Stock Analysis
Page 100 of 107 · Expert research and deep-dive articles on companies
Black Knight: Lungs Of The Mortgage Industry
Black Knight • By Eagle Point Capital • 2021-01-22
Problems at CuriosityStream (CURI)
CuriosityStream ($CURI) • By The Bear Cave • 2021-01-21
Case Study: Pershing Square’s Investment In JCPenny
Pershing Square • By Eagle Point Capital • 2021-01-15
[IAC; ANGI] Yet another IAC write-up
Angi • By scuttleblurb • 2021-01-14
Problems at Fulgent Genetics (FLGT)
Fulgent Genetics ($FLGT) • By The Bear Cave • 2021-01-07
More Problems at Triterras (TRIT)
Triterras ($TRIT) • By The Bear Cave • 2020-12-31
Skillsoft
Skillsoft • By ToffCap • 2020-12-22
How Berkshire Acquired National Indemnity
Berkshire Hathaway ($BRK.A) • By Enterprising Investor • 2020-12-19
Fastenal: Leveraging A Legacy Moat
Fastenal • By Eagle Point Capital • 2020-12-18
Problems at Triterras (TRIT)
Triterras ($TRIT) • By The Bear Cave • 2020-12-17
Problems at Chefs' Warehouse (CHEF)
Chefs' Warehouse ($CHEF) • By The Bear Cave • 2020-12-15
Yantai Changyu Pioneer Wine (000869)
Yantai Changyu Pioneer Wine ($000869) • By Asian Century Stocks • 2020-12-08
Deep Dive on ANGI
Angi • By MBI Deep Dives • 2020-12-04
eBay: My Kind of Turnaround
eBay Inc. • By Eagle Point Capital • 2020-12-04
Problems at Root Insurance (ROOT)
Root Insurance ($ROOT) • By The Bear Cave • 2020-12-03
Is TransDigm's Pricing Power Sustainable?
TransDigm ($TDG) • By Eagle Point Capital • 2020-11-27
Koshidaka Holdings Co Ltd (2157)
Koshidaka Holdings Co Ltd ($2157) • By Asian Century Stocks • 2020-11-25
AutoZone: Annual Update
AutoZone • By Eagle Point Capital • 2020-11-20
Problems at Enova International (ENVA)
Enova International ($ENVA) • By The Bear Cave • 2020-11-19
The Investors Roundtable #7: SaaS Models, Future of Food Delivery, Gold, Asteroid Mining and Kodak
Kodak • By Planet MicroCap • 2020-11-13
Weibo Corporation (WB)
Weibo Corporation ($WB) • By Asian Century Stocks • 2020-11-11
Why Ant Financial's IPO was pulled
Ant Financial • By Value Investing for Professionals • 2020-11-09
The Economics of the Cult of Lululemon
Lululemon • By MBI Deep Dives • 2020-11-06
Problems at K12 Inc. (LRN)
K12 Inc. ($LRN) • By The Bear Cave • 2020-11-05
HEICO: A Compounding Beast
HEICO • 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
CNOOC Ltd (0883)
CNOOC Ltd ($0883) • By Asian Century Stocks • 2020-10-26
Qualcomm Lost the iPhone 12 mmWave Antenna Module Contract to a Chinese Company
Qualcomm • By SemiAnalysis • 2020-10-25
A&W Revenue Royalties Income Fund
A&W Revenue Royalties Income Fund • By Eagle Point Capital • 2020-10-23
Jardine Strategic: Value Managers Going Cheap- Part 2
Jardine Strategic • By Superfluous Value • 2020-10-21
Chris Bloomstran's letter to The Walt Disney Company
Disney ($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
AMD • By Enterprising Investor • 2020-10-14
Fondul Proprietatea S.A. - FP:London
Fondul Proprietatea S.A. • By Alluvial • 2020-10-13
Ollie's Bargain Outlet: Discount Retailer With A Long Runway
Ollie's Bargain Outlet • By Eagle Point Capital • 2020-10-09
SATS Ltd (S58)
SATS Ltd ($S58) • By Asian Century Stocks • 2020-10-09
Etsy: A Handmade Giant in the Passion Economy
Etsy • By MBI Deep Dives • 2020-10-06
Netflix disrupted the Cable companies - now it's being disrupted by the Cable companies
Netflix ($NFLX) • By Value Investing for Professionals • 2020-10-05
Uber Deep-Dive
Uber • By Value Investing for Professionals • 2020-10-02
Problems at Celsius Holdings (CELH)
Celsius Energy ($CELH) • By The Bear Cave • 2020-10-01
Evergrande: What Happens Next? (Part 2)
Evergrande • By Value Investing for Professionals • 2020-10-01
Ep. 141 - An Intelligent Framework for Successful Investing in Any Market with Sham Gad, Paragon Technologies, Inc., Gad Partners Funds and Author of “The Business of Value Investing”
Paragon Technologies • By Planet MicroCap • 2020-09-30
The Market May Be Underestimating Dropbox
Dropbox • By Eagle Point Capital • 2020-09-25
Evergrande: A Deep Dive (Part 1)
Evergrande • By Value Investing for Professionals • 2020-09-24
Thoughts on Watsco and some businesses like it
Watsco • By scuttleblurb • 2020-09-24
Nestle Malaysia Berhad (4707.KL)
Nestle Malaysia Berhad ($4707.KL) • By Value Investing for Professionals • 2020-09-22
