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Netflix: "A One Product Company"

by TSOH Investment Research | 2021-07-26

$NFLX

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Okta's Vision For The Next Decade

by Sleep Well Investments | 2021-07-25

$OKTA

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Okamoto (5122)

by Asian Century Stocks | 2021-07-25

$5122

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Robertet (3)

by French Hidden Champions | 2021-07-18

$RBT

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Domino's Pizza

by Eagle Point Capital | 2021-07-17

$DOM

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Costco (COST) Podcast

by TSOH Investment Research | 2021-07-16

$COST

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Roku: A former trojan horse now in open fistfight

by MBI Deep Dives | 2021-07-13

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Nvidia (NVDA): Part 1 of 2

by scuttleblurb | 2021-07-12

$NVDA

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A2 Milk Company (A2M)

by Asian Century Stocks | 2021-07-11

$A2M

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Jewett-Cameron Trading Company Limited - JCTCF

by Alluvial | 2021-07-08

$JCTCF

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Robertet (2)

by French Hidden Champions | 2021-07-07

$RBT

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Nvidia’s 2021 Bubble, Eerily Similar To Other Bubbles That Came Before

by SemiAnalysis | 2021-07-06

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Costco: "Raising Prices Is The Easy Way"

by TSOH Investment Research | 2021-07-06

$COST

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Tencent: Naspers ganz großer Coup

by Patient Capital Fund Newsletter | 2021-07-05

$TCEHY

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Topicus: Constellation Software 2.0

by Eagle Point Capital | 2021-07-03

$PNP.TO

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Problems at Payoneer (PAYO)

by The Bear Cave | 2021-07-01

$PAYO

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Micron Sells 3D X-Point Lehi, Utah Fab to Texas Instruments For $1.5B

by SemiAnalysis | 2021-06-30

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Precia (6): News update

by French Hidden Champions | 2021-06-29

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Qualcomm MWC 2021 - Network Infrastructure And Edge 5G Get Supercharged | FSM200, DU X100 Accelerator, And Range Of Features

by SemiAnalysis | 2021-06-29

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MR DIY (5296.KL) - Step-by Step Financial Statement Analysis from SCRATCH

by Value Investing for Professionals | 2021-06-29

$5296.KL

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Robertet (1)

by French Hidden Champions | 2021-06-28

$RBT

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Bloomberry Resorts (BLBRF)

by Asian Century Stocks | 2021-06-27

$BLBRF

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$Olli: The Costco junkyard

by TQI Capital | 2021-06-26

$COST

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AirAsia (Part 2): Now Everyone Can Fly

by Value Investing for Professionals | 2021-06-25

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Update on IAC (+ Vimeo)

by scuttleblurb | 2021-06-25

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Tenstorrent Wormhole Analysis - A Scale Out Architecture for Machine Learning That Could Put Nvidia On Their Back Foot

by SemiAnalysis | 2021-06-25

$NVDA

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Constellation Software: The Anti-Conglomerate

by Eagle Point Capital | 2021-06-24

$PNP.TO

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Morgan Stanley Just Reduced TSMC’s Value By $25B While Demonstrating A Complete Lack of Semiconductor Knowledge

by SemiAnalysis | 2021-06-23

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Walmart: Turning the Titanic

by TSOH Investment Research | 2021-06-21

$WMT

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Precia (5) - AGM 06/21

by French Hidden Champions | 2021-06-21

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Alibaba: Early Innings

by Eagle Point Capital | 2021-06-19

$BABA

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Qualcomm Hits a Homerun AI 100 - Powerful AI Inference Acceleration For the Edge

by SemiAnalysis | 2021-06-17

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The Twitter Revolution (TWTR)

by The Bear Cave | 2021-06-17

$TWTR

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The cult of Lululemon is alive and kicking

by MBI Deep Dives | 2021-06-16

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QAF (QAF)

by Asian Century Stocks | 2021-06-13

$QAF

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What the early Amazon investors saw

by Value Investing for Professionals | 2021-06-11

$AMZN

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Intel’s Trojan Horse into the Foundry Business | Co-packaged Silicon Photonics is Intel’s Path Forward for IDM 2.0

by SemiAnalysis | 2021-06-11

$INTC

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CrowdStrike: Standing tall in crowded cybersecurity

by MBI Deep Dives | 2021-06-11

$CRWD

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NVR And The Housing Cycle

by Eagle Point Capital | 2021-06-05

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Problems at Medical Properties Trust (MPW)

by The Bear Cave | 2021-06-03

$MPW

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Google New Custom Silicon Replaces 10 Million Intel CPUs | Google Argos VPU

by SemiAnalysis | 2021-06-02

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Lionsgate: An Attractive Minnow?

by TSOH Investment Research | 2021-05-31

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En-Japan (4849)

by Asian Century Stocks | 2021-05-30

$4849

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Interview With Todd McKinnon, Okta Co-Founder and CEO

by Growth Curve Investing | 2021-05-28

$OKTA

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Nvidia is Raking in the Money, but are Earnings Inflated?

by SemiAnalysis | 2021-05-27

$NVDA

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Chewy and Zooplus

by scuttleblurb | 2021-05-25

$CHWY

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SWI Pick #1 - CrowdStrike - End-point Cloud Security Leader With Widening Moat

by Sleep Well Investments | 2021-05-25

$CRWD

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The Trade Desk - The Winner Of Google's Cookieless World

by Sleep Well Investments | 2021-05-25

$TTD

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Twitter: An Audacious Goal

by TSOH Investment Research | 2021-05-24

$TWTR

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