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Dividend Informer Q2 2026 Update: BlackRock

Blackrock • By Dividend Informer • 2026-07-22

Q2/1H 2026 - Otis Worldwide

Otis Worldwide ($OTIS) • By The Compounding Tortoise • 2026-07-22

Why Vopak's liquids hotel is more profitable than your go-to Hilton hotel

Royal Vopak • By The Dutch Investors • 2026-07-22

Transmedics Group (TMDX) Notes

TransMedics ($TMDX) • By Deepvalue Capital • 2026-07-22

Text SA update and some words on agentic AI

Text S.A. ($TXT.WA) • By Emerging Value • 2026-07-22

Management Meeting Takeaways with Nvidia & Broadcom

Broadcom • By Outperforming the Market • 2026-07-22

6. Lindt & Sprüngli

Lindt & Sprüngli ($LISN.SW) • By European Value • 2026-07-22

Meta’s Infrastructure Team Needs A Culture Reset

Meta Platforms ($META) • By SemiAnalysis • 2026-07-22

Okinawa Cellular Telephone (9436.T): The Cash-Printing Tropical Monopoly

Okinawa Cellular Telephone ($9436.T) • By KonichiValue • 2026-07-22

The Geopolitics of Open Weights

OPEN • By MBI Deep Dives • 2026-07-21

Vopak | Premium Deep Dive

Royal Vopak • By The Dutch Investors • 2026-07-21

Shift4 Payments Inc. | Premium Deep Dive

Shift4 • By The Dutch Investors • 2026-07-21

The Walt Disney Company | Premium Deep Dive

Disney ($DIS) • By The Dutch Investors • 2026-07-21

TransMedics Group Inc. | Premium Deep Dive

TransMedics ($TMDX) • By The Dutch Investors • 2026-07-21

Basic Fit N.V. | Premium Deep Dive

Basic-Fit • By The Dutch Investors • 2026-07-21

Tasmea Limited | Premium Deep Dive

Tasmea Limited ($TEA) • By The Dutch Investors • 2026-07-21

Shelly Group SE | Premium Deep Dive

Shelly • By The Dutch Investors • 2026-07-21

Service Corporation International | Premium Deep Dive

Service Corporation International ($SCI) • By The Dutch Investors • 2026-07-21

Topicus | Premium Deep Dive

Topicus.com ($TSS) • By The Dutch Investors • 2026-07-21

Uber | Premium Deep Dive

Uber • By The Dutch Investors • 2026-07-21

Netflix (NFLX) Valuation & Equity Analysis: The Economics of Attention

Netflix ($NFLX) • By CompoundingAlpha • 2026-07-21

$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin

United Parks & Resorts ($PRKS) • By Yet Another Value Blog • 2026-07-20

HGI Newsletter #353

PayPal • By High Growth Investing • 2026-07-20

Evolution Q2 2026

Evolution AB ($EVVTY) • By Under Followed Stocks • 2026-07-20

Puuilo Plowing Ahead with a Second Store Opening Announcement in Sweden

Puuilo Oyj • By The Compounding Tortoise • 2026-07-20

On Holdings: Maintaining Pace

On Holding • By TSOH Investment Research • 2026-07-20

WOSG: Annual Update 2026

Watches of Switzerland Group ($WOSG.L) • By European Value • 2026-07-20

Netflix: The counterpositioning company

Netflix ($NFLX) • By TQI Capital • 2026-07-20

Q3 2026 - Diploma PLC

Diploma PLC • By The Compounding Tortoise • 2026-07-19

The Open-Source AI Era: Will Hyperscalers Keep Buying Chips?

OPEN • By Damnang's Substack • 2026-07-19

✍️ Buffet’s Berkshire: Passing the Torch = The Legacy Continues + Donating it ALL!

Berkshire Hathaway ($BRK.A) • By Maverick Equity Research • 2026-07-19

💥“I’m super crazy busy”...💥

Sweetgreen ($SG) • By PETITION • 2026-07-19

Some links 18/2026

Magnum Ice cream • By Value and Opportunity • 2026-07-19

Bloom Energy & Beyond: Fundamentals Don’t Lie, Sentiment Does

Bloom Energy ($BE) • By The Disruptive Investor • 2026-07-19

HEICO Deep Dive (Part 1): The Aviation Ecosystem Behind HEICO

HEICO • By Slow Compounding • 2026-07-19

SINTEFs commercial waste refuge into Flerie AB with BSG005

Flerie ($FLERIE.ST) • By Leftfield Investing • 2026-07-19

Netflix: Updated Valuation Model after the 50% Drawdown (2026)

Netflix ($NFLX) • By Rene Sellmann • 2026-07-18

GE Aerospace – A Stock I Never Intend to Sell

GE Aerospace • By Rijnberk Investinsights • 2026-07-18

Portfolio Update: Why I'm Buying the AI Dip Right Now (Lessons from a 10x Winner)

Sivers Semiconductors ($SIVE) • By Burak Finance • 2026-07-18

STEF : a company specialized in temperature controlled logistics

STEF S.A. • By French Hidden Champions • 2026-07-18

ASML & TSMC: Own the Toll Booths of the AI Supercycle

ASML Holding N.V. • By Crack The Market • 2026-07-17

TSMC 2Q'26: Stratospheric Margins Amidst the AI Super Cycle

TSMC ($TSM) • By MBI Deep Dives • 2026-07-17

The Bottleneck is Dying. Long Live The Bottleneck.

ASML Holding N.V. • By Best Anchor Stocks • 2026-07-17

Discussing Wise's Q1 FY27 Results

Wise • By Rene Sellmann • 2026-07-17

Kelly Partners Group (KPG.AX) Notes

Kelly Partners Group ($KPG.AX) • By Deepvalue Capital • 2026-07-17

Arm Deep Dive (Part 1)

Arm Holdings ($ARM) • By Outperforming the Market • 2026-07-17

Adyen: Land And Expand (Ticker: ADYEN)

Adyen ($ADYEY) • By Chit Chat Stocks • 2026-07-17

Review|ASML 2Q26: Looking Forward to EUV Capacity Expansion; DUV Re-accelerates

ASML Holding N.V. • By FUNDA • 2026-07-17