Stock Analysis Compilation #31
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.
I am still on holiday, so you will not get the weekly compilation until next week.
For those interested, below is the excellent Q4 report from Goehring & Rozencwajg with lots of interesting stuff about EV cars and commodities. There are also various links for those interested in the Japanese market and recent developments that might make it interesting.
Goehring & Rozencwajg 2023 Q4 report
Japan :
Platinium AM : Japan’s reform. New dawn or same old story?
Harding Loevner Global Small Q2023 Q4 report
If that's not enough, I invite you to take a look at previous issues, I'm sure there's a lot of analysis you haven't read yet.
Everything you read here is for information purposes only and is not an investment recommendation.