Stock Analysis Compilation #78
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
Alibaba (BABA US) by Momentum Financial (Newsletter) BABA 0.00%↑
Alphabet (GOOGL US) by Fluent in Quality (Newsletter) GOOGL 0.00%↑
Amazon (AMZN US) by Bourseko (Newsletter) AMZN 0.00%↑
Applovin (APP US) by Fuzzy Panda Research (Newsletter) APP 0.00%↑
Bel Fuse (BELFB US) by Pound the Rock Investing (Newsletter) BELFB 0.00%↑
Blackstone (BX US) by Two Natural Cap (Newsletter) BX 0.00%↑
Boston Omaha (BOMN US) by Pillars and Profits (Newsletter) BOMN 0.00%↑
Dine Brands (DIN US) by Newell Street (Newsletter) DIN 0.00%↑
DraftKings (DKNG US) by Rijnberk Invest Insights (Newsletter) DKNG 0.00%↑
Dream Finders Homes (DFH US) by Speedwell Memos (Newsletter) DFH 0.00%↑
Floor & Decor (FND US) by Speedwell Memos (Newsletter) FND 0.00%↑
Grab (GRAB US) by The Finance Corner (Newsletter) GRAB 0.00%↑
Gran Tierra Energy (GTE US) by The Oak Bloke (Newsletter) GTE 0.00%↑
Hims & Hers Health (HIMS US) by Investment Ideas (Newsletter) HIMS 0.00%↑
Kulr Technology (KULR US) by Optrackio (Newsletter) KULR 0.00%↑
MercadoLibre (MELI US) by Rijnberk Invest Insights (Newsletter) MELI 0.00%↑
Meta Platforms (META US) by Sanj2f3 (Newsletter) META 0.00%↑
Nu Holdings (NU US) by The Wolf of Harcourt Street (Newsletter) NU 0.00%↑
Nu Holdings (NU US) by Schwar Capital (Newsletter) NU 0.00%↑
NVIDIA (NVDA US) by Fallacy Alarm (Newsletter) NVDA 0.00%↑
PayPal (PYPL US) by Stock Market Nerd (Newsletter) PYPL 0.00%↑
PowerFleet (AIOT US) by Unemployed Value Degen (Newsletter) AIOT 0.00%↑
Remitly Global (RELY US) by Chit Chat Stocks (Newsletter) RELY 0.00%↑
Rocket Lab (RKLB US) by Bleecker Street Research (Newsletter) RKLB 0.00%↑
Shift4 Payments (FOUR US) by Outsiders Corner (Newsletter) FOUR 0.00%↑
Sky Harbour Group (SKYH US) by European Value (Newsletter) SKYH 0.00%↑
Texas Roadhouse (TXRH US) by Summit Stocks (Newsletter) TXRH 0.00%↑
Thryv Holdings (THRY US) by Inflexio Research (Newsletter) THRY 0.00%↑
Tiptree (TIPT US) by Stock Narratives (Newsletter) TIPT 0.00%↑
TopBuild (BLD US) by Kairos Research (Newsletter) BLD 0.00%↑
Warner Bros Discovery (WBD US) by The Finance Corner (Newsletter) WBD 0.00%↑
Canada
Firan Technology Group (FTG CN) by Wolf of Oakville (Newsletter)
Japan
Porters (5126 JP) by The Magic Bakery (Newsletter)
UK
Focusrite (TUNE LN) by Wonderstcks (Newsletter)
Georgia Capital (CGEO LN) by The Oak Bloke (Newsletter)
Gore Street Energy Storage Fund (GSF LN) by The Oak Bloke (Newsletter)
Riverstone Energy (RSE LN) by The Oak Bloke (Newsletter)
France
Air Liquide (AI FP) by Bourseko (Newsletter)
Greece
OPAP (OPAP GA) by Silba Deep Dives (Newsletter)
Germany
Rheinmetall (RHM GY) by Ditlev (Newsletter)
Denmark
Pandora (PNDORA DC) by Sherwood Letter (Newsletter)
Pandora (PNDORA DC) by Kroker Equity Research (Newsletter)
Sweden
Insplorion (INSP SS) by Redeye (Newsletter)
MilDef Group (MILDEF SS) by Silba Deep Dives (Newsletter)
Poland
Asseco Poland (ACP PW) by Trident Opportunities (Newsletter)
Israel
Elbit Systems (ESLT IT) by The Chop Wood Carry Water (Newsletter)
Everything you read here is for information purposes only and is not an investment recommendation.

Thanks for compiling this list of ideas. And including mine! (Pandora in Denmark)
Loved it! I published one on the same topic today itself. Would love you to read and hear back from you, thanks. https://substack.com/home/post/p-158495108