Stock Analysis
Page 24 of 108 · Expert research and deep-dive articles on companies
Revisiting Ashtead Technology: Circle of competence matters
Ashtead Technology • By Heavy Moat Investments • 2025-11-18
Assume An AI Bubble. Here’s Our Portfolio Strategy
Strategy ($MSTR) • By The Pragmatic Optimist • 2025-11-17
Sea Limited (SE) - Sum-of-parts Valuation, Simple to Complex.
Sea Limited ($SE) • By Sleep Well Investments • 2025-11-17
Portfolio Update (+117%) & Brookfield Q3 Earnings Highlights
Brookfield Corporation ($BN) • By Growth Curve Investing • 2025-11-15
The Trade Desk – Oversold, Misunderstood, and Too Cheap to Ignore
The Trade Desk ($TTD) • By Rijnberk Investinsights • 2025-11-15
Deep|OpenAI: Can OpenAI Deliver on Its $1.4 Trillion CapEx Commitment?
OpenAI • By FUNDA • 2025-11-14
Preview|Alibaba Cloud CY3Q25: Alibaba Cloud: Continued Acceleration With Structural Tailwinds From Self-developed AI Chip
Alibaba ($BABA) • By FUNDA • 2025-11-13
Constellation Software: 3Q25 Update
Constellation Software ($PNP.TO) • By Speedwell Memos • 2025-11-13
Sea Limited Q3'25: Accelerated Profitable Growth, More Investments in Key Moats.
Sea Limited ($SE) • By Sleep Well Investments • 2025-11-13
Microsoft's AI Strategy Deconstructed - From Energy to Tokens
Microsoft ($MSFT) • By SemiAnalysis • 2025-11-12
Preview|Tencent 3Q25: Solid Overall Performance, with New Executives from OAI Driving Positive Changes
Tencent Holdings ($TCEHY) • By FUNDA • 2025-11-12
Why I may have underestimated the potential for Airbnb Experiences
Airbnb ($ABNB) • By MBI Deep Dives • 2025-11-12
Edenred: Guidance cut amidst Brazil regulations
Edenred SE ($FR:EDEN) • By Heavy Moat Investments • 2025-11-12
"Legacy players will have a hard time" — Adyen Investor Day 2025
Adyen ($ADYEY) • By The Dutch Investors • 2025-11-12
Intellego Q3'25 - Huge Improvement in Reporting, Except One!
Intellego • By Sleep Well Investments • 2025-11-11
Big Week For CoreWeave, Nebius, AMD’s, Plus Trade Desk’s ER Review
CoreWeave • By The Pragmatic Optimist • 2025-11-10
Q3 2025/9M 2025 - Constellation Software and Its Spin-Outs - Full Analysis
Constellation Software ($PNP.TO) • By The Compounding Tortoise • 2025-11-08
Dividend Informer Q3 2025 Update: United Parcel Service
United Parcel Service ($UPS) • By Dividend Informer • 2025-11-08
Brookfield Corporation (An Excerpt From Our Recent Letter)
Brookfield Corporation ($BN) • By Eagle Point Capital • 2025-11-08
Heartland Express: A Deep Value Play in a Troubled Trucking Market
Heartland Express • By Enterprising Investor • 2025-11-07
Dividend Informer Q4 2025 Update: Starbucks
Starbucks Corporation ($SBUX) • By Dividend Informer • 2025-11-06
Booking Holdings - A World-Class Compounder Trading at a Value Price
Booking Holdings • By Rijnberk Investinsights • 2025-11-06
Esquire Bank (NASDAQ: ESQ) Three Year Update Part 2
Esquire Bank ($ESQ) • By Possible Value • 2025-11-06