Stock Analysis
Page 20 of 118 · Expert research and deep-dive articles on companies
Preview|TSMC 26Q2: Expect Another Beat-and-Raise
by FUNDA | 2026-07-08
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Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital
by Yet Another Value Blog | 2026-07-07
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SIPEF NV — valuation deep-dive Nº 001
by StoxEurope | 2026-07-07
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Redwood Trust: Mortgage Banking Platform Depressed by Index Deletion
by Koneko Research | 2026-07-07
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Deep Dive: Palantir ($PLTR)
by Rebound Capital | 2026-07-07
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The market is pricing $MSTR distress everywhere... except the stock
by Yet Another Value Blog | 2026-07-07
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A Complete Guide to NVIDIA’s Racks, and Then SemiAnalysis
by Damnang's Substack | 2026-07-07
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Kelly Partners
by Sung Capital | 2026-07-07
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Jet Engines and AI Data Centers: The FTAI Aviation ($FTAI) Deep Dive
by CompoundingAlpha | 2026-07-07
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Nintendo: A high-quality business hiding in plain sight
by Heavy Moat Investments | 2026-07-07
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4. Rentokil Part II
by European Value | 2026-07-07
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Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters
by SemiAnalysis | 2026-07-06
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Hogy Medical (JP:3593) - Post Mortem
by Under Valued Japan | 2026-07-06
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Weekly|Meta NeoCloud Fears Overdone, Key AI Narrative Shifts, GPU Spot Price Noise, SPCX xAI Economics
by FUNDA | 2026-07-06
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HEICO Corp: A World-Class Compounding Flywheel Riding a Multi-Decade Tailwind
by Slow Compounding | 2026-07-05
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What's Going On With Alibaba?
by Deepvalue Capital | 2026-07-03
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Tarsus Pharmaceuticals Lotilaner, a soon to be blockbuster with an Achilles' heel
by Leftfield Investing | 2026-07-03
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Meta Compute: Everyone Wants To Be A Neocloud
by SemiAnalysis | 2026-07-02
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Problems at StepStone ($STEP)
by The Bear Cave | 2026-07-02
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Hub Group Class A (HUBG): A Good Idea At the Time
by Quality Value Investing | 2026-07-02
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Meta Compute Misread: Where the AI Infrastructure Opportunity Really Is
by Damnang's Substack | 2026-07-02
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Intuit-INTU
by InvestingWithWes | 2026-07-01
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Performance review 6M 2026 - Random ramblings: AI winners vs. losers, European AC, Volkswagen & Football 2026 Worldcup
by Value and Opportunity | 2026-07-01
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Research|META: Building a NeoCloud and Continuing to Rent Capacity are not Contradictory
by FUNDA | 2026-07-01
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Basic-Fit | The European Gym Chain Compounder
by The Dutch Investors | 2026-07-01
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Eating the Restaurant Industry: Why Toast ($TOST) is Winning the POS Wars
by CompoundingAlpha | 2026-07-01
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Two Kings changing their throne?
by Flow Value Investing | 2026-07-01
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Abivax is a lesson
by Leftfield Investing | 2026-07-01
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Chofu Seisakusho (5946): A Free Money Glitch Held Hostage by Japan's Laziest Management
by KonichiValue | 2026-06-30
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Dividend Informer NEWS FLASH: Honeywell Completes Aerospace Spin-off
by Dividend Informer | 2026-06-30
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ReNew Energy Global ($RNW): Revived Take-Private
by Catalyst Bulletin | 2026-06-30
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Dividend Informer NEWS FLASH: Comcast to Split into Two Companies
by Dividend Informer | 2026-06-29
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[ZTS] Zoetis could use a booster shot
by scuttleblurb | 2026-06-29
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Special Situation “Quickies”: EasyJet, Nagarro & BioNTech
by Value and Opportunity | 2026-06-29
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Sea Limited: Is Shopee VIP Its Prime Moment?
by Slow Compounding | 2026-06-28
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The AI Memory Trade Is Far From Over. Here’s Why Micron(MU) Still Looks Cheap
by Burak Finance | 2026-06-27
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Palantir Technologies – A Stunning Business, But a Hard Pass For Me (A Deep Dive)
by Rijnberk Investinsights | 2026-06-27
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Constellation Software: Presentation At The Intellectual Investor Conference
by Eagle Point Capital | 2026-06-27
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Prepare for More Memory Pricing Pain
by Semiconductor Business Intelligence | 2026-06-26
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Airbnb: Building Blocks (Ticker: ABNB)
by Chit Chat Stocks | 2026-06-26
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Micron ($MU) - Q3 FY26 Earnings Update
by Springbok Finance | 2026-06-25
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Adobe Business History
by Speedwell Memos | 2026-06-25
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Hubbell Inc. (HUBB): A Leading Infrastructure Player
by Quality Value Investing | 2026-06-25
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Evolution AB | Has the dust settled?
by The Dutch Investors | 2026-06-25
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Q2 FY2026 Update on Adobe and Why I Bought Shares in the Business
by Possible Value | 2026-06-25
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Micron Technology just reported. And this is what a structural supercycle looks like.
by The Disruptive Investor | 2026-06-24
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Adobe's Q2/2026 Earnings Review
by 41investments | 2026-06-24
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Hello Japan - A quick look at Berkshire's new partner Tokio Marine
by Value and Opportunity | 2026-06-24
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Deep Dive: XPEL
by Rebound Capital | 2026-06-24
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I Didn't Know Then. I Know Now. — ISRG & PME.AX
by Sleep Well Investments | 2026-06-24
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