@StockCompil Stock Analysis Compilation
Several investment funds and analysts have shared their insights on various stocks, highlighting growth potential, strong market positions, and favorable trends. These stocks span multiple industries, including technology, healthcare, finance, and consumer goods. The analyses emphasize factors such as innovative business models, leadership changes, and shifts in market trends that could impact future performance.
Engagements: [-----] #
Mentions: [--] #
Followers: [-----] #
CreatorRank: [---------] #
Social Influence
Social category influence stocks finance cryptocurrencies technology brands countries automotive brands travel destinations fashion brands currencies luxury brands
Social topic influence strong, investment, growth #2165, longterm, cash flow #931, market #2115, in the, link, business, fund
Top assets mentioned Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN) MercadoLibre Inc (MELI) Tesla, Inc. (TSLA) NVIDIA Corp. (NVDA) Builders FirstSource, Inc. (BLDR) Taiwan Semiconductor (TSM) Spotify Technology (SPOT) Metadium (META) KKR & Co, Inc. (KKR) Uber Technologies, Inc. (UBER) Burford Capital Limited (BUR) Broadcom, Inc. (AVGO) Medpace Holdings, Inc. Common Stock (MEDP) UnitedHealth Group (UNH) Airbnb, Inc. (ABNB) Celsius Holdings, Inc. Common Stock (CELH) Oracle Corporation (ORCL) PayPal Holdings Inc (PYPL) NuCypher (NU) Starbucks Corporation (SBUX) AppLovin Corporation (APP) DisChain (DIS) Evotec SE (EVO) Hims & Hers Health, Inc. (HIMS) HORIZON KINETICS HOLDING (HKHC) Microsoft Corp. (MSFT) Wise (WISE) Brookfield Corporation (BN) Sea Limited (SE)
Top Social Posts
Top posts by engagements in the last [--] hours
"Stock Analysis Compilation #7 is in your inbox. [--] free analyses from the best hedge funds newsletters and podcasts including ones of $ASLE $ETSY $FMC $EDU $PDD $RELL $SEA $SMRT $XYL $ADYEN $DG and many more"
X Link 2023-09-15T13:24Z [---] followers, [---] engagements
"@arny_trezzi @valuedontlie By any chance do you have a good write-up on this Thanks"
X Link 2023-09-15T16:19Z [---] followers, [--] engagements
"@arny_trezzi @valuedontlie I wrote too fast there is one on the blog valueandopportunity. But I'm interested if you have others 😃"
X Link 2023-09-15T16:23Z [---] followers, [--] engagements
"@CitronResearch For those interested by $ETSY Railroad Ranch Capital just published a bear report on the name due to new competion coming and valuation"
X Link 2023-09-15T17:10Z [---] followers, [--] engagements
"@siyul If you are interested in $EDU you can find a write-up on it in the Q2'23 report of Hayden Capital 😉"
X Link 2023-09-15T17:17Z [---] followers, [--] engagements
"@monopo_lyman @blondesnmoney Grizzly Research just published a report on it and it starts with "We believe PDD is a Dying Fraudulent Company" 😉"
X Link 2023-09-15T17:22Z [---] followers, [--] engagements
"@Credit_Junk Hi on the left is that only for the US or global data And what is the top right graph please Thanks"
X Link 2023-09-26T16:08Z [---] followers, [--] engagements
"Stock Analysis Compilation #9 is in your inbox. [--] free analyses from the best hedge funds newsletters and podcasts including ones of $AZO $SPGI $KSPI $UPST $VSTS $UMG $RMS $MC $VW $RACE $EVO and many more"
X Link 2023-09-29T14:17Z [---] followers, [---] engagements
"@F_Compounders Clear and concise indeed. And a really good performance since it was written. Right Tail Capital actually wrote about $NVR in their Q2'23 report and it's still the same arguments"
X Link 2023-09-29T15:27Z [----] followers, [----] engagements
"Stock Analysis Compilation #11 is in your inbox. [--] free analyses from the best hedge funds newsletters and podcasts including ones of $ASO $CCOI $DVA $DG $E2N $ROVR $VIRT $BIRK $PM and many more"
X Link 2023-10-13T15:15Z [---] followers, [---] engagements
"Right Tail Capital on Ferguson $FERG"
X Link 2023-10-13T15:20Z [----] followers, [---] engagements
"Right Tail Capital on Constellation Software $CSU :"
X Link 2023-10-13T15:26Z [---] followers, [---] engagements
"East72 Dynasty Trust bought D'Ieteren $DIE during Q3"
X Link 2023-10-13T15:36Z [----] followers, [---] engagements
"Woodlock House on Dino Polska 's $DNP current drawdown :"
X Link 2023-10-14T07:58Z [---] followers, [---] engagements
"Aristotle sold Activision $ATVI during Q3 :"
X Link 2023-10-15T12:30Z [--] followers, [--] engagements
"Aristotle on Xylem $XYL :"
X Link 2023-10-15T13:39Z [----] followers, [---] engagements
"Pernas Research on Natural Resource Partners $NRP : (extracted from their [----] Q3 Investment Letter)"
X Link 2023-10-16T11:58Z [----] followers, [---] engagements
"Pernas Research on Remitly $RELY : (extracted from their [----] Q3 Investment Letter)"
X Link 2023-10-16T12:14Z [---] followers, [----] engagements
"Wedgewood Partners on CDW $CDW: (extract from their Q3 letter)"
X Link 2023-10-17T13:03Z [----] followers, [--] engagements
"Wedgewood Partners on Old Dominion Freight Line $ODFL: (extract from their Q3 letter)"
X Link 2023-10-18T13:58Z [---] followers, [--] engagements
"Wedgewood Partners on Taiwan Semiconductor $TSM: (extract from their Q3 letter)"
X Link 2023-10-19T07:59Z [---] followers, [--] engagements
"Wedgewood Partners on Paypal $PYPL: (extract from their Q3 letter)"
X Link 2023-10-19T13:59Z [---] followers, [---] engagements
"Miller Value Partners on AT&T $T : (extract from their Q3 letter)"
X Link 2023-10-20T09:30Z [----] followers, [--] engagements
"Stock Analysis Compilation #12 is in your inbox. [--] free analyses from the best hedge funds newsletters and podcasts including $META $CVNA $JAZZ $LL $ORLY $PYPL $RCM $THRY $COCO $XPEL and many more"
X Link 2023-10-20T16:24Z [----] followers, [---] engagements
"Black Bear Value Partners on Builders FirstSource $BLDR : (extract from their Q3 letter)"
X Link 2023-10-20T16:40Z [---] followers, [---] engagements
"Merion Road on WK Kellog $KLG : (extract from their Q3 letter)"
X Link 2023-10-23T17:13Z [----] followers, [---] engagements
"Ace River Capital on Drive Shack $DSHK : (extract from their Q3 letter)"
X Link 2023-10-23T18:14Z [----] followers, [---] engagements
"Fiduciary Management on Sysco $SYY : (extract from their Q3 letter)"
X Link 2023-10-24T11:15Z [----] followers, [---] engagements
"Madison Investments on Dollar Tree $DLTR : (extract from their Q3 letter)"
X Link 2023-10-24T14:22Z [----] followers, [---] engagements
"Madison Investments on Agilent $A : (extract from their Q3 letter)"
X Link 2023-10-24T14:33Z [----] followers, [---] engagements
"Madison Investments on Adobe $ADBE : (extract from their Q3 letter)"
X Link 2023-10-24T14:45Z [---] followers, [--] engagements
"Parnassus Value Equity Fund bought Brookfield Renewable Partners $BEP during Q3 : (extract from their Q3 letter)"
X Link 2023-10-25T10:02Z [----] followers, [---] engagements
"Parnassus Mid Cap Growth Fund bought Trane Technologies $TT during Q3 : (extract from their Q3 letter)"
X Link 2023-10-25T12:03Z [----] followers, [---] engagements
"Parnassus Mid Cap Fund bought Old Dominion Freight Line $ODFL during Q3 : (extract from their Q3 letter)"
X Link 2023-10-25T12:16Z [----] followers, [---] engagements
"@onebeggar On $BLDR here are [--] interesting comments from hedge funds:"
X Link 2023-10-25T12:33Z [---] followers, [---] engagements
"Third Avenue on Atlanta Braves Holdings $BATRA (extract from their Q3 letter) The gap between the Series C and Series A has narrowed since mid-August but is still there"
X Link 2023-10-27T12:18Z [---] followers, [---] engagements
"Stock Analysis Compilation #13 is in your inbox. [--] free analyses from the best hedge funds newsletters and podcasts including $ADI $AUGX $BIP $CDW $LXU $MA $RUN $CPRT $KSPI $NOVOB $PM and many more"
X Link 2023-10-27T14:00Z [----] followers, [---] engagements
"Vulcan Value Partners on Marriott $MAR : (extract from their Q3 letter)"
X Link 2023-10-27T16:19Z [---] followers, [--] engagements
"Vulcan Value Partners on Texas Instrument $TXN : (extract from their Q3 letter)"
X Link 2023-10-27T16:31Z [---] followers, [---] engagements
"Vulcan Value Partners on UnitedHealth Group $UNH : (extract from their Q3 letter)"
X Link 2023-10-27T16:42Z [---] followers, [---] engagements
"Southernsun AM on Darling Ingredients $DAR : (extract from their Q3 letter)"
X Link 2023-10-28T13:25Z [----] followers, [---] engagements
"Polen Capital on Evolution AB $EVO : (extract from their Q3 letter)"
X Link 2023-10-30T10:58Z [---] followers, [---] engagements
"Polen Capital on Novo Nordisk $NOVOB : (extract from their Q3 letter)"
X Link 2023-10-30T13:03Z [----] followers, [---] engagements
"Polen Capital on MSCI $MSCI : (extract from their Q3 letter)"
X Link 2023-10-30T14:03Z [---] followers, [---] engagements
"Polen Capital on Morningstar $MORN : (extract from their Q3 letter)"
X Link 2023-10-31T09:03Z [----] followers, [---] engagements
"Greenhaven Road Capital on KKR $KKR : (extract from their Q3 letter)"
X Link 2023-11-01T14:43Z [----] followers, [---] engagements
"Baron Funds on Dynatrace $DT : (extract from their Q3 letter)"
X Link 2023-11-02T14:59Z [---] followers, [---] engagements
"Baron Funds on Nu Holdings $NU : (extract from their Q3 letter)"
X Link 2023-11-02T15:12Z [----] followers, [---] engagements
"Long Cast Advisers on Pro-Dex $PDEX: (extract from their Q3 letter)"
X Link 2023-11-03T13:53Z [----] followers, [----] engagements
"Stock Analysis Compilation #14 is in your inbox. [--] free analyses from the best hedge funds newsletters and podcasts including $TSLA $BELFB $CREX $MC $MFCSF $PAR $RH $REX $SENEA $TGLS $WFRD and many more"
X Link 2023-11-03T15:15Z [----] followers, [---] engagements
"Choice Equities on Shake Shack $SHAK: (extract from their Q3 letter)"
X Link 2023-11-03T18:08Z [----] followers, [---] engagements
"Greenhaven Road Capital on PAR $PAR: (Extract from their Q3 letter the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #14 )"
X Link 2023-11-04T17:50Z [----] followers, [---] engagements
"Maran Partners on Correios De Portugal $CTT: (Extract from their Q3 letter)"
X Link 2023-11-06T14:34Z [----] followers, [---] engagements
"L1 Capital on Booking Holdings $BKNG: (extract from their Q3 letter)"
X Link 2023-11-06T15:15Z [---] followers, [---] engagements
"L1 Capital on Intuit $INTU: (extract from their Q3 letter)"
X Link 2023-11-06T15:52Z [---] followers, [---] engagements
"L1 Capital on Natural Resource Partners $NRP: (extract from their Q3 letter)"
X Link 2023-11-06T16:21Z [----] followers, [---] engagements
"Cooper Investors on Union Pacific $UNP: (extract from their Q3 letter)"
X Link 2023-11-07T15:23Z [----] followers, [---] engagements
"Weitz IM on Microchip $MCHP: (extract from their Q3 letter)"
X Link 2023-11-09T14:21Z [----] followers, [---] engagements
"The London Company on Northrop Grumman $NOC: (extract from their Q3 letter)"
X Link 2023-11-09T15:10Z [---] followers, [---] engagements
"The London Company on Fidelity National Information Services $FIS: (extract from their Q3 letter)"
X Link 2023-11-09T15:32Z [----] followers, [---] engagements
"The London Company on Waters Corporation $WAT: (extract from their Q3 letter)"
X Link 2023-11-09T16:07Z [----] followers, [---] engagements
"The London Company on Zebra Technologies Corporation $ZBRA: (extract from their Q3 letter)"
X Link 2023-11-09T17:22Z [----] followers, [---] engagements
"The London Company on Casella Waste Systems $CWST: (extract from their Q3 letter)"
X Link 2023-11-09T18:33Z [---] followers, [--] engagements
"Stock Analysis Compilation #15 is in your inbox. [--] free analyses from the best hedge funds newsletters and podcasts including $C $CLAR $CRH $DNTL $RET $XPEL $PYPL $OTIS $SELF $IRTC and many more"
X Link 2023-11-10T15:49Z [----] followers, [----] engagements
"Silver Beech on Fidelity National Financial $FNF: (Extract from their Q3 letter the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #15 )"
X Link 2023-11-10T17:12Z [----] followers, [---] engagements
"Silver Beech on Citigroup $C: (Extract from their Q3 letter the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #15 )"
X Link 2023-11-10T17:27Z [---] followers, [---] engagements
"Ariel Investments on Chevron $CVX: (extract from their Q3 letter)"
X Link 2023-11-11T15:18Z [---] followers, [---] engagements
"Diamond Hill on Mueller Industries $MLI: (extract from their Q3 letter)"
X Link 2023-11-11T19:01Z [----] followers, [----] engagements
"Diamond Hill on Extra Space Storage $EXR: (extract from their Q3 letter)"
X Link 2023-11-12T14:32Z [----] followers, [---] engagements
"Diamond Hill on Diamondback $FANG: (extract from their Q3 letter)"
X Link 2023-11-12T15:16Z [---] followers, [---] engagements
"Diamond Hill on SS&C $SSNC: (extract from their Q3 letter)"
X Link 2023-11-12T16:39Z [----] followers, [---] engagements
"Giverny Capital on Schwab $SCHW: (extract from their Q3 letter)"
X Link 2023-11-13T16:02Z [----] followers, [---] engagements
"@vi_dudii @IrrationalMrkts Hi do you have any good article to recommend on $GEO"
X Link 2023-11-14T11:18Z [---] followers, [--] engagements
"Appleseed Fund on Dollar General $DG: (extract from their Q3 letter)"
X Link 2023-11-14T12:43Z [---] followers, [---] engagements
"Longriver on Evolution AB $EVO: (extract from their Q3 letter)"
X Link 2023-11-14T14:23Z [---] followers, [----] engagements
"Jackson Peak Capital on Endeavor $EDR: (extract from their Q3 letter)"
X Link 2023-11-15T11:22Z [---] followers, [---] engagements
"Stock Analysis Compilation #16 is in your inbox. [--] free analyses from the best hedge funds newsletters and podcasts including $NVDA $ASLE $ABR $RILY $CXI $DUR $JET2 $MAD $ROL $SRPT and many more"
X Link 2023-11-17T15:11Z [----] followers, [----] engagements
"Andvari Associates on Rollins $ROL: (Extract from their Q3 letter the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #16 )"
X Link 2023-11-17T17:28Z [----] followers, [---] engagements
"Pernas Research on Enphase $ENPH: (extract from their Q3 letter)"
X Link 2023-11-19T15:59Z [---] followers, [---] engagements
"MCJ Capital on Constellation Software $CSU: (extract from their Q3 letter)"
X Link 2023-11-20T14:01Z [---] followers, [---] engagements
"MCJ Capital on Redishred Capital Corp $KUT: (extract from their Q3 letter)"
X Link 2023-11-20T15:12Z [----] followers, [---] engagements
"MCJ Capital on Kneat $KSI: (extract from their Q3 letter)"
X Link 2023-11-20T18:04Z [----] followers, [---] engagements
"Conestoga on CSW Industries $CSWI: (extract from their Q3 letter)"
X Link 2023-11-21T16:05Z [----] followers, [----] engagements
"Conestoga on Omnicell $OMCL: (extract from their Q3 letter)"
X Link 2023-11-21T17:12Z [----] followers, [---] engagements
"Conestoga on Ball Corp $BALL: (extract from their Q3 letter)"
X Link 2023-11-21T20:07Z [----] followers, [---] engagements
"Marlborough on Nexstar $NXST: (extract from their Q3 letter)"
X Link 2023-11-22T12:08Z [----] followers, [---] engagements
"Marlborough on BE Semiconductor $BESI: (extract from their Q3 letter)"
X Link 2023-11-22T16:09Z [----] followers, [---] engagements
"Equam on DFS Furniture $DFS: (extract from their Q3 letter)"
X Link 2023-11-23T13:51Z [---] followers, [---] engagements
"Alphyn Capital on KKR $KKR: (extract from their Q3 letter)"
X Link 2023-11-23T17:39Z [---] followers, [---] engagements
"Alphyn Capital on Liberty Broadband $LBRDK: (extract from their Q3 letter)"
X Link 2023-11-23T18:23Z [----] followers, [---] engagements
"Stock Analysis Compilation #17 is in your inbox. [--] free analyses from the best hedge funds newsletters and podcasts including $BABA $CP $DFH $DHR $KFS $LICT $MCEM $SPOT $SXP $TGT $VSTS and many more"
X Link 2023-11-24T15:05Z [----] followers, [----] engagements
"RGA IA on Danaher $DHR: (Extract from their Q3 letter the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #17)"
X Link 2023-11-24T15:52Z [----] followers, [----] engagements
"Montaka GI on Spotify $SPOT: (Extract from their Q3 letter the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #17)"
X Link 2023-11-24T18:36Z [---] followers, [---] engagements
"Alphyn Capital on Prosus $PRX: (extract from their Q3 letter)"
X Link 2023-11-25T09:24Z [----] followers, [---] engagements
"Alphyn Capital on Carmax $KMX: (extract from their Q3 letter)"
X Link 2023-11-25T15:10Z [----] followers, [---] engagements
"Riverpark on Eli Lilly $LLY: (Extract from their Q3 letter)"
X Link 2023-11-26T15:02Z [---] followers, [---] engagements
"Riverpark on Lockheed Martin $LMT: (Extract from their Q3 letter)"
X Link 2023-11-26T16:16Z [----] followers, [---] engagements
"Riverpark on McDonalds $MCD: (Extract from their Q3 letter)"
X Link 2023-11-26T17:21Z [---] followers, [---] engagements
"Riverpark on PepsiCo $PEP: (Extract from their Q3 letter)"
X Link 2023-11-26T18:47Z [---] followers, [---] engagements
"Riverpark on Starbucks $SBUX: (Extract from their Q3 letter)"
X Link 2023-11-26T20:02Z [---] followers, [---] engagements
"Pender on Aecon Group $ARE: (Extract from their Q3 letter)"
X Link 2023-11-29T15:44Z [----] followers, [---] engagements
"Matrix Asset Advisors on RTX Corp $RTX: (Extract from their Q3 letter)"
X Link 2023-11-30T14:22Z [----] followers, [---] engagements
"Matrix Asset Advisors on NextEra Energy $NEE: (Extract from their Q3 letter)"
X Link 2023-11-30T15:58Z [----] followers, [---] engagements
"Guinness Global Investors on Monolithic Power Systems $MPWR: (extract from their October letter)"
X Link 2023-11-30T20:06Z [---] followers, [---] engagements
"Stock Analysis Compilation #18 is in your inbox. [--] free analyses from the best hedge funds newsletters and podcasts including $ABNB $CSU $AWI $BELFB $CELH $MVST $CFR and many more"
X Link 2023-12-01T15:05Z [----] followers, [---] engagements
"Greenskeeper on Richemont $CFR: (Extract from their Q3 letter the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #18 )"
X Link 2023-12-01T19:55Z [----] followers, [---] engagements
"Clearbridge Investments on ServiceNow $NOW: (Extract from their Q3 letter)"
X Link 2023-12-02T16:15Z [----] followers, [---] engagements
"Clearbridge Investments on Union Pacific $UNP: (Extract from their Q3 letter)"
X Link 2023-12-02T20:23Z [----] followers, [---] engagements
"Clearbridge Investments on Starbucks $SBUX: (Extract from their Q3 letter)"
X Link 2023-12-02T21:14Z [----] followers, [---] engagements
"Clearbridge Investments on Gilead $GILD: (Extract from their Q3 letter)"
X Link 2023-12-03T18:57Z [----] followers, [---] engagements
"Clearbridge Investments on Intuit $INTU: (Extract from their Q3 letter)"
X Link 2023-12-03T22:21Z [---] followers, [---] engagements
"Clearbridge Investments on HDFC Bank $HDB: (Extract from their Q3 letter)"
X Link 2023-12-04T16:28Z [----] followers, [---] engagements
"Clearbridge Investments on Trex $TREX: (Extract from their Q3 letter)"
X Link 2023-12-04T18:47Z [----] followers, [---] engagements
"Clearbridge Investments on NextEra Energy $NEE and NextEra Energy Partners $NEP : (Extract from their Q3 letter)"
X Link 2023-12-04T20:29Z [----] followers, [---] engagements
"@horus_holdings @joshdannett @evfcfaddict If that helps on $KUT :"
X Link 2023-12-05T11:21Z [----] followers, [---] engagements
"Broyhill AM on Dollar General $DG: (Extract from their Q3 letter)"
X Link 2023-12-05T14:14Z [----] followers, [---] engagements
"Mairs & Power on Verizon Communications $VZ: (Extract from their Q3 letter)"
X Link 2023-12-05T17:09Z [---] followers, [---] engagements
"Optimist Fund on Wayfair $W: (Extract from their Q3 letter)"
X Link 2023-12-06T21:02Z [----] followers, [---] engagements
"Stock Analysis Compilation #19 is in your inbox. [--] free analyses from the best hedge funds newsletters and podcasts including $CHTR $CSU $DPZ $FVRR $NN $NVDA $NOW $SMRT $TPR and many more"
X Link 2023-12-08T17:05Z [----] followers, [---] engagements
"Palm Harbour Capital on Ocean Wilsons $OCN: (Extract from their Q3 letter the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #19 )"
X Link 2023-12-08T21:44Z [----] followers, [---] engagements
"Redeye on Iconovo $ICO: (Extract from their initiation of coverage report the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #19 )"
X Link 2023-12-09T11:29Z [---] followers, [---] engagements
"Montaka GI on ServiceNow $NOW: (Extract from their website the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #19 )"
X Link 2023-12-09T17:22Z [---] followers, [---] engagements
"Blackmore Capital on Pilbara Minerals $PLS:"
X Link 2023-12-13T16:17Z [----] followers, [---] engagements
"Stock Analysis Compilation #20 is in your inbox. [--] free analyses from the best hedge funds newsletters and podcasts including $BATS $GOOGL $ACIC $RILY $CTLT $HCP $RCM $TTD and many more"
X Link 2023-12-15T17:05Z [----] followers, [---] engagements
"Voss Capital on R1 RCM $RCM: (Extract from their report the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #20 )"
X Link 2023-12-15T21:02Z [----] followers, [---] engagements
"Loomis Sayles on Airbnb $ABNB: (Extract from their Q3 report)"
X Link 2023-12-16T13:30Z [----] followers, [---] engagements
"Loomis Sayles on ASML $ASML: (Extract from their Q3 report)"
X Link 2023-12-16T17:56Z [----] followers, [---] engagements
"Loomis Sayles on MercadoLibre $MELI: (Extract from their Q3 report)"
X Link 2023-12-17T18:57Z [----] followers, [---] engagements
"Loomis Sayles on Netflix $NFLX: (Extract from their Q3 report)"
X Link 2023-12-19T20:58Z [---] followers, [---] engagements
"Loomis Sayles on Oracle $ORCL: (Extract from their Q3 report)"
X Link 2023-12-20T13:15Z [----] followers, [---] engagements
"Analysis of PayPal Holdings $PYPL: (Virginia Investing Challenge (1st Place)- extract from the last Graham & Doddsville newsletter)"
X Link 2023-12-21T17:40Z [----] followers, [---] engagements
"Harding Loevner on L'Oreal $OR & Estee Lauder $ES: (extract from their Q3 letter)"
X Link 2023-12-28T16:01Z [---] followers, [---] engagements
"Stock Analysis Compilation #21 is in your inbox. [--] free analyses from the best hedge funds newsletters and podcasts including $IRBT $BPO $DG $KSPI $NOVOB $SHOP $ELF $CHTR and many more"
X Link 2024-01-05T15:00Z [----] followers, [---] engagements
"Bonhoeffer Partners on North America Construction Group $NOA: (Extract from their Q3 letter the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #21 )"
X Link 2024-01-05T18:35Z [----] followers, [----] engagements
"Tsai Capital on Alphabet $GOOGL: (extract from their Q4 letter)"
X Link 2024-01-07T13:07Z [--] followers, [---] engagements
"Tsai Capital on Amazon $AMZN: (extract from their Q4 letter)"
X Link 2024-01-07T15:08Z [---] followers, [---] engagements
"Tsai Capital on Costco $COST: (extract from their Q4 letter)"
X Link 2024-01-07T20:17Z [---] followers, [---] engagements
"Clearbridge on Intercontinental Exchange $ICE: (extract from their Q4 letter)"
X Link 2024-01-09T21:01Z [----] followers, [---] engagements
"Oakmark on BlackRock $BLK: (extract from their Q4 letter)"
X Link 2024-01-10T13:46Z [---] followers, [---] engagements
"Oakmark on American Express $AXP: (extract from their Q4 letter)"
X Link 2024-01-10T14:58Z [----] followers, [---] engagements
"Oakmark on Paycom Software $PAYC: (extract from their Q4 letter)"
X Link 2024-01-10T17:38Z [----] followers, [---] engagements
"Oakmark on Phillips [--] $PSX: (extract from their Q4 letter)"
X Link 2024-01-10T21:47Z [----] followers, [---] engagements
"Oakmark on Roche Holding $ROG: (extract from their Q4 letter)"
X Link 2024-01-11T10:07Z [----] followers, [---] engagements
"Oakmark on Agilent Technologies $A: (extract from their Q4 letter)"
X Link 2024-01-11T15:02Z [----] followers, [---] engagements
"Oakmark on Kroger $KR: (extract from their Q4 letter)"
X Link 2024-01-11T18:15Z [----] followers, [----] engagements
"Stock Analysis Compilation #22 is in your inbox. [--] free analyses from the best hedge funds newsletters and podcasts including $CELH $HLT $PG $EXP $TTD $ULTA $PSH $ELF and many more"
X Link 2024-01-12T15:05Z [----] followers, [---] engagements
"Ennismore on Auto Trader Group $AUTO: (Extract from their Q4 letter the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #22 )"
X Link 2024-01-12T17:59Z [----] followers, [---] engagements
"Ennismore on Schibsted $SCHA & Adevinta $ADE: (extract from their Q4 letter)"
X Link 2024-01-13T09:13Z [----] followers, [---] engagements
"Upslope Capital on nVent Electric $NVT: (extract from their Q4 letter)"
X Link 2024-01-13T17:37Z [----] followers, [---] engagements
"Montaka GI on S&P Global $SPGI: (extract from their website)"
X Link 2024-01-14T16:45Z [----] followers, [---] engagements
"Montaka GI on Spotify $SPOT: (extract from their website)"
X Link 2024-01-14T22:05Z [---] followers, [---] engagements
"Fiduciary Management on Carrier Global $CARR: (extract from their Q4 letter)"
X Link 2024-01-15T20:10Z [----] followers, [---] engagements
"Wedgewood Partners on Meta Platforms $META: (extract from their Q4 letter)"
X Link 2024-01-17T12:09Z [---] followers, [---] engagements
"Wedgewood Partners on Alphabet $GOOGL: (extract from their Q4 letter)"
X Link 2024-01-17T13:17Z [---] followers, [---] engagements
"Wedgewood Partners on Apple $AAPL: (extract from their Q4 letter)"
X Link 2024-01-17T14:52Z [---] followers, [---] engagements
"Wedgewood Partners on Motorola Solutions $MSI: (extract from their Q4 letter)"
X Link 2024-01-17T16:31Z [----] followers, [---] engagements
"Wedgewood Partners on TexasPacific Land $TPL: (extract from their Q4 letter)"
X Link 2024-01-17T22:53Z [----] followers, [---] engagements
"Wedgewood Partners on Old Dominion $ODFL: (extract from their Q4 letter)"
X Link 2024-01-18T14:12Z [----] followers, [---] engagements
"Wedgewood Partners on O'Reilly Automotive $ORLY: (extract from their Q4 letter)"
X Link 2024-01-18T16:03Z [----] followers, [---] engagements
"Wedgewood Partners on Tractor Supply $TSCO: (extract from their Q4 letter)"
X Link 2024-01-18T18:31Z [----] followers, [---] engagements
"Wedgewood Partners on PayPal Holdings $PYPL: (extract from their Q4 letter)"
X Link 2024-01-18T19:49Z [---] followers, [---] engagements
"Wedgewood Partners on UnitedHealth Group $UNH: (extract from their Q4 letter)"
X Link 2024-01-18T21:26Z [----] followers, [---] engagements
"Stock Analysis Compilation #23 is in your inbox. [--] free analyses from the best hedge funds newsletters and podcasts including $BELFB $CELH $INMD $JD $NU $WCN $XPEL and many more"
X Link 2024-01-19T15:05Z [----] followers, [----] engagements
"Vision Capital on Lululemon $LULU: (Extract from their Q4 report the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #23 )"
X Link 2024-01-19T17:39Z [---] followers, [---] engagements
"White Falcon Capital on Nu Holdings $NU: (Extract from their Q4 report the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #23 )"
X Link 2024-01-19T18:23Z [----] followers, [---] engagements
"Lake Cornelia Research Management on Farmer Bros $FARM: (Extract from their research paper the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #23 )"
X Link 2024-01-19T21:46Z [----] followers, [---] engagements
"Headwaters Capital on Inter Parfum $IPAR: (Extract from their Q4 report the full commentary is too long to be posted here and can be found on Stock Analysis Compilation #23 )"
X Link 2024-01-19T22:59Z [----] followers, [---] engagements
"Aristotle on Northern Oil & Gas $NOG: (extract from their Q4 letter)"
X Link 2024-01-20T17:24Z [----] followers, [---] engagements
"Aristotle on Teledyne Technologies $TDY: (extract from their Q4 letter)"
X Link 2024-01-20T18:59Z [----] followers, [----] engagements
"Aristotle on US Bancorp $USB: (extract from their Q4 letter)"
X Link 2024-01-20T20:14Z [----] followers, [---] engagements
"Aristotle on US Lennar $LEN: (extract from their Q4 letter)"
X Link 2024-01-20T21:44Z [----] followers, [---] engagements
"Aristotle on US Corteva $CTVA: (extract from their Q4 letter)"
X Link 2024-01-20T22:58Z [----] followers, [---] engagements
"First Sentier Investor on Eversource Energy $ES: (extract from their Q4 letter)"
X Link 2024-01-22T11:41Z [----] followers, [---] engagements
"Impact AM on Oracle $ORCL: (extract from their Q4 letter)"
X Link 2024-01-22T14:03Z [----] followers, [---] engagements
"Praetorian Capital on St. Joe $JOE: (extract from their Q4 letter)"
X Link 2024-01-22T21:17Z [----] followers, [----] engagements
"Oddo BHF On Stellantis $STLAM : (extract from their report in french) Stellantis (TP 25) remains our favourite stock in the automotive sector combining a best-in-class operating performance that is still largely underestimated a favourable geographical exposure (a lot of North America little Europe almost no China) and still significant internal leverage that gives it greater resilience than most of its peers. In addition the carmaker's very healthy financial position (net cash of 30bn by the end of 2023) combined with a now very robust and recurring generation of FCF (12bn/year or 6% of"
X Link 2024-01-23T11:02Z [----] followers, [---] engagements
"Ensemble Capital on Booking Holdings $BKNG: (extract from their Q4 letter)"
X Link 2024-01-23T14:15Z [----] followers, [---] engagements
"Ensemble Capital on Illumina $ILMN: (extract from their Q4 letter)"
X Link 2024-01-23T18:45Z [----] followers, [---] engagements
"Ensemble Capital on ServiceNow $NOW: (extract from their Q4 letter)"
X Link 2024-01-23T21:40Z [---] followers, [---] engagements
"Ensemble Capital on Nike $NKE: (extract from their Q4 letter)"
X Link 2024-01-23T22:57Z [----] followers, [---] engagements
"Miller Value on Western Alliance Bancorp $WAL: (extract from their Q4 letter)"
X Link 2024-01-24T14:10Z [----] followers, [---] engagements
"Maran Capital on Correios De Portugal $CTT: (extract from their Q4 letter)"
X Link 2024-01-24T19:38Z [----] followers, [----] engagements
"Vulcan Partners on Victoria plc $VCP: (extract from their Q4 letter)"
X Link 2024-01-25T17:14Z [----] followers, [----] engagements
"O'Keefe Stevens Advisory on Aercap $AER: (extract from their Q4 letter) "at a couple of turns of leverage this ROE is closer to 70%-80%. Repurchasing stock trading at 90% of BV is almost a 100% delta between private market transactions and the stock""
X Link 2024-01-25T20:41Z [---] followers, 34.6K engagements
"Stock Analysis Compilation #24 is in your inbox. [--] free analyses from the best hedge funds newsletters and podcasts including $AAP $ANSS $BABA $BRK $CPRT $EVO $HIMS $SPOT $SCAB and many more"
X Link 2024-01-26T15:10Z [----] followers, [----] engagements
"Laughing Water Capital on Hilton Grand Vacations $HGV: "The Companys stated goal is to repurchase $100M shares of stock per quarter which equates to about 9% of the company per year at current prices" (extract from their Q4 letter the full commentary can be found on SAC#24 )"
X Link 2024-01-26T17:55Z [----] followers, [----] engagements
"Mayar Capital on Electronic Arts $EA: "returns on capital have been exceptionnaly good" (extract from their Q4 letter)"
X Link 2024-01-27T16:24Z [----] followers, [---] engagements
"Madison Funds on Chord Energy $CHRD: "an attractive takeover target for larger integrated energy companies" (extract from their Q4 letter)"
X Link 2024-01-27T22:20Z [----] followers, [---] engagements
"Greenlight on Viatris $VTRS: (extract from their Q4 letter) "new management team has simplified its drug portfolio . and has committed to returning 50% of free cash flow . through aggressive share buybacks implying a double-digit capital return based on our estimates""
X Link 2024-01-28T22:44Z [----] followers, [---] engagements
"Laughing Water Capital on Vistry Group $VTY: "A 1B buyback in context of a market cap that is a bit over 3B would move the needle on its own" (extract from their Q4 letter)"
X Link 2024-01-29T11:06Z [----] followers, [----] engagements
"Laughing Water Capital on API Group $APG: "Management continues to shift their revenue mix toward recurring inspection and service work." (extract from their Q4 letter)"
X Link 2024-01-29T15:05Z [----] followers, [---] engagements
"@ajb_powell I have not investigated the [--] big sales but it seems the CEO bought some on [--] January"
X Link 2024-01-29T16:26Z [---] followers, [---] engagements
"Laughing Water Capital on Limbach Holdings $LMB: "The combination of continuing to improve their mix growing organically and growing through bolt on M&A at attractive multiples should continue to drive free cash flow higher over time" (extract from their Q4 letter)"
X Link 2024-01-29T18:20Z [---] followers, [---] engagements
"Blue Tower AM on Georgia Capital $CGEO: "a conglomerate trading at deep discount to net asset value with skilled aligned management" (extract from their Q4 letter)"
X Link 2024-01-30T08:16Z [----] followers, [---] engagements
"NZS Capital on Trane Technologies $TT: "a leading participant in the HVAC and Transport Refrigeration industries globally" (extract from their Q4 letter)"
X Link 2024-01-30T13:15Z [----] followers, [----] engagements
"McIntyre Partnerships on Garrett Motion $GTX: "GTX currently trades 5x my [----] FCF and I believe GTX will return at least half to shareholders via buybacks" (Extract from their Q4 letter)"
X Link 2024-01-30T17:19Z [----] followers, [---] engagements
"Giverny Capital on Align Technology $ALGN: "But Align still holds hundreds of US patents and spends more on aligner Research & Development than all of its competitors combined" (Extract from their Q4 letter)"
X Link 2024-01-30T19:11Z [----] followers, [----] engagements
"Arauca Capital on Texas Pacific Land $TPL: "we decided to exit our position after a court ruling that changed the governance structure of TPL and increased the risk of "value destruction" (Extract from their Q4 letter)"
X Link 2024-01-31T14:56Z [----] followers, [---] engagements
"Arauca Capital on Vistry Group $VTY: "an incredibly low valuation with exceptional management" (Extract from their Q4 letter)"
X Link 2024-01-31T20:56Z [----] followers, [----] engagements
"Choice Equities on PAR Technology $PAR: "It now looks increasingly likely that Par/Brink will be the winner-take-most player in the POS market for the large quick-service restaurant segment" (Extract from their Q4 letter)"
X Link 2024-02-01T14:06Z [----] followers, [----] engagements
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