Stock Analysis
Page 98 of 101 · Expert research and deep-dive articles on companies
Bought ESTC and 2 Options “Gambles”
by Growth Curve Investing | 2019-07-18
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A Discussion on Facebook
by Base Hit Investing | 2019-07-08
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[TTD – The Trade Desk] A gorilla in ad tech?
by scuttleblurb | 2019-07-06
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Future Builders: MongoDB & The Trade Desk
by Growth Curve Investing | 2019-07-01
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NII Holdings Liquidation - NIHD
by Alluvial | 2019-07-01
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Added to Zoom Reduced Roku
by Growth Curve Investing | 2019-06-26
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Ep. 90 - MicroCap Graduation Series: eXp World Holdings, Inc. (NASDAQ: EXPI)
by Planet MicroCap | 2019-06-26
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[TDG – TransDigm] Niches get riches - part 1
by scuttleblurb | 2019-06-20
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Pager Duty (PD) Q1 2020 Earnings (Pt. 1)
by Growth Curve Investing | 2019-06-19
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[PANW – Palo Alto Networks] Thoughts on cybersecurity and stock-based compensation
by scuttleblurb | 2019-05-25
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[Sirius/Pandora – SIRI; Spotify – SPOT] Long-term relevance, long-term dominance
by scuttleblurb | 2019-05-15
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Shopify First Quarter 2019 Earnings
by Growth Curve Investing | 2019-05-02
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Ricegrowers Limited - Value in This Agricultural "Co-op?"
by Alluvial | 2019-05-01
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[ALGN – Align Technology] Process Advantages
by scuttleblurb | 2019-04-25
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Sold ZM at $59.03 for a 5% loss
by Growth Curve Investing | 2019-04-22
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Sold DOMO, SMAR, GH, and ABMD
by Growth Curve Investing | 2019-04-18
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[OKTA – Okta] Owning Identity
by scuttleblurb | 2019-04-11
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[ICE, NDAQ, CME, CBOE] Exchange Operators: Fragmentation and New Points of Differentiation
by scuttleblurb | 2019-03-28
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New Position: DOMO
by Growth Curve Investing | 2019-03-27
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Sold Huya, IQIYI, Bozun, HDFC Bank
by Growth Curve Investing | 2019-03-26
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Can Philly Shipyard Turn Around? Oslo:PHLY, OTC:AKRRF
by Alluvial | 2019-01-22
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Facebook's Network Shows No Signs Of Cracking
by Eagle Point Capital | 2018-12-21
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Left for Dead: Manning & Napier - MN:NYSE
by Alluvial | 2018-12-11
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[CSU] Constellation Software
by scuttleblurb | 2018-12-08
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Facebook Is Undervalued
by Base Hit Investing | 2018-12-05
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[CHGG – Chegg] Low Cost Channel to Bundled Ed Tech and Challenges in the Publishing Industry
by scuttleblurb | 2018-10-06
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Southern Bancshares - SBNC
by Alluvial | 2018-09-11
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[V – Visa; MA – Mastercard] Expanding the Rails, Part 2
by scuttleblurb | 2018-08-15
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Aerocentury Internalizes Management - ACY
by Alluvial | 2018-07-31
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[TEAM – Atlassian] Collaboration and Competition
by scuttleblurb | 2018-07-31
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Doric Nimrod Air One - DNA:LN
by Alluvial | 2018-07-13
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[SQ – Square; PYPL – PayPal] Comparing Business Models and Strategies
by scuttleblurb | 2018-07-02
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[MELI – MercadoLibre] Digging the Moat (Or Is It A Grave?), Part 2
by scuttleblurb | 2018-06-19
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[CPRT – Copart; KAR – KAR Auction Services] Copart is a Beast + Impending IAA Spin-Off from KAR
by scuttleblurb | 2018-06-05
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Two Berkshire Takeaways and Thoughts on Competitive Markets
by Base Hit Investing | 2018-05-15
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[ZO1 – Zooplus] Competing with Amazon
by scuttleblurb | 2018-05-07
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Discussion at Markel
by Base Hit Investing | 2018-05-02
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[LYV – Live Nation] On Flywheels and Bundles
by scuttleblurb | 2018-04-24
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[WK – Workiva] From Point Solution to Platform
by scuttleblurb | 2018-04-13
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[KMX – CarMax; CVNA – Carvana] Moat, Growth, and Competition
by scuttleblurb | 2018-03-30
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[MSFT – Microsoft] Death Star, Reformed
by scuttleblurb | 2018-01-19
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[SERV – ServiceMaster; ROL – Rollins] Scale Economies and Hard Realities: Part 2
by scuttleblurb | 2018-01-05
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NASB Financial - NASB:OTC
by Alluvial | 2017-12-15
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A look at D'ieteren - DIE:Euronext
by Alluvial | 2017-12-11
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[ODFL – Old Dominion Freight Line] Superb Logistics Company
by scuttleblurb | 2017-11-22
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[ADI – Analog Devices] A Silent Hero
by scuttleblurb | 2017-11-16
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[WIX – Wix.com] Scaling Profitably
by scuttleblurb | 2017-11-07
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[MELI – MercadoLibre] Digging The Moat (Or Is It A Grave?), Part 1
by scuttleblurb | 2017-10-16
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[MCEM – Monarch Cement] Ash Grove Part Deux?
by scuttleblurb | 2017-10-05
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[V – Visa; MA – Mastercard] Expanding the Rails, Part 1
by scuttleblurb | 2017-09-28
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