Stock Analysis
Page 13 of 107 · Expert research and deep-dive articles on companies
LVMH: From King of Luxury to the Reset
LVMH • By TQI Capital • 2026-04-20
Imperial Brands: An Ode to Zero
Imperial Brands • By Invariant • 2026-04-19
Microsoft: The Best Company In The World Is Too Cheap
Microsoft ($MSFT) • By Crack The Market • 2026-04-19
Weekly|AI Infra, SpaceX Part 2, ASML & TSMC Earnings, TMTB AMA Next Monday, PLTR, AMZN Acquiring GSAT
ASML Holding N.V. • By FUNDA • 2026-04-19
Frequentis FY 2025
Frequentis • By Under Followed Stocks • 2026-04-18
Review|TSMC 1Q26: AI Demand Remains Robust; Growth Trajectory Unchanged
TSMC ($TSM) • By FUNDA • 2026-04-17
Review|ASML 1Q26: 2026 Revenue Guidance Upwardly Revised; 2027 EUV Supply Shortage
ASML Holding N.V. • By FUNDA • 2026-04-17
TSMC 1Q'26 Update
TSMC ($TSM) • By MBI Deep Dives • 2026-04-17
Does Upwork have a future?
Upwork • By scuttleblurb • 2026-04-17
Robertet : good 2025 results…
Robertet ($RBT) • By French Hidden Champions • 2026-04-17
Can AMD Beat NVIDIA?
NVIDIA ($NVDA) • By Damnang's Substack • 2026-04-17
Kraken Robotics: Growing Urgency (Ticker: KRKN.F)
Kraken Robotics ($PNG) • By Chit Chat Stocks • 2026-04-17
Deja vu all over again: Allbirds vs. Zapata's 1998 "fish oil to Dot.com" Pivot
Allbirds • By Value and Opportunity • 2026-04-17
The Cadence Ambition the Market Isn't Pricing Yet
Cadence • By Damnang's Substack • 2026-04-16
ASML 1Q'26 Update
ASML Holding N.V. • By MBI Deep Dives • 2026-04-16
Hidden champion stock taken private:
Hidden champion stock • By Emerging Value • 2026-04-16
Chipotle: Recipe For Growth
Chipotle ($CMG) • By TSOH Investment Research • 2026-04-16
M&A Capital Partners (TYO: 6080) VS. Japan’s Demographic Time Bomb
M&A Capital Partners ($6080) • By KonichiValue • 2026-04-16
ISSCC 2026: NVIDIA & Broadcom CPO, HBM4 & LPDDR6, TSMC Active LSI, Logic-Based SRAM, UCIe-S and More
Broadcom • By SemiAnalysis • 2026-04-15
Deep|SpaceX Deep Dive: Part2 - The Fundamentals and Risk Matrix Behind a $2 Trillion IPO Valuation
SpaceX • By FUNDA • 2026-04-15
New Buy: A niche logistics provider to replace InPost in my portfolio? (16% IRR expectation)
InPost • By Heavy Moat Investments • 2026-04-14
Deep|AI Infra 2026: Shifting from "Brain Power" Competition to "Whole-Body" Evolution
Evolution AB ($EVVTY) • By FUNDA • 2026-04-14
BLOOM ENERGY — THE ORACLE DEAL CONFIRMS EVERYTHING
Bloom Energy ($BE) • By The Disruptive Investor • 2026-04-14
Follow up on a French Hidden Champion: a reinforced balance sheet, an increased dividend and an improving EBIT
a French Hidden Champion • By French Hidden Champions • 2026-04-13
BLOOM ENERGY: +216% UPSIDE - THIRD PICK ON THE DISRUPTIVE INVESTOR
Bloom Energy ($BE) • By The Disruptive Investor • 2026-04-13
Preview|ASML 1Q26: Demand Remains Strong; The Only Headwind is ASML’s Capacity
ASML Holding N.V. • By FUNDA • 2026-04-13
Planet Fitness: Maxing Out?
Planet Fitness ($PLNT) • By TSOH Investment Research • 2026-04-13
Modiv Industrial: “Too F***ing Cheap”
Modiv Industrial • By Value Zoomer • 2026-04-13
Weekly|Collyer Bridge Joins FundaAI, Kioxia, TSMC, Meta’s Muse Spark, AWS Bedrock, Mythos
Meta Platforms ($META) • By FUNDA • 2026-04-13
A Value Unlock of Rogers Communications' ($RCI.B) Trophy Sports Assets Worth 58–98% of its Market Cap is Still in Play
Rogers Communications ($RCI.B) • By Divergent Capital 7651 • 2026-04-12
Sirius XM (An Excerpt From Our Recent Letter)
SiriusXM ($SIRI) • By Eagle Point Capital • 2026-04-11
Behind the Qs and Ks- (AAON, PRGS, EPAC)
AAON • By A Peek Behind the Numbers • 2026-04-10
Sendas Distribuidora: benefiting from the interest and inflation cycles in Brazil
Sendas Distribuidora • By Emerging Value • 2026-04-10
Bolloré: some thoughts following the Bill Ackman offer on UMG
Bolloré • By French Hidden Champions • 2026-04-10
Preview|TSMC 1Q26: Continued Front-end and Back-end Capacity Shortages; Upward Revision of 2027 CoWoS Forecast
TSMC ($TSM) • By FUNDA • 2026-04-10
Follow up on a recurring business, family owned, strong balance sheet French Hidden champion
Hidden champion • By French Hidden Champions • 2026-04-09
[scuttlebit] Thermo Fisher update
Thermo Fisher • By scuttleblurb • 2026-04-08
Newprinces SPA update
Newprinces SPA • By Emerging Value • 2026-04-07
Crocs: The HeyDude Hangover
Crocs ($CROX) • By TSOH Investment Research • 2026-04-06
The Age of the TSMC Bottleneck
TSMC ($TSM) • By Damnang's Substack • 2026-04-06
Weekly|Funda AI Agent Platform Launched, Memory LTAs, SpaceX, and more
SpaceX • By FUNDA • 2026-04-05
Röko AB: Can Fredrik Karlsson Build Another Lifco?
Lifco AB • By Slow Compounding • 2026-04-05
APPLIED OPTOELECTRONICS: +258% UPSIDE - SECOND PICK ON THE DISRUPTIVE INVESTOR
Applied Optoelectronics ($AAOI) • By The Disruptive Investor • 2026-04-04
Circle Group FY 2025 results
Circle Group • By Under Followed Stocks • 2026-04-03
"Never Sell" Episode: AI Doom, Veeva, Research and Writing
Veeva • By MBI Deep Dives • 2026-04-03
MercadoLibre: Cheapest In Years (Ticker: MELI)
Mercado Libre ($MELI) • By Chit Chat Stocks • 2026-04-03
ErreDue FY 2025
ErreDue • By Under Followed Stocks • 2026-04-02
NVIDIA's Marvell Investment: What Lies Beneath
NVIDIA ($NVDA) • By Damnang's Substack • 2026-04-02
Dividend Informer Q2 2026 Update: Accenture
Accenture • By Dividend Informer • 2026-04-01
Dividend Informer Q4 2025 Update: Dick's Sporting Goods
DICK'S Sporting Goods ($DKS) • By Dividend Informer • 2026-04-01
