Stock Analysis
Page 19 of 107 · Expert research and deep-dive articles on companies
Sega Sammy (6460): Was investing in this company a mistake?
SEGA Sammy ($TYO: 6460) • By KonichiValue • 2026-01-18
Weekly|TSMC Blowout, AXTI Update, GCP Landmark Deal, China AI Development and More, APP Update
TSMC ($TSM) • By FUNDA • 2026-01-17
TSMC – A 39% ROE, $30 billion in FCF, Forecast to grow at a 25% CAGR
TSMC ($TSM) • By Rijnberk Investinsights • 2026-01-17
Why Angi is my Top Stock Pick for 2026
Angi • By High Growth Investing • 2026-01-16
Warum Angi meine Top-Aktie für das Jahr 2026 ist
Angi • By High Growth Investing • 2026-01-16
Bolloré : flash note
Bolloré • By French Hidden Champions • 2026-01-16
TSMC's Green Signal
TSMC ($TSM) • By MBI Deep Dives • 2026-01-16
thoughts on Watsco
Watsco • By scuttleblurb • 2026-01-16
Uber Stock Breakdown (Five Minute Money)
Uber • By Speedwell Memos • 2026-01-16
The Declining Capacity of TSMC
TSMC ($TSM) • By Semiconductor Business Intelligence • 2026-01-16
AVTECH Sweden: Cleared for Takeoff
AVTECH Sweden • By Value Zoomer • 2026-01-16
Why I am Shorting Speculative Stocks In 2026 (PLTR, RGTI, OKLO + More)
Oklo ($OKLO) • By Chit Chat Stocks • 2026-01-16
Airbnb: Inbound Headwinds, AI Moat Question, and a CTO Shakeup
Airbnb ($ABNB) • By MBI Deep Dives • 2026-01-15
Problems at Aduro Clean Technologies (ADUR)
Aduro Clean Technologies ($ADUR) • By The Bear Cave • 2026-01-15
Review|TSMC 4Q25: AI Demand Confirmed; Future Three-Year CapEx to Significantly Exceed Sum of Past Three Years
TSMC ($TSM) • By FUNDA • 2026-01-15
Stock of the Week: Novo Nordisk - A Possible Inflection Point, Powered by Oral Therapies
Novo Nordisk ($NVO) • By Quality Stocks • 2026-01-15
Coupang Expert Insight Interview (No Paywall)
Coupang • By Speedwell Memos • 2026-01-14
Danaher: A World-Class Life Science Platform at an Inflection Point
Danaher • By Crack The Market • 2026-01-14
"File over App", Veeva at JPM Healthcare Conference
Veeva • By MBI Deep Dives • 2026-01-14
Research|Alibaba, ByteDance, and Tencent Intensify AI Competition into Lunar New Year
Alibaba ($BABA) • By FUNDA • 2026-01-14
5 Things You Missed From Cellebrite’s Tech & AI Conference
Cellebrite • By The Dutch Investors • 2026-01-14
Deep Dive - Kinsale Capital Group (Part 3)
Kinsale ($KNSL) • By Slow Compounding • 2026-01-14
Interconnects Beyond Copper, 1,000 CFETs, SK Hynix Next-Gen NAND, 2D Materials, and More
SK Hynix ($000660.KS) • By SemiAnalysis • 2026-01-13
Preview|TSMC 4Q25: AI Anchors a Multi-Year Supercycle; 2nm Momentum & Capex Upside to Drive 2026 Continued Revenue Growth
TSMC ($TSM) • By FUNDA • 2026-01-13
Alcoholic Update: TFF Group 6M results & Mercosur-EU Trade agreement
Mercosur-EU • By Value and Opportunity • 2026-01-13
ContextLogic
ContextLogic • By Kairos Research • 2026-01-13
Research|GOOG: Google Gemini May Become the "Next-Generation Siri" Foundation - A Landmark Moment for Google Cloud
Google • By FUNDA • 2026-01-12
China's Rise in Innovation Ladder and Questions for ASML
ASML Holding N.V. • By MBI Deep Dives • 2026-01-12
Innoscripta AG: An incredibly profitable niche business with near binary risks
Innoscripta • By Heavy Moat Investments • 2026-01-12
Deep Dive - Kinsale Capital Group (Part 2)
Kinsale ($KNSL) • By Slow Compounding • 2026-01-11
Toast Inc (ticker: TOST)
Toast ($TOST) • By Capital Compounding • 2026-01-11
Dollar General – A Defensive Retailer Built to Compound (Deep Dive)
Dollar General • By Rijnberk Investinsights • 2026-01-10
Diagnosing the Molecular Diagnostics Opportunity: 3B Blackbio DX Ltd
3B Blackbio DX Ltd • By Scientific Investing • 2026-01-10
Bolloré: consistency is the tunnel to success!
Bolloré • By French Hidden Champions • 2026-01-09
The Trade Desk Stock After the Crash - a New Opportunity?
The Trade Desk ($TTD) • By High Growth Investing • 2026-01-09
The Trade Desk Aktie nach dem Kurssturz - Eine neue Chance?
The Trade Desk ($TTD) • By High Growth Investing • 2026-01-09
InPost: Will history repeat itself?
InPost • By Heavy Moat Investments • 2026-01-09
Apple-TSMC: The Partnership That Built Modern Semiconductors
Apple ($AAPL) • By SemiAnalysis • 2026-01-08
What the path forward may look like for Pluxee and Edenred
Edenred SE ($FR:EDEN) • By Heavy Moat Investments • 2026-01-08
Nemetschek Stock Analysis: The Quiet European Software Compounder
Nemetschek • By Quality Stocks • 2026-01-08
Nike: The Middle Innings
NIKE ($NKE) • By TSOH Investment Research • 2026-01-08
Micron – AI Is Rewriting the Memory Playbook
Micron • By Rijnberk Investinsights • 2026-01-07
Shift4 Deep Dive
Shift4 • By Speedwell Memos • 2026-01-07
Deep Dive - Kinsale Capital Group (Part 1)
Kinsale ($KNSL) • By Slow Compounding • 2026-01-07
Alphabet's Alpha Bet
Alphabet ($GOOGL) • By MBI Deep Dives • 2026-01-06
Stock of the Week: Micron - Riding the Memory Cycle
Micron • By Quality Stocks • 2026-01-06
#151 HCI Group, Inc. - A Stock Analysis
HCI Group, Inc. • By Kroker Equity Research • 2026-01-06
Company Snapshot - Kinsale Capital Group
Kinsale ($KNSL) • By Slow Compounding • 2026-01-05
Deep|LITE: Google’s Newly Introduced In-rack Switch Tray is Actually a Positive for OCS and Optics
Google • By FUNDA • 2026-01-05
