Stock Analysis
Page 103 of 108 · Expert research and deep-dive articles on companies
Wyndham Hotels: Necessity Is The Mother of Invention
Wyndham Hotels • By Eagle Point Capital • 2020-06-12
Berkshire Hathaway Q1 2020 Portfolio Update
Berkshire Hathaway ($BRK.A) • By Enterprising Investor • 2020-05-29
Kontoor Brands: Forced Selling Could Create A Buying Opportunity Levered To An Economic Recovery
Kontoor Brands • By Eagle Point Capital • 2020-05-23
Bank Of Hawaii Has A Wide Moat But Little Opportunity To Reinvest
Bank Of Hawaii • By Eagle Point Capital • 2020-05-09
Agilent Technologies - Attractive Business Model, Fairly Valued
Agilent Technologies • By Eagle Point Capital • 2020-05-08
Another look at New England Realty Associates LP - NEN
New England Realty Associates LP ($NEN) • By Alluvial • 2020-05-04
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
Hibiscus Petroleum Berhad (5199.KL)
Hibiscus Petroleum Berhad ($5199.KL) • By Value Investing for Professionals • 2020-04-05
Investment Horizons / Schmitt Industries Investment Overview
Schmitt Industries • By Eagle Point Capital • 2020-03-20
[CACC – Credit Acceptance Corp] Value in subprime auto
Credit Acceptance Corp ($CACC) • By scuttleblurb • 2020-03-16
[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry
Cadence • By scuttleblurb • 2020-02-28
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 ($MELI) • By scuttleblurb • 2020-01-28
Trade Alert: Sold LK & WORK. Added to NVTA, CRSP, CDLX, FSLY
CDLX • By Growth Curve Investing • 2020-01-23
Stock Market Showdown Ep 2. Disney Vs Roku (My Kids' Portfolio)
Disney ($DIS) • By Growth Curve Investing • 2020-01-20
McKesson: Does Valuation Offset Uncertainty?
McKesson Corp. ($MCK) • By Eagle Point Capital • 2020-01-17
[SHOP – Shopify; WIX – Wix] Platforms, scale economies, and technology
Shopify ($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 ($OTCM) • By Planet MicroCap • 2019-12-17
Holding ESTC & Will Likely Add to WORK Tomorrow
Elastic ($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