Stock Analysis

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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

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

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

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

($DUOL) The Duolingo Paradox: Mastery, Motivation, and $1.1 Billion in Dry Powder

Duolingo • By CompoundingAlpha • 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

Flow Value Investing - Deep Dive #1

Lululemon Athletica ($LULU) • By Flow Value Investing • 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

GitLab ($GTLB): The Swiss Army Knife Solving the AI Paradox

GitLab • By CompoundingAlpha • 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