Stock Analysis Compilation #120

This week’s top stock pitches from investment newsletters.

Upgrade Your Edge on HFBestIdeas.com 🚀

Stop spending hours sourcing and digesting Hedge Fund letters. Let HFBestIdeas do the manual work for you and turn over more rocks in less time.

Try any premium plan free for 7 days:

• The Analyst ($10/mo): Full newsletter (35+ stock pitches/week).

• The Associate ($19/mo): Full access to our pitch database + Quarterly Letter archive.

• The Rainmaker ($29/mo): Total access + Warren AI, your proprietary research assistant.

Note: For Associate & Rainmaker access, please subscribe directly at HFBestIdeas.com.

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

---

USA

Advance Auto Parts (AAP US) by deepvaluecapitalbykyler AAP 0.00%↑

Comstock (LODE US) by almostmongolian LODE 0.00%↑

Dauch Corporation (DCO US) by valuedontlie DCO 0.00%↑

Duolingo (DUOL US) by antoniolinares DUOL 0.00%↑

GE HealthCare Technologies (GEHC US) by guardianresearch GEHC 0.00%↑

Lemonade (LMND US) by MMMT Wealth LMND 0.00%↑

Mobility Global, Inc. (MBLY US) by featherfund MBLY 0.00%↑

Netflix (NFLX US) by longtermpick NFLX 0.00%↑

Palantir (PLTR US) by antoniolinares PLTR 0.00%↑

Pinterest (PINS US) by norwaystocks PINS 0.00%↑

Shift4 (FOUR US) by speedwellmemos FOUR 0.00%↑

Tactile Systems (TCMD US) by deepvaluecapitalbykyler TCMD 0.00%↑

Teva (TEVA US) by ditlev TEVA 0.00%↑

The Trade Desk (TTD US) by thechopwoodcarrywater TTD 0.00%↑

Tyler Technologies (TYL US) by andvari TYL 0.00%↑

Universal Electronics Inc. (UEIC US) by enterprisinginvestor UEIC 0.00%↑

Wix.com Ltd (WIX US) by hatedmoats WIX 0.00%↑

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

Canada

Constellation Software (CSU) (CSU CN) by tidefall

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

Mexico

Aeromexico (AEROMEX MM) by thechopwoodcarrywater

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

Japan

Riken Keiki (7734 JP) by thefinancialpen

Saizeriya (7581 JP) by madeinjapan

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

Singapore

Jardine Matheson (JM SP) by superfluousvalue

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

UK

Integrated Diagnostics Holdings (IDHC LN) by theoakbloke

Jubilee (JDG LN) by theoakbloke

Trainline (TRN LN) by theoakbloke

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

Netherlands

Universal Music Group (UMG NA) by graoully

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

France

Macompta (MACOM FP) by etruscancapital

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

Denmark

Novo Nordisk (NOVOB DC) by octopusvalueinvest

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

Germany

Infineon Technologies AG (IFX GY) by rijnberkinvestinsights

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

Italy

Circle Group SpA (CIRC IM) by underfollowedstocks

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

Australia

Gullewa (GUL AU) by theoakbloke

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

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