Stock Analysis
Page 11 of 107 · Expert research and deep-dive articles on companies
Why This Is My Most Bullish Article on Aduro Yet
Aduro Clean Technologies ($ADUR) • By Penny Queen • 2026-05-11
Understanding Mercado Libre’s Q1 through the lens of Time Arbitrage
Mercado Libre ($MELI) • By Heavy Moat Investments • 2026-05-10
Logista: Still Truckin'
Logista • By Invariant • 2026-05-10
Evolution Update
Evolution AB ($EVVTY) • By Leeder Capital • 2026-05-10
Missed Amazon in 2008? Is Sea Ltd. a Second Chance? 🏆
Amazon ($AMZN) • By Slow Compounding • 2026-05-10
Updates on Natural Resource Partners, Cencora, and McKesson
Cencora • By Eagle Point Capital • 2026-05-09
Q1 2026 - Linde Plc
Linde Plc • By The Compounding Tortoise • 2026-05-08
Precia : update following annual results
Precia • By French Hidden Champions • 2026-05-08
Dividend Informer Q1 2026 Update: AbbVie
AbbVie • By Dividend Informer • 2026-05-08
Nintendo FY26 Earnings: Record Earnings Amidst Crushed Margins and a Game Drought
Nintendo ($7974) • By KonichiValue • 2026-05-08
Inside ASML
ASML Holding N.V. • By The Dutch Investors • 2026-05-07
AI won’t kill Booking - it might make it stronger
Booking Holdings • By 41investments • 2026-05-07
Celsius (CELH) Q1’26 Recap
Celsius Energy ($CELH) • By Capital Compounding • 2026-05-07
Dividend Informer Q2 2026 Update: Starbucks
Starbucks Corporation ($SBUX) • By Dividend Informer • 2026-05-07
Problems at Kinsale Capital Group (KNSL)
Kinsale ($KNSL) • By The Bear Cave • 2026-05-07
Q1 2026 - Harvia
Harvia • By The Compounding Tortoise • 2026-05-07
Dividend Informer Q1 2026 Update: Oneok
ONEOK • By Dividend Informer • 2026-05-06
Dividend Informer Q1 2026 Update: Honeywell
Honeywell ($HON) • By Dividend Informer • 2026-05-06
Q1 2026 - Topicus & Lumine
Lumine • By The Compounding Tortoise • 2026-05-06
Topicus, Teqnion, Tasmea | A Business Overview
Tasmea Limited ($TEA) • By The Dutch Investors • 2026-05-06
Shopify 1Q'26: Impressive, But Still Not Enough to Justify Valuation
Shopify ($SHOP) • By MBI Deep Dives • 2026-05-06
Dividend Informer Q1 2026 Update: Johnson & Johnson
Johnson & Johnson ($JNJ) • By Dividend Informer • 2026-05-06
Dividend Informer Q1 2026 Update: United Parcel Service
United Parcel Service ($UPS) • By Dividend Informer • 2026-05-06
Dividend Informer Q1 2026 Update: Comcast
Comcast ($CMCSA) • By Dividend Informer • 2026-05-06
Dividend Informer Q1 2026 Update: Tractor Supply
Tractor Supply • By Dividend Informer • 2026-05-06
DCC - Interesting “Special Situation” following KKR potential buyout offer at 58 GBP ?
DCC ($INTERTEK) • By Value and Opportunity • 2026-05-06
META: A Win-Win Position
Meta Platforms ($META) • By Emerging Opportunities • 2026-05-06
Secunet Security Networks Q1 2026
Secunet Security Networks • By Under Followed Stocks • 2026-05-05
Floor & Decor 1Q'26: Persistent Macro Challenges, but Pro Growth Encouraging
Floor and Decor ($FND) • By MBI Deep Dives • 2026-05-05
Sandisk/Micron Critical Q2 Updates
Micron • By The Pragmatic Optimist • 2026-05-05
Mastercard – Fear Has Put the World's Greatest Toll Booth On Sale
Mastercard • By Rijnberk Investinsights • 2026-05-05
An Aschenbrenner-Style AI Infrastructure Investment Strategy for 2028
Strategy ($MSTR) • By Damnang's Substack • 2026-05-05
Preview|DDOG 1Q26: Stable Core, OpenAI Migration Pushed Out, Bits AI Contribution Still Early
Datadog, Inc. ($DDOG) • By FUNDA • 2026-05-05
Intel’s Real Moat That Nobody Talks About: STCO
Intel ($INTC) • By Damnang's Substack • 2026-05-04
Adobe Expert Insight Interview (No Paywall)
Adobe ($ADBE) • By Speedwell Memos • 2026-05-04
Canal + : Q1 2026 numbers confirm 2016 targets
Canal+ • By French Hidden Champions • 2026-05-04
Why the Nintendo crash could be a massive opportunity to own world class IP
Nintendo ($7974) • By Heavy Moat Investments • 2026-05-04
Preview|APP 1Q26: No META Impact Observed; E-Commerce Reaccelerating After 1Q26 QoQ Decline; Gaming Growth Robust
Meta Platforms ($META) • By FUNDA • 2026-05-04
PayPal tries again (and again)
PayPal • By scuttleblurb • 2026-05-04
Roblox: Reality Check
Roblox ($RBLX) • By TSOH Investment Research • 2026-05-04
Sleep Well Portfolio (Apr 2026) - #24 Pick Published, Updates on GRAB, SE, WTC, VEEV
Grab ($GRAB) • By Sleep Well Investments • 2026-05-04
Monograms surgical device is a future market leader in robotic orthopedic surgery that will ragdoll $PDEX common shares.
Pro-Dex, Inc. ($PDEX) • By Leftfield Investing • 2026-05-04
Q1 2026 - O'Reilly Automotive
O'Reilly Automotive • By The Compounding Tortoise • 2026-05-03
Microsoft FY 3Q'26: Multi-Model Mirage, Copilot Momentum
Microsoft ($MSFT) • By MBI Deep Dives • 2026-05-03
How Wix might survive the AI onslaught
Wix • By The Dutch Investors • 2026-05-03
Altria: An Oral History
Altria ($MO) • By Invariant • 2026-05-03
Canal+ : a moat and Africa with lots of leeway to reduce costs and improve profitability
Canal+ • By French Hidden Champions • 2026-05-03
Kinsale Just Hit Its Lowest P/E Ever (2026 Q1 Update)
Kinsale ($KNSL) • By Slow Compounding • 2026-05-03
Amazon 1Q'26: Rosy Near-term but "Cloudy" Long-term
Amazon ($AMZN) • By MBI Deep Dives • 2026-05-02
Elasticity, the value of data, and Constellation Software's PEMS strategy.
Constellation Software ($PNP.TO) • By Eagle Point Capital • 2026-05-02
