Stock Analysis Compilation #84
This week’s top stock pitches from investment 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
Airbnb (ABNB US) by Speedwell Memos (Newsletter) $ABNB
Airbnb (ABNB US) by Fallacy Alarm (Newsletter) $ABNB
Acorn Energy (ACFN US) by Unfair Advantage Capital (Newsletter) $ACFN
Advanced Micro Devices, Inc. (AMD US) by StockOpine (Newsletter) $AMD
Amazon (AMZN US) by Tech Investments (Newsletter) $AMZN
Berkshire Hathaway (BRK/A US) by 100-Bagger Hunting (Newsletter) $BRK/A
Berkshire Hathaway Inc. (BRK/A US) by The S&J Newsletter (Newsletter) $BRK/A
Casey's General Stores (CASY US) by Two Natural Capital (Newsletter) $CASY
Core Scientific (CORZ US) by Junk Bond Investor (Newsletter) $CORZ
Coupang (CPNG US) by Speedwell Memos (Newsletter) $CPNG
Duolingo (DUOL US) by The Latam Tech Weekly (Newsletter) $DUOL
Graftech International (EAF US) by Restructuring Newsletter (Newsletter) $EAF
Google (GOOGL US) by Investimate (Newsletter) $GOOGL
Google (GOOGL US) by Mexican Investor (Newsletter) $GOOGL
Grab (GRAB US) by Sleep Well Investments (Newsletter) $GRAB
Hims (HIMS US) by Financial Markets Insights (Newsletter) $HIMS
Coca-Cola (KO US) by Max Dividends (Newsletter) $KO
Monday.com (MNDY US) by Renaissance of the Enterprise (Newsletter) $MNDY
Altria (MO US) by Invariant (Newsletter) $MO
Netflix (NFLX US) by Outperforming the Market (Newsletter) $NFLX
Pulse Biosciences (PLSE US) by White Diamond Research (Newsletter) $PLSE
Palantir (PLTR US) by Global Equity Briefing (Newsletter) $PLTR
Palantir (PLTR US) by AI & Finance Nuggets (Newsletter) $PLTR
Palantir (PLTR US) by Inflection Points (Newsletter) $PLTR
Portillo’s (PTLO US) by The Dutch Investors (Newsletter) $PTLO
PayPal Holdings, Inc. (PYPL US) by Rijnbeek Invest Insights (Newsletter) $PYPL
Root (ROOT US) by Fallacy Alarm (Newsletter) $ROOT
Root Inc. (ROOT US) by Fallacy Alarm (Newsletter) $ROOT
SmileDirectClub (SDC US) by Restructuring Newsletter (Newsletter) $SDC
Snap Inc. (SNAP US) by Maverick Equity Research (Newsletter) $SNAP
Sanuwave Health (SNWV US) by Tenva Picks (Newsletter) $SNWV
TransMedics (TMDX US) by MMM T Wealth (Newsletter) $TMDX
Valaris (VAL US) by Deep Value Capital (Newsletter) $VAL
Viemed Healthcare, Inc. (VMD US) by Petty Cash (Newsletter) $VMD
Willscot Mobile Mini (WSC US) by DataFrame Research (Newsletter) $WSC
WSC (WSC US) by Don’t Forget the Research (Newsletter) WSC 0.00%↑
Canada
Cineplex (CGX CN) by RagingBull Investments (Newsletter)
DIRTT Environmental Solutions (DRT CN) by Petty Cash (Newsletter)
Cannara Biotech (LOVE CN) by Wolf of Oakville (Newsletter)
Omni-Lite Industries (OML CN) by Wolf of Oakville (Newsletter)
PHX Energy Services (PHX CN) by Petty Cash (Newsletter)
Plurilock Security (PLUR CN) by F.I.N.S. Review (Newsletter)
Pason Systems (PSI CN) by Petty Cash (Newsletter)
Sangoma Technologies (STC CN) by Petty Cash (Newsletter)
Thermal Energy International (TMG CN) by Wolf Newsletter (Newsletter)
Japan
Kinki Sharyo (7122 JP) by ALTAY CAP (Newsletter)
UK
Anglo Asian (AAZ LN) by The Oak Bloke (Newsletter)
Central Asian Metals (CAML LN) by Hidden Value Gems (Newsletter)
CVS Group (CVSG LN) by Asymmetry Ventures (Newsletter)
Rentokil Initial plc (RTO LN) by Max Dividends (Newsletter)
Volvere PLC (VLE LN) by ValueZoomer (Newsletter)
France
Anexo (ANX FP) by Iggy on Investing (Newsletter)
LVMH Moët Hennessy Louis Vuitton SE (MC FP) by Summit Stocks (Newsletter) Hermès (RMS FP) by Bourseko (Newsletter)
Tarkett (TKTT FP) by La Côte française (Newsletter)
Sweden
Dedicare AB (DEDI SS) by Sherwood Newsletters (Newsletter)
Evolution (EVO SS) by The Wolf of Harcourt Street (Newsletter)
Evolution (EVO SS) by Don't Distribute (Newsletter)
Evolution Gaming (EVO SS) by Sensemaking through Numbers (Newsletter)
Raketech Group Holding PLC (RAKE SS) by Spruce Hill Capital (Newsletter)
Norway
Aker BP (AKERBP NO) by Sherwood News (Newsletter)
Poland
PlayWay (PLW PW) by Dungeon Investing (Newsletter)
Denmark
Novo Nordisk (NOVOB DC) by Summit Stocks (Newsletter)
Novo Nordisk (NOVOB DC) by European Compounders (Newsletter)
Everything you read here is for information purposes only and is not an investment recommendation.
Thank you for featuring our AMD earnings analysis and our guest post on Rentokil in the Max Dividend publication.
Another well-researched one on Novo Nordisk: https://torghattencapital.substack.com/p/novo-nordisk-a-victim-of-its-own