Summit Stocks
Subscribe
Sign in
Home
Investment Theses
Portfolio
Stock Updates
Other
About
Stock Updates
Latest
Top
Discussions
Does Salesforce Have Pricing Power?
Salesforce raises list prices for the second time in three years
Jun 24
•
Summit Stocks
9
Share this post
Summit Stocks
Does Salesforce Have Pricing Power?
Copy link
Facebook
Email
Notes
More
Salesforce: Q1 Results and Updated Valuation
Salesforce Q1 FY2026 earnings results
May 29
•
Summit Stocks
8
Share this post
Summit Stocks
Salesforce: Q1 Results and Updated Valuation
Copy link
Facebook
Email
Notes
More
Sanlorenzo: Q1 Results and Updated Valuation
Sanlorenzo Q1 2025 earnings results
May 16
•
Summit Stocks
4
Share this post
Summit Stocks
Sanlorenzo: Q1 Results and Updated Valuation
Copy link
Facebook
Email
Notes
More
Airbnb's 2025 Summer Release
Airbnb's most ambitious—but also riskiest—release to date
May 14
•
Summit Stocks
11
Share this post
Summit Stocks
Airbnb's 2025 Summer Release
Copy link
Facebook
Email
Notes
More
Revisiting LVMH: What Went Wrong, and What Comes Next
LVMH's prolonged downturn is a real concern. Is it still worth holding?
May 9
•
Summit Stocks
10
Share this post
Summit Stocks
Revisiting LVMH: What Went Wrong, and What Comes Next
Copy link
Facebook
Email
Notes
More
Novo Nordisk Delivers in Q1, but U.S. Compounding Undermines 2025 Outlook
Novo Nordisk Q1 2025 earnings results
May 7
•
Summit Stocks
10
Share this post
Summit Stocks
Novo Nordisk Delivers in Q1, but U.S. Compounding Undermines 2025 Outlook
Copy link
Facebook
Email
Notes
More
Q1 Results: Evolution, Amazon, Airbnb
Evolution unwarranted stock drop, and strong performances from Amazon and Airbnb
May 2
•
Summit Stocks
4
Share this post
Summit Stocks
Q1 Results: Evolution, Amazon, Airbnb
Copy link
Facebook
Email
Notes
More
Q1 Results: LVMH, ASML, Basic-Fit
LVMH continues to struggle, while ASML and Basic-Fit are executing well
Apr 17
•
Summit Stocks
10
Share this post
Summit Stocks
Q1 Results: LVMH, ASML, Basic-Fit
Copy link
Facebook
Email
Notes
More
3
Novo Nordisk Down 50% in Six Months: Is It Time to Buy?
Novo Nordisk operates in a rapidly growing industry, protected by meaningful patents
Apr 11
•
Summit Stocks
26
Share this post
Summit Stocks
Novo Nordisk Down 50% in Six Months: Is It Time to Buy?
Copy link
Facebook
Email
Notes
More
9
Is Google Worth Buying at $160?
Why buying Google because of its 20 P/E ratio could be a mistake
Mar 20
•
Summit Stocks
25
Share this post
Summit Stocks
Is Google Worth Buying at $160?
Copy link
Facebook
Email
Notes
More
14
Basic Fit Full-Year Results: I'm Buying
Basic-Fit's shares dropped over 20% following earnings, creating a great buying opportunity
Mar 13
•
Summit Stocks
13
Share this post
Summit Stocks
Basic Fit Full-Year Results: I'm Buying
Copy link
Facebook
Email
Notes
More
6
Salesforce Full-Year Results And My Thoughts
Weak guidance and market fear presents an opportunity
Mar 6
•
Summit Stocks
6
Share this post
Summit Stocks
Salesforce Full-Year Results And My Thoughts
Copy link
Facebook
Email
Notes
More
Share
Copy link
Facebook
Email
Notes
More
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts