Stock Analysis Compilation #105
This week’s top stock pitches from investment newsletters.
For those who haven’t tested it yet: HFBestIdeas.com is now live.
It currently includes:
1,000+ quarterly fund letters
~500 stock pitches extracted from fund reports each quarter
Access is free for now — you just need to create an account:
I built it to make it easier to explore fund ideas, discover new managers, and access original sources quickly.
If you try it, I’d be happy to hear your feedback.
Now, let’s get into this week’s selection of ideas 👇
USA
Alliance Entertainment (AENT US) by dametropolitan AENT 0.00%↑
Alphabet (GOOGL US) by bourseko GOOGL 0.00%↑
Amphenol (APH US) by andvari APH 0.00%↑
Canterbury Park Holding Corporation (CPHC US) by waterboystocks CPHC 0.00%↑
Chatham Lodging Trust (CLDT US) by waterboystocks CLDT 0.00%↑
Comcast (CMCSA US) by waterboystocks CMCSA 0.00%↑
Costco (COST US) by wonderstcks COST 0.00%↑
Crocs (CROX US) by Three Mile Research CROX 0.00%↑
Crocs (CROX US) by chitchatstocks CROX 0.00%↑
FMC Corporation (FMC US) by deepvaluecapitalbykyler FMC 0.00%↑
ImmunityBio (IBRX US) by antoniolinares IBRX 0.00%↑
Intuitive Surgical (ISRG US) by rijnberkinvestinsights ISRG 0.00%↑
MercadoLibre (MELI US) by krokerequityresearch MELI 0.00%↑
Nebius Group (NBIS US) by austin NBIS 0.00%↑
Pagaya (PGY US) by capitalist-letters PGY 0.00%↑
Pfizer Inc. (PFE US) by hatedmoats PFE 0.00%↑
Philip Morris International (PM US) by recital PM 0.00%↑
Pro-Dex Inc. (PDEX US) by leftfieldinvesting PDEX 0.00%↑
RXO, Inc. (RXO US) by dfresearch RXO 0.00%↑
Tesla (TSLA US) by antoniolinares TSLA 0.00%↑
The Oncology Institute (TOI US) by jaimebermejo TOI 0.00%↑
Uber (UBER US) by platformaeronaut UBER 0.00%↑
Virco Manufacturing (VIRC US) by unemployedvaluedegen VIRC 0.00%↑
Canada
Bayhorse Silver (BHS CN) by jaycurrie
California Nanotechnologies (CNO CN) by wolfofoakville
Constellation Software (CSU CN) by summitstocks
Total Energy Services (TOU CN) by pettycash
UK
3i Group (III LN) by thedutchinvestors
B&M European Value Retail (BME LN) by 1trueinvesting
B&M European Value Retail S.A. (BME LN) by moatmind
Gulf Marine Services (GMS LN) by theoakbloke Next (NXT LN) by wonderstcks
France
Pluxee N.V. (PLX FP) by thechopwoodcarrywater
Netherlands
Poland
Asseco Poland (ACP PW) by kairosresearch
Sweden
Evolution (EVO SS) by speedwellmemos
Evolution (EVO SS) by summitstocks
Lyckegard Group (LYKGA SS) by javenturner
Svenska Handelsbanken (SHBA SS) by pillarsandprofits
Swedish Orphan Biovitrum (SOBI) (SOBI SS) by nordicedge
Norway
Omda AS (OMDA NO) by javenturner
Wallenius Wilhelmsen (WALW NO) by sherwoodletter
Denmark
Novo Nordisk (NOVOB DC) by ditlev
Belgium
Compagnie Du Bois Sauvage (COMB BB) by dbsilverfox
Everything you read here is for information purposes only and is not an investment recommendation.