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:
Now, let’s get into this week’s selection of pitches from investment newsletters 👇
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 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
Here are the latest Italian stock pitches from hedge fund reports.
Ireland
Cairn Homes (CRN ID) by theoakbloke
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.

Hey there How does one get their stock pitches mentioned on your weekly write up? I wrote one on UiPath earlier this week on my Substack. Thanks!