Stock Analysis Compilation #107
This week’s top stock pitches from investment newsletters.
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~500 stock pitches extracted from fund reports each quarter
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Now, let’s get into this week’s selection of pitches from investment newsletters 👇
USA
360 DigiTech (QFIN US) by archetypecapital $QFIN
AAON (AAON US) by Jehoshaphat Research $AAON
Adobe Inc. (ADBE US) by hatedmoats $ADBE
Advanced Micro Devices (AMD) (AMD US) by antoniolinares $AMD
Amazon (AMZN US) by antoniolinares $AMZN
Amplify Energy (AMPY US) by zerogcos $AMPY
Axon (AXON US) by speedwellmemos $AXON
Booking Holdings (BKNG US) by rijnberkinvestinsights $BKNG
Cronos Group (CRON US) by pettycash $CRON
DIRTT Environmental Solutions (DRTT US) by pettycash $DRTT
Duolingo (DUOL US) by antoniolinares $DUOL
FiServ (FISV US) by 100baggerhunting $FISV
Grab (GRAB US) by gabgrowth $GRAB
Hims & Hers (HIMS US) by kevincasteleijn $HIMS
Hims & Hers (HIMS US) by antoniolinares $HIMS
IREN (IREN US) by robotsandchips $IREN
LibertyStream Infrastructure Partners (LBST US) by almostmongolian $LBST
LKQ Corporation (LKQ US) by crackthemarket $LKQ
Meta (META US) by bourseko $META
Metsera (MTSR US) by Yet Another Value Blog $MTSR
Microsoft Corporation (MSFT US) by sanj2f3 $MSFT
Monday.com (MNDY US) by rijnberkinvestinsights $MNDY
Nomad Foods (NOMD US) by unemployedvaluedegen $NOMD
Oscar Health (OSCR US) by Global Equity Briefing $OSCR
Owens & Minor (OMI US) by deepvaluecapitalbykyler $OMI
Palantir (PLTR US) by Global Equity Briefing $PLTR
Palantir (PLTR US) by antoniolinares $PLTR
Teva Pharmaceuticals (TEVA US) by ditlev $TEVA
TransMedics Group Inc. (TMDX US) by mmmtwealth $TMDX
UniQure (QURE US) by leftfieldinvesting $QURE
UniQure (QURE US) by twonaturalcap $QURE
Valaris (VAL US) by deepvaluecapitalbykyler $VAL
Viemed (VMD US) by pettycash $VMD
Viemed Healthcare, Inc. (VMD US) by pettycash $VMD
Willscot Mobile Mini (WSC US) by dfresearch $WSC
Canada
Algoma Steel (ASTL CN) by triplesinvesting
Constellation Software (CSU CN) by andvari
Constellation Software (CSU CN) by hatedmoats
CopAur Minerals (COPAU CN) by miningcharts
Fairfax Financial (FFH CN) by berczyparkcapital
PHX Energy Services (PHX CN) by pettycash
Pulse Seismic (PSD CN) by wolfofoakville
UK
Eurasia Mining PLC (EUA LN) by Weekly Dispatches
Wise Plc (WISE LN) by valueandopportunity
Wizz Air Holdings (WIZZ LN) by jjinvestmentclub
Spain
Azkoyen SA (AZK SM) by dbsilverfox
Italy
Ferrari (RACE US) by asymventures $RACE
Germany
Heidelberger Druckmaschinen AG (HDD GY) by krokerequityresearch
Sweden
Loomis AB (LOOMIS SS) by nordicedge
Norway
Elliptic Labs (ELABS NO) by mrmarketmiscalculates
Morrow Bank (MORRO NO) by MOBA
Finland
Boreo (BOREO FH) by Redeye
Denmark
Ørsted (ORSTED DC) by fjordalpha
Kazakhstan
Kaspi (KSPI KZ) by unfairadvantagecapital $KSPI
Everything you read here is for information purposes only and is not an investment recommendation.
OSCR's improving member growt and managd care penetration look promising for next quarter. The fact that they're reaching profitablity with medical loss ratios trending down should give investors some confidenc. Curious how they'll compete with larger insurers in the exchang markets tho.