Stock Analysis
Page 26 of 107 · Expert research and deep-dive articles on companies
Why I bought FTAI Aviation
FTAI Aviation • By Kairos Research • 2025-10-15
ASML N.V. – Time to Take Profits, or Should You Load Up? (A Q3 Review)
ASML Holding N.V. • By Rijnberk Investinsights • 2025-10-15
Stock of the Week: AMD - OpenAI Partnership Drives 42% Gain
AMD • By Quality Stocks • 2025-10-14
Crocs: Durable Brand, Distracted Company
Crocs ($CROX) • By TSOH Investment Research • 2025-10-13
The Intellego Technologies Saga: Conviction vs confidence
Intellego • By TQI Capital • 2025-10-13
OpenAI: The center of the AI revolution
OpenAI • By Crack The Market • 2025-10-12
Imperial Brands: A Plus With Cs
Imperial Brands • By Invariant • 2025-10-12
Cheap, Cash-Flowing, and Ignored: The Case for Ziff Davis
Ziff Davis • By Enterprising Investor • 2025-10-12
Domino's Pizza Group (An Excerpt From Our Recent Letter)
Domino's Pizza Group ($DOM) • By Eagle Point Capital • 2025-10-11
Portfolio Update +119%. Why I'm Selling More Rocket Lab
Rocket Lab ($RKLB) • By Growth Curve Investing • 2025-10-10
[scuttlebit] Wise is probably going to be fine
Wise • By scuttleblurb • 2025-10-10
Back to Elastic: Why I’m Reinvesting in the Search Company
Elastic ($ESTC) • By High Growth Investing • 2025-10-10
InferenceMAX™: Open Source Inference Benchmarking
OPEN • By SemiAnalysis • 2025-10-09
Ferrari's 2025 Capital Markets Day
Ferrari • By The Compounding Tortoise • 2025-10-09
First impression of ChatGPT Agent, and apps on ChatGPT
APPS ($APPS) • By MBI Deep Dives • 2025-10-09
Computer Modelling Group (TSX: CMG and OTCPK: CMDXF) Part 2
Computer Modelling Group ($CMG.TO) • By Possible Value • 2025-10-09
UiPath (PATH): Betting the Company on the Agentic Automation Era
UiPath ($PATH) • By Growth Curve Investing • 2025-10-09
Aluula Composites (TSX-V: AUUA): Fusing High Performance and Sustainability in Next-Gen Materials
Aluula Composites ($AUUA) • By Planet MicroCap • 2025-10-09
I am buying Amazon. Are you?
Amazon ($AMZN) • By 41investments • 2025-10-08
From Going Concern Doubts to Market Darling (PSIX)
Power Solutions ($PSIX) • By A Peek Behind the Numbers • 2025-10-08
EssilorLuxottica (EL) – A European Powerhouse with an unassailable Moat
EssilorLuxottica ($EL) • By Rijnberk Investinsights • 2025-10-08
Quest Diagnostics (NYSE: DGX)
Quest Diagnostics ($DGX) • By Quality Value Investing • 2025-10-08
Edenred SE (FR:EDEN)
Edenred SE ($FR:EDEN) • By Robin Research • 2025-10-08
Quest Diagnostics (NYSE: DGX)
Quest Diagnostics ($DGX) • By Quality Value Investing • 2025-10-07
Airbnb's mix shift
Airbnb ($ABNB) • By MBI Deep Dives • 2025-10-07
Stock of the Week: Paychex - Short-Term Slide, Timely Profit Opportunity?
Paychex • By Quality Stocks • 2025-10-07
Ashtead Technology vs. Ashtead Group: Similar name, different game
Ashtead Group • By Heavy Moat Investments • 2025-10-06
Intrum, from turnaround to AI play?
Intrum • By Emerging Value • 2025-10-05
#133 Powell Industries - A Stock Analysis
Powell Industries • By Kroker Equity Research • 2025-10-05
OpenAI's admirable pace of iterations
OpenAI • By MBI Deep Dives • 2025-10-04
ARM Holding – The Picks-and-Shovels Play For Next Decade of Compute
ARM Holding • By Rijnberk Investinsights • 2025-10-04
First impression of Meta Ray-Ban Display, Taking a big swing at Airbnb
Airbnb ($ABNB) • By MBI Deep Dives • 2025-10-03
Oriental Land: The Disney Land That Disney Doesn’t Own
Oriental Land • By KonichiValue • 2025-10-03
More Problems at DraftKings (DKNG)
DraftKings ($DKNG) • By The Bear Cave • 2025-10-02
Computer Modelling Group (TSX: CMG and OTCPK: CMDXF) Part 1
Computer Modelling Group ($CMG.TO) • By Possible Value • 2025-10-02
Dividend Informer Q4 2025 Update: Vail Resorts
Vail Resorts ($MTN) • By Dividend Informer • 2025-10-02
Precia : feedback from the H1 2025 results meeting
Precia • By French Hidden Champions • 2025-10-02
Kinsale: Best-In-Class E&S
Kinsale ($KNSL) • By TSOH Investment Research • 2025-10-02
Airbnb Model Update
Airbnb ($ABNB) • By MBI Deep Dives • 2025-10-01
Partial Mea Culpa: Sandisk and Marvell
SanDisk ($SNDK) • By Irrational Analysis • 2025-10-01
Research|OpenAI’s SORA App: The “ChatGPT Moment” for AI Video
OpenAI • By FUNDA • 2025-10-01
Dividend Informer Q4 2025 Update: Accenture
Accenture • By Dividend Informer • 2025-09-30
Ashtead Technology vs. Oceaneering Inc: The Quality Offshore Services Showdown
Oceaneering Inc • By Compound & Fire • 2025-09-30
Deep|BABA Conference: Clear and Positive Signals for Alibaba Cloud and AI Development
Alibaba ($BABA) • By FUNDA • 2025-09-30
Stock of the Week: Brunello Cucinelli - 25% Stock Collapse After Short-Seller Report
Brunello Cucinelli • By Quality Stocks • 2025-09-30
Never Sell: Episode 10-Lululemon, Align, LLMs and Newsletters, Portfolio Holdings, Right for the Right Reasons
Lululemon • By MBI Deep Dives • 2025-09-29
Crypto Miners Pivot To Nvidia’s $4 Trillion TAM
NVIDIA ($NVDA) • By The Pragmatic Optimist • 2025-09-29
Portfolio Update +107%. Is Nebius Group (NBIS) a Buy?
Nebius ($NBIS) • By Growth Curve Investing • 2025-09-29
DCC plc | 31 years of excellence at a discount
DCC • By Modern Investing • 2025-09-29
#131 Stock Valuation Update – Amazon
Amazon ($AMZN) • By Kroker Equity Research • 2025-09-28
