Stock Analysis Compilation #2

All the interesting analyses in one email a week

I usually compile all the interesting analyses I find, because I think it's an excellent way of generating investment ideas. To do this, I read a lot of hedge fund quarterly reports, articles and newsletters. From now on, I'm going to do this publicly and send out a weekly email with all the free analyses I've found. Feel free to send me any analysis you find interesting.

USA

AMD (AMD US) by Investment Ideas by Antonio (Newsletter) AMD 0.00%↑

Copart (CPRT US) by Invest in Quality (Newsletter) CPRT 0.00%↑

Coupang (CPNG US) by Chit Chat Money (Podcast) CPNG 0.00%↑

Danaher (DHR US) by Third Point (HF Report) DHR 0.00%↑

EPAM Systems (EPAM US) by White Falcon Capital (HF Report) EPAM 0.00%↑

Keurig Dr Pepper (KDP US) by Yet Another Value Blog (Podcast) KDP 0.00%↑

NVR Corp (NVR US) by Right Tail Capital (HF Report) NVR 0.00%↑

Rocket Companies (RKT US) by Fallacy Alarm (Newsletter) RKT 0.00%↑

Xylem (XYL US) by Spruce Point Capital Management (HF Report) XYL 0.00%↑

Canada

First Majestic Silver (FR CN) by LATAM Stocks (Newsletter)

High Arctic Energy Services (HWO CN) by Petty Cash (Newsletter)

Step Energy Services (STEP CN) by Petty Cash (Newsletter)

UK

Ashmore Plc (ASHM LN) by Emerging Value (Newsletter)

Italy

Lottomatica SpA (LTMC IM) by Palm Harbour Capital (HF Report)

Sanlorenzo (SL IM) by Moram Capital (Newsletter)

Netherlands

Shell Plc (SHELL NA) by Third Point (HF Report)

Hong Kong

Taste Gourmet (8371 HK) by Oriental Value (Newsletter)

Everything you read here is for information purposes only and is not an investment recommendation.