Stock Analysis
Page 96 of 101 · Expert research and deep-dive articles on companies
NOTES: CrowdStrike 2020 Global Threat Report Webinar
by Growth Curve Investing | 2020-07-29
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Lowe's: Will This Turnaround Turn?
by Eagle Point Capital | 2020-07-24
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Closed Slack (WORK) Position
by Growth Curve Investing | 2020-07-23
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Crown Castle: Diversifying From Great To Good
by Eagle Point Capital | 2020-07-16
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Roku (ROKU) Company Page
by Growth Curve Investing | 2020-07-12
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Spotify (SPOT) Company Page
by Growth Curve Investing | 2020-07-12
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Twilio (TWLO) Company Page
by Growth Curve Investing | 2020-07-12
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Slack (WORK) Company Page
by Growth Curve Investing | 2020-07-12
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Pinterest (PINS) Company Page
by Growth Curve Investing | 2020-07-12
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Sea Limited (SE) Company Page
by Growth Curve Investing | 2020-07-12
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The Trade Desk (TTD) Company Page
by Growth Curve Investing | 2020-07-12
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Wheeler REIT - An Activism Story: WHLR, WHLRD, WHLRP
by Alluvial | 2020-07-06
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Pershing Square Tontine Holdings - Not Your Average SPAC
by Eagle Point Capital | 2020-07-03
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[ADM.L – Admiral Group] Barriers to scale; moats vs. revenue models
by scuttleblurb | 2020-06-30
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Restaurant Brands International: What’s The Secret Sauce?
by Eagle Point Capital | 2020-06-26
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Long Royal Bank of Canada/ Short Shopify
by Superfluous Value | 2020-06-25
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Dunkin' Brands: Good Business, Better Industry
by Eagle Point Capital | 2020-06-18
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Wyndham Hotels: Necessity Is The Mother of Invention
by Eagle Point Capital | 2020-06-12
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🐻 Problems at CorVel (NASDAQ: CRVL)
by The Bear Cave | 2020-06-11
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LICT Corporation - LICT
by Alluvial | 2020-06-11
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[APPN, PEGA, SMAR] No/low code evolution
by scuttleblurb | 2020-06-11
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Special Situations: Ecolab and Kontoor Brands
by Eagle Point Capital | 2020-05-29
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Berkshire Hathaway Q1 2020 Portfolio Update
by Enterprising Investor | 2020-05-29
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Kontoor Brands: Forced Selling Could Create A Buying Opportunity Levered To An Economic Recovery
by Eagle Point Capital | 2020-05-23
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Why We Recently Bought Hilton
by Eagle Point Capital | 2020-05-20
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Sea Limited (SE) Company Page
by Growth Curve Investing | 2020-05-19
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Masco's Shrink To Grow Transformation Looks Complete
by Eagle Point Capital | 2020-05-15
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Bank Of Hawaii Has A Wide Moat But Little Opportunity To Reinvest
by Eagle Point Capital | 2020-05-09
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Agilent Technologies - Attractive Business Model, Fairly Valued
by Eagle Point Capital | 2020-05-08
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Another look at New England Realty Associates LP - NEN
by Alluvial | 2020-05-04
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American Express
by Eagle Point Capital | 2020-05-01
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CarMax: Lasting Moat in a Tough Industry
by Eagle Point Capital | 2020-04-24
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Long ViacomCBS/Short Netflix
by Superfluous Value | 2020-04-18
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AutoZone
by Eagle Point Capital | 2020-04-17
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Why Simon Property Group (Probably) Won't Go Bankrupt
by Enterprising Investor | 2020-04-16
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Ep. 116 - From Microsoft to MicroCaps with Andy Preikschat, CIO and Portfolio Manager at Edgebrook Partners, LP
by Planet MicroCap | 2020-04-15
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[LILAK – Liberty Latin America] Once more unto the breach
by scuttleblurb | 2020-04-14
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NVR – Trouncing Competitors Since 1995
by Eagle Point Capital | 2020-04-10
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Hibiscus Petroleum Berhad (5199.KL)
by Value Investing for Professionals | 2020-04-05
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Wells Fargo: Man Overboard?
by Eagle Point Capital | 2020-03-27
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Investment Horizons / Schmitt Industries Investment Overview
by Eagle Point Capital | 2020-03-20
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[CACC – Credit Acceptance Corp] Value in subprime auto
by scuttleblurb | 2020-03-16
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[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry
by scuttleblurb | 2020-02-28
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Verisign: A Capital-light Compounder At A Lofty Price
by Eagle Point Capital | 2020-02-21
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Odd-lot Opportunity In McKesson's Exchange Offer
by Eagle Point Capital | 2020-02-14
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[AMT – American Tower; CCI – Crown Castle] Legacy advantages and incremental returns
by scuttleblurb | 2020-02-13
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Quick Update - Keeping All My Shares of AYX and DDOG, Bought some Puts heading into earnings.
by Growth Curve Investing | 2020-02-11
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BAT – A Wonderful Company at A Wonderful Price (9x PE, 13% dividend yield, 100% ROE)
by Value Investing for Professionals | 2020-01-29
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[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?): Part 3
by scuttleblurb | 2020-01-28
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Odd Lot Arbitrage Opportunity in XBiotech Shares
by Eagle Point Capital | 2020-01-23
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