Stock Analysis Compilation #67
50 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 (ADBE US) by Fluent in Quality (Newsletter) ADBE 0.00%↑
Alico (ALCO US) by Small Cap Treasures (Newsletter) ALCO 0.00%↑
Applied Materials (AMAT US) by Long Term Pick (Newsletter) AMAT 0.00%↑
ASP Isotopes (ASPI US) by Rogue Funds (HF report) ASPI 0.00%↑
Boston Omaha (BOC US) by Bossert Capital (Newsletter) BOC 0.00%↑
Chegg (CHGG US) by Investment Ideas (Newsletter) CHGG 0.00%↑
Coupang (CPNG US) by Momentum Financial (Newsletter) CPNG 0.00%↑
Fastenal (FAST US) by Fluent in Quality (Newsletter) FAST 0.00%↑
Google (GOOGL US) by Uncover Alpha (Newsletter) GOOGL 0.00%↑
Hims (HIMS US) by Capitalist Letters (Newsletter) HIMS 0.00%↑
Intuit (INTU US) by Best Anchor Stocks (Newsletter) INTU 0.00%↑
Janus International (JBI US) by Leahi Capital (Newsletter) JBI 0.00%↑
Kellogg (K US) by The Finance Corner (Newsletter) K 0.00%↑
Kohl's (KSS US) by Unemployed Value Degen (Newsletter) KSS 0.00%↑
LendingTree (TREE US) by Culper Research (Newsletter) TREE 0.00%↑
Lululemon (LULU US) by Kroker Equity Research (Newsletter) LULU 0.00%↑
Malibu Boats (MBUU US) by Fundamental Goob (Newsletter) MBUU 0.00%↑
Meta (META US) by Rene Sellmann (Newsletter) META 0.00%↑
Palantir (PLTR US) by Investment Ideas (Newsletter) PLTR 0.00%↑
QSR (QSR US) by Yet Another Value Blog (Newsletter) QSR 0.00%↑
REV Group (REVG US) by Robin Research (Newsletter) REVG 0.00%↑
Salesforce (CRM US) by Rijnberk Invest Insights (Newsletter) CRM 0.00%↑
Samsara (IOT US) by Welfare Capital (Newsletter) IOT 0.00%↑
Sarepta Therapeutics (SRPT US) by Two Natural Capital (Newsletter) SRPT 0.00%↑
ServiceNow (NOW US) by Rijnberk Invest Insights (Newsletter) NOW 0.00%↑
Taboola (TBLA US) by Uzo Capital (Newsletter) TBLA 0.00%↑
Zoetis (ZTS US) by Best Anchor Stocks (Newsletter) ZTS 0.00%↑
Canada
Alimentation Couche-Tard (ATD CN) by Sempiterno (Newsletter)
BMTC Group (GBT CN) by Canadian Value Stocks (Newsletter)
NTG Clarity Networks (NCIV CN) by Everyone Hates Poetry (Newsletter)
Sabio Holdings (SBIOV CN) by Wolf of Oakville (Newsletter)
Velan (VLN CN) by Everyone Hates Poetry (Newsletter)
Japan
Takigami Steel (5918 JP) by Altay Cap (Newsletter)
UK
FRP Advisory Group (FRPL LN) by Investing with Wes (Newsletter)
JPEL Private Equity (JPEL LN) by Value Zoomer (Newsletter)
Keller Group (KLR LN) by Kyler Johnson (Newsletter)
NESF (NESF LN) by The Oak Bloke (Newsletter)
Seplat Energy (SEPL LN) by Zero G COs (Newsletter)
Tullow Oil (TLW LN) by Brevarthan Research (Newsletter)
XLMedia (XLM LN) by Iggy on Investing (Newsletter)
Italy
Brunello Cucinelli (BC IM) by Bourseko (Newsletter)
Neurosoft (NRST IM) by Neglected Value Chronicles (Newsletter)
Sanlorenzo (SLM IM) by Capitalist Letters (Newsletter)
France
Ubisoft (UBI FP) by SuperJoost (Newsletter)
Vente-Unique (ALVU FP) by Possible Value (Newsletter)
Sweden
Codemill AB (CODM SS) by Jakub Kriz (Newsletter)
Teqnion (TEQ SS) by Charles McCall CCM (Newsletter)
Teqnion AB (TEQ SS) by Schwar Capital (Newsletter)
Australia
Matrix Composites (MCE AU) by Tauranga Investments (Newsletter)
Everything you read here is for information purposes only and is not an investment recommendation.

Thx for including the AMAT analysis 🙌