Stock Analysis Compilation #117

This week’s top stock pitches from investment newsletters.

V2 of HFBestIdeas.com is now live!

This new version already features around 100 Q4 2025 quarterly fund letters and their specific stock pitches.

New Feature: You can now filter stock pitches by Country, Sector, and Market Cap.

Access remains free for the time being. You just need to create an account here:

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Now, let’s get into this week’s selection of pitches from investment newsletters 👇

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USA

Adobe (ADBE US) by investingwithwes ADBE 0.00%↑

Caterpillar (CAT US) by rijnberkinvestinsights CAT 0.00%↑

Energy Fuels (UUUU US) by theoakbloke UUUU 0.00%↑

Greenville Federal (GVFF US) by enterprisinginvestor $GVFF

Meritage Hospitality Group (MHGU US) by scalpavelli $MHGU

Meta Platforms Inc. (META US) by speedwellmemos META 0.00%↑

Microsoft (MSFT US) by Max Dividends MSFT 0.00%↑

Neptune Insurance (NEPT US) by unemployedvaluedegen NP 0.00%↑

New Fortress Energy (NFE US) by triplesinvesting NFE 0.00%↑

Noble (NBL US) by dayrateduration $NE

Palantir (PLTR US) by Global Equity Briefing PLTR 0.00%↑

PayPal (PYPL US) by thedutchinvestors PYPL 0.00%↑

Planet Fitness (PLNT US) by Financial Engineering PLNT 0.00%↑

Sea Limited (SE US) by gabgrowth SE 0.00%↑

Toast Inc. (TOST US) by longtermpick TOST 0.00%↑

Uber (UBER US) by kevincasteleijn UBER 0.00%↑

W.W. Grainger (GWW US) by maxdividends GWW 0.00%↑

Xometry (XMTR US) by antoniolinares XMTR 0.00%↑

Here are the latest U.S. stock pitches from hedge fund reports.

Canada

Cannara Biotech (LOVE CN) by wolfofoakville

Gatekeeper Systems (GSI CN) by wolfofoakville

Moon River (MOO CN) by miningcharts

PHX Energy Services (PHX CN) by pettycash

Thermal Energy International (TMG CN) by wolfofoakville

Here are the latest Canadian stock pitches from hedge fund reports.

Japan

Medical Net (3645 JP) by emergingvalue

Mitani Corporation (8066 JP) by altaycap

Here are the latest Japanese stock pitches from hedge fund reports.

UK

ASA International (ASAI LN) by theoakbloke

B&M European Value Retail (BME LN) by myinvestmentjournal

B&M European Value Retail S.A. (BME LN) by 1trueinvesting

Baker Steel Resources Trust (BSRT LN) by theoakbloke

Kitwave Group (KITW LN) by wonderstcks

TUI AG (TUI LN) by thechopwoodcarrywater

Here are the latest UK stock pitches from hedge fund reports.

France

Fountaine Pajot SA (FPA FP) by mrdeepvalue

LVMH (MC FP) by speedwellmemos

LVMH (MC FP) by stockopine

LVMH (MC FP) by thedutchinvestors

Here are the latest French stock pitches from hedge fund reports.

Denmark

Novo Nordisk (NOVOB DC) by torghattencapital

Pandora A/S (PNDORA DC) by unfairadvantagecapital

Here are the latest Danish stock pitches from hedge fund reports.

Netherlans

Basic-Fit (BFIT NA) by summitstocks

Here are the latest Dutch stock pitches from hedge fund reports.

Germany

Chapters Group (CHG GY) by thedutchinvestors

Here are the latest German stock pitches from hedge fund reports.

Italy

Moncler (MONC IM) by bourseko

Here are the latest Italian stock pitches from hedge fund reports.

Ireland

Cairn Homes (CRN ID) by theoakbloke

Ryanair (RYA ID) by 310value

Here are the latest Irish stock pitches from hedge fund reports.

Norway

ABL Group (ABL NO) by norwaystocks

Here are the latest Norvegian stock pitches from hedge fund reports.

New Zealand

Ryman Healthcare (RYM NZ) by deepvaluecapitalbykyler

Everything you read here is for information purposes only and is not an investment recommendation.