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Robertet Group ($RBT) - Deep Dive FY 2025
Company Analysis and Valuation
Sep 9
•
Omar Gebaly
and
Bearhold Research
11
1
Microsoft ($MSFT) - Deep Dive
Strategic Architecture, Financial Performance, and the Hyperscale CapEx Supercycle
Aug 29
•
Omar Gebaly
and
Bearhold Research
11
2
Alphabet Inc. ($GOOGL) - Deep Dive
Company Analysis and Valuation
Aug 10
•
Omar Gebaly
and
Bearhold Research
14
2
Adobe Inc. ($ADBE) - Deep Dive
Company Analysis
Jul 27
•
Omar Gebaly
and
Bearhold Research
13
2
4
Tractor Supply ($TSCO) - Deep Dive
Company Analysis and Valuation
Jul 23
•
Omar Gebaly
and
Bearhold Research
10
2
Sprouts Farmers Market, Inc. ($SFM) - Deep Dive
Company Analysis & Valuation
Jul 11
•
Omar Gebaly
and
Bearhold Research
11
4
3
Wingstop Inc. ($WING) - Deep Dive
COMPANY ANALYSIS & VALUATION
Jun 28
•
Omar Gebaly
and
Bearhold Research
7
6
1
Rollins ($ROL) - Deep Dive
Deep Analysis & Valuation
Jun 14
•
Omar Gebaly
and
Bearhold Research
9
3
Universal Health Services ($UHS) - Deep Dive
Deep Analysis & Valuation
Jun 4
•
Omar Gebaly
and
Bearhold Research
4
3
Domino's Pizza ($DPZ) - Deep Value
The Franchise Behind the World's Largest Pizza Empire
May 8
•
Omar Gebaly
and
Bearhold Research
7
8
4
Ulta Beauty, Inc. ($ULTA)- Deep Dive
Company Analysis & Valuation
Apr 28
•
Omar Gebaly
and
Bearhold Research
9
2
HCA Healthcare ($HCA) - Deep Dive
When Operational Excellence Meets Political Risk
Apr 25
•
Bearhold Research
6
4
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