Stock Analysis
Page 74 of 107 · Expert research and deep-dive articles on companies
Dollar General: The bull and the bear case for the stock | Part 2
Dollar General • By The Pragmatic Optimist • 2023-10-10
Precia: feedback from a call with management following H1 2023 results and valuation
Precia • By French Hidden Champions • 2023-10-10
Nvidia’s Plans To Crush Competition – B100, “X100”, H200, 224G SerDes, OCS, CPO, PCIe 7.0, HBM3E
NVIDIA ($NVDA) • By SemiAnalysis • 2023-10-10
yet another Dollar General take
Dollar General • By scuttleblurb • 2023-10-09
Peloton: "Unwelcome Surprises"
Peloton ($PTON) • By TSOH Investment Research • 2023-10-09
Sunday Finds + Initial Thoughts on Dollar General
Dollar General • By Chit Chat Stocks • 2023-10-08
Imperial Brands: Looking Through the Noise
Imperial Brands • By Invariant • 2023-10-08
Plover Bay Technologies (1523)
Plover Bay Technologies ($1523) • By Asian Century Stocks • 2023-10-08
Davita (Excerpt From Our Latest Letter)
Davita • By Eagle Point Capital • 2023-10-07
Instalco a serial acquirer at a discount
Instalco • By Kairos Research • 2023-10-07
Capital Allocation Snapshot: Visa
Visa Inc. ($V) • By Enterprising Investor • 2023-10-06
Friday 5: Chipotle's robot-made burrito bowls, Jamie Dimon's bold AI prediction, GenZ's hustle for homeownership and more...
Chipotle ($CMG) • By The Pragmatic Optimist • 2023-10-06
Forward Cap and MBI Discuss Tesla
Tesla ($TSLA) • By MBI Deep Dives • 2023-10-05
UGE International (TSX-V: UGE) (OTCQB: UGEIF): Develops Midscale Solar and Energy Storage Project
UGE International ($UGEIF) • By Planet MicroCap • 2023-10-05
Even More Problems at Rumble (RUM)
Rumble ($RUM) • By The Bear Cave • 2023-10-05
NCAB Group AB (SE:NCAB)
NCAB Group AB ($SE:NCAB) • By Robin Research • 2023-10-05
Duolingo is a language app. Why does it want to teach Maths and Music?
Duolingo • By The Pragmatic Optimist • 2023-10-05
Part 2: Deep dive on Deckers ($DECK)
Deckers Outdoor Corporation ($DECK) • By Large Cap Deep Dives • 2023-10-04
Why We Like Adyen Stock (But Aren't Buying Shares Today)
Adyen ($ADYEY) • By Chit Chat Stocks • 2023-10-03
Alibaba-BABA
Alibaba ($BABA) • By InvestingWithWes • 2023-10-03
Pax Global - 2nd Largest Payment Terminal Producer Trading Cheaply, But Questions Remain
Pax Global • By Sleep Well Investments • 2023-10-03
Part 1: Dollar General's fundamentals are weakening. Can it recover?
Dollar General • By The Pragmatic Optimist • 2023-10-03
[Stock Analysis] Mizuno (TYO: 8022) - How Can a World-Famous Sports Brand be this Cheap?
Mizuno ($8022) • By KonichiValue • 2023-10-02
Amazon Anthropic: Poison Pill or Empire Strikes Back
Amazon ($AMZN) • By SemiAnalysis • 2023-10-02
#8 Lindbergh SpA
Lindbergh ($LDB.MI) • By Under Followed Stocks • 2023-10-01
Deep Dive #18-2023: Prologis, Inc.
Prologis • By The Investor's Edge • 2023-10-01
Part 1: Deep dive on Deckers ($DECK)
Deckers Outdoor Corporation ($DECK) • By Large Cap Deep Dives • 2023-09-30
Deep Dive #17-2023: Charles Schwab Corporation
Charles Schwab Corporation ($SCHW) • By The Investor's Edge • 2023-09-30
Card Factory - A not so short presentation
Card Factory • By Iggyâs Substack • 2023-09-30
Reply (REY) - The Compounding Story Likely To Continue
Reply SpA ($REY) • By RhinoInsight • 2023-09-30
Howdens Joinery is a bargain
Howdens Joinery Group ($HWDN) • By Kairos Research • 2023-09-30
DoorDash Away All!
DoorDash ($DASH) • By A Peek Behind the Numbers • 2023-09-29
Friday Five: Meta's AR Glasses, Airbnb's Crackdown on Parties, Google & Apple's Search Deal, Amazon's R&D & more...
Airbnb ($ABNB) • By The Pragmatic Optimist • 2023-09-29
Etsy Deep Dive
Etsy • By Speedwell Memos • 2023-09-29
Nvidia Buys Illumina? The AI Foundry for Healthcare – The Hardware of Life
NVIDIA ($NVDA) • By SemiAnalysis • 2023-09-27
Costco Wholesale Q4 '23 Earnings Recap
Costco ($COST) • By The Investor's Edge • 2023-09-27
$DECK coming soon plus $ELF deep dive
Deckers Outdoor Corporation ($DECK) • By Large Cap Deep Dives • 2023-09-26
Tesla: A Bet on Dominance in Potentially Compelling Megatrend(s)
Tesla ($TSLA) • By MBI Deep Dives • 2023-09-25
Tesla
Tesla ($TSLA) • By MBI Deep Dives • 2023-09-25
Business Update - CrowdStrike: Thesis Tracking - Gaining Market Share, Massive Guidance Upgrade At Fal.Con 2023, A Sleep Well Investment?
CrowdStrike ($CRWD) • By Sleep Well Investments • 2023-09-25
3-in-1: GRAB + Uber + Ride-Hailing Industry Primer
Grab ($GRAB) • By Value Investing for Professionals • 2023-09-24
Kimly (KMLY)
Kimly ($KMLY) • By Asian Century Stocks • 2023-09-24
Interactive Brokers Shallow Deep Dive
Interactive Brokers • By 41investments • 2023-09-23
OTC Markets Group - A Quality Compounder
OTC Markets Group ($OTCM) • By Special Situation Investing • 2023-09-23
Enphase Energy and notes on 380 baggers
Enphase Energy, Inc. • By Kairos Research • 2023-09-23
Problems at Coca-Cola (KO)
Coca-Cola ($KO) • By The Bear Cave • 2023-09-21
Meta Platforms (NASDAQ: META)
Meta Platforms ($META) • By Quality Value Investing • 2023-09-21
Trilogiq : logic but a red flag for a no go
Trilogiq • By French Hidden Champions • 2023-09-21
some thoughts on Adyen
Adyen ($ADYEY) • By scuttleblurb • 2023-09-20
BioSyent (TSX-V: RX): Specialty Pharmaceutical Company Focused on Commercializing Assets in Canada
BioSyent ($RX) • By Planet MicroCap • 2023-09-19
