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Stock Analysis Compilation #71

<div class="subscription-widget-wrap-editor"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Stock Analysis Compilation! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input class="email-input" name="email" tabindex="-1" type="email" /><input class="button primary" type="submit" value="Subscribe" /><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><p><em>Don't hesitate to send me any interesting research you come across and I'll be happy to publish it.</em></p><p><em>You can also follow me on Twitter <strong><a href="https://twitter.com/StockCompil">@StockCompil</a></strong>, where I post all the shorter company analyses I find in hedge funds' quarterly reports.</em></p><h3>USA</h3><p><a href="https://longtermpick.com/p/adobe-analysis?utm_source=post-email-title&amp;publication_id=2707241&amp;post_id=154072936&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Adobe (ADBE US) by Long Term Pick (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://smallcaptreasures.substack.com/p/alico-update-turning-citrus-groves?utm_source=post-email-title&amp;publication_id=2740958&amp;post_id=154278658&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Alico (ALCO US) by Small Cap Treasures (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://www.alpha-ark.com/p/alico-asset-upside-potential-unclocked?utm_source=post-email-title&amp;publication_id=3399705&amp;post_id=154308280&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Alico Asset (ALCO US) by Alpha Ark (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://www.globalequitybriefing.com/p/amazon-investment-case?utm_source=post-email-title&amp;publication_id=2253080&amp;post_id=154198001&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Amazon (AMZN US) by Global Equity Briefing (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://www.capitalist-letters.com/p/amd-can-it-really-make-10x?utm_source=post-email-title&amp;publication_id=1731008&amp;post_id=153792959&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">AMD (AMD US) by Capitalist Letters (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://www.business-breakdowns.com/p/axon?utm_source=post-email-title&amp;publication_id=22269&amp;post_id=110086055&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Axon (AXON US) by Business Breakdowns (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://financial-engineering.net/berkshire-hathaway-an-inferior-stock-pick-now/?utm_source=mailpoet&amp;utm_medium=email&amp;utm_source_platform=mailpoet&amp;utm_campaign=new-weekly-out-now_6">Berkshire Hathaway (BRK/A US) by Financial Engineering (Newsletter) $BRK/A</a> </p><p><a href="https://patientcapitalfund.substack.com/p/boot-barn?utm_source=post-email-title&amp;publication_id=390677&amp;post_id=154266743&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Boot Barn (BOOT US) by Patient Capital Fund (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://indrastocks.substack.com/p/cvna-deconstructing-the-hindenburg?utm_source=post-email-title&amp;publication_id=984127&amp;post_id=154259830&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Carvana (CVNA US) by Indra Stocks (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://docsend.com/view/xwftsiki6tpevki5">Carvana (CVNA US) by Recurve Capital (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://unemployedvaluedegen.substack.com/p/is-cleveland-cliffs-a-four-bagger?utm_source=post-email-title&amp;publication_id=2649092&amp;post_id=154255954&amp;utm_campaign=email-post-title&amp;isFreemail=false&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Cleveland Cliffs (CLF US) by Unemployed Value Degen (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://possiblevalue.substack.com/p/crocs-nasdaq-crox?utm_source=post-email-title&amp;publication_id=539074&amp;post_id=154305418&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Crocs (CROX US) by Possible Value (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://dominickdangelo.substack.com/p/donnelley-financial-dfin?utm_source=post-email-title&amp;publication_id=2224971&amp;post_id=154271029&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Donnelley Financial (DFIN US) by Dominick D'Angelo (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://waterboyinvesting.substack.com/p/elevance-health-inc">Elevance Health (ELV US) by Waterboy Investing (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://rijnberkinvestinsights.substack.com/p/mastercard-inc-one-of-the-best-stocks?utm_source=post-email-title&amp;publication_id=2211988&amp;post_id=153799612&amp;utm_campaign=email-post-title&amp;isFreemail=false&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Mastercard (MA US) by Rijnberk Invest Insights (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://fluentinquality.substack.com/p/medpace-a-compelling-long-term-opportunity?utm_source=post-email-title&amp;publication_id=2394905&amp;post_id=153769823&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Medpace (MEDP US) by Fluent in Quality (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://celeritas.substack.com/p/the-microstrategy-inc-problem?utm_source=post-email-title&amp;publication_id=1405377&amp;post_id=153057794&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">MicroStrategy (MSTR US) by Celeritas (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://www.investinassets.net/p/netflix-an-unstoppable-success-story?utm_source=post-email-title&amp;publication_id=1301299&amp;post_id=153975685&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Netflix (NFLX US) by Invest in Assets (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://www.onlycfo.io/p/palantir-is-it-a-bubble?utm_source=post-email-title&amp;publication_id=1237997&amp;post_id=152925346&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Palantir (PLTR US) by Only CFO (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://ditlev.substack.com/p/palantir-insights-into-growth-valuation?utm_source=post-email-title&amp;publication_id=261319&amp;post_id=153765413&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Palantir (PLTR US) by Ditlev (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://jehoshaphatresearch.com/wp-content/uploads/2025/01/PINC-Research-Opinion-by-Jehoshaphat-Research-Jan-2025.pdf">Premier (PINC US) by Jehoshaphat Research (Short report) </a><span class="cashtag-wrap"></span> </p><p><a href="https://thefinancecorner.substack.com/p/deep-dive-into-snap-snap?utm_source=post-email-title&amp;publication_id=659028&amp;post_id=154109020&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Snap (SNAP US) by The Finance Corner (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://www.bestanchorstocks.com/p/a-high-quality-family-business-swamped">Stevanato Group (STVN US) by Best Anchor Stocks (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://stocknarratives.substack.com/p/a-4x-in-4-years-surfing-the-data-1da?utm_source=post-email-title&amp;publication_id=2273648&amp;post_id=154418449&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Tecogen (TGEN US) by Stock Narratives (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://www.undervalued-shares.com/weekly-dispatches/the-metals-company-a-multi-bagger-if-trump-aims-for-resource-autarky/?utm_source=Weekly+Dispatches&amp;utm_campaign=63f70b52fc-US_WD_2025_01_10&amp;utm_medium=email&amp;utm_term=0_6e748b56d1-63f70b52fc-452918093">The Metals Company (TMC US) by Undervalued Shares (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><a href="https://kairosresearch.substack.com/p/ul-solutions?utm_source=post-email-title&amp;publication_id=57814&amp;post_id=152925660&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">UL Solutions (ULS US) by Kairos Research (Newsletter) </a><span class="cashtag-wrap"></span> </p><p><em><strong><a href="https://finchat.io/?via=tom">Here you can find the latest results, quarterly conference calls and analyst estimates for each company covered.</a></strong></em></p><h3>Canada</h3><p><a href="https://www.wolfofoakville.com/p/covalon-technologies-covv-fins-review?utm_source=post-email-title&amp;publication_id=2813288&amp;post_id=154329518&amp;utm_campaign=email-post-title&amp;isFreemail=false&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Covalon Technologies (COV CN) by Wolf of Oakville (Newsletter) </a></p><p><a href="https://www.wolfofoakville.com/p/leef-brands-leefc-fins-review?utm_source=post-email-title&amp;publication_id=2813288&amp;post_id=154100567&amp;utm_campaign=email-post-title&amp;isFreemail=false&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Leef Brands (LEEF CN) by Wolf of Oakville (Newsletter)</a></p><h3>China</h3><p><a href="https://deepfundamental.substack.com/p/deep-dive-sanhua-intelligent-002050sz?utm_source=post-email-title&amp;publication_id=2786795&amp;post_id=154028411&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Sanhua Intelligent (002050 SZ) by Deep Fundamental (Newsletter)</a></p><h3>UK</h3><p><a href="https://theoakbloke.substack.com/p/the-jpel-of-my-eye?utm_source=post-email-title&amp;publication_id=1859293&amp;post_id=154351488&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">JPEL Private Equity (JPEL LN) by The Oak Bloke (Newsletter) </a></p><p><a href="https://theoakbloke.substack.com/p/rtw-rtw-wind-when-the-crowd-say-go?utm_source=post-email-title&amp;publication_id=1859293&amp;post_id=154202068&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">RTW Investment (RTW LN) by The Oak Bloke (Newsletter) </a></p><p><a href="https://whopayswins.substack.com/p/watkin-jones-plc?utm_source=post-email-title&amp;publication_id=389952&amp;post_id=154135165&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Watkin Jones (WJG LN) by Who Pays Wins (Newsletter) </a></p><p><a href="https://www.wintergems.com/p/state-of-moat-wise-plc?utm_source=post-email-title&amp;publication_id=1314930&amp;post_id=154079207&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Wise PLC (WISE LN) by Winter Gems (Newsletter)</a></p><p><em><strong><a href="https://finchat.io/?via=tom">Here you can find the latest results, quarterly conference calls and analyst estimates for each company covered.</a></strong></em></p><h3>Spain</h3><p><a href="https://smallcaptreasures.substack.com/p/pay-for-a-construction-business-get?utm_source=post-email-title&amp;publication_id=2740958&amp;post_id=154486355&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Grupo San Jose (GSJ SM) by Small Cap Treasures (Newsletter)</a></p><h3>Greece</h3><p><a href="https://krokerequityresearch.substack.com/p/68-jumbo-sa?utm_source=post-email-title&amp;publication_id=2032257&amp;post_id=153518537&amp;utm_campaign=email-post-title&amp;isFreemail=false&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Jumbo SA (BELA GA) by Kroker Equity Research (Newsletter)</a></p><h3>France</h3><p><a href="https://robinresearch.substack.com/p/asmodee-se?utm_source=post-email-title&amp;publication_id=1275188&amp;post_id=153307226&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Asmodee (FP) by Robin Research (Newsletter)</a></p><h3>Netherlands</h3><p><a href="https://chitchatstocks.substack.com/p/podcast-an-update-on-asml-with-best?utm_source=post-email-title&amp;publication_id=18512&amp;post_id=154412730&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">ASML (ASML NA) by Chit Chat Stocks (Newsletter) </a></p><p><a href="https://thedutchinvestors.substack.com/p/get-to-know-this-dutch-hidden-gem?utm_source=post-email-title&amp;publication_id=2349701&amp;post_id=154193149&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Nedap (NEDAP NA) by The Dutch Investors (Newsletter)</a></p><h3>Sweden</h3><p><a href="https://www.from100kto1m.com/p/evolution-ab-evoevvty?utm_source=post-email-title&amp;publication_id=223094&amp;post_id=153766335&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Evolution AB (EVO SS) by From 100k to 1M (Newsletter) </a></p><p><a href="https://emergingvalue.substack.com/p/nordrest-holdings-ab-mmfood?utm_source=post-email-title&amp;publication_id=526736&amp;post_id=154095681&amp;utm_campaign=email-post-title&amp;isFreemail=true&amp;r=2l3vu6&amp;triedRedirect=true&amp;utm_medium=email">Nordrest Holdings (NREST SS) by Emerging Value (Newsletter)</a></p><p><em><strong><a href="https://finchat.io/?via=tom">Here you can find the latest results, quarterly conference calls and analyst estimates for each company covered.</a></strong></em></p><p></p><p><em>Everything you read here is for information purposes only and is not an investment recommendation.</em></p><div class="subscription-widget-wrap-editor"><div 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