Stock Analysis Compilation #118
This week’s top stock pitches from investment newsletters.
Starting this week, we’re introducing membership tiers. Instead of spending hours searching for and reading investment fund quarterly letters, our goal is to make subscribing far cheaper. The library already includes 270 Q4’25 quarterly letters.
Here is the new structure:
1. The Intern (Free) Includes 10 stock pitches per week.
2. The Analyst ($10/month or $100/year) Includes the full newsletter with 35 stock pitches per week.
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Important: To subscribe to The Associate or The Rainmaker plans, please visit HFBestIdeas.com directly.
Now, let’s get into this week’s selection of pitches from investment newsletters 👇
USA
Aktis Oncology (AKTS US) by twonaturalcap AKTS 0.00%↑
Allison Transmission (ALSN US) by valuedontlie ALSN 0.00%↑
AMD (AMD US) by antoniolinares AMD 0.00%↑
AMD (AMD US) by stockopine AMD 0.00%↑
Berkshire Hathaway (BRK/A US) by kevincasteleijn $BRK/A
Broadway Financial Corporation (BYFC US) by dirtcheapbanks BYFC 0.00%↑
CBB Bancorp (CBB US) by dirtcheapbanks $CBB
Comerica Bank (CMA US) by oreolus CMA 0.00%↑
Exchange Bank (EXSR US) by dirtcheapbanks $EXSR
Floor & Decor Holdings, Inc. (FND US) by featherfund FND 0.00%↑
Hims (HIMS US) by antoniolinares HIMS 0.00%↑
Ituran (ITRN US) by mahadahmed185 ITRN 0.00%↑
Lake Ridge Bancorp (LRBG US) by dirtcheapbanks $LRBG
Markel (MKL US) by kevincasteleijn MKL 0.00%↑
Microsoft (MSFT US) by denisdoroshenko MSFT 0.00%↑
Netflix (NFLX US) by rijnberkinvestinsights NFLX 0.00%↑
Oxford Bank Corporation (OXBC US) by dirtcheapbanks $OXBC
Palantir (PLTR US) by antoniolinares PLT 0.00%↑ R
PayPal (PYPL US) by emergingvalue PYPL 0.00%↑
RXO (RXO US) by dfresearch RXO 0.00%↑
ServiceNow (NOW US) by rijnberkinvestinsights NOW 0.00%↑
Shift4 Payments (FOUR US) by picoliniecapital FOUR 0.00%↑
Snap-on Incorporated (SNA US) by maxdividends SNA 0.00%↑
Star Holdings (STHO US) by konekoresearch STHO 0.00%↑
Tesla (TSLA US) by antoniolinares TSLA 0.00%↑
Teva Pharmaceutical (TEVA US) by ditlev TEVA 0.00%↑
Timee (TIME US) by bristlemoonresearch TIME 0.00%↑
Tronox Holdings (TROX US) by unemployedvaluedegen TROX 0.00%↑
Uber (UBER US) by kevincasteleijn UBER 0.00%↑
Weight Watchers (WW US) by 100baggerhunting WW 0.00%↑
Wix.com Ltd. (WIX US) by hatedmoats WIX 0.00%↑
World Kinect Corp (WKC US) by unemployedvaluedegen WKC 0.00%↑
Here are the latest U.S. stock pitches from hedge fund reports.
Canada
Cartier Resources (ECR CN) by jaycurrie
FOBI (FOBI CN) by wolfofoakville
GO Residential (GO/U LN) by nuggetcapitalpartners
Hammond Manufacturing (HMM/A CN) by thefinancialpen
High Tide Inc. (HITI CN) by pettycash
Vend Marketplaces (VND CN) by nordicedge
Here are the latest Canadian stock pitches from hedge fund reports.
Japan
Densan Co., Ltd. (7775 JP) by amsterdamstock
Keiwa (KEWA JP) by continuouscompounding
Shinko Shoji (8125 JP) by mrdeepvalue
Here are the latest Japanese stock pitches from hedge fund reports.
Taiwan
Wiwynn (6669 TT) by silbadeepdives
UK
Games Workshop (GAW LN) by flyoverstocks
Hargreaves Services (HSP LN) by hiddenvaluegems
On the Beach Group Plc (OTB LN) by wonderstcks
Here are the latest UK stock pitches from hedge fund reports.
France
Pluxee (PLUXE FP) by qualityvalueinvestments
Vusion (VUHI FP) by robinresearch
Here are the latest French stock pitches from hedge fund reports.
Denmark
Novo Nordisk (NOVOB DC) by unfairadvantagecapital
Novo Nordisk (NOVOB DC) by unfairadvantagecapital
Novo Nordisk (NOVOB DC) by Financial Engineering
Novo Nordisk (NOVOB DC) by summitstocks
Novo Nordisk (NOVOB DC) by investinassets
Here are the latest Danish stock pitches from hedge fund reports.
Germany
Innoscripta (INNO GR) by valueandopportunity
Here are the latest German stock pitches from hedge fund reports.
Sweden
Here are the latest Swedish stock pitches from hedge fund reports.
Everything you read here is for information purposes only and is not an investment recommendation.
Super thanks giving Hammond a spot!