Stock Analysis
Page 9 of 108 · Expert research and deep-dive articles on companies
Nvidia/Broadcom: On Sale While the Crowd Chases the Periphery
by Crack The Market | 2026-06-10
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
FICO: The Contestable Monopoly?
by MBI Deep Dives | 2026-06-09
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Accenture: The AI Adapter Hiding Behind the Sector Discount? [PART I]
by Flow Value Investing | 2026-06-09
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Stock of the Week: Marvell Technology - A Symbol of an Unhealthy Market
by Quality Stocks | 2026-06-09
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Best Buys June - Hidden Champions, serial acquirers of Europe
by Emerging Value | 2026-06-08
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Veeva 1Q'26: Strong Present, Patient Future
by MBI Deep Dives | 2026-06-08
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Why Google Pays Rent
by Global Tech Research | 2026-06-08
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Enogia SAS - Podcast
by Under Followed Stocks | 2026-06-08
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Dollar General: Miles and Margins
by TSOH Investment Research | 2026-06-08
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Why I’m Still Holding NBIS as 40% of My Portfolio at 18% Below Its High
by Burak Finance | 2026-06-08
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Deep Dive : SanDisk Corp ($SNDK)
by Springbok Finance | 2026-06-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Broadcom Spooked AI’s Euphoria
by The Pragmatic Optimist | 2026-06-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Rocket Internet Post Mortem, SpaceX (again) and the strange Google capital increase
by Value and Opportunity | 2026-06-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
British American Tobacco: Affirmed
by Invariant | 2026-06-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
STMicroelectronics: Photonics, Satellites and Silicon Carbide
by Crack The Market | 2026-06-07
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Weekly|Hightened Volatility, Coherent Lite + OCS, NVL576 NPO Optics Doubling, Glasswing Reshapes the Cyber Value Chain, Kioxia NAND Supercycle, PANW, PL, MRVL
by FUNDA | 2026-06-06
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Whoever Wins the Chip War, Synopsys Profits
by Rijnberk Investinsights | 2026-06-06
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Brown & Brown
by Eagle Point Capital | 2026-06-06
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
The Price of Pessimism: What the Market Implies and What the Evidence Supports for Charter Communications ($CHTR)
by Divergent Capital 7651 | 2026-06-05
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Precia: update following lunch with the new CEO
by French Hidden Champions | 2026-06-05
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Nelnet: Our Berkshire? (Ticker: NNI)
by Chit Chat Stocks | 2026-06-05
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Sea Limited and Mercado Libre Q1'26: Reinvestment Justified? A Zero Sum Game in Brazil?
by Sleep Well Investments | 2026-06-05
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Boiron : update following the publication of the annual report
by French Hidden Champions | 2026-06-04
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Stock of the Week - Snowflake - The New Palantir
by Quality Stocks | 2026-06-04
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Intrum: the company doing a capital increase at one time earnings.
by Emerging Value | 2026-06-03
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Gamma Communications plc
by Mr Market Miscalculates | 2026-06-03
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Graham Holdings Co. (GHC): Incentivized By a Family Legacy
by Quality Value Investing | 2026-06-03
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
After 378% in 2 Years: How I Found 3 AI 10x Stocks — PLTR, SIVE & NBIS
by Burak Finance | 2026-06-03
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
ALPHABET'S $80 BILLION SIGNAL
by The Disruptive Investor | 2026-06-03
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Deep|Coherent Lite Reshapes AI Optical Interconnects
by FUNDA | 2026-06-03
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Sivers Semiconductors: A Real Theme, A Dangerous Stock
by Crack The Market | 2026-06-02
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
What's going on at Wise?
by The Dutch Investors | 2026-06-02
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Companies followed by French Hidden Champions and FAQ
by French Hidden Champions | 2026-06-01
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Reddit (RDDT): The AI Data Goldmine Institutions Are Quietly Buying
by Burak Finance | 2026-06-01
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
[scuttleslops] SPOT, UMG, TXN, SPGI, TRU, ADSK, MTCH, CSGP, DLTR
by scuttleblurb | 2026-06-01
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
⚡ Microsoft's pincer move on the AI duopoly
by Global Tech Research | 2026-06-01
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Dollar Tree: Through The Noise
by TSOH Investment Research | 2026-06-01
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Rambling Thoughts Ahead Of The SpaceX IPO (Ticker: SPCX)
by Chit Chat Stocks | 2026-05-31
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Salesforce-CRM
by InvestingWithWes | 2026-05-31
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Beyond Nvidia: The 5 AI Infrastructure Stocks Powering 2026’s Real Buildout
by Burak Finance | 2026-05-31
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Scandinavian Tobacco Group: What If?
by Invariant | 2026-05-31
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
AJ Bell Stock Analysis: a Scaling Capital-Light Machine
by Quality Stocks | 2026-05-31
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Bubbles, a UK Compounder & Ferrari’s Future
by Behind the Balance Sheet | 2026-05-31
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Koei Tecmo Holdings (TYO: 3635): The Hedge Fund Disguised as a Gaming Company
by KonichiValue | 2026-05-31
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Constellation Software: 1Q26 Business Recap
by Speedwell Memos | 2026-05-30
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Shopify – A Deep Dive into the Toll Booth of Global Commerce
by Rijnberk Investinsights | 2026-05-30
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Thoughts on ROIC, Margins and Turnover; Mailbox Money and an Update on Natural Resource Partners (NRP)
by Base Hit Investing | 2026-05-30
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Dividend Informer Q1 2026 Update: Dick's Sporting Goods
by Dividend Informer | 2026-05-29
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
Q2/1H 2026 - HEICO - Full Analysis
by The Compounding Tortoise | 2026-05-29
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.
NBIS to $500 Billion
by Burak Finance | 2026-05-29
By following, you request company-alert emails. Manage or stop them anytime in your account. Privacy.