Stock Analysis

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Problems at Playtika (PLTK)

by The Bear Cave | 2021-11-18

$PLTK

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Thermador groupe : a unique culture but fairly priced and a declining ROCE

by French Hidden Champions | 2021-11-18

$THEP.PA

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The Berkshire Buyback Machine

by TSOH Investment Research | 2021-11-18

$BRK.A

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An Update on Friendly Hills Bancorp - FHLB

by Alluvial | 2021-11-18

$FHLB

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Part II: Flanigan's Enterprises, Ticker: BDL

by Possible Value | 2021-11-17

$BDL

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Airbnb: A Travel Revolution

by TSOH Investment Research | 2021-11-15

$ABNB

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Part I: Flanigan's Enterprises, Ticker: BDL

by Possible Value | 2021-11-14

$BDL

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Sempio Foods (248170)

by Asian Century Stocks | 2021-11-14

$248170

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Problems at Seer Inc (SEER)

by The Bear Cave | 2021-11-04

$SEER

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Spotify: "Room To Run"

by TSOH Investment Research | 2021-11-04

$SPOT

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Ep. 199 - Merger Arbitrage, Naked Wines and Value Traps with Luis Sanchez, Investor/Founder of LVS Advisory

by Planet MicroCap | 2021-11-03

$WINE.L

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Antero Resources: How to 20x Your Money (After a 96% Drawdown)

by Superfluous Value | 2021-11-01

$AR

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Microsoft: Expand The TAM

by TSOH Investment Research | 2021-11-01

$MSFT

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Societe Bic (BB)

by Johan Lunau | 2021-10-30

$BB

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Progressive: A Low Cost Producer

by Eagle Point Capital | 2021-10-30

$PGR

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Netflix: "Uncharted Territory"

by TSOH Investment Research | 2021-10-25

$NFLX

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Daiichikosho (7458)

by Asian Century Stocks | 2021-10-24

$7458

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Intel Betting The Farm – Shrinking Business, Margins Down For Few Years, But Aggressively Investing $40B-$43B A Year And More With Subsidies

by SemiAnalysis | 2021-10-22

$INTC

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More Problems at The Joint Corp (JYNT)

by The Bear Cave | 2021-10-21

$JYNT

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Facebook: Two Divergent Trends

by TSOH Investment Research | 2021-10-21

$META

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Qualcomm RFFE Business Continues Relentless Pace With ultraBAW Filters | >$8B Segment By 2025

by SemiAnalysis | 2021-10-20

$QCOM

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Robertet: half year 2021 results analyst meeting and thoughts

by French Hidden Champions | 2021-10-19

$RBT

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The Costco Snowball

by TSOH Investment Research | 2021-10-18

$COST

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A Few Updates and a Look at George Risk Industries $RSKIA

by Alluvial | 2021-10-15

$RSKIA

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Lam Soon Hong Kong

by Emerging Value | 2021-10-14

$0411.HK

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TSMC 3nm Wafer Shipments Pushed Into Q1 2023, 2.5 Years After N5 | TSMC 2nm, Samsung 2nm, And Intel 20A Battle It Out In 2025

by SemiAnalysis | 2021-10-14

$INTC

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ASML’s EUV Tools Have A Throughput Problem, But Lyncean Has The Answer By Scaling EUV Light Source Power An Order Of Magnitude

by SemiAnalysis | 2021-10-13

$ASML

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GoodRx: An Oddity of U.S. Healthcare

by TSOH Investment Research | 2021-10-11

$GDRX

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#AGFX Argentex H1 trading update - investment case on track

by Insider Ideas | 2021-10-11

$AGFX

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Hibiscus Petroleum Berhad: Episode 3 - Revenge of the Supply Chain

by Value Investing for Professionals | 2021-10-10

$5199.KL

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Multi Bintang (MLBI)

by Asian Century Stocks | 2021-10-10

$MLBI

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Bolloré half-year results 2021. Analyst meeting.

by French Hidden Champions | 2021-10-08

$BOL.PA

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Why I sold Etsy

by MBI Deep Dives | 2021-10-08

$ETSY

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Problems at The Joint Corp (JYNT)

by The Bear Cave | 2021-10-07

$JYNT

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Pakuwon Jati (P04)

by Asian Century Stocks | 2021-10-03

$P04

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Following Up Ping An

by Superfluous Value | 2021-10-01

$2318

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Apple A15 Die Shot and Annotation - IP Block Area Analysis

by SemiAnalysis | 2021-10-01

$AAPL

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Shipping Port Backlogs & DOCN, APPS, EXAS, and NARI Conference Notes

by Growth Curve Investing | 2021-09-24

$APPS

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Lloyds Bank: Worth the Pain

by Superfluous Value | 2021-09-22

$LLOY.L

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Ultrajaya Milk (ULTJ)

by Asian Century Stocks | 2021-09-19

$ULTJ

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[TWLO] Twilio

by scuttleblurb | 2021-09-17

$TWLO

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Barrick: The Best Hedges Are Those You’re Paid To Take

by Superfluous Value | 2021-09-17

$ABX.TO

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Problems at CLEAR Secure Inc (NYSE: YOU)

by The Bear Cave | 2021-09-16

$YOU

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Apple CPU Gains Grind To A Halt And The Future Looks Dim As The Impact From The CPU Engineer Exodus To Nuvia And Rivos Starts To Bleed In

by SemiAnalysis | 2021-09-14

$AAPL

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Insider Ideas - Argentex Group PLC (AGFX on UK AIM Market), specialist foreign exchange provider. Market Cap circa GBP 115m at 105p per share.

by Insider Ideas | 2021-09-14

$AGFX

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The Bear Cave #82 + Union Pacific Railroads Linked to Cancer

by The Bear Cave | 2021-09-12

$UNP

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Dollar Tree: A Vision Emerges

by TSOH Investment Research | 2021-09-09

$DLTR

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Ping An: Growing Like a Weed, Priced to Liquidate

by Superfluous Value | 2021-09-08

$2318

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Airbnb: "Belonging Anywhere"

by TSOH Investment Research | 2021-09-07

$ABNB

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