Stock Analysis
Page 92 of 108 · Expert research and deep-dive articles on companies
SWI Pick #2 - VAT Group - Hidden Vacuum Valve Monopoly At The Right Price
VAT Group ($VACN.SW) • By Sleep Well Investments • 2022-07-26
Reach plc - RCH on LSE - £370m Mcap at 117p - national and regional news publisher, midway through transition to digital-focus biz model - down 70% from peak, bottomed? H1 results tomorrow!
Reach plc ($RCH) • By Insider Ideas • 2022-07-25
[Stock-Analysis] SONY (TYO:6758,NYSE: SONY]: A Dying Tech-Whale or a Forgotten Tech-Titan?
Sony ($6758) • By KonichiValue • 2022-07-25
S4 Capital - SFOR on LSE - MC £680m at 120p - Advertising roll-up play, headed by Sir Martin Sorrell who built WPP from a cash-shell to its current state - down c40% on today’s trading update
S4 Capital ($SFOR) • By Insider Ideas • 2022-07-21
LightPath Technologies (NASDAQ: LPTH): Enables Technology Customers to Use Photonics and Optics in their Products [Due Diligence Podcast]
LightPath Technologies ($LPTH) • By Planet MicroCap • 2022-07-20
Updates - Office Depot and Garrett Motion (ODP and GTX)
Garrett Motion ($GTX) • By Special Situation Investing • 2022-07-18
Lam Research Is Outsourcing More Than 1/3 Of Their Manufacturing To Malaysia
Lam Research • By SemiAnalysis • 2022-07-18
ACM Research, China’s Most Successful Semiconductor Capital Equipment Provider, Wins At SK Hynix and Intel
Intel ($INTC) • By SemiAnalysis • 2022-07-18
🚅 Canadian National Railway Deep-Dive - The Epitome of Asymmetric Risk:Reward (NYSE:CNI)
Canadian National Railway ($CNI) • By Value Investing for Professionals • 2022-07-15
Fevertree - FEVR on LSE - Mcap £1.1bn @ 900p - Premium soft drinks - stock down 25% on revised EBITDA guidance today due to cost inflation (claimed transitory). EV / Sales c2.6x versus 7.5x for peers.
Fever-Tree ($FEVR) • By Insider Ideas • 2022-07-15
Solitron Devices (OTC: SODI): Supplier to the Defense Industry for Electronic Components [Due Diligence Podcast]
Solitron Devices ($SODI) • By Planet MicroCap • 2022-07-12
AudioEye (NASDAQ: AEYE): Eradicate All Barriers to Digital Accessibility [Due Diligence Podcast]
AudioEye ($AEYE) • By Planet MicroCap • 2022-07-07
CXL Enables Microsoft Azure To Cut Server Capital Expenditures By Hundreds Of Millions Of Dollars
Microsoft ($MSFT) • By SemiAnalysis • 2022-07-07
Rocket Lab to Launch Responsive Space Missions For National Reconnaissance Office
Rocket Lab ($RKLB) • By Growth Curve Investing • 2022-07-06
[Stock-Analysis] Nintendo: Should You Buy the Stock Today?
Nintendo ($7974) • By KonichiValue • 2022-07-04
Otis Worldwide $OTIS: Analysis and Valuation, 2022
Otis Worldwide ($OTIS) • By Invariant • 2022-07-03
Qualcomm RFFE Update – $8B By 2025, 2023 iPhone Modem, WiFi 7 and Filter Socket Competition With Broadcom, $3B Automotive RF TAM
Broadcom • By SemiAnalysis • 2022-06-27
Updates - Office Depot & Garrett Motion
Garrett Motion ($GTX) • By Special Situation Investing • 2022-06-26
Altria’s Teflon or Kryptonite? Making Sense of the FDA’s Aggressive Approach to Nicotine
Altria ($MO) • By Invariant • 2022-06-23
There Has Never Been Another Company Like Snowflake
Snowflake ($SNOW) • By Growth Curve Investing • 2022-06-21
The Glimpse Group (NASDAQ: VRAR): Enterprise Software & Services for the Immersive Technology Cycle [Due Diligence Podcast]
The Glimpse Group ($VRAR) • By Planet MicroCap • 2022-06-21