Stock Analysis
Page 98 of 107 · Expert research and deep-dive articles on companies
Spotify: “Laser Focused on Audio”
Spotify ($SPOT) • By TSOH Investment Research • 2021-08-02
Intel Grossly Exaggerates Foundry “Wins” With Qualcomm And Amazon, There Are No Deals For Manufacturing Chips
Amazon ($AMZN) • By SemiAnalysis • 2021-07-29
Microsoft: "A More Accelerated Pace"
Microsoft ($MSFT) • By TSOH Investment Research • 2021-07-29
Nvidia (NVDA): Part 2 of 2
NVIDIA ($NVDA) • By scuttleblurb • 2021-07-28
MediaTek Officially Enters The Flagship Mobile Race With The First TSMC 4nm SOC
TSMC ($TSM) • By SemiAnalysis • 2021-07-28
IGE+XAO (1)
IGE+XAO • By French Hidden Champions • 2021-07-28
Netflix: "A One Product Company"
Netflix ($NFLX) • By TSOH Investment Research • 2021-07-26
Okta's Vision For The Next Decade
Okta ($OKTA) • By Sleep Well Investments • 2021-07-25
Okamoto (5122)
Okamoto ($5122) • By Asian Century Stocks • 2021-07-25
Robertet (3)
Robertet ($RBT) • By French Hidden Champions • 2021-07-18
Domino's Pizza
Domino's Pizza Group ($DOM) • By Eagle Point Capital • 2021-07-17
Costco (COST) Podcast
Costco ($COST) • By TSOH Investment Research • 2021-07-16
Roku: A former trojan horse now in open fistfight
OPEN • By MBI Deep Dives • 2021-07-13
Nvidia (NVDA): Part 1 of 2
NVIDIA ($NVDA) • By scuttleblurb • 2021-07-12
A2 Milk Company (A2M)
A2 Milk Company ($A2M) • By Asian Century Stocks • 2021-07-11
Jewett-Cameron Trading Company Limited - JCTCF
Jewett-Cameron Trading Company Limited ($JCTCF) • By Alluvial • 2021-07-08
Robertet (2)
Robertet ($RBT) • By French Hidden Champions • 2021-07-07
Nvidia’s 2021 Bubble, Eerily Similar To Other Bubbles That Came Before
Bubbles • By SemiAnalysis • 2021-07-06
Costco: "Raising Prices Is The Easy Way"
Costco ($COST) • By TSOH Investment Research • 2021-07-06
Tencent: Naspers ganz großer Coup
Tencent Holdings ($TCEHY) • By Patient Capital Fund Newsletter • 2021-07-05
Topicus: Constellation Software 2.0
Constellation Software ($PNP.TO) • By Eagle Point Capital • 2021-07-03
Problems at Payoneer (PAYO)
Payoneer ($PAYO) • By The Bear Cave • 2021-07-01
Micron Sells 3D X-Point Lehi, Utah Fab to Texas Instruments For $1.5B
Micron • By SemiAnalysis • 2021-06-30
Precia (6): News update
Precia • By French Hidden Champions • 2021-06-29
Qualcomm MWC 2021 - Network Infrastructure And Edge 5G Get Supercharged | FSM200, DU X100 Accelerator, And Range Of Features
Qualcomm • By SemiAnalysis • 2021-06-29
MR DIY (5296.KL) - Step-by Step Financial Statement Analysis from SCRATCH
MR DIY ($5296.KL) • By Value Investing for Professionals • 2021-06-29
Robertet (1)
Robertet ($RBT) • By French Hidden Champions • 2021-06-28
Bloomberry Resorts (BLBRF)
Bloomberry Resorts ($BLBRF) • By Asian Century Stocks • 2021-06-27
$Olli: The Costco junkyard
Costco ($COST) • By TQI Capital • 2021-06-26
AirAsia (Part 2): Now Everyone Can Fly
AirAsia • By Value Investing for Professionals • 2021-06-25
Update on IAC (+ Vimeo)
Vimeo • By scuttleblurb • 2021-06-25
Tenstorrent Wormhole Analysis - A Scale Out Architecture for Machine Learning That Could Put Nvidia On Their Back Foot
NVIDIA ($NVDA) • By SemiAnalysis • 2021-06-25
Constellation Software: The Anti-Conglomerate
Constellation Software ($PNP.TO) • By Eagle Point Capital • 2021-06-24
Morgan Stanley Just Reduced TSMC’s Value By $25B While Demonstrating A Complete Lack of Semiconductor Knowledge
Morgan Stanley • By SemiAnalysis • 2021-06-23
Walmart: Turning the Titanic
Walmart ($WMT) • By TSOH Investment Research • 2021-06-21
Precia (5) - AGM 06/21
Precia • By French Hidden Champions • 2021-06-21
Alibaba: Early Innings
Alibaba ($BABA) • By Eagle Point Capital • 2021-06-19
Qualcomm Hits a Homerun AI 100 - Powerful AI Inference Acceleration For the Edge
Qualcomm • By SemiAnalysis • 2021-06-17
The Twitter Revolution (TWTR)
Twitter ($TWTR) • By The Bear Cave • 2021-06-17
The cult of Lululemon is alive and kicking
Lululemon • By MBI Deep Dives • 2021-06-16
QAF (QAF)
QAF ($QAF) • By Asian Century Stocks • 2021-06-13
What the early Amazon investors saw
Amazon ($AMZN) • By Value Investing for Professionals • 2021-06-11
Intel’s Trojan Horse into the Foundry Business | Co-packaged Silicon Photonics is Intel’s Path Forward for IDM 2.0
Intel ($INTC) • By SemiAnalysis • 2021-06-11
CrowdStrike: Standing tall in crowded cybersecurity
CrowdStrike ($CRWD) • By MBI Deep Dives • 2021-06-11
NVR And The Housing Cycle
NVR • By Eagle Point Capital • 2021-06-05
Problems at Medical Properties Trust (MPW)
Medical Properties Trust ($MPW) • By The Bear Cave • 2021-06-03
Google New Custom Silicon Replaces 10 Million Intel CPUs | Google Argos VPU
Google • By SemiAnalysis • 2021-06-02
Ep. 177 - Making Sense of All the Crypto Headlines and Their Impact with Frank Holmes, Chairman of HIVE Blockchain Technologies, CEO and CIO of U.S. Global Investors
HIVE Blockchain Technologies • By Planet MicroCap • 2021-06-02
Lionsgate: An Attractive Minnow?
Lionsgate • By TSOH Investment Research • 2021-05-31
En-Japan (4849)
En-Japan ($4849) • By Asian Century Stocks • 2021-05-30
