Stock Analysis Compilation #123
This week’s top stock pitches from investment newsletters.
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Now, let’s get into this week’s selection of pitches from investment newsletters 👇
USA
Adobe (ADBE US) by summitstocks $ADBE
Adobe Inc. (ADBE US) by hatedmoats $ADBE
Alphabet Inc. (GOOGL US) by rijnberkinvestinsights $GOOGL
Amazon (AMZN US) by denisdoroshenko $AMZN
Amazon (AMZN US) by denisdoroshenko $AMZN
American Water Works Company, Inc. (AWK US) by compoundingdividends $AWK
Americold Realty Trust (COLD US) by Compounding Dividends $COLD
APA Corporation (Apache) (APA US) by oreolus $APA
Baidu (BIDU US) by momentumfinancial $BIDU
BayFirst Financial Corp. (BAFN US) by dirtcheapbanks $BAFN
BioNTech (BNTX US) by valueandopportunity $BNTX
CBIZ Inc (CBZ US) by valuedontlie $CBZ
Century Casinos (CNTY US) by hrmt $CNTY
Civeo Corp. (CVEO US) by guastywinds $CVEO
Coinbase Global Inc. (COIN US) by thelohdown $COIN
Costco Wholesale Corp. (COST US) by unfairadvantagecapital $COST
Crocs Inc. (CROX US) by sunrisecapital168 $CROX
CrowdStrike Holdings (CRWD US) by denisdoroshenko $CRWD
Dlocal (DLO US) by tacticzhazel $DLO
eBay (EBAY US) by rijnberkinvestinsights $EBAY
Floor & Decor Holdings Inc. (FND US) by valueinvesting $FND
Honeywell International Inc. (HON US) by divergentcapital7651 HON 0.00%↑
Icahn Enterprises (IEP US) by unemployedvaluedegen $IEP
InMode (INMD US) by kevincasteleijn $INMD
KVH Industries (KVHI US) by guastywinds $KVHI
Linde (LIN US) by maxdividends $LIN
Lockheed Martin Corporation (LMT US) by maxdividends $LMT
Marvell (MRVL US) by irrationalanalysis $MRVL
MercadoLibre (MELI US) by denisdoroshenko $MELI
MercadoLibre (MELI US) by denisdoroshenko $MELI
MercadoLibre (MELI US) by bourseko $MELI
Meta (META US) by divergentcapital7651 $META
Nebius (NBIS US) by tacticzhazel $NBIS
NNN REIT, Inc. (NNN US) by maxdividends $NNN
Nu Holdings (NU US) by patientcapitalfund $NU
Nubank (NU US) by wonderstcks $NU
Nvidia (NVDA US) by sanj2f3 $NVDA
Nvidia (NVDA US) by hatedmoats $NVDA
Ollie’s Bargain Outlet (OLLI US) by valueb9b $OLLI
Paramount (PARA US) by Yet Another Value Blog $PARA
Pool Corp (POOL US) by stockopine $POOL
Pro-Dex (PDEX US) by leftfieldinvesting $PDEX
ProFrac Holding Corp (ACDC US) by pettycash $ACDC
RBB Bancorp (RBB US) by enterprisinginvestor $RBB
Revolution Medicines (RVMD US) by twonaturalcap $RVMD
Rubrik (RUBY US) by denisdoroshenko $RUBY
Rubrik (RUBY US) by gabgrowth $RUBY
S&P Global Inc. (SPGI US) by Compounding Dividends $SPGI
Sea Limited (SE US) by zackzhuadventure $SE
Shopee (SE US) by zackzhuadventure $SE
T. Rowe Price Group (TROW US) by maxdividends $TROW
Taiwan Semiconductor Manufacturing Company (TSM US) by denisdoroshenko $TSM
Taiwan Semiconductor Manufacturing Company (TSM US) by denisdoroshenko $TSM
Uber (UBER US) by thedutchinvestors $UBER
Uber (UBER US) by platformaeronaut $UBER
Unit Corp (UNT US) by unfairadvantagecapital $UNT
Unit Corporation (UNT US) by enterprisinginvestor $UNT
Here are the latest U.S. stock pitches from hedge fund reports.
Canada
AirIQ Inc (IQ CN) by wolfofoakville
Bayhorse Silver (BHS CN) by jaycurrie
Cartier Resources (ECR CN) by jaycurrie
Cematrix Corp (CVX CN) by wolfofoakville
Chapters Group (CGX CN) by tresorcapitalnieuws
Cipher Pharmaceuticals (CPH CN) by pettycash
Constellation Software (CSU CN) by worldstocksinvestment
Ensign Energy Services (ESI CN) by pettycash
Exchange Income Corporation (EIF CN) by GlassHouseResearch
Gold Reserve (GRZ CN) by Weekly Dispatches
Haivision Systems (HAIV CN) by wolfofoakville
High Tide (HITI CN) by pettycash
KITS Eyecare (KITS CN) by wolfofoakville
McCoy Global (MCB CN) by pettycash
McCoy Global (MCB CN) by wolfofoakville
Progressive Planet (PLAN CN) by wolfofoakville
Total Energy Services (TOT CN) by pettycash
Here are the latest Canadian stock pitches from hedge fund reports.
Japan
Aeroedge (7409 JP) by wintergems
Nintendo (7974 JP) by Asian Century Stocks
Townnews-Sha Co. (2481 JP) by continuouscompounding
Here are the latest Japanese stock pitches from hedge fund reports.
Hong Kong
Kwan Yong Holdings (9998 HK) by negociospelomundo
Here are the latest Hong Kong stock pitches from hedge fund reports.
Philippines
International Container Terminal Services, Inc. (ICT PM) by featherfund
Here are the latest Philippines stock pitches from hedge fund reports.
UK
Capricorn Energy (COE LN) by zerogcos
Prospex Energy (PXEN LN) by theoakbloke
Vistry PLC (VTY LN) by etruscancapital
WPP (WPP LN) by notesfromthebeautycontest
Here are the latest UK stock pitches from hedge fund reports.
France
Maurel et Prom (MAU FP) by zerogcos
Soitec (SOI FP) by jasonschips
TotalEnergies (TTE FP) by bourseko
Viel & Cie (VIEL FP) by valuezoomer
Here are the latest French stock pitches from hedge fund reports.
Denmark
GN Store Nord (GN DC) by nordicedge
Novo Nordisk (NOVOB DC) by hatedmoats
Here are the latest Danish stock pitches from hedge fund reports.
Germany
Aixtron (AIXA GY) by jasonschips
BMW (BMW GY) by notesfromthebeautycontest
Rheinmetall (RHM GY) by bourseko
Here are the latest German stock pitches from hedge fund reports.
Netherlands
Basic-Fit (BFIT NA) by kevincasteleijn
Basic-Fit (BFIT NA) by summitstocks
Here are the latest Dutch stock pitches from hedge fund reports.
Sweden
Kinnevik AB (KINVB SS) by ningiresearch
Paradox Interactive (PDX SS) by thefinancialpen
Here are the latest Swedish stock pitches from hedge fund reports.
Australia
Cochlear Ltd. (COH AU) by financial-engineering
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.

Thanks for including me, really appreciate it!
Larvotto is the clear winner through your lens. It's basically the Australian version of the BSXGF thesis — critical mineral, government backing, cornerstone partnerships, near-production with massive upside if they execute. The antimony angle is arguably even stronger than gold right now given China controls 60% of supply and Western governments are scrambling.