Stocks Analysis
Hedge funds are bullish on these stocks. Read our stock analysis to find out why - and then form your own opinion. When multiple hedge funds pick up on a single stock, it’s definitely worth paying attention to. Hedge Fund Alpha’s stock analysis picks out the small-cap and under-the-radar stocks that multiple hedge funds are talking about. Providing coverage of several hedge fund letters in a single post, we share why those funds are long those stocks and any concerns they might have about them. In cases where there’s a short thesis facing off with a long thesis, we share both sides of the stock narrative. Check out our stock analysis page for all the hottest hedge fund stocks managers are talking about.
Lauren Wolfe of Impactive Capital presents thesis for HD Supply
SoMa Equity Partners: Uber Could Triple In Value
Flight Deck: Opportunity In Japanese Accounting Software Stock
Small-Cap Stocks With High Volume: Understanding Trading Velocity
Berkshire Hathaway’s Stake in Apple Currently Valued at $100 Billion
Fastenal: Why Being Cheap Works As a Business Strategy
Value Briefs
The “Next Netflix” Has Finally Revealed Itself
Uber: Delivering Food and My 4 Seconds of Fame on PBS (not PBS Kids, unfortunately)
Estimating Future Stock Returns Analysis
Finding Under The Radar Financial Stocks With Nate Tobik
Berkshire Hathaway – Don’t Write This Elephant Off Just Yet
Introducing The “Failing” New York Times: What Failure Looks Like at a Top Media Company: Stock Analysis
GrafTech International: Why This Pabrai Favorite With A Strong Moat Could Be A Great Buy Now [In-Depth]
Brief thoughts on Discovery Communications (DISCK/A)
Markel Corp. Equity Portfolio
Iron Mountain’s 8.3% Yield: Price Plunge Tips Risk-Reward Favorably
Verisign: The Golden Yardstick
AZO and ORLY: Which one is a better buy? [Analysis]

