Stock Analysis Compilation #59
40 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
Avid Bioservices (CDMO US) by northeasternsvf (Newsletter) CDMO 0.00%↑
Celsius (CELH US) by Chit Chat Stocks (Newsletter) CELH 0.00%↑
Dave and Buster's (PLAY US) by northeasternsvf (Newsletter) PLAY 0.00%↑
Disney (DIS US) by Kyler Johnson (Newsletter) DIS 0.00%↑
Duolingo (DUOL US) by Investment Ideas (Newsletter) DUOL 0.00%↑
FFB Bancorp (FFBB US) by Bonhoeffer Fund (HF report) $FFBB
Floor & Decor (FND US) by Montaka Monocle (Newsletter) FND 0.00%↑
Gen Korean (GENK US) by Capitalist Letters (Newsletter) GENK 0.00%↑
GXO Logistics (GXO US) by Value Don’t Lie (Newsletter) GXO 0.00%↑
Kingstone Companies (KINS US) by The Fond Investor (Newsletter) KINS 0.00%↑
Lululemon (LULU US) by Fluent in Value (Newsletter) LULU 0.00%↑
Medpace (MEDP US) by Long Term Pick (Newsletter) MEDP 0.00%↑
On Holdings (ONON US) by Sanj (Newsletter) ONON 0.00%↑
Oracle (ORCL US) by Rijnberk Invest Insights (Newsletter) ORCL 0.00%↑
Penumbra (PEN US) by northeasternsvf (Newsletter) PEN 0.00%↑
Pfizer (PFE US) by MarketLab (Newsletter) PFE 0.00%↑
Ranpak (PACK US) by northeasternsvf (Newsletter) PACK 0.00%↑
Remitly (RELY US) by northeasternsvf (Newsletter) RELY 0.00%↑
Robert Half (RHI US) by Sweet Stocks (Newsletter) RHI 0.00%↑
Roblox (RBLX US) by Hindenburg Research (Short report) RBLX 0.00%↑
Saker Aviation (SKAS US) by northeasternsvf (Newsletter) $SKAS
Seaport (SEG US) by A Value Fund (Newsletter) SEG 0.00%↑
Shift4 Payments (FOUR US) by Iceman Capital (Newsletter) FOUR 0.00%↑
Starbucks (SBUX US) by The Finance Corner (Newsletter) SBUX 0.00%↑
Tesla (TSLA US) by Invest in Assets (Newsletter) TSLA 0.00%↑
UiPath (PATH US) by The Chop Wood Carry Water (Newsletter) PATH 0.00%↑
Ultralife Corp (ULBI US) by northeasternsvf (Newsletter) ULBI 0.00%↑
United Guardian (UG US) by Invariant (Newsletter) UG 0.00%↑
United Parks & Resorts (PRKS US) by Voss Capital (HF report) PRKS 0.00%↑
Upwork (UPWK US) by northeasternsvf (Newsletter) UPWK 0.00%↑
Vivid Seats (SEAT US) by northeasternsvf (Newsletter) SEAT 0.00%↑
Canada
Aris Mining (ARIS CN) by Underhood (Newsletter)
Mexico
Alfa S.A.B. (ALFAA MM) by Silver Ring Value Partners (HF report)
Hong Kong
Infinity Development (640 HK) by 1 Foot Hurdle (Newsletter)
SF Reit (2191 HK) by Praya Value (Newsletter)
Japan
Takeuchi (6432 JP) by Winter Gems (Newsletter)
UK
Diageo (DGE LN) by Abilitato (Newsletter)
Fever Tree (FEVR LN) by Dough (Newsletter)
Belgium
Alfa S.A.B. (ALFAA MM) by Silver Ring Value Partners (HF report)
Autralia
Johns Lyng Group (JLG AU) by Robin Research (Newsletter)
Everything you read here is for information purposes only and is not an investment recommendation.
Fantastic. Really enjoy your work, and greedily take up some of your suggestions.
great work as always