Stock Analysis Compilation #112
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 pitches from investment newsletters 👇
USA
Adobe (ADBE US) by hatedmoats ADBE 0.00%↑
Alibaba (BABA US) by deepvaluecapitalbykyler BABA 0.00%↑
Amazon (AMZN US) by neuralfoundry AMZN 0.00%↑
America’s Car-Mart (CRMT US) by enterprisinginvestor CRMT 0.00%↑
CrowdStrike (CRWD US) by rijnberkinvestinsights CRWD 0.00%↑
Enviri (ENVX US) by yetanothervalueblog ENVX 0.00%↑
FutureFuel (FF US) by waterboystocks FF 0.00%↑
Gitlab (GTLB US) by the-razors-edge GTLB 0.00%↑
Nerdy Inc (NRDY US) by unemployedvaluedegen NRDY 0.00%↑
Oracle (ORCL US) by nvariant ORCL 0.00%↑
QXO (QXO US) by kairosresearch QXO 0.00%↑
Ramaco Resources (METC US) by unemployedvaluedegen METC 0.00%↑
Remitly (RELY US) by uzocapital RELY 0.00%↑
Roblox (RBLX US) by antoniolinares RBLX 0.00%↑
Rubrik (RBRK US) by gabgrowth RBRK 0.00%↑
Salesforce (CRM US) by summitstocks CRM 0.00%↑
Sanara MedTech (SMTI US) by treasure-hunting.co SMTI 0.00%↑
Tesla (TSLA US) by nvariant TSLA 0.00%↑
Teva Pharmaceuticals (TEVA US) by ditlev TEVA 0.00%↑
UiPath (PATH US) by mmmtwealth PATH 0.00%↑
UiPath (PATH US) by antoniolinares PATH 0.00%↑
Veeva (VEEV US) by lewistowncapital VEEV 0.00%↑
Canada
Bayhorse Silver (BHS CN) by jaycurrie
Decibel Cannabis Company (DB CN) by pettycash
Lumine Group (LMN CN) by tresorcapitalnieuws
Lundin Mining (LUN CN) by research.massifcap.com
Tourmaline Oil Corp. (TOU CN) by guardianresearch
Japan
Hyojito Co., Ltd (6268 JP) by mrdeepvalue
Nansin Co., Ltd. (NANSH JP) by demystifiedvalue
Nintendo (7974 JP) by dough Unozawa-gumi
Unozawa-gumi Iron Works (UNZC JP) by altaycap
Singapore
Beng Kuang Marine Ltd. (BEK SP) by New Idea: Beng Kuang Marine Ltd.
UK
Manolete Partners (MANO LN) by jjinvestmentclub
Wise (WISE LN) by 100baggerhunting
France
Rémy Cointreau (RCO FP) by dbsilverfox
Germany
Gerresheimer AG (GXI GY) by Morpheus Research
Belgium
Bois Sauvage (BOIV BB) by valueandopportunity
Sweden
Evolution AB (EVO SS) by thedutchinvestors
Hexatronic (HTRO SS) by fjordalpha
Finland
Lassila & Tikanoja (LAT1V FH) by nordicedge
Denmark
Novo Nordisk (NOVOB DC) by ditlev
Everything you read here is for information purposes only and is not an investment recommendation.
Brilliant work curating all these pitches in one place - the breadth here is genuinely impressive. The HFBestIdeas database with 500 pitches per quarter sounds like a real timesaver for anyone tryingto track what smart money is thinking. I've definitely wasted hours digging through individual fund letters before, so having them all extracted and searchable would've been clutch. The global coverage from Japan to Scandinavia is surprisingly comprehensive too.