Stock Analysis

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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

[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?), Part 2

Mercado Libre ($MELI) • By scuttleblurb • 2018-06-19

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

[IDXX – IDEXX Labs] Priced to Win

Idexx • By scuttleblurb • 2018-02-02

[MSFT – Microsoft] Death Star, Reformed

Microsoft ($MSFT) • By scuttleblurb • 2018-01-19

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

[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

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

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