Stock Analysis Compilation #80
41 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
ADF Group (ADFJF US) by Atrium Research (Newsletter) $ADFJF
Compass Minerals (CMP US) by Dominick D'Angelo (Newsletter) CMP 0.00%↑
Daily Journal Corporation (DJCO US) by WorldlyInvest (Newsletter) DJCO 0.00%↑
Donnelley Financial (DFIN US) by Pernas Research (Newsletter) DFIN 0.00%↑
Evolv Technologies (EVLV US) by Multibagger Monitor (Newsletter) EVLV 0.00%↑
Intel (INTC US) by Kyler Johnson (Newsletter) INTC 0.00%↑
Lululemon Athletica (LULU US) by Rijnberk InvestInsights (Newsletter) LULU 0.00%↑
MercadoLibre (MELI US) by Bernhard from Kroker Equity Research (Newsletter) MELI 0.00%↑
Meta (META US) by Ray Myers from Global Equity Briefing (Newsletter) META 0.00%↑
Monster Beverage Corp (MNST US) by Spruce Point Capital Management (Newsletter) MNST 0.00%↑
Nu Holdings (NU US) by The Wolf of Harcourt Street (Newsletter) NU 0.00%↑
Orion Office REIT (ONL US) by Waterboy Investing (Newsletter) ONL 0.00%↑
PayPal (PYPL US) by Kyler Johnson (Newsletter) PYPL 0.00%↑
Rocket Companies (RKT US) by Unemployed Value Degen (Newsletter) RKT 0.00%↑
Seaport Entertainment (SEPR US) by Hidden Gems Investing (Newsletter) $SEPR
Sovereign Metals (SVML US) by The Oak Bloke (Newsletter) $SVML
Talen Energy (TALN US) by Pari Passu Newsletter (Newsletter) $TALN
Turtle Beach (HEAR US) by Yet Another Value Blogger(Newsletter) HEAR 0.00%↑
Uber (UBER US) by Secret Sauce Investing (Newsletter) UBER 0.00%↑
Canada
Amerigo Resources (ARG CN) by Atrium Research (Newsletter)
Brookfield Corp (BN CN) by 310 Value from 310 Value’s Newsletter (Newsletter)
Neo Performance Materials (NEO CN) by everyonehatespoetry (Newsletter)
Precision Drilling (PD CN) by Nugget Capital Partners (Newsletter)
Valeura Energy (VLE CN) by LongTermValue Research (Newsletter)
Velan (VLN CN) by Polymath Investor (Newsletter)
Japn
Nintendo (7974 JP) by SuperJoost Playlist (Newsletter)
UK
Alphawave (AWAV LN) by Javen Turner from Javen’s Substack (Newsletter)
Games Workshop (GAW LN) by Secret Sauce Investing (Newsletter)
Games Workshop (GAW LN) by The Dutch Investors (Newsletter)
Samuel Heath & Sons plc (SHS LN) by Misha from Demystified Value (Newsletter)
Serica Energy (SQZ LN) by The Oak Bloke (Newsletter)
Vistry (VIS LN) by Yet Another Value Blogger (Andrew Walker) (Newsletter)
France
OVHcloud (OVH FP) by Silba (Newsletter)
Germany
Allianz SE (ALV GY) by Bernhard from Kroker Equity Research (Newsletter)
HelloFresh (HFG GY) by Investment Ideas by Antonio (Newsletter)
X-FAB Silicon Foundries SE (XFAB GR) by Moat Mind (Newsletter)
Netherlands
BE Semiconductor (BESI NA) by Bourseko (Newsletter)
Norway
Crayon (CRAYO NO) by Sverre Bjerkeli - Hvaler Invest AS (Newsletter)
Sweden
Evolution (EVO SS) by Ali Gündüz (Newsletter)
Röko (RKO SS) by Sempiterno Investments (Newsletter)
Australia
Geologica Resource (GRC AU) by Jay Currie from Talking My Book (Newsletter)
Everything you read here is for information purposes only and is not an investment recommendation.

Thanks for sharing DCJO's thesis!