Stock Analysis
Page 7 of 101 · Expert research and deep-dive articles on companies
Stock of the Week: Netflix - An Attractive Opportunity Following Its 50% Drawdown?
by Quality Stocks | 2026-07-14
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Q2 & 1H 2026 - Lifco
by The Compounding Tortoise | 2026-07-14
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Micron (MU): The AI Chokepoint vs. The Widow-Maker Trade
by CompoundingAlpha | 2026-07-14
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Tencent - buying one of the deepest moats at..5 times earnings?
by Emerging Value | 2026-07-14
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Deep Dive: Dino Polska ($DNP.WA)
by Rene Sellmann | 2026-07-13
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Copart: A Great Business that stopped being untouchable
by Heavy Moat Investments | 2026-07-13
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HGI Newsletter #352
by High Growth Investing | 2026-07-13
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Comcast: A Long-Awaited Pivot
by TSOH Investment Research | 2026-07-13
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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
by FUNDA | 2026-07-13
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💥The Prepack Ain't Prepacking💥
by PETITION | 2026-07-12
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Dassault Systèmes (DSY.PA) Notes
by Deepvalue Capital | 2026-07-12
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Worse Than Kodak: The Inside Story of Toshiba's Self-Inflicted Extinction
by KonichiValue | 2026-07-11
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Starbucks software crusade, worth it? (NOTW#99)
by Best Anchor Stocks | 2026-07-11
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Stryker Corporation – Start Buying Quality While It's Out of Favor (A Deep Dive)
by Rijnberk Investinsights | 2026-07-11
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Ahold Delhaize — valuation deep-dive Nº 002
by StoxEurope | 2026-07-11
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SHARON AI: Investment Thesis
by Burak Finance | 2026-07-11
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Meta On the Offense!
by MBI Deep Dives | 2026-07-10
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The Case For Broadcom (Part 2)
by Outperforming the Market | 2026-07-10
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The Future of Meta Superintelligence: A 1 Year Progress Update
by SemiAnalysis | 2026-07-09
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QXO Investor Q&A July 2026 Highlights
by Deepvalue Capital | 2026-07-09
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Corporate dark arts: the strangest 8-K I've ever seen $DMRC
by Yet Another Value Blog | 2026-07-09
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Nike: Conditioning Phase
by TSOH Investment Research | 2026-07-09
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5. Corporación America Airports
by European Value | 2026-07-09
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New CEO Interview : Aduro CleanTech
by Penny Queen | 2026-07-08
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Preview|ASML 2Q26: Raising EUV Shipment Expectations
by FUNDA | 2026-07-08
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People Stock: From a Holding Company Discount to a Casino Bet
by High Growth Investing | 2026-07-08
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People Aktie: Vom Holding-Discount zur Casino-Wette
by High Growth Investing | 2026-07-08
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💥Skillsoft's Selling Stuff💥
by PETITION | 2026-07-08
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We Read All Constellation Software Letters; Here’s What We Learned
by The Dutch Investors | 2026-07-08
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CrowdStrike: Investor meetings takeaways
by Outperforming the Market | 2026-07-08
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Preview|TSMC 26Q2: Expect Another Beat-and-Raise
by FUNDA | 2026-07-08
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Adam Wyden: buying someone else's pain in Stagwell $STGW and Driven Brands $DRVN | ADW Capital
by Yet Another Value Blog | 2026-07-07
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SIPEF NV — valuation deep-dive Nº 001
by StoxEurope | 2026-07-07
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Redwood Trust: Mortgage Banking Platform Depressed by Index Deletion
by Koneko Research | 2026-07-07
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The market is pricing $MSTR distress everywhere... except the stock
by Yet Another Value Blog | 2026-07-07
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A Complete Guide to NVIDIA’s Racks, and Then SemiAnalysis
by Damnang's Substack | 2026-07-07
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Kelly Partners
by Sung Capital | 2026-07-07
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Jet Engines and AI Data Centers: The FTAI Aviation ($FTAI) Deep Dive
by CompoundingAlpha | 2026-07-07
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Nintendo: A high-quality business hiding in plain sight
by Heavy Moat Investments | 2026-07-07
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4. Rentokil Part II
by European Value | 2026-07-07
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Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters
by SemiAnalysis | 2026-07-06
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Hogy Medical (JP:3593) - Post Mortem
by Under Valued Japan | 2026-07-06
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Weekly|Meta NeoCloud Fears Overdone, Key AI Narrative Shifts, GPU Spot Price Noise, SPCX xAI Economics
by FUNDA | 2026-07-06
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HEICO Corp: A World-Class Compounding Flywheel Riding a Multi-Decade Tailwind
by Slow Compounding | 2026-07-05
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Tarsus Pharmaceuticals Lotilaner, a soon to be blockbuster with an Achilles' heel
by Leftfield Investing | 2026-07-03
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Meta Compute: Everyone Wants To Be A Neocloud
by SemiAnalysis | 2026-07-02
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Problems at StepStone ($STEP)
by The Bear Cave | 2026-07-02
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Hub Group Class A (HUBG): A Good Idea At the Time
by Quality Value Investing | 2026-07-02
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Meta Compute Misread: Where the AI Infrastructure Opportunity Really Is
by Damnang's Substack | 2026-07-02
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Intuit-INTU
by InvestingWithWes | 2026-07-01
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