Stock Analysis
Page 6 of 107 · Expert research and deep-dive articles on companies
Q2 & 1H 2026 - Lifco
Lifco AB • By The Compounding Tortoise • 2026-07-14
Tencent - buying one of the deepest moats at..5 times earnings?
Tencent Holdings ($TCEHY) • By Emerging Value • 2026-07-14
Deep Dive: Dino Polska ($DNP.WA)
Dino Polska • By Rene Sellmann • 2026-07-13
Copart: A Great Business that stopped being untouchable
Copart • By Heavy Moat Investments • 2026-07-13
HGI Newsletter #352
MGM Resorts International ($MGM) • By High Growth Investing • 2026-07-13
Comcast: A Long-Awaited Pivot
Comcast ($CMCSA) • By TSOH Investment Research • 2026-07-13
The State of Japanese Stocks
Japanese Stocks • By Emerging Opportunities • 2026-07-13
Weekly|Meta Next-Year Capex Defies Cut Fears, Grok 4.5 Brings SpaceXAI Back, Memory, TSMC and ASML Previews, Kioxia ASP Hike, Expert Call Database
ASML Holding N.V. • By FUNDA • 2026-07-13
💥The Prepack Ain't Prepacking💥
Xerox Holdings ($XRX) • By PETITION • 2026-07-12
Dassault Systèmes (DSY.PA) Notes
Dassault Systemes • By Deepvalue Capital • 2026-07-12
Worse Than Kodak: The Inside Story of Toshiba's Self-Inflicted Extinction
Toshiba • By KonichiValue • 2026-07-11
Starbucks software crusade, worth it? (NOTW#99)
Starbucks Corporation ($SBUX) • By Best Anchor Stocks • 2026-07-11
Stryker Corporation – Start Buying Quality While It's Out of Favor (A Deep Dive)
Stryker ($SYK) • By Rijnberk Investinsights • 2026-07-11
SHARON AI: Investment Thesis
SharonAI Holdings ($SHAZ) • By Burak Finance • 2026-07-11
Meta On the Offense!
Meta Platforms ($META) • By MBI Deep Dives • 2026-07-10
Medicare part D coverage started July 1st is rapidly eroding Pepsi Co's profit center in American snacks.
Pepsi • By Leftfield Investing • 2026-07-10
The Case For Broadcom (Part 2)
Broadcom • By Outperforming the Market • 2026-07-10
The Future of Meta Superintelligence: A 1 Year Progress Update
Meta Platforms ($META) • By SemiAnalysis • 2026-07-09
QXO Investor Q&A July 2026 Highlights
QXO • By Deepvalue Capital • 2026-07-09
Corporate dark arts: the strangest 8-K I've ever seen $DMRC
Digimarc ($DMRC) • By Yet Another Value Blog • 2026-07-09
Nike: Conditioning Phase
NIKE ($NKE) • By TSOH Investment Research • 2026-07-09
5. Corporación America Airports
Corporación América Airports ($CAAP) • By European Value • 2026-07-09
New CEO Interview : Aduro CleanTech
Aduro Clean Technologies ($ADUR) • By Penny Queen • 2026-07-08
Preview|ASML 2Q26: Raising EUV Shipment Expectations
ASML Holding N.V. • By FUNDA • 2026-07-08
People Stock: From a Holding Company Discount to a Casino Bet
MGM Resorts International ($MGM) • By High Growth Investing • 2026-07-08
People Aktie: Vom Holding-Discount zur Casino-Wette
MGM Resorts International ($MGM) • By High Growth Investing • 2026-07-08
💥Skillsoft's Selling Stuff💥
Skillsoft • By PETITION • 2026-07-08
We Read All Constellation Software Letters; Here’s What We Learned
Constellation Software ($PNP.TO) • By The Dutch Investors • 2026-07-08
CrowdStrike: Investor meetings takeaways
CrowdStrike ($CRWD) • By Outperforming the Market • 2026-07-08
Preview|TSMC 26Q2: Expect Another Beat-and-Raise
TSMC ($TSM) • By FUNDA • 2026-07-08
Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital
Driven Brands ($DRVN) • By Yet Another Value Blog • 2026-07-07
Monogram highlights from the Goldman Sachs 47th Annual Global Healthcare Conference
Monogram • By Leftfield Investing • 2026-07-07
Redwood Trust: Mortgage Banking Platform Depressed by Index Deletion
Redwood Trust ($RWT) • By Koneko Research • 2026-07-07
The market is pricing $MSTR distress everywhere... except the stock
Strategy ($MSTR) • By Yet Another Value Blog • 2026-07-07
A Complete Guide to NVIDIA’s Racks, and Then SemiAnalysis
NVIDIA ($NVDA) • By Damnang's Substack • 2026-07-07
Stock of the Week: Uber - The Latest Bet of Nancy Pelosi
Uber • By Quality Stocks • 2026-07-07
Kelly Partners
Kelly Partners Group ($KPG.AX) • By Sung Capital • 2026-07-07
LDC : a french hidden champion in poultry
LDC • By French Hidden Champions • 2026-07-07
Nintendo: A high-quality business hiding in plain sight
Nintendo ($7974) • By Heavy Moat Investments • 2026-07-07
4. Rentokil Part II
Rentokil Initial ($RTO.L) • By European Value • 2026-07-07
Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters
NVIDIA ($NVDA) • By SemiAnalysis • 2026-07-06
Hogy Medical (JP:3593) - Post Mortem
Hogy Medical ($JP:3593) • By Under Valued Japan • 2026-07-06
Why Mohnish Pabrai sold Micron right before it went up 10x
Micron • By TQI Capital • 2026-07-06
Weekly|Meta NeoCloud Fears Overdone, Key AI Narrative Shifts, GPU Spot Price Noise, SPCX xAI Economics
Meta Platforms ($META) • By FUNDA • 2026-07-06
HEICO Corp: A World-Class Compounding Flywheel Riding a Multi-Decade Tailwind
HEICO • By Slow Compounding • 2026-07-05
Why We're Not Buying Shift4 (Yet!?)
Shift4 • By The Dutch Investors • 2026-07-04
Qualcomm – A Contrarian Pick With Huge Upside Potential (A Deep Dive)
Qualcomm • By Rijnberk Investinsights • 2026-07-04
Tarsus Pharmaceuticals Lotilaner, a soon to be blockbuster with an Achilles' heel
Tarsus Pharmaceuticals • By Leftfield Investing • 2026-07-03
Meta Compute: Everyone Wants To Be A Neocloud
Meta Platforms ($META) • By SemiAnalysis • 2026-07-02
Problems at StepStone ($STEP)
StepStone ($$STEP) • By The Bear Cave • 2026-07-02
