Stock Analysis
Page 105 of 108 · Expert research and deep-dive articles on companies
Ricegrowers Limited - Value in This Agricultural "Co-op?"
Ricegrowers Limited • By Alluvial • 2019-05-01
Sold ZM at $59.03 for a 5% loss
Zoom Video Communications ($ZM) • By Growth Curve Investing • 2019-04-22
[ICE, NDAQ, CME, CBOE] Exchange Operators: Fragmentation and New Points of Differentiation
Intercontinental Exchange ($ICE) • By scuttleblurb • 2019-03-28
Facebook's Network Shows No Signs Of Cracking
Meta Platforms ($META) • By Eagle Point Capital • 2018-12-21
[CHGG – Chegg] Low Cost Channel to Bundled Ed Tech and Challenges in the Publishing Industry
Chegg ($CHGG) • By scuttleblurb • 2018-10-06
[SQ – Square; PYPL – PayPal] Comparing Business Models and Strategies
PayPal • By scuttleblurb • 2018-07-02
[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?), Part 2
Mercado Libre ($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 ($BRK.A) • By Base Hit Investing • 2018-05-15
[SERV – ServiceMaster; ROL – Rollins] Scale Economies and Hard Realities: Part 2
Rollins • By scuttleblurb • 2018-01-05
[ODFL – Old Dominion Freight Line] Superb Logistics Company
Old Dominion • By scuttleblurb • 2017-11-22
[MELI – MercadoLibre] Digging The Moat (Or Is It A Grave?), Part 1
Mercado Libre ($MELI) • By scuttleblurb • 2017-10-16
[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 ($MSTR) • By scuttleblurb • 2017-08-09
Thoughts on Advanced Emissions Solutions - ADES
Advanced Emissions Solutions ($ADES) • By Alluvial • 2017-06-29
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
Charlie Munger's Most Important Concept (Takeaways from the DJCO Meeting)
DJCO • By Base Hit Investing • 2017-02-27