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%↑

Here you can find the latest results, quarterly conference calls and analyst estimates for each company covered.

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)

Here you can find the latest results, quarterly conference calls and analyst estimates for each company covered.

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)

Here you can find the latest results, quarterly conference calls and analyst estimates for each company covered.

Everything you read here is for information purposes only and is not an investment recommendation.