New and updated research notes from Swoopr Investment's Research Notes Library. Educational research briefs and case studies, never recommendations. https://www.getswoopr.com/research/notes/ 2026-08-21T00:00:00Z https://www.getswoopr.com/research/notes/apple-aapl-10-k-filing-walkthrough/ 2026-08-21T00:00:00Z 2026-08-21T00:00:00Z

A walkthrough brief for Apple’s most recent Form 10-K: what the filing covers, the segment and geographic revenue breakdown it discloses, and exactly which parts of the filing this note will work through once the primary-source data pull is complete.

https://www.getswoopr.com/research/notes/berkshire-hathaway-brk-b-capital-allocation-review/ 2026-08-21T00:00:00Z 2026-08-21T00:00:00Z

A brief for reviewing how Berkshire Hathaway has deployed shareholder capital across acquisitions, buybacks, and the public-equity portfolio over time, with the reinvestment-vs.-return-of-capital breakdown left for the primary-source data pull.

https://www.getswoopr.com/research/notes/carvana-cvna-balance-sheet-stress-test/ 2026-08-21T00:00:00Z 2026-08-21T00:00:00Z

A brief for stress-testing Carvana’s balance sheet against adverse used-vehicle-pricing and financing-cost assumptions: the liquidity, covenant, and refinancing questions the finished note will work through once the underlying debt schedule and covenant terms are pulled from the primary filing.

https://www.getswoopr.com/research/notes/chipotle-cmg-unit-economics-review/ 2026-08-21T00:00:00Z 2026-08-21T00:00:00Z

A brief for a per-restaurant unit-economics review of Chipotle: average unit volume, restaurant-level margin, and new-unit payback. Every figure is left as a placeholder for the primary-source data pull.

https://www.getswoopr.com/research/notes/costco-cost-earnings-update-walkthrough/ 2026-08-21T00:00:00Z 2026-08-21T00:00:00Z

A brief for tracking what changes in Costco’s next quarterly earnings release relative to the prior period: comparable sales, membership renewal rate, and margin trend. This note will be completed once that release is out and the figures can be pulled from the primary filing.

https://www.getswoopr.com/research/notes/nvidia-nvda-valuation-scenario-analysis/ 2026-08-21T00:00:00Z 2026-08-21T00:00:00Z

A brief scaffolding a bull/base/bear valuation scenario set for NVIDIA: the assumption rows the finished note will populate (revenue growth path, margin trajectory, multiple applied). Every number is left blank until it can be built from primary-source data and disclosed alongside its assumption.

https://www.getswoopr.com/research/notes/realty-income-o-reit-due-diligence/ 2026-08-21T00:00:00Z 2026-08-21T00:00:00Z

A brief for a due-diligence pass on Realty Income’s property portfolio, tenant and industry concentration, lease structure, and funds-from-operations mechanics. These are left for the primary-source data pull from the REIT’s own filings.

https://www.getswoopr.com/research/notes/coca-cola-ko-dividend-sustainability-review/ 2026-08-21T00:00:00Z 2026-08-21T00:00:00Z

A brief for checking whether Coca-Cola’s dividend is covered by free cash flow rather than by debt or one-time items, and what would have to change for that coverage to break. The payout-ratio and free-cash-flow-coverage figures are left for the primary-source data pull.

https://www.getswoopr.com/research/notes/vanguard-sp-500-etf-voo-due-diligence/ 2026-08-21T00:00:00Z 2026-08-21T00:00:00Z

A brief for a due-diligence pass on VOO’s structure, index methodology, expense ratio, and historical tracking behavior versus the S&P 500. Figures will be pulled from the fund’s own prospectus and shareholder reports once that data pull is complete.

https://www.getswoopr.com/research/notes/visa-v-vs-mastercard-ma-peer-comparison/ 2026-08-21T00:00:00Z 2026-08-21T00:00:00Z

A brief for a side-by-side comparison of the two dominant global payment networks on the same set of metrics: network volume growth, take rate, incremental margin, and capital return policy. This note will be completed once each company’s figures are pulled from its own primary filings.