Stock Analysis
Page 104 of 107 · Expert research and deep-dive articles on companies
[RDFN – Redfin] Business Model Analysis and Growth Constraints
RDFN • By scuttleblurb • 2018-10-31
[CHGG – Chegg] Low Cost Channel to Bundled Ed Tech and Challenges in the Publishing Industry
Chegg ($CHGG) • By scuttleblurb • 2018-10-06
Southern Bancshares - SBNC
Southern Bancshares ($SBNC) • By Alluvial • 2018-09-11
[V – Visa; MA – Mastercard] Expanding the Rails, Part 2
Mastercard • By scuttleblurb • 2018-08-15
Aerocentury Internalizes Management - ACY
Aerocentury • By Alluvial • 2018-07-31
[TEAM – Atlassian] Collaboration and Competition
Atlassian ($TEAM) • By scuttleblurb • 2018-07-31
Doric Nimrod Air One - DNA:LN
Doric Nimrod Air One ($DNA:LN) • By Alluvial • 2018-07-13
[SQ – Square; PYPL – PayPal] Comparing Business Models and Strategies
PayPal • By scuttleblurb • 2018-07-02
[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?), Part 2
Mercado Libre ($MELI) • By scuttleblurb • 2018-06-19
[CPRT – Copart; KAR – KAR Auction Services] Copart is a Beast + Impending IAA Spin-Off from KAR
Copart • By scuttleblurb • 2018-06-05
Two Berkshire Takeaways and Thoughts on Competitive Markets
Berkshire Hathaway ($BRK.A) • By Base Hit Investing • 2018-05-15
[ZO1 – Zooplus] Competing with Amazon
Amazon ($AMZN) • By scuttleblurb • 2018-05-07
Discussion at Markel
Markel ($MKL) • By Base Hit Investing • 2018-05-02
[LYV – Live Nation] On Flywheels and Bundles
Live Nation ($LYV) • By scuttleblurb • 2018-04-24
[WK – Workiva] From Point Solution to Platform
Workiva ($WK) • By scuttleblurb • 2018-04-13
[KMX – CarMax; CVNA – Carvana] Moat, Growth, and Competition
CarMax • By scuttleblurb • 2018-03-30
[IDXX – IDEXX Labs] Priced to Win
Idexx • By scuttleblurb • 2018-02-02
[MSFT – Microsoft] Death Star, Reformed
Microsoft ($MSFT) • By scuttleblurb • 2018-01-19
[SERV – ServiceMaster; ROL – Rollins] Scale Economies and Hard Realities: Part 2
Rollins • By scuttleblurb • 2018-01-05
NASB Financial - NASB:OTC
NASB Financial ($NASB) • By Alluvial • 2017-12-15
A look at D'ieteren - DIE:Euronext
D'ieteren ($DIE) • By Alluvial • 2017-12-11
[ODFL – Old Dominion Freight Line] Superb Logistics Company
Old Dominion • By scuttleblurb • 2017-11-22
[ADI – Analog Devices] A Silent Hero
Analog Devices • By scuttleblurb • 2017-11-16
[WIX – Wix.com] Scaling Profitably
Wix.com ($WIX) • By scuttleblurb • 2017-11-07
[MELI – MercadoLibre] Digging The Moat (Or Is It A Grave?), Part 1
Mercado Libre ($MELI) • By scuttleblurb • 2017-10-16
[MCEM – Monarch Cement] Ash Grove Part Deux?
Monarch Cement ($MCEM) • By scuttleblurb • 2017-10-05
[V – Visa; MA – Mastercard] Expanding the Rails, Part 1
Mastercard • By scuttleblurb • 2017-09-28
[FAST – Fastenal] Notes from CFO Convo; [ASHG – Ash Grove] Constructive Cement Pricing, Stock Is Cheap
Fastenal • By scuttleblurb • 2017-09-08
[TRIP – Tripadvisor] Good Asset, Fumbled Monetization Strategy
Strategy ($MSTR) • By scuttleblurb • 2017-08-09
Compagnie Lebon SA - LBON:France
Compagnie Lebon SA ($LBON) • By Alluvial • 2017-07-05
Thoughts on Advanced Emissions Solutions - ADES
Advanced Emissions Solutions ($ADES) • By Alluvial • 2017-06-29
Ocean Yield ASA - OCY:Oslo / OYIEF:OTC
Ocean Yield ASA • By Alluvial • 2017-06-05
Berkshire Meeting Notes - Daily Improvement, Business Evolution, and Investment Strategy
Berkshire Hathaway ($BRK.A) • By Base Hit Investing • 2017-05-11
[LYV – Live Nation Entertainment] Some of It’s Magic, Some of It’s Tragic
Live Nation ($LYV) • By scuttleblurb • 2017-04-12
Parks! America - PRKA
Parks! America ($PRKA) • By Alluvial • 2017-03-13
Charlie Munger's Most Important Concept (Takeaways from the DJCO Meeting)
DJCO • By Base Hit Investing • 2017-02-27
A Post-Mortem on Armanino Foods - AMNF
Armanino Foods ($AMNF) • By Alluvial • 2017-02-06
Steel Excel is an Attractive Special Situation - SXCL
Steel Excel ($SXCL) • By Alluvial • 2016-12-29
Falling Peso Benefits Rassini SAB de CV
Rassini SAB de CV • By Alluvial • 2016-12-21
NYC Trip and Coats Group Plc - LSE:COA
Coats Group Plc ($COA) • By Alluvial • 2016-12-03
Transactions Costs, Amortization Disguising Earnings Power at Alerus Financial - ALRS
Alerus Financial ($ALRS) • By Alluvial • 2016-10-11
Flughafen Wien AG
Flughafen Wien AG • By Alluvial • 2016-09-26
Value in my Own Backyard - Allegheny Valley Bancorp and Standard Financial Corp.
Allegheny Valley Bancorp • By Alluvial • 2016-09-02
Kaanapali Land - KANP
Kaanapali Land ($KANP) • By Alluvial • 2016-08-05
Urbana Corp. - URB.TO, URB-A.TO
Urbana Corp. • By Alluvial • 2016-07-28
Notes on Credit Acceptance Corp (CACC)
Credit Acceptance Corp ($CACC) • By Base Hit Investing • 2016-07-25
Quarterly Letter and a Wilhelmsen Update
Wilhelmsen • By Alluvial • 2016-06-13
Rand Worldwide Revisited - RWWI
Rand Worldwide, Inc. ($RWWI) • By Alluvial • 2016-05-25
Apple vs. Exxon Mobil
Apple ($AAPL) • By Base Hit Investing • 2016-05-16
More California Real Estate in LAACO, Ltd. - LAACZ
LAACO, Ltd. ($LAACZ) • By Alluvial • 2016-05-13









