Stock Analysis
Page 6 of 118 · Expert research and deep-dive articles on companies
Call with ILPRA’s Management
by The Compounding Tortoise | 2026-09-29
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Another Return of the Travel Series: Is it now time to buy Booking at 15x NTM P/E ?
by Value and Opportunity | 2026-09-29
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Meta Fatigue and the Great TAM Multiplier: The Bull Case for AppLovin ($APP)
by CompoundingAlpha | 2026-09-29
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Canada Goose (GOOS) | Notes
by Deepvalue Capital | 2026-09-29
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Dark arts or infinite reload? $TTD’s CEO options and the repricing proxy
by Yet Another Value Blog | 2026-09-29
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Deep|Meta Muse: The Software Companies Behind Its Actions (Part 1: Public Companies)
by FUNDA | 2026-09-29
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Cipher Pharmaceuticals fits the OG definition of being a CHUD
by Leftfield Investing | 2026-09-28
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Dividend Informer Q3 2026 Update: TD Synnex
by Dividend Informer | 2026-09-28
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Uber: The Aggregator on Trial
by MBI Deep Dives | 2026-09-28
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Abysmal but encouraging
by Best Anchor Stocks | 2026-09-28
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Slate Grocery: Sold
by Koneko Research | 2026-09-28
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Stock of the Week: Meta - Is Muse Changing the Investment Thesis?
by Quality Stocks | 2026-09-28
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On’s Premium Playbook
by TSOH Investment Research | 2026-09-28
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Stoneco: A Fintech deep value at 4 times earnings
by Emerging Value | 2026-09-28
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Weekly|Consumer Agents Take Center Stage, Expert Network for Independent Researchers, Meta Muse, CPU and Cybersecurity, MU, Jev, Enterprise AI Vol.5, ABF and SMTC
by FUNDA | 2026-09-28
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1H 2026 - Fope & ILPRA
by The Compounding Tortoise | 2026-09-27
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MGM Wants to Buy People Inc. : Did Barry Diller Anticipate This Outcome?
by High Growth Investing | 2026-09-27
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MGM will People kaufen: Hat Barry Diller dieses Ende einkalkuliert?
by High Growth Investing | 2026-09-27
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5 Incredible Fairfax Facts
by The Dutch Investors | 2026-09-27
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AQ Group AB
by Slow Compounding | 2026-09-27
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Aduro CEO Ofer Vicus on the September Yields, Patents, and Paraffinic
by Penny Queen | 2026-09-26
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The Diesel Export Ban Risk Nobody Priced
by Crack The Market | 2026-09-26
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Where Are Google and Apple?
by Chit Chat Stocks | 2026-09-26
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Intel Panther Lake Teardown
by SemiAnalysis | 2026-09-26
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Moody’s Deep Dive – Buffett Owned It, Should You?
by Rijnberk Investinsights | 2026-09-26
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Cigna is trading at a 45% discount. The market is looking at the wrong business.
by Flow Value Investing | 2026-09-26
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Updates
by Stock Picking | 2026-09-25
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Flash note Precia (EPA:ALPM) : H1 2026 results
by French Hidden Champions | 2026-09-25
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The Age of Agents: Muse Just Changed What the AI Dollar Buys
by Crack The Market | 2026-09-25
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Behind the Qs and Ks- (ZM, HPQ, ZBH, MSI)
by A Peek Behind the Numbers | 2026-09-25
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Notes on Adyen
by Rebound Capital | 2026-09-25
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Weekly Dose of Optimism #212
by Not Boring | 2026-09-25
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Alibaba: Increasing Confidence on ROIC of Capex Spend
by Outperforming the Market | 2026-09-25
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Alsea: Durable Growth at 5.4x EBITDA (Ticker: ALSEA)
by Chit Chat Stocks | 2026-09-25
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Ciena & Fabrinet: The Road Ahead for Optics
by Damnang's Substack | 2026-09-24
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uniQure's tumblin' into the readout & an old bet of mine rears its ugly head
by Leftfield Investing | 2026-09-24
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ams OSRAM: The Future of Light, On Borrowed Time
by Crack The Market | 2026-09-24
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Not aMUSEd: The UK "Portal Pain Basket" (Mony Group, Autotrader & Rightmove)
by Value and Opportunity | 2026-09-24
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Deep Dive: Intuitive Surgical ($ISRG) – The Whole Thesis in 19 Slides
by Rene Sellmann | 2026-09-24
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[scuttleslops] AAPL, SHOP, Databricks, Lonza
by scuttleblurb | 2026-09-24
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Is Hermes “there” yet?
by Best Anchor Stocks | 2026-09-23
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Is Rocket Lab A Buy Ahead Of D-Day?
by The Pragmatic Optimist | 2026-09-23
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AutoZone’s Q4/FY26 - Analysis
by The Compounding Tortoise | 2026-09-23
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The Brightest Star of the Constellation
by Semiconductor Business Intelligence | 2026-09-23
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Microsoft Stock Analysis: Is MSFT a Buy?
by Quality Stocks | 2026-09-23
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Cerebras Stock: Cheap After the IPO?
by Burak Finance | 2026-09-23
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Quanta Services: Powering the AI trade
by Outperforming the Market | 2026-09-23
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Kelly Partners Group ($KPG.AX) Strategic Analysis: Nasdaq Listing & Debenture-style Debt
by Compound & Fire | 2026-09-23
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[Expert Call Report] Samsung HBM Hybrid Bonding: From Technology to Volume Production
by Damnang's Substack | 2026-09-23
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Colruyt Group – Valuation deep-dive 008
by StoxEurope | 2026-09-23
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