Stock Analysis
Page 13 of 101 · Expert research and deep-dive articles on companies
BLOOM ENERGY — THE ORACLE DEAL CONFIRMS EVERYTHING
by The Disruptive Investor | 2026-04-14
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BLOOM ENERGY: +216% UPSIDE - THIRD PICK ON THE DISRUPTIVE INVESTOR
by The Disruptive Investor | 2026-04-13
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Preview|ASML 1Q26: Demand Remains Strong; The Only Headwind is ASML’s Capacity
by FUNDA | 2026-04-13
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Owned Destinations: Why Casella Waste is Winning the Northeast
by CompoundingAlpha | 2026-04-13
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Planet Fitness: Maxing Out?
by TSOH Investment Research | 2026-04-13
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Modiv Industrial: “Too F***ing Cheap”
by Value Zoomer | 2026-04-13
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Weekly|Collyer Bridge Joins FundaAI, Kioxia, TSMC, Meta’s Muse Spark, AWS Bedrock, Mythos
by FUNDA | 2026-04-13
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A Value Unlock of Rogers Communications' ($RCI.B) Trophy Sports Assets Worth 58–98% of its Market Cap is Still in Play
by Divergent Capital 7651 | 2026-04-12
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Sirius XM (An Excerpt From Our Recent Letter)
by Eagle Point Capital | 2026-04-11
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Behind the Qs and Ks- (AAON, PRGS, EPAC)
by A Peek Behind the Numbers | 2026-04-10
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Sendas Distribuidora: benefiting from the interest and inflation cycles in Brazil
by Emerging Value | 2026-04-10
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Preview|TSMC 1Q26: Continued Front-end and Back-end Capacity Shortages; Upward Revision of 2027 CoWoS Forecast
by FUNDA | 2026-04-10
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The Alpha in PGR: Why Progressive is the Ultimate Compounding Engine
by CompoundingAlpha | 2026-04-09
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Newprinces SPA update
by Emerging Value | 2026-04-07
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The Peptide Fortress: A Deep Dive into Novo Nordisk’s 100-Year Head Start
by CompoundingAlpha | 2026-04-06
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Crocs: The HeyDude Hangover
by TSOH Investment Research | 2026-04-06
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The Age of the TSMC Bottleneck
by Damnang's Substack | 2026-04-06
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Röko AB: Can Fredrik Karlsson Build Another Lifco?
by Slow Compounding | 2026-04-05
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APPLIED OPTOELECTRONICS: +258% UPSIDE - SECOND PICK ON THE DISRUPTIVE INVESTOR
by The Disruptive Investor | 2026-04-04
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MercadoLibre: Cheapest In Years (Ticker: MELI)
by Chit Chat Stocks | 2026-04-03
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Meta Platforms: The $135 Billion Bet
by CompoundingAlpha | 2026-04-02
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ErreDue FY 2025
by Under Followed Stocks | 2026-04-02
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NVIDIA's Marvell Investment: What Lies Beneath
by Damnang's Substack | 2026-04-02
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Dividend Informer Q2 2026 Update: Accenture
by Dividend Informer | 2026-04-01
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Dividend Informer Q4 2025 Update: Dick's Sporting Goods
by Dividend Informer | 2026-04-01
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Radcom Ltd.
by Financial Skeptic | 2026-04-01
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Discerning Signal from Noise: Why Meta's Advertising Franchise is Materially Mispriced
by Divergent Capital 7651 | 2026-04-01
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Dissecting Nvidia Blackwell - Tensor Cores, PTX Instructions, SASS, Floorsweep, Yield
by SemiAnalysis | 2026-03-31
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Cerillion PLC-CER.L
by InvestingWithWes | 2026-03-31
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[scuttlebit] Danaher update
by scuttleblurb | 2026-03-31
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Fever-Tree: "A Pivotal Moment"
by TSOH Investment Research | 2026-03-30
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The Ultimate Toll Booth: A Deep Dive into Texas Pacific Land (TPL)
by CompoundingAlpha | 2026-03-30
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Alibaba: When the Thesis Breaks, Rewrite It
by TQI Capital | 2026-03-30
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MarineMax Stock Analysis
by Enterprising Investor | 2026-03-29
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The Invisible Sovereign: ASML and the Architecture of Modern Power
by CompoundingAlpha | 2026-03-27
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Beyond NVIDIA and Broadcom: What the Market May Be Missing
by Damnang's Substack | 2026-03-27
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Is SanDisk Done?
by Damnang's Substack | 2026-03-26
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Follow-up on Floor & Decor
by MBI Deep Dives | 2026-03-26
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Baxter International: Deep value turnaround or hopeless value trap?
by Heavy Moat Investments | 2026-03-25
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DECK: Two Brands, One Mispricing
by Flow Value Investing | 2026-03-24
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INTU: Buying the Moonshot at Base-Case Prices
by CompoundingAlpha | 2026-03-24
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Nvidia – The Inference Kingdom Expands
by SemiAnalysis | 2026-03-24
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Why I am buying Floor & Decor
by MBI Deep Dives | 2026-03-23
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Nvidia GTC26: Winners & Losers
by The Pragmatic Optimist | 2026-03-23
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Berkshire Hathaway: Transition
by TSOH Investment Research | 2026-03-23
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Honeywell's Spinoff Implies ~39% Upside Without Requiring Either Business to Trade Above Its Peer Median Valuation Multiple
by Divergent Capital 7651 | 2026-03-23
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The 137-Year Pivot: How a Kyoto Card Shop Conquered the World
by CompoundingAlpha | 2026-03-22
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CEO Interview #2: Johan Steene (Teqnion AB)
by Slow Compounding | 2026-03-22
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Asian Dividend Gems: Prosperous Industrial Holdings
by Asian Dividend Stocks | 2026-03-19
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TIC Solutions: Thesis Check
by Kairos Research | 2026-03-19
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