Stock Analysis Compilation #26
All the free analyses from the best Hedge Funds, newsletters and podcasts in one email a week
Don't hesitate to send me any interesting research you come across and I'll be happy to publish it.
You can also follow me on Twitter @StockCompil, where I post all the shorter company analyses I find in hedge funds' quarterly reports.
USA
Altria (MO US) by Invariant (Newsletter) MO 0.00%↑
American Coastal Insurance (ACIC US) by OpTrack.io’s (Newsletter) ACIC 0.00%↑
Analog Devices (ADI US) by Tech Investments (Newsletter) ADI 0.00%↑
Booking Holdings (BKNG US) by Chit Chat Stocks (Podcast) BKNG 0.00%↑
Calumet (CLMT US) by LVS Advisory (HF report) CLMT 0.00%↑
Danaher (DHR US) by Spree Capital (HF report) DHR 0.00%↑
Driven Brands Holdings (DRVN US) by Emeth Value Capital (HF report) DRVN 0.00%↑
Dun & Bradstreet (DNB US) by Jehoshaphat Research (Short report) DNB 0.00%↑
EnerSys (ENS US) by Value Don't Lie (Newsletter) ENS 0.00%↑
Microsoft (MSFT US) by From 0 to 1 in the Stock Market (Newsletter) MSFT 0.00%↑
New York Community Bancorp (NYCB US) by Yet Another Value Blog (Newsletter) NYCB 0.00%↑
New York Community Bancorp (NYCB US) by Fallacy Alarm (Newsletter) NYCB 0.00%↑
P10 (PX US) by Friendly bear (Short report) PX 0.00%↑
Palantir (PLTR US) by Stock Market Nerd (Newsletter) PLTR 0.00%↑
Servicenow (NOW US) by Montaka GI (Podcast) NOW 0.00%↑
Soho House (SHCO US) by GlassHouse Research (Short report) SHCO 0.00%↑
Tesla (TSLA US) by WorldStocks Investments (Newsletter) TSLA 0.00%↑
Texas Instruments (TXN US) by Tech Investments (Newsletter) TXN 0.00%↑
The Walt Disney Company (DIS US) by Value Punks (Newsletter) DIS 0.00%↑
Uranium Royalty Corp (UROY US) by Special Situation Investing (Newsletter) UROY 0.00%↑
Wendy’s (WEN US) by Eagle Point Capital (Newsletter) WEN 0.00%↑
Yum China (YUMC US) by Modern Investing (Newsletter) $YUMC
Canada
Abaxx Technologies (ABXX CN) by Possible Value (Newsletter)
Fairfax Financial (FFH CN) by Muddy Waters (Short report)
Medical Facilities (DR CN) by River Oaks Capital (HF report)
Terravest (TVK CN) by Plural Investing (HF report)
Vitalhub (VHI CN) by Asymmetric Investments (Newsletter)
Hong Kong
L'Occitane (973 HK) by Butler Hall Capital (HF report)
Taiwan
IEI Integration (3022 TT) by One foot hurdle (Newsletter)
UK
Big Technologies (BIG LN) by InvestingWithWes (Newsletter)
International Workplace Group (IWG LN) by Greenhaven Road Capital (HF report)
Norway
Crayon (CRAYN NO) by Hvaler Invest (HF report)
Denmark
Novo Nordisk (NOVOB DC) by The Octopus Value Investing (Newsletter)
Germany
MBB SE (MBB GY) by Nicoper’s Notes (Newsletter)
Everything you read here is for information purposes only and is not an investment recommendation.

Great overview!
The CLMT link doesn't seem to be working