Stock Analysis Compilation #41
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
Alphabet Inc. (GOOGL US) by Tech Takes (Newsletter) GOOGL 0.00%↑
Arista Networks, Inc. (ANET US) by From 100K to 1M (Newsletter) ANET 0.00%↑
B. Riley Financial (RILY US) by Friendly Bear Research (Newsletter) RILY 0.00%↑
Chubb Limited (CB US) by Capitalist Letters (Newsletter) CB 0.00%↑
Core & Main (CNM US) by Mark Hogan (Newsletter) CNM 0.00%↑
CRA International (CRAI US) by Riverwater Partners (HF report) CRAI 0.00%↑
GigaCloud Technology Inc (GCT US) by Grizzly research (Short report) GCT 0.00%↑
IEH Corporation (IEHC US) by No Name Stocks (Newsletter) $IEHC
Keweenaw Land Association (KEWL US) by Special Situation Investing (Newsletter) $KEWL
Lithium Americas Corp (LAC US) by Bleecker Street Research (Short report) LAC 0.00%↑
MercadoLibre, Inc. (MELI US) by Rijnberk Invest Insights (Newsletter) MELI 0.00%↑
MSCI (MSCI US) by Spruce Point (HF report) MSCI 0.00%↑
NVIDIA Corporation (NVDA US) by Stock Market Nerd (Newsletter) NVDA 0.00%↑
NVIDIA Corporation (NVDA US) by Capitalist Letters (Newsletter) NVDA 0.00%↑
Oddity Tech Limited (ODD US) by Ningi Research (Short report) ODD 0.00%↑
OpenText Corporation (OTEX US) by Momentum Financial (Newsletter) OTEX 0.00%↑
Phinia (PHIN US) by Silver Ring VP (HF report) PHIN 0.00%↑
Skyward Specialty Insurance Group (SKWD US) by Kairos Research (Newsletter) SKWD 0.00%↑
The Aaron's Company, Inc. (AAN US) by Value Don't Lie (Newsletter) AAN 0.00%↑
Toro Company (TTC US) by Jehoshaphat Research (Short report) TTC 0.00%↑
Warner Brothers Discovery (WBD US) by Silver Ring VP (HF report) WBD 0.00%↑
Zoom Video Communications (ZM US) by Investment Ideas (Newsletter) ZM 0.00%↑
Canada
Sintana Energy Inc. (SEI CN) by Zero G COS (Newsletter)
Hong Kong
GDS Holdings Ltd (9698 HK) by Pyramids and Pagodas (Newsletter)
Tencent Holdings Ltd. (0700 HK) by Momentum Financial (Newsletter)
Japan
Toyokumo, Inc. (4058 JP) by Underfollowed Stocks (Newsletter)
UK
BAT (BATS LN) by Tidefall Capital (HF report)
Burberry Group PLC (BRBY LN) by Financial Engineering (Newsletter)
FW Thorpe PLC (TFW LN) by Investing with Wes (Newsletter)
Sanderson Design Group PLC (SDG LN) by Over and Under (Newsletter)
The Gym Group (GYM LN) by Undervalued Shares (Newsletter)
Tristel PLC (TSTL LN) by Pommesbudeninvest (Newsletter)
Watches of Switzerland Group (WOSG LN) by Eagle Point Capital (Newsletter)
Sweden
Absolent Group AB (ABSO SS) by Redeye (Research Report)
Kancera AB (KAN SS) by Redeye (Research Report)
Navigo Invest (NAVIGOPR SS) by Redeye (Research Report)
Germany
Porsche Automobil Holding SE (PAH3 GR) by The Dutch Investors (Newsletter)
Rational AG (RAA GR) by Sweet Stocks (Newsletter)
Denmark
Scandinavian Tobacco Group (STG DC) by Invariant (Newsletter)
France
Vicat S.A. (VCT FP) by Finance Academie (Newsletter)
Italy
ENAV (ENAV IM) by Idea Hive (Newsletter)
Poland
Auto Partner SA (APN PW) by The Wolf of Harcourt Street (Newsletter)
Grupa Pracuj S.A. (GPP PW) by Kroker Equity Research (Newsletter)
South Africa
Calgro M3 (CGR SJ) by Desert Lion (HF report)
Everything you read here is for information purposes only and is not an investment recommendation.

Thanks for the mention of Arista Networks 🤙
Thanks very much for featuring my Rational write-up.
Just FYI, the algo seems to be treating .GR as Greece instead of Germany. Rational is an extremely Teutonic company!