Stock Analysis

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Performance review 6M 2026 - Random ramblings: AI winners vs. losers, European AC, Volkswagen & Football 2026 Worldcup

by Value and Opportunity | 2026-07-01

$VOW3.DE

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Research|META: Building a NeoCloud and Continuing to Rent Capacity are not Contradictory

by FUNDA | 2026-07-01

$META

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Basic-Fit | The European Gym Chain Compounder

by The Dutch Investors | 2026-07-01

$BFIT.AS

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Eating the Restaurant Industry: Why Toast ($TOST) is Winning the POS Wars

by CompoundingAlpha | 2026-07-01

$TOST

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Two Kings changing their throne?

by Flow Value Investing | 2026-07-01

$NFLX

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Abivax is a lesson

by Leftfield Investing | 2026-07-01

$2X1.MU

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Chofu Seisakusho (5946): A Free Money Glitch Held Hostage by Japan's Laziest Management

by KonichiValue | 2026-06-30

$5946.T

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Dividend Informer NEWS FLASH: Honeywell Completes Aerospace Spin-off

by Dividend Informer | 2026-06-30

$HON

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Dividend Informer NEWS FLASH: Comcast to Split into Two Companies

by Dividend Informer | 2026-06-29

$CMCSA

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[ZTS] Zoetis could use a booster shot

by scuttleblurb | 2026-06-29

$ZTS

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Special Situation “Quickies”: EasyJet, Nagarro & BioNTech

by Value and Opportunity | 2026-06-29

$EZJ.L

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Sea Limited: Is Shopee VIP Its Prime Moment?

by Slow Compounding | 2026-06-28

$SE

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The AI Memory Trade Is Far From Over. Here’s Why Micron(MU) Still Looks Cheap

by Burak Finance | 2026-06-27

$AAPL

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Palantir Technologies – A Stunning Business, But a Hard Pass For Me (A Deep Dive)

by Rijnberk Investinsights | 2026-06-27

$PLTR

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Constellation Software: Presentation At The Intellectual Investor Conference

by Eagle Point Capital | 2026-06-27

$PNP.TO

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Airbnb: Building Blocks (Ticker: ABNB)

by Chit Chat Stocks | 2026-06-26

$ABNB

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Adobe Business History

by Speedwell Memos | 2026-06-25

$ADBE

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Hubbell Inc. (HUBB): A Leading Infrastructure Player

by Quality Value Investing | 2026-06-25

$HUBB

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Evolution AB | Has the dust settled?

by The Dutch Investors | 2026-06-25

$EVVTY

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Q2 FY2026 Update on Adobe and Why I Bought Shares in the Business

by Possible Value | 2026-06-25

$ADBE

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Micron Technology just reported. And this is what a structural supercycle looks like.

by The Disruptive Investor | 2026-06-24

$MU

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Adobe's Q2/2026 Earnings Review

by 41investments | 2026-06-24

$ADBE

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Hello Japan - A quick look at Berkshire's new partner Tokio Marine

by Value and Opportunity | 2026-06-24

$8766.T

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I Didn't Know Then. I Know Now. — ISRG & PME.AX

by Sleep Well Investments | 2026-06-24

$ISRG

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Zedcor expands into the desert & is now using drones, uniQure gets a BLA submission, Pro-Dex inc reveals further details about Monogram in Vegas.

by Leftfield Investing | 2026-06-24

$UQ1.HM

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Aimia. Allocator Takeover, Trading Below Book Value. A war-chest of cash ready to deploy

by Kairos Research | 2026-06-24

$AIM.TO

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Dividend Informer NEWS FLASH: AbbVie to Acquire Apogee Therapeutics

by Dividend Informer | 2026-06-23

$ABBV

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Inter&Co: the other Brazilian Fintech

by Emerging Value | 2026-06-23

$INTR

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Spotify Model Update

by MBI Deep Dives | 2026-06-23

$SPOT

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Besi: The Packaging Monopoly at the Heart of the 3D Chip Era

by Crack The Market | 2026-06-22

$BESI.AS

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Some Notes from Spotify's 2026 Investor Day

by MBI Deep Dives | 2026-06-22

$SPOT

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The Step Aduro Designed Around (And Why It Changes the Economics)

by Penny Queen | 2026-06-22

$ADUR

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Carnival Corporation: The Discount the Recovery Hasn’t Closed

by Flow Value Investing | 2026-06-22

$CCL

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Weekend Thoughts: Malone’s Born to Be Wired Book; Thoughts on Cable; Is CHTR Cheap?

by Base Hit Investing | 2026-06-22

$CHTR

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Edenred: Another high conviction position at risk of getting taken out

by Heavy Moat Investments | 2026-06-21

$FR:EDEN

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The BYD Problem

by Behind the Balance Sheet | 2026-06-21

$BYDDY

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Airbnb's Fintech Opportunity

by MBI Deep Dives | 2026-06-20

$ABNB

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Investing Lessons from Disney's Magic Figures

by The Dutch Investors | 2026-06-20

$DIS

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Veeva Systems – A Deep Dive into a Misunderstood SaaS Stock, Now on Sale

by Rijnberk Investinsights | 2026-06-20

$VEEV

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Shopify at the E-com OS Layer

by MBI Deep Dives | 2026-06-19

$SHOP

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Feedback from the Compagnie de l'Odet shareholder meeting

by French Hidden Champions | 2026-06-18

$ODET.PA

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Norma Group Quick Update: Separable Tender rights - Precedents Rhoen 2014 & Rocket Internet 2022

by Value and Opportunity | 2026-06-18

$RHK.DE

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Norma Group Large Buyback Tender Special situation

by Value and Opportunity | 2026-06-18

$NOEJ.DE

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Airbnb's Incentives

by MBI Deep Dives | 2026-06-17

$ABNB

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Alphabet (GOOGL): Business Model and Risks Outweigh Premium

by Quality Value Investing | 2026-06-17

$GOOGL

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Dividend Informer Q1 2026 Update: Dollar General

by Dividend Informer | 2026-06-16

$DG

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Stock of the Week: Adobe - The Market Is Still Not Convinced Despite Accelerating Growth

by Quality Stocks | 2026-06-16

$ADBE

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Meta's Myriad Questions

by MBI Deep Dives | 2026-06-15

$META

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Quick Updates: DCC (Intertek) & Wise

by Value and Opportunity | 2026-06-15

$DCC.L

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Is SMIC N+3’s Metal Pitch Smaller than Intel 18A’s?

by SemiAnalysis | 2026-06-14

$INTC

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