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Deep Dives

Microsoft ($MSFT) - Deep Dive
Strategic Architecture, Financial Performance, and the Hyperscale CapEx Supercycle
Aug 29 • Bearhold Research
Alphabet Inc. ($GOOGL) - Deep Dive
Company Analysis and Valuation
Aug 10 • Bearhold Research
Adobe Inc. ($ADBE) - Deep Dive
Company Analysis
Jul 27 • Bearhold Research
Tractor Supply ($TSCO) - Deep Dive
Company Analysis and Valuation
Jul 23 • Bearhold Research
Sprouts Farmers Market, Inc. ($SFM) - Deep Dive
Company Analysis & Valuation
Jul 11 • Bearhold Research
Wingstop Inc. ($WING) - Deep Dive
COMPANY ANALYSIS & VALUATION
Jun 28 • Bearhold Research
Rollins ($ROL) - Deep Dive
Deep Analysis & Valuation
Jun 14 • Bearhold Research
Universal Health Services ($UHS) - Deep Dive
Deep Analysis & Valuation
Jun 4 • Bearhold Research
Domino's Pizza ($DPZ) - Deep Value
The Franchise Behind the World's Largest Pizza Empire
May 8 • Bearhold Research
Ulta Beauty, Inc. ($ULTA)- Deep Dive
Company Analysis & Valuation
Apr 28 • Bearhold Research
HCA Healthcare ($HCA) - Deep Dive
When Operational Excellence Meets Political Risk
Apr 25 • Bearhold Research
Pool Corporation ($POOL) - Deep Dive
Company Analysis & Valuation
Apr 17 • Bearhold Research
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