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Dengler Deep Dives

Ryan Dengler researches growing businesses with valuation dislocations or misunderstood economics, often favoring companies that return capital to shareholders.

https://ryandengler.substack.com/

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Latest post31 Aug 2026
HOCHTIEF AktiengesellschaftHochtief Stock: Great Exposure To AI and Community Infrastructure-31 Aug 2026
Evolution AB (publ)Evolution Gaming Is Up Nearly 50% — Why I’m Trimming-24 Aug 2026
Realty Income CorporationRealty Income Is the Biggest Money Trap in the Stock Market-20 Aug 2026
High Tide Inc.8/17/26 Portfolio Update-17 Aug 2026
Turning Point Brands, Inc.8/17/26 Portfolio Update-17 Aug 2026
Evolution AB (publ)8/17/26 Portfolio Update-17 Aug 2026
Dave Inc.The Three Companies I Am More Convicted In After Earnings Season-11 Aug 2026
Dave Inc.DAVE Reports Q2 Earnings: Stock Down, Stock Bad-6 Aug 2026
Uber Technologies, Inc.Uber Stock Down 7% After a Confusing Quarter: UBER Q2 Earnings Recap & Thoughts-5 Aug 2026
Turning Point Brands, Inc.Turning Point Brands Reports Q2 2026 Results and They Are Very Good-4 Aug 2026
Turning Point Brands, Inc.A Look Into Turning Point Brands’ Marketing Strategy-3 Aug 2026
Imperial Brands PLCIs Kenneth Dart Taking Evolution Gaming Private?-27 Jul 2026
British American Tobacco p.l.c.Is Kenneth Dart Taking Evolution Gaming Private?-27 Jul 2026
Flutter Entertainment plcIs Kenneth Dart Taking Evolution Gaming Private?-27 Jul 2026
Turning Point Brands, Inc.Is Kenneth Dart Taking Evolution Gaming Private?-27 Jul 2026
Evolution AB (publ)Is Kenneth Dart Taking Evolution Gaming Private?-27 Jul 2026
Turning Point Brands, Inc.Turning Point Brands Is Getting Ready to Pop: TPB Stock Deep Dive-22 Jul 2026
Evolution AB (publ)Evolution Gaming's Revolting Issues Continue in Q2, But the Long-Term Thesis Remains Intact-18 Jul 2026
High Tide Inc.7/15/26 Portfolio Update - All Time Highs-15 Jul 2026
Evolution AB (publ)7/15/26 Portfolio Update - All Time Highs-15 Jul 2026
Grab Holdings Limited7/15/26 Portfolio Update - All Time Highs-15 Jul 2026
Uber Technologies, Inc.7/15/26 Portfolio Update - All Time Highs-15 Jul 2026
Dave Inc.7/15/26 Portfolio Update - All Time Highs-15 Jul 2026