Stock Analysis Compilation #71
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
Adobe (ADBE US) by Long Term Pick (Newsletter) ADBE 0.00%↑
Alico (ALCO US) by Small Cap Treasures (Newsletter) ALCO 0.00%↑
Alico Asset (ALCO US) by Alpha Ark (Newsletter) ALCO 0.00%↑
Amazon (AMZN US) by Global Equity Briefing (Newsletter) AMZN 0.00%↑
AMD (AMD US) by Capitalist Letters (Newsletter) AMD 0.00%↑
Axon (AXON US) by Business Breakdowns (Newsletter) AXON 0.00%↑
Berkshire Hathaway (BRK/A US) by Financial Engineering (Newsletter) $BRK/A
Boot Barn (BOOT US) by Patient Capital Fund (Newsletter) BOOT 0.00%↑
Carvana (CVNA US) by Indra Stocks (Newsletter) CVNA 0.00%↑
Carvana (CVNA US) by Recurve Capital (Newsletter) CVNA 0.00%↑
Cleveland Cliffs (CLF US) by Unemployed Value Degen (Newsletter) CLF 0.00%↑
Crocs (CROX US) by Possible Value (Newsletter) CROX 0.00%↑
Donnelley Financial (DFIN US) by Dominick D'Angelo (Newsletter) DFIN 0.00%↑
Elevance Health (ELV US) by Waterboy Investing (Newsletter) ELV 0.00%↑
Mastercard (MA US) by Rijnberk Invest Insights (Newsletter) MA 0.00%↑
Medpace (MEDP US) by Fluent in Quality (Newsletter) MEDP 0.00%↑
MicroStrategy (MSTR US) by Celeritas (Newsletter) MSTR 0.00%↑
Netflix (NFLX US) by Invest in Assets (Newsletter) NFLX 0.00%↑
Palantir (PLTR US) by Only CFO (Newsletter) PLTR 0.00%↑
Palantir (PLTR US) by Ditlev (Newsletter) PLTR 0.00%↑
Premier (PINC US) by Jehoshaphat Research (Short report) PINC 0.00%↑
Snap (SNAP US) by The Finance Corner (Newsletter) SNAP 0.00%↑
Stevanato Group (STVN US) by Best Anchor Stocks (Newsletter) STVN 0.00%↑
Tecogen (TGEN US) by Stock Narratives (Newsletter) TGEN 0.00%↑
The Metals Company (TMC US) by Undervalued Shares (Newsletter) TMC 0.00%↑
UL Solutions (ULS US) by Kairos Research (Newsletter) ULS 0.00%↑
Canada
Covalon Technologies (COV CN) by Wolf of Oakville (Newsletter)
Leef Brands (LEEF CN) by Wolf of Oakville (Newsletter)
China
Sanhua Intelligent (002050 SZ) by Deep Fundamental (Newsletter)
UK
JPEL Private Equity (JPEL LN) by The Oak Bloke (Newsletter)
RTW Investment (RTW LN) by The Oak Bloke (Newsletter)
Watkin Jones (WJG LN) by Who Pays Wins (Newsletter)
Wise PLC (WISE LN) by Winter Gems (Newsletter)
Spain
Grupo San Jose (GSJ SM) by Small Cap Treasures (Newsletter)
Greece
Jumbo SA (BELA GA) by Kroker Equity Research (Newsletter)
France
Asmodee (FP) by Robin Research (Newsletter)
Netherlands
ASML (ASML NA) by Chit Chat Stocks (Newsletter)
Nedap (NEDAP NA) by The Dutch Investors (Newsletter)
Sweden
Evolution AB (EVO SS) by From 100k to 1M (Newsletter)
Nordrest Holdings (NREST SS) by Emerging Value (Newsletter)
Everything you read here is for information purposes only and is not an investment recommendation.

thanks again for these. Especially the ones on nordic cos.
Thank you for including my post on MSTR, I appreciate it!