point Capital • 2021-02-18
Problems at AgEagle Aerial Systems (UAVS)
AgEagle Aerial Systems ($UAVS) • By The Bear Cave • 2021-02-18
Stock Analysis: Union Pacific
Union Pacific ($UNP) • By Enterprising Investor • 2021-02-13
Copart: Owner-operator with deep moats but potential long-term risks
Copart ($CPRT) • By MBI Deep Dives • 2021-02-09
The Investors Roundtable #30: The Aftermath - What Happens Now Following Robinhood $GME Chaos?
GameStop Corp. ($GME) • By Planet MicroCap • 2021-02-09
The Investors Roundtable #29: Making Sense of the GameStop $GME, Robinhood Chaos
GameStop Corp. ($GME) • By Planet MicroCap • 2021-02-08
GameStop: New Generation, No New Lessons
GameStop Corp. ($GME) • By Eagle Point Capital • 2021-02-05
Potential at Ford (F)
Ford ($F) • By The Bear Cave • 2021-02-04
Quarterly Letter and a Look at Concierge Technologies - OTC: CNCG
Concierge Technologies ($CNCG) • By Alluvial • 2021-02-03
AbbVie - An Investor Trifecta
AbbVie ($ABBV) • By The Investor's Edge • 2021-01-27
Problems at CuriosityStream (CURI)
CuriosityStream ($CURI) • By The Bear Cave • 2021-01-21
Case Study: Pershing Square’s Investment In JCPenny
Pershing Square ($PS) • By Eagle Point Capital • 2021-01-15
[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