Stock Analysis Compilation #36
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
Brookfield Infrastructure Partners (BIP US) by DF Research (Newsletter) BIP 0.00%↑
Celsius Holding (CELH US) by MMMT Wealth (Newsletter) CELH 0.00%↑
China Automotive Systems (CAAS US) by The Chop Wood Carry Water (Newsletter) CAAS 0.00%↑
Clarus Corp (CLAR US) by Andbank - Azagala (HF report) CLAR 0.00%↑
Fairfax India Holdings (FFXDF US) by East 72 (HF report) $FFXDF
IAC Inc (IAC US) by Andbank - Azagala (HF report) IAC 0.00%↑
IDEX Corp (IEX US) by Ensemble Capital (HF report) IEX 0.00%↑
Lion Electric (LEV US) by Sunshine Research (Newsletter) LEV 0.00%↑
Lululemon Athletica Inc. (LULU US) by Invest In Assets (Newsletter) LULU 0.00%↑
Paypal (PYPL US) by Wedgewood Partners (HF report) PYPL 0.00%↑
Perimeter Solutions (PRM US) by Ensemble Capital (HF report) PRM 0.00%↑
Petiq (PETQ US) by White Brook Capital (HF report) PETQ 0.00%↑
PowerSchool Holdings (PWSC US) by Spruce Point Cap (Short report) PWSC 0.00%↑
Roblox Corporation (RBLX US) by Investment Ideas (Newsletter) RBLX 0.00%↑
UnitedHealth Group (UNH US) by Mark Hogan (Newsletter) UNH 0.00%↑
VSE Corp (VSEC US) by Mark’s Equity Research (Newsletter) VSEC 0.00%↑
XPEL, Inc. (XPEL US) by Luke Wolgram (Newsletter) XPEL 0.00%↑
Canada
Boyd Group Services (BYD CN) by Right Tail Capital (HF report)
E2Gold (ETU CN) by Atrium Research (Newsletter)
Pinetree Capital (PNP CN) by NicoPer (Newsletter)
Pulse Seismic Inc. (PSD CN) by Petty Cash (Newsletter)
Simply Better Brands Corp (SBBC CN) by Da Metropolitan (Newsletter)
Valeura Energy Inc. (VLE CN) by Almost Mongolian (Newsletter)
Westaim Corp (WED CN) by Andbank - Azagala (HF report)
Hong Kong
Keck Seng Investments (0184 HK) by MikroCap (Newsletter)
SITC International Holdings (1308 HK) by Sweet Stocks (Newsletter)
The Hong Kong and Shanghai Hotels (45 HK) by East 72 (HF report)
Water Oasis Group (1161 HK) by Oriental Value (Newsletter)
Japan
Nintendo (7974 JP) by Clean your finance (Newsletter)
UK
Bunzl PLC (BNZL LN) by Business Picker (Newsletter)
Hunting PLC (HTG LN) by Modern Investing (Newsletter)
Man Group plc (EMG LN) by Financial Engineering (Newsletter)
France
LVMH (MC FP) by Montaka GI (HF report)
Rubis (RUI FP) by Finance Academie (Podcast)
Italy
Ferrari (RACE IM) by Ensemble Capital (HF report)
Sweden
Moberg Pharma (MOB SS) by Stephen Frampton (Newsletter)
Netherland
Universal Music Group (UMG NA) by nth Capital (Newsletter)
Poland
Auto Partner (APN PW) by The Wolf of Harcourt Street (Newsletter)
Norway
Nekkar (NKR NO) by Andbank - Azagala (HF report)
Belgium
D’Ieteren Group (DIE BB) by East 72 (HF report)
Sofina S.A. (SOF BB) by Momentum Financial (Newsletter)
Portugal
Correios de Portugal (CTT PL) by Andbank - Azagala (HF report)
Philippines
Ginebra San Miguel (GSMI PM) by Patrimoine en Actions (Newsletter)
Everything you read here is for information purposes only and is not an investment recommendation.
Thank you 🙏🙏