Stock Analysis Compilation #57

45 stock pitches from the best hedge funds and newsletters

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

Adobe Inc. (ADBE US) by Rijnberk Invest Insights (Newsletter) ADBE 0.00%↑

Airbnb, Inc. (ABNB US) by Hidden Value Gems (Newsletter) ABNB 0.00%↑

Applovin (APP US) by Hayden Capital (HF report) APP 0.00%↑

BAE Systems PLC (BAESY US) by From 100k to 1M (Newsletter) $BAESY

Cardlytics (CDLX US) by Unemployed Value Degen (Newsletter) CDLX 0.00%↑

Cinemark (CNK US) by Orbis (HF report) CNK 0.00%↑

Infosys Limited (INFY US) by Sanj2F3 (Newsletter) INFY 0.00%↑

Innodata (INOD US) by J Capital (Short report) INOD 0.00%↑

Intuit Inc. (INTU US) by Spruce Point Capital (Short report) INTU 0.00%↑

Lam Research (LRCX US) by Long Term Pick (Newsletter) LRCX 0.00%↑

LandBridge Company (LB US) by Horizon Kinetics (HF report) LB 0.00%↑

Lions Gate Entertainment (LGF.A US) by Value Don't Lie (Newsletter) $LGF.A

Netflix, Inc. (NFLX US) by Investment Ideas (Newsletter) NFLX 0.00%↑

Palantir Technologies (PLTR US) by Investment Ideas (Newsletter) PLTR 0.00%↑

Pinduoduo (PDD US) by Hayden Capital (HF report) PDD 0.00%↑

Ramaco Resources (METC US) by Unemployed Value Degen (Newsletter) METC 0.00%↑

Sun Communities, Inc. (SUI US) by Blue Orca Capital (Short report) SUI 0.00%↑

Tempus AI (TEM US) by Two Natural Cap (Newsletter) TEM 0.00%↑

Warrior Met Coal (HCC US) by Small Cap Treasures (Newsletter) HCC 0.00%↑

Here you can find the latest results, quarterly conference calls and analyst estimates for each company covered.

Canada

Canlan Ice Sports Group (ICE CN) by Canadian Value Stocks (Newsletter) 

Tocvan Ventures (TOC CN) by Atrium research (Newsletter) 

Hong Kong

Angelalign (6699 HK) by Healthy Stock Picks (Newsletter) 

Kuaishou Technology (1024 HK) by Investing in China (Newsletter) 

Singapore

Sasseur REIT (CRPU SG) by Momentum Financial (Newsletter) 

UK

Burford Capital (BUR LN) by Silver Beech (HF report) 

Burford Capital (BUR LN) by 0 to 1 Stock Market (Newsletter) 

Games Workshop Group PLC (GAW LN) by Dungeon Investing (Newsletter) 

Globaltrans (GLTR LI) by Kyler Johnson (Newsletter) 

SDI PLC (SDI LN) by Emerging Value (Newsletter) 

Sylvania Platinum (SLP LN) by 1 True Investing (Newsletter) 

Here you can find the latest results, quarterly conference calls and analyst estimates for each company covered.

France

Bolloré (BOL FP) by Camargue Capital (Newsletter) 

Vusion Group (VU FP) by Financial Engineering (Newsletter) 

Sweden

Cinclus Pharma (CINCL SS) by Redeye (Newsletter) 

Intellego Technologies (INT SS) by Bilbel Capital (HF report) 

Norway

Borregaard (BRG NO) by Sweet Stocks (Newsletter) 

Here you can find the latest results, quarterly conference calls and analyst estimates for each company covered.

Germany

Fuchs SE (FPE3 GR) by Value and Opportunity (Newsletter) 

Mutares (MUX GR) by Gotham City Research (Short report) 

Volkswagen AG (VOW3 GY) by One Foot Bars (Newsletter) 

Poland

Auto Partner (APN PW) by The Wolf of Harcourt St. (Newsletter) 

Dino Polska (DNP PW) by The Dutch Investors (Newsletter) 

Netherlands

InPost (INPST NA) by The Wolf of Harcourt St. (Newsletter) 

Turkey

Tav Airports Holding (TAVHL.IST) by Capitalist Letters (Newsletter) 

Autralia

Euroz Hartleys (EZL AU) by Hurdle Rate (Newsletter) 

Here you can find the latest results, quarterly conference calls and analyst estimates for each company covered.

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