Big Wave Research
Subscribe
Sign in
Home
Archive
About
RH: Bear Case for Bull Outcome?
Assuming Anemic Growth Over the Next Decade, RH Can Still Deliver a 14% IRR Over 5 Years
Jun 18, 2022
•
Big Wave Research
2
Share this post
RH: Bear Case for Bull Outcome?
bigwaveresearch.substack.com
Copy link
Facebook
Email
Note
Other
CrowdStrike Holdings - Q421 & Full Year 2021 Earnings Update
Large Cap Cloud Security - Record Quarter & Increasing Deal Activity; Long-Term Trends Very Attractive; Cautious on Valuation
Mar 17, 2021
•
Big Wave Research
1
Share this post
CrowdStrike Holdings - Q421 & Full Year 2021 Earnings Update
bigwaveresearch.substack.com
Copy link
Facebook
Email
Note
Other
Cardlytics (CDLX) - Small Cap FinTech
Natural Monopoly with quickly accelerating moat; COVID headwinds largely behind them; LT thesis remains strong
Mar 2, 2021
•
Big Wave Research
4
Share this post
Cardlytics (CDLX) - Small Cap FinTech
bigwaveresearch.substack.com
Copy link
Facebook
Email
Note
Other
Most Popular
View all
MKS Instruments (MKSI) - Smid-Cap Semi Equipment
Feb 9, 2021
•
Big Wave Research
9
Share this post
MKS Instruments (MKSI) - Smid-Cap Semi Equipment
bigwaveresearch.substack.com
Copy link
Facebook
Email
Note
Other
Cardlytics (CDLX) - Small Cap FinTech
Mar 2, 2021
•
Big Wave Research
4
Share this post
Cardlytics (CDLX) - Small Cap FinTech
bigwaveresearch.substack.com
Copy link
Facebook
Email
Note
Other
Q2 Holdings - Fourth Quarter & Full Year 2020 Earnings Update
Feb 18, 2021
•
Big Wave Research
5
Share this post
Q2 Holdings - Fourth Quarter & Full Year 2020 Earnings Update
bigwaveresearch.substack.com
Copy link
Facebook
Email
Note
Other
InMode - Fourth Quarter 2020 & Full Year 2020 Earnings Update
Feb 10, 2021
•
Big Wave Research
5
Share this post
InMode - Fourth Quarter 2020 & Full Year 2020 Earnings Update
bigwaveresearch.substack.com
Copy link
Facebook
Email
Note
Other
CrowdStrike Holdings - Q421 & Full Year 2021 Earnings Update
Mar 17, 2021
•
Big Wave Research
1
Share this post
CrowdStrike Holdings - Q421 & Full Year 2021 Earnings Update
bigwaveresearch.substack.com
Copy link
Facebook
Email
Note
Other
Q2 Holdings - Fourth Quarter & Full Year 2020 Earnings Update
Mid-Cap Financial Technology - COVID Headwinds Likely Behind Us; Accelerating Adoption of Digital Banking driving Durable Growth
Feb 18, 2021
•
Big Wave Research
5
Share this post
Q2 Holdings - Fourth Quarter & Full Year 2020 Earnings Update
bigwaveresearch.substack.com
Copy link
Facebook
Email
Note
Other
InMode - Fourth Quarter 2020 & Full Year 2020 Earnings Update
Small Cap Med Tech - Record year for the company; many growth levers to pull
Feb 10, 2021
•
Big Wave Research
5
Share this post
InMode - Fourth Quarter 2020 & Full Year 2020 Earnings Update
bigwaveresearch.substack.com
Copy link
Facebook
Email
Note
Other
MKS Instruments (MKSI) - Smid-Cap Semi Equipment
LT Thesis Accelerating with Multiple End Markets Contributing to Growth
Feb 9, 2021
•
Big Wave Research
9
Share this post
MKS Instruments (MKSI) - Smid-Cap Semi Equipment
bigwaveresearch.substack.com
Copy link
Facebook
Email
Note
Other
Big Wave Research
Thematic Investing Research Newsletter
Feb 9, 2021
•
Big Wave Research
5
Share this post
Big Wave Research
bigwaveresearch.substack.com
Copy link
Facebook
Email
Note
Other
Big Wave Research
A newsletter on business analysis.
Subscribe
Big Wave Research
Subscribe
About
Archive
Sitemap
Share this publication
Big Wave Research
bigwaveresearch.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
