Stock Analysis
Page 15 of 107 · Expert research and deep-dive articles on companies
Rakus (3923): The Ultimate Value Play in Japan’s SaaSocalypse
Rakus ($3923) • By KonichiValue • 2026-03-09
Scandinavian Tobacco Group: Boxed
Scandinavian Tobacco Group • By Invariant • 2026-03-08
Unit Corporation: A Post-Bankruptcy Energy Company With Hidden Asset Value
Unit Corporation • By Enterprising Investor • 2026-03-08
Viel & Cie: Cashing in on Chaos
Viel & Cie • By Value Zoomer • 2026-03-08
Berkshire Hathaway: Willing and Abel
Berkshire Hathaway ($BRK.A) • By Eagle Point Capital • 2026-03-07
Weekly|Unwiiiiiiiiiind, OpenAI/ORCL, GTC preview, TSEM deep dive, MDB/CRWD/ASTS earnings, CPO debate
OpenAI • By FUNDA • 2026-03-07
Sea Limited (SE) Q4'25 - Shopee in Focus, 11 Reasons To Keep Investing
Sea Limited ($SE) • By Sleep Well Investments • 2026-03-06
Adyen: Persistent Growth (Ticker: ADYEN)
Adyen ($ADYEY) • By Chit Chat Stocks • 2026-03-06
Nebius: The Purest Way to Play AI Compute
Nebius ($NBIS) • By Crack The Market • 2026-03-05
March [Morgan Stanley TMT] Madness
Morgan Stanley • By Irrational Analysis • 2026-03-05
Veeva FY4Q'26 Update
Veeva • By MBI Deep Dives • 2026-03-05
Vital Farms: Fragility
Vital Farms • By TSOH Investment Research • 2026-03-05
Microsoft and the Agentic Race
Microsoft ($MSFT) • By Patient Capital Fund Newsletter • 2026-03-04
InPost: The Parcel-Locker Flywheel — and the Lowball Takeover
InPost • By Slow Compounding • 2026-03-04
Salesforce February 2026 earnings review
Salesforce • By 41investments • 2026-03-03
Review|MDB FY4Q26: Sales Strategy Transformation Introduces Uncertainty
Strategy ($MSTR) • By FUNDA • 2026-03-03
Deep|GTC 2026 Preview: NVIDIA is Rewriting the AI Factory Playbook
NVIDIA ($NVDA) • By FUNDA • 2026-03-03
Floor & Decor: Awaiting Normalization
Floor and Decor ($FND) • By TSOH Investment Research • 2026-03-02
Prosus: The tencent proxy
Prosus ($PRX) • By TQI Capital • 2026-03-02
Nvidia’s Q4: 9 Things For Investors To Takeaway
NVIDIA ($NVDA) • By The Pragmatic Optimist • 2026-03-01
Logista: Not All Too Piggish
Logista • By Invariant • 2026-03-01
Kinsale Q4 2025 & Full Year 2025
Kinsale ($KNSL) • By Slow Compounding • 2026-03-01
Celsius 4Q’25 / FY’25 recap and one-year postmortem
Celsius Energy ($CELH) • By Capital Compounding • 2026-03-01
Meta’s AI Advantage is "In the Water"
Meta Platforms ($META) • By MBI Deep Dives • 2026-02-28
AutoTrader Group-AUTO.L
AutoTrader Group ($AUTO.L) • By InvestingWithWes • 2026-02-27
Netflix / Warner Bros.
Netflix ($NFLX) • By TSOH Investment Research • 2026-02-27
Airbnb: Setting The Stage (Ticker: ABNB)
Airbnb ($ABNB) • By Chit Chat Stocks • 2026-02-27
APi Group: How the story has evolved and what's next
APi Group • By Kairos Research • 2026-02-26
Shelly FY 2025
Shelly • By Under Followed Stocks • 2026-02-26
The Nvidia Math
NVIDIA ($NVDA) • By MBI Deep Dives • 2026-02-26
Vera Rubin – Extreme Co-Design: An Evolution from Grace Blackwell Oberon
Evolution AB ($EVVTY) • By SemiAnalysis • 2026-02-25
🔎 Teqnion: Don't get fooled by 2025 Q4 (+Chris Mayer Feedback)
Teqnion • By Slow Compounding • 2026-02-25
Scuttleblurb on Veeva
Veeva • By MBI Deep Dives • 2026-02-24
A Closer Look at Palantir's Receivables (PLTR)
Palantir Technologies ($PLTR) • By A Peek Behind the Numbers • 2026-02-23
Alphabet: From Search to AI to "AGI"
Alphabet ($GOOGL) • By MBI Deep Dives • 2026-02-23
Veeva, AI, and regulated workflows
Veeva • By scuttleblurb • 2026-02-23
Weekly|LLM update, Clarifying OpenAI’s “Capex Reduction”, NVDA, CRM, PANW, ASTS
OpenAI • By FUNDA • 2026-02-22
Haypp Group: Acceleration
Haypp Group AB • By Invariant • 2026-02-22
NSTS Bancorp Stock Analysis
NSTS Bancorp • By Enterprising Investor • 2026-02-22
Walmart’s Trillion-Dollar Mojo
Walmart ($WMT) • By MBI Deep Dives • 2026-02-21
Copart: 2Q26 Business Recap
Copart • By Speedwell Memos • 2026-02-21
Research|OpenAI: What Is OpenAI's $600B Compute Spending? Did They Really Cut the $1.4T Investment Commitment?
OpenAI • By FUNDA • 2026-02-21
Transense Technologies H1 FY 2026
Transense Technologies • By Under Followed Stocks • 2026-02-20
Nintendo: Are We Doing This Again? (Ticker: NTDOY)
Nintendo ($7974) • By Chit Chat Stocks • 2026-02-20
Waste Management: A Forever Stock
Waste Management • By Crack The Market • 2026-02-19
Dividend Informer Q4 2025 Update: Hershey
Hershey ($HSY) • By Dividend Informer • 2026-02-19
Progress Software (PRGS): The Anatomy of a Repeatable Earnings Beat
Progress Software ($PRGS) • By A Peek Behind the Numbers • 2026-02-19
Booking vs Airbnb's 4Q'25, Booking's Response to Existential Question
Airbnb ($ABNB) • By MBI Deep Dives • 2026-02-19
#15 Circle Group SpA
Circle Group SpA • By Under Followed Stocks • 2026-02-19
Airbnb: Platform Pivot
Airbnb ($ABNB) • By TSOH Investment Research • 2026-02-19
