Stock Analysis
Page 7 of 107 · Expert research and deep-dive articles on companies
Hub Group Class A (HUBG): A Good Idea At the Time
Hub Group ($HUBG) • By Quality Value Investing • 2026-07-02
Meta Compute Misread: Where the AI Infrastructure Opportunity Really Is
Meta Platforms ($META) • By Damnang's Substack • 2026-07-02
Intuit-INTU
Intuit ($INTU) • By InvestingWithWes • 2026-07-01
Performance review 6M 2026 - Random ramblings: AI winners vs. losers, European AC, Volkswagen & Football 2026 Worldcup
Football 2026 World Cup • By Value and Opportunity • 2026-07-01
Research|META: Building a NeoCloud and Continuing to Rent Capacity are not Contradictory
Meta Platforms ($META) • By FUNDA • 2026-07-01
Basic-Fit | The European Gym Chain Compounder
Basic-Fit • By The Dutch Investors • 2026-07-01
Micron: The Call Option on the Memory Singularity
Micron • By Crack The Market • 2026-07-01
Abivax is a lesson
Abivax • By Leftfield Investing • 2026-07-01
Chofu Seisakusho (5946): A Free Money Glitch Held Hostage by Japan's Laziest Management
Chofu Seisakusho ($5946) • By KonichiValue • 2026-06-30
Diploma PLC
Diploma PLC • By The Compounding Tortoise • 2026-06-30
Dividend Informer NEWS FLASH: Honeywell Completes Aerospace Spin-off
Honeywell ($HON) • By Dividend Informer • 2026-06-30
Stock of the Week: UnitedHealth - Reborn from the Ashes
UnitedHealth • By Quality Stocks • 2026-06-30
Dividend Informer NEWS FLASH: Comcast to Split into Two Companies
Comcast ($CMCSA) • By Dividend Informer • 2026-06-29
"Never Sell" Episode: Scuttleslops, OpenAI Valuation, Ryan Specialty
OpenAI • By MBI Deep Dives • 2026-06-29
[ZTS] Zoetis could use a booster shot
Zoetis • By scuttleblurb • 2026-06-29
Special Situation “Quickies”: EasyJet, Nagarro & BioNTech
BioNTech • By Value and Opportunity • 2026-06-29
Ollie's: A Good Stock Cheap?
Ollie's • By TSOH Investment Research • 2026-06-29
Veeva Stock Analysis: What Is the Red Flag Among So Many Green Flags?
Veeva • By Quality Stocks • 2026-06-28
Sea Limited: Is Shopee VIP Its Prime Moment?
Sea Limited ($SE) • By Slow Compounding • 2026-06-28
The AI Memory Trade Is Far From Over. Here’s Why Micron(MU) Still Looks Cheap
Apple ($AAPL) • By Burak Finance • 2026-06-27
Palantir Technologies – A Stunning Business, But a Hard Pass For Me (A Deep Dive)
Palantir Technologies ($PLTR) • By Rijnberk Investinsights • 2026-06-27
Constellation Software: Presentation At The Intellectual Investor Conference
Constellation Software ($PNP.TO) • By Eagle Point Capital • 2026-06-27
Asian Dividend Gems: Maynilad Water Services
Maynilad Water Services • By Asian Dividend Stocks • 2026-06-26
Airbnb: Building Blocks (Ticker: ABNB)
Airbnb ($ABNB) • By Chit Chat Stocks • 2026-06-26
Adobe Business History
Adobe ($ADBE) • By Speedwell Memos • 2026-06-25
Hubbell Inc. (HUBB): A Leading Infrastructure Player
Hubbell Incorporated ($HUBB) • By Quality Value Investing • 2026-06-25
Evolution AB | Has the dust settled?
Evolution AB ($EVVTY) • By The Dutch Investors • 2026-06-25
Q2 FY2026 Update on Adobe and Why I Bought Shares in the Business
Adobe ($ADBE) • By Possible Value • 2026-06-25
[scuttleslops] E-commerce: SHOP, WMT, TGT, DASH, UBER, Tik-Tok, Shein, Waymo
Uber • By scuttleblurb • 2026-06-25
Micron Technology just reported. And this is what a structural supercycle looks like.
Micron • By The Disruptive Investor • 2026-06-24
Adobe's Q2/2026 Earnings Review
Adobe ($ADBE) • By 41investments • 2026-06-24
Hello Japan - A quick look at Berkshire's new partner Tokio Marine
Tokio Marine • By Value and Opportunity • 2026-06-24
I Didn't Know Then. I Know Now. — ISRG & PME.AX
Intuitive Surgical ($ISRG) • By Sleep Well Investments • 2026-06-24
Zedcor expands into the desert & is now using drones, uniQure gets a BLA submission, Pro-Dex inc reveals further details about Monogram in Vegas.
Monogram • By Leftfield Investing • 2026-06-24
Aimia. Allocator Takeover, Trading Below Book Value. A war-chest of cash ready to deploy
Aimia • By Kairos Research • 2026-06-24
Dividend Informer NEWS FLASH: AbbVie to Acquire Apogee Therapeutics
AbbVie • By Dividend Informer • 2026-06-23
Inter&Co: the other Brazilian Fintech
Inter&Co • By Emerging Value • 2026-06-23
Spotify Model Update
Spotify ($SPOT) • By MBI Deep Dives • 2026-06-23
Stock of the Week: Accenture - Trading at a Single Digit Valuation
Accenture • By Quality Stocks • 2026-06-23
Market Musings From Atop the Shoulders of Giants - 23.06.2026
Giant • By Divergent Capital 7651 • 2026-06-23
Besi: The Packaging Monopoly at the Heart of the 3D Chip Era
BESI • By Crack The Market • 2026-06-22
Some Notes from Spotify's 2026 Investor Day
Spotify ($SPOT) • By MBI Deep Dives • 2026-06-22
The Step Aduro Designed Around (And Why It Changes the Economics)
Aduro Clean Technologies ($ADUR) • By Penny Queen • 2026-06-22
Weekend Thoughts: Malone’s Born to Be Wired Book; Thoughts on Cable; Is CHTR Cheap?
Charter Communications ($CHTR) • By Base Hit Investing • 2026-06-22
Edenred: Another high conviction position at risk of getting taken out
Edenred SE ($FR:EDEN) • By Heavy Moat Investments • 2026-06-21
The BYD Problem
BYD • By Behind the Balance Sheet • 2026-06-21
Airbnb's Fintech Opportunity
Airbnb ($ABNB) • By MBI Deep Dives • 2026-06-20
Investing Lessons from Disney's Magic Figures
Disney ($DIS) • By The Dutch Investors • 2026-06-20
Veeva Systems – A Deep Dive into a Misunderstood SaaS Stock, Now on Sale
Veeva System ($VEEV) • By Rijnberk Investinsights • 2026-06-20
Feedback from the Ex-Rivaud entities: Artois, Cambodge and Moncey
Artois • By French Hidden Champions • 2026-06-20
