Minnow Street
Rigorous, evergreen, built on fundamental data and SEC filings — without the daily noise. The Detail Analysis delivers the thorough overview from the current annual and quarterly reports. The Deep-Dive Report x-rays ten years of company history — the basis for a buy decision.
The thorough look at a company: the current annual report (10-K) plus the latest quarterly reports (10-Q).
Western Digital is now a pure-play hard-drive maker after the Sandisk spin-off — and one of the biggest winners of the AI data-center boom:…
Thomas Mücke 18 min
Riot Platforms has already reinvented itself twice — from a biotech company to a Bitcoin miner, and now to an AI data center landlord.…
Thomas Mücke 19 min
Affirm is the U.S. market leader for installment payments at checkout — "Buy Now, Pay Later." Volume grew 81 percent in two years to…
Thomas Mücke 18 min
In 18 months, Solaris Energy turned from a frac-sand logistics company into a lessor of mobile gas-turbine power plants for AI data centers. Revenue…
Thomas Mücke 19 min
Virgin Galactic has a spaceship factory in Arizona, a spaceport in New Mexico, a global brand and about 675 paid reservations — but nobody…
Thomas Mücke 17 min
TuHURA Biosciences is building a cancer immunotherapy that makes tumors look to the immune system like bacteria — a fascinating idea now being tested…
Thomas Mücke 18 min
TG Therapeutics sells a single drug — BRIUMVI, an infusion against relapsing multiple sclerosis — and is thereby the rare profitable biotech in our…
Thomas Mücke 18 min
Taysha builds a "living medicine" from a virus that is meant to stop one of the cruelest childhood diseases — Rett syndrome. The stock…
Thomas Mücke 17 min
Shoals Technologies builds the nervous system of large solar farms: the complete wiring between solar module and inverter. The order book is fuller than…
Thomas Mücke 17 min
When Western Digital spun its memory division Sandisk off to the stock exchange in February 2025, hardly anyone wanted it: the market pushed the…
Thomas Mücke 19 min
If you have ever flown, chances are you have used Sabre without knowing it: 365 million bookings ran through the travel-booking network of the…
Thomas Mücke 18 min
Replimune builds viruses meant to blow tumors open from the inside — one of the most exciting ideas in cancer medicine. Only, the company…
Thomas Mücke 18 min
Nvidia is the star witness of the AI boom: $215.9 billion in revenue (+65 percent) and $120.1 billion in net income for fiscal year…
Thomas Mücke 19 min
Madison Square Garden, Radio City Music Hall, the Rockettes: Madison Square Garden Entertainment owns stages everyone knows — and shows up in our value…
Thomas Mücke 18 min
In the AI boom, memory-chip giant Micron earns more in one quarter than it previously did in its best full years: $41.5 billion in…
Thomas Mücke 19 min
On the Mississippi, Kirby Corporation holds something like the house rules: 1,105 tank barges, roughly 28 percent of the U.S. inland tank barge fleet,…
Thomas Mücke 18 min
On June 30, 2023, the lab-diagnostics group Labcorp sent its clinical-trials business to the stock exchange as Fortrea — with 30 years of Covance…
Thomas Mücke 18 min
On June 18, 2026, Skillz renamed itself Firy — the mobile-gaming platform's stock has more than doubled since the start of 2026, and there…
Thomas Mücke 18 min
Exelixis earns almost all its revenue with a single cancer drug — cabozantinib, sold as CABOMETYX — and is thus the rare, genuinely profitable…
Thomas Mücke 19 min
Eli Lilly is the most valuable pharmaceutical company in the world: $65.2 billion in revenue in 2025 (plus 45 percent), $20.6 billion in net…
Thomas Mücke 19 min
Deckers Outdoor earned more than a billion dollars for the first time in fiscal year 2026 (through March 31) — carried by exactly two…
Thomas Mücke 18 min
Cytokinetics builds drugs that make the heart muscle deliberately stronger or weaker — and after two decades of research received its first approval in…
Thomas Mücke 18 min
Bitdeer is building everything at once: its own mining chips, data centers on three continents, an AI cloud running NVIDIA hardware and a power…
Thomas Mücke 17 min
Aurinia sells a single drug — LUPKYNIS, the first approved tablet against the kidney inflammation caused by lupus — and is thus the rare,…
Thomas Mücke 18 min
Arcus builds drugs meant to teach the immune system to recognize cancer cells again — and the stock is a market darling: up 234…
Thomas Mücke 18 min
Everyone knows Apple — and that is exactly the problem: holding the product in your hand every day makes you believe you know the…
Thomas Mücke 19 min
Alphabet is the most analyzed company in the world — and precisely for that reason hardly anyone actually reads what its annual report (10-K)…
Thomas Mücke 19 min
Our Insolvency Radar calculates, for every stock, how many quarters the till will last at the current cash-burn rate. 151 stocks trip the alarm…
Thomas Mücke 14 min
KLA builds the inspection and measurement technology without which no modern chip fab can run: a 60.9 percent gross margin, record revenue of $12.2…
Thomas Mücke 18 min
Broadwind sounds like a wind-power comeback: steel towers for wind turbines, a price-to-sales ratio around 0.6, strong price momentum. We read the annual report…
Thomas Mücke 18 min
Bit Digital has reinvented itself: from bitcoin miner to Ethereum treasury with a publicly listed AI data-center subsidiary. We read the annual report (10-K)…
Thomas Mücke 18 min
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