
Do Funds Pump Large Caps: Analyzing Stock Reflexivity
Hijacked momentum stocks: the logic behind accelerating large caps momentum as a standalone ROI strategy
Free valuation models & equity research
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Hijacked momentum stocks: the logic behind accelerating large caps momentum as a standalone ROI strategy

3 models to answer: how long does it take for a stock to converge to present value

How Andy Jassy's letter to shareholders outlines Amazon's foundation to drive growth in multiple segments

Rationale for a bundle of: ADYEN, XYZ, ETR:ZAL, BVMF:CEAB3, DTRUY, VLVLY, CRM, SAP, HUBS, AMZN, META, ORCL, BKNG, ABNB, LOGI

LULU is at a crossroads, take the status quo route and have two interim co-CEOs, or go with Ralph Lauren’s playbook and elevate the brand back to luxury status

Year-end platform updates and two new analyses on ThinkValue

"We will take all the capacity you have wherever it is"

CRM is trading at an acceptable premium. I expect value creation as GAAP op. margins rise on account of lower customer acquisition costs

Available as CSV, JSON, and a Google Sheets integration

Reverse DCF model examines the implied forecasts that justify the current price