Stock Analysis
Page 8 of 107 · Expert research and deep-dive articles on companies
Shopify at the E-com OS Layer
Shopify ($SHOP) • By MBI Deep Dives • 2026-06-19
Feedback from the Compagnie de l'Odet shareholder meeting
Compagnie de l'Odet • By French Hidden Champions • 2026-06-18
Norma Group Quick Update: Separable Tender rights - Precedents Rhoen 2014 & Rocket Internet 2022
Rhoen • By Value and Opportunity • 2026-06-18
What's Embedded in OpenAI's Stock Price?
OpenAI • By MBI Deep Dives • 2026-06-18
Norma Group Large Buyback Tender Special situation
Norma Group • By Value and Opportunity • 2026-06-18
We talked to Teqnion's Deputy CEO. This is what we learned.
Teqnion • By The Dutch Investors • 2026-06-17
Airbnb's Incentives
Airbnb ($ABNB) • By MBI Deep Dives • 2026-06-17
Alphabet (GOOGL): Business Model and Risks Outweigh Premium
Alphabet ($GOOGL) • By Quality Value Investing • 2026-06-17
Dividend Informer Q1 2026 Update: Dollar General
Dollar General • By Dividend Informer • 2026-06-16
Stock of the Week: Adobe - The Market Is Still Not Convinced Despite Accelerating Growth
Adobe ($ADBE) • By Quality Stocks • 2026-06-16
Meta's Myriad Questions
Meta Platforms ($META) • By MBI Deep Dives • 2026-06-15
Quick Updates: DCC (Intertek) & Wise
DCC ($INTERTEK) • By Value and Opportunity • 2026-06-15
Is SMIC N+3’s Metal Pitch Smaller than Intel 18A’s?
Intel ($INTC) • By SemiAnalysis • 2026-06-14
Thematic Ideas: The Pick-and-Shovel Healthcare Screener
The Pick-and-Shovel Healthcare Screener • By Quality Stocks • 2026-06-14
How I’m Positioning After SpaceX’s Record $2.1 Trillion IPO — And the Public Space Plays I’m Still Buying
SpaceX • By Burak Finance • 2026-06-13
Is it time to revisit 7-Eleven (TYO: 3382)?
Seven & I Holdings ($3382) • By KonichiValue • 2026-06-13
Adobe's Continued Deceleration
Adobe ($ADBE) • By MBI Deep Dives • 2026-06-13
Bolloré and Explosifs et Produits Chimiques: some news!
Bolloré • By French Hidden Champions • 2026-06-13
Brazil latest IPO - 70% growth, 6 times earnings.
Brazil • By Emerging Value • 2026-06-13
FICO: Capital Allocation, Management Incentives, and Valuation
FICO • By MBI Deep Dives • 2026-06-12
Dividend Informer Q2 2026 Update: The Toro Company
Toro Company • By Dividend Informer • 2026-06-11
Dividend Informer Q3 2026 Update: Vail Resorts
Vail Resorts ($MTN) • By Dividend Informer • 2026-06-11
Intel Should Raise Capital
Intel ($INTC) • By SemiAnalysis • 2026-06-11
My mom asked if she should buy the SpaceX IPO: Let's talk about lessons from past bubbles
SpaceX • By Heavy Moat Investments • 2026-06-11
Markel: "Building To Win"
Markel ($MKL) • By TSOH Investment Research • 2026-06-11
French Hidden Champions : portfolio recap
French Hidden Champions • By French Hidden Champions • 2026-06-10
Gildan Activewear (GIL): A Leader in Apparel Manufacturing
Gildan Activewear ($GIL) • By Quality Value Investing • 2026-06-10
Nvidia/Broadcom: On Sale While the Crowd Chases the Periphery
Broadcom • By Crack The Market • 2026-06-10
FICO: The Contestable Monopoly?
FICO • By MBI Deep Dives • 2026-06-09
Stock of the Week: Marvell Technology - A Symbol of an Unhealthy Market
Marvell Technology • By Quality Stocks • 2026-06-09
Best Buys June - Hidden Champions, serial acquirers of Europe
Hidden Champions • By Emerging Value • 2026-06-08
Veeva 1Q'26: Strong Present, Patient Future
Veeva • By MBI Deep Dives • 2026-06-08
Why Google Pays Rent
Google • By Global Tech Research • 2026-06-08
Enogia SAS - Podcast
Enogia • By Under Followed Stocks • 2026-06-08
Dollar General: Miles and Margins
Dollar General • By TSOH Investment Research • 2026-06-08
Why I’m Still Holding NBIS as 40% of My Portfolio at 18% Below Its High
Meta Platforms ($META) • By Burak Finance • 2026-06-08
Deep Dive : SanDisk Corp ($SNDK)
SanDisk ($SNDK) • By Springbok Finance • 2026-06-07
Broadcom Spooked AI’s Euphoria
Broadcom • By The Pragmatic Optimist • 2026-06-07
Rocket Internet Post Mortem, SpaceX (again) and the strange Google capital increase
Google • By Value and Opportunity • 2026-06-07
British American Tobacco: Affirmed
British American Tobacco ($BTI) • By Invariant • 2026-06-07
STMicroelectronics: Photonics, Satellites and Silicon Carbide
STMicroelectronics ($STM) • By Crack The Market • 2026-06-07
Weekly|Hightened Volatility, Coherent Lite + OCS, NVL576 NPO Optics Doubling, Glasswing Reshapes the Cyber Value Chain, Kioxia NAND Supercycle, PANW, PL, MRVL
Coherent ($COHR) • By FUNDA • 2026-06-06
Whoever Wins the Chip War, Synopsys Profits
Synopsys • By Rijnberk Investinsights • 2026-06-06
Brown & Brown
Brown & Brown • By Eagle Point Capital • 2026-06-06
The Price of Pessimism: What the Market Implies and What the Evidence Supports for Charter Communications ($CHTR)
Charter Communications ($CHTR) • By Divergent Capital 7651 • 2026-06-05
Precia: update following lunch with the new CEO
Precia • By French Hidden Champions • 2026-06-05
Nelnet: Our Berkshire? (Ticker: NNI)
Berkshire Hathaway ($BRK.A) • By Chit Chat Stocks • 2026-06-05
Sea Limited and Mercado Libre Q1'26: Reinvestment Justified? A Zero Sum Game in Brazil?
Mercado Libre ($MELI) • By Sleep Well Investments • 2026-06-05
Boiron : update following the publication of the annual report
Boiron • By French Hidden Champions • 2026-06-04
Stock of the Week - Snowflake - The New Palantir
Snowflake ($SNOW) • By Quality Stocks • 2026-06-04
