Stock Analysis
Page 102 of 107 · Expert research and deep-dive articles on companies
Bank Of Hawaii Has A Wide Moat But Little Opportunity To Reinvest
Bank Of Hawaii • By Eagle Point Capital • 2020-05-09
Agilent Technologies - Attractive Business Model, Fairly Valued
Agilent Technologies • By Eagle Point Capital • 2020-05-08
Another look at New England Realty Associates LP - NEN
New England Realty Associates LP ($NEN) • By Alluvial • 2020-05-04
American Express
American Express • By Eagle Point Capital • 2020-05-01
CarMax: Lasting Moat in a Tough Industry
CarMax • By Eagle Point Capital • 2020-04-24
Long ViacomCBS/Short Netflix
Netflix ($NFLX) • By Superfluous Value • 2020-04-18
AutoZone
AutoZone • By Eagle Point Capital • 2020-04-17
Why Simon Property Group (Probably) Won't Go Bankrupt
Simon Property Group • 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
[LILAK – Liberty Latin America] Once more unto the breach
Liberty Latin America • By scuttleblurb • 2020-04-14
NVR – Trouncing Competitors Since 1995
NVR • By Eagle Point Capital • 2020-04-10
Hibiscus Petroleum Berhad (5199.KL)
Hibiscus Petroleum Berhad ($5199.KL) • By Value Investing for Professionals • 2020-04-05
Wells Fargo: Man Overboard?
Wells Fargo ($WFC) • By Eagle Point Capital • 2020-03-27
Investment Horizons / Schmitt Industries Investment Overview
Schmitt Industries • By Eagle Point Capital • 2020-03-20
[CACC – Credit Acceptance Corp] Value in subprime auto
Credit Acceptance Corp ($CACC) • By scuttleblurb • 2020-03-16
[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry
Cadence • By scuttleblurb • 2020-02-28
Verisign: A Capital-light Compounder At A Lofty Price
Verisign • By Eagle Point Capital • 2020-02-21
Odd-lot Opportunity In McKesson's Exchange Offer
McKesson Corp. ($MCK) • By Eagle Point Capital • 2020-02-14
[AMT – American Tower; CCI – Crown Castle] Legacy advantages and incremental returns
Crown Castle • By scuttleblurb • 2020-02-13
Quick Update - Keeping All My Shares of AYX and DDOG, Bought some Puts heading into earnings.
Alteryx ($AYX) • By Growth Curve Investing • 2020-02-11
BAT – A Wonderful Company at A Wonderful Price (9x PE, 13% dividend yield, 100% ROE)
BAT • By Value Investing for Professionals • 2020-01-29
[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?): Part 3
Mercado Libre ($MELI) • By scuttleblurb • 2020-01-28
Odd Lot Arbitrage Opportunity in XBiotech Shares
XBiotech • By Eagle Point Capital • 2020-01-23
Trade Alert: Sold LK & WORK. Added to NVTA, CRSP, CDLX, FSLY
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 ($AAPL) • By Base Hit Investing • 2020-01-15
[SHOP – Shopify; WIX – Wix] Platforms, scale economies, and technology
Shopify ($SHOP) • By scuttleblurb • 2020-01-13
Société Fermière du Casino Municipal de Cannes - Euronext Paris: FCMC
Société Fermière du Casino Municipal de Cannes ($FCMC) • By Alluvial • 2020-01-13
Warren Buffett 1997 Email Exchange on Microsoft
Microsoft ($MSFT) • By Base Hit Investing • 2019-12-19
[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 3 of 4
Adyen ($ADYEY) • By scuttleblurb • 2019-12-18
[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 4 of 4
Adyen ($ADYEY) • By scuttleblurb • 2019-12-18
Ep. 103 - Catching up with OTC Markets and Addressing Critical Issues to MicroCap Ecosystem with Cromwell Coulson, CEO of OTC Markets Group, Inc.
OTC Markets Group ($OTCM) • By Planet MicroCap • 2019-12-17
Monarch Cement - OTC:MCEM
Monarch Cement ($MCEM) • By Alluvial • 2019-12-05
Holding ESTC & Will Likely Add to WORK Tomorrow
Elastic ($ESTC) • 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
[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 2 of 4
Adyen ($ADYEY) • By scuttleblurb • 2019-11-26
Conrad Industries - OTC:CNRD
Conrad Industries ($CNRD) • By Alluvial • 2019-11-19
NortonLifeLock Looks Like A Classic Special Situation Mispricing
NortonLifeLock • 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
WeWork - What Investors Can Take Away From The Recent Meltdown
WeWork • By Eagle Point Capital • 2019-11-12
Robertet Groupe - Euronext RBT, CBE
Robertet Groupe • By Alluvial • 2019-11-11
[FISV, GPN, FIS, SQ, Stripe, Adyen] On payment processors, distribution, and technology: Part 1 of 4
Adyen ($ADYEY) • By scuttleblurb • 2019-11-08
Sold 50% of TTD Shares. Added to DDOG
Datadog, Inc. ($DDOG) • By Growth Curve Investing • 2019-11-08
Preparing for The Trade Desk's Q3 2019 Earnings Report
The Trade Desk ($TTD) • By Growth Curve Investing • 2019-11-07
Added 40 Shares of ROKU @$120
Roku ($ROKU) • By Growth Curve Investing • 2019-11-07
Holding Steady With ROKU and TTD into Earnings
Roku ($ROKU) • By Growth Curve Investing • 2019-11-06
Quick TWLO Update
Twilio ($TWLO) • By Growth Curve Investing • 2019-10-30
Company Overview: Twilio (TWLO)
Twilio ($TWLO) • By Growth Curve Investing • 2019-10-30
Crawford United - OTC:CRAWA
Crawford United ($CRAWA) • By Alluvial • 2019-10-25
