Stock Analysis

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eBay: My Kind of Turnaround

by Eagle Point Capital | 2020-12-04

$EBAY

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Problems at Root Insurance (ROOT)

by The Bear Cave | 2020-12-03

$ROOT

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Is TransDigm's Pricing Power Sustainable?

by Eagle Point Capital | 2020-11-27

$TDG

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Koshidaka Holdings Co Ltd (2157)

by Asian Century Stocks | 2020-11-25

$2157

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AutoZone: Annual Update

by Eagle Point Capital | 2020-11-20

$AZO

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Problems at Enova International (ENVA)

by The Bear Cave | 2020-11-19

$ENVA

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The Investors Roundtable #7: SaaS Models, Future of Food Delivery, Gold, Asteroid Mining and Kodak

by Planet MicroCap | 2020-11-13

$KODK

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Weibo Corporation (WB)

by Asian Century Stocks | 2020-11-11

$WB

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Problems at K12 Inc. (LRN)

by The Bear Cave | 2020-11-05

$LRN

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HEICO: A Compounding Beast

by Eagle Point Capital | 2020-11-05

$HEI

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The Investors Roundtable #3: Tesla Valuation, MicroCap Gold Stocks, US Election Ramifications

by Planet MicroCap | 2020-10-30

$TSLA

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Costco: A Wonderful Business But Priced For Perfection

by Eagle Point Capital | 2020-10-30

$COST

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Apple’s A14 Packs 134 Million Transistors/mm², but Falls Short of TSMC’s Density Claims

by SemiAnalysis | 2020-10-27

$AAPL

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CNOOC Ltd (0883)

by Asian Century Stocks | 2020-10-26

$0883

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Qualcomm Lost the iPhone 12 mmWave Antenna Module Contract to a Chinese Company

by SemiAnalysis | 2020-10-25

$QCOM

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A&W Revenue Royalties Income Fund

by Eagle Point Capital | 2020-10-23

$AW-UN.TO

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Chris Bloomstran's letter to The Walt Disney Company

by Value Investing World | 2020-10-16

$DIS

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Problems at EverQuote (EVER)

by The Bear Cave | 2020-10-15

$EVER

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[Chr. Hansen, Novozymes] All the small things (plus some quick thoughts on The Trade Desk)

by scuttleblurb | 2020-10-15

$TTD

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Valuation: Intel vs TSMC vs AMD

by Enterprising Investor | 2020-10-14

$INTC

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Fondul Proprietatea S.A. - FP:London

by Alluvial | 2020-10-13

$FP4H.F

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Ollie's Bargain Outlet: Discount Retailer With A Long Runway

by Eagle Point Capital | 2020-10-09

$OLLI

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SATS Ltd (S58)

by Asian Century Stocks | 2020-10-09

$S58

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Etsy: A Handmade Giant in the Passion Economy

by MBI Deep Dives | 2020-10-06

$ETSY

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Netflix disrupted the Cable companies - now it's being disrupted by the Cable companies

by Value Investing for Professionals | 2020-10-05

$NFLX

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Problems at Celsius Holdings (CELH)

by The Bear Cave | 2020-10-01

$CELH

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Evergrande: What Happens Next? (Part 2)

by Value Investing for Professionals | 2020-10-01

$3333.HK

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The Market May Be Underestimating Dropbox

by Eagle Point Capital | 2020-09-25

$DBX

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Evergrande: A Deep Dive (Part 1)

by Value Investing for Professionals | 2020-09-24

$3333.HK

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Thoughts on Watsco and some businesses like it

by scuttleblurb | 2020-09-24

$WSO

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Nestle Malaysia Berhad (4707.KL)

by Value Investing for Professionals | 2020-09-22

$4707.KL

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AirAsia (Part 1) - Buy or Die?

by Value Investing for Professionals | 2020-09-18

$CAPITALA.KL

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Haier Smart Home Co Ltd (690D)

by Asian Century Stocks | 2020-09-16

$690D

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Keep An Eye On CSW Industrials

by Eagle Point Capital | 2020-09-11

$CSWI

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Daily Digest: RDFN, PD, CRWD, ZM Blogs

by Growth Curve Investing | 2020-09-04

$CRWD

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Stock In The Spotlight: The Home Depot, Inc.

by The Investor's Edge | 2020-09-04

$HD

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Business Update - CrowdStrike - Outstanding Q2'21 Results, Another Step Closer To Become The Leader In Cybersecurity

by Sleep Well Investments | 2020-09-03

$CRWD

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Haw Par Corporation Ltd (H02)

by Asian Century Stocks | 2020-08-31

$H02

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Stock In The Spotlight: AbbVie Inc.

by The Investor's Edge | 2020-08-28

$ABBV

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Takeaways from P10 Holdings' Quarterly Report - PIOE

by Alluvial | 2020-08-25

$PX

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How Apple Achieved 16% YoY Revenue Growth in Services

by Value Investing for Professionals | 2020-08-23

$AAPL

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Stock In The Spotlight: Lowe's Companies

by The Investor's Edge | 2020-08-21

$LOW

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Berkshire Hathaway: Updating Intrinsic Value

by Eagle Point Capital | 2020-08-19

$BRK.A

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Fastly TikTok Opportunity (FSLY, DDOG Q2 Highlights)

by Growth Curve Investing | 2020-08-17

$DDOG

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Post-Bankruptcy PG&E And Investing In Utilities

by Eagle Point Capital | 2020-08-13

$PCG

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Stock In The Spotlight: Simon Property Group

by The Investor's Edge | 2020-08-13

$SPG

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Founders 5: Dollar Weakness, CRWD, WORK, and TWLO

by Growth Curve Investing | 2020-08-11

$CRWD

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Tractor Supply: A Portrait Of A Compounder As A Young Company

by Eagle Point Capital | 2020-08-07

$TSCO

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Disney: Surviving Through A Pandemic

by The Investor's Edge | 2020-08-07

$DIS

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