Stock Analysis
Page 14 of 108 · Expert research and deep-dive articles on companies
ISSCC 2026: NVIDIA & Broadcom CPO, HBM4 & LPDDR6, TSMC Active LSI, Logic-Based SRAM, UCIe-S and More
by SemiAnalysis | 2026-04-15
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Deep|SpaceX Deep Dive: Part2 - The Fundamentals and Risk Matrix Behind a $2 Trillion IPO Valuation
by FUNDA | 2026-04-15
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New Buy: A niche logistics provider to replace InPost in my portfolio? (16% IRR expectation)
by Heavy Moat Investments | 2026-04-14
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Deep|AI Infra 2026: Shifting from "Brain Power" Competition to "Whole-Body" Evolution
by FUNDA | 2026-04-14
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BLOOM ENERGY — THE ORACLE DEAL CONFIRMS EVERYTHING
by The Disruptive Investor | 2026-04-14
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Follow up on a French Hidden Champion: a reinforced balance sheet, an increased dividend and an improving EBIT
by French Hidden Champions | 2026-04-13
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BLOOM ENERGY: +216% UPSIDE - THIRD PICK ON THE DISRUPTIVE INVESTOR
by The Disruptive Investor | 2026-04-13
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Preview|ASML 1Q26: Demand Remains Strong; The Only Headwind is ASML’s Capacity
by FUNDA | 2026-04-13
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Owned Destinations: Why Casella Waste is Winning the Northeast
by CompoundingAlpha | 2026-04-13
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Planet Fitness: Maxing Out?
by TSOH Investment Research | 2026-04-13
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Modiv Industrial: “Too F***ing Cheap”
by Value Zoomer | 2026-04-13
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Weekly|Collyer Bridge Joins FundaAI, Kioxia, TSMC, Meta’s Muse Spark, AWS Bedrock, Mythos
by FUNDA | 2026-04-13
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A Value Unlock of Rogers Communications' ($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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Bolloré: some thoughts following the Bill Ackman offer on UMG
by French Hidden Champions | 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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Follow up on a recurring business, family owned, strong balance sheet French Hidden champion
by French Hidden Champions | 2026-04-09
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The Alpha in PGR: Why Progressive is the Ultimate Compounding Engine
by CompoundingAlpha | 2026-04-09
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ON - Leading the pack at the right price?
by Flow Value Investing | 2026-04-08
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[scuttlebit] Thermo Fisher update
by scuttleblurb | 2026-04-08
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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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Weekly|Funda AI Agent Platform Launched, Memory LTAs, SpaceX, and more
by FUNDA | 2026-04-05
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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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Circle Group FY 2025 results
by Under Followed Stocks | 2026-04-03
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"Never Sell" Episode: AI Doom, Veeva, Research and Writing
by MBI Deep Dives | 2026-04-03
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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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Deep|SpaceX Deep Dive: Part 1 — From Falcon to Starship
by FUNDA | 2026-03-30
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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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On Holding: Great Business, High Price
by Flow Value Investing | 2026-03-27
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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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