Stock Analysis Compilation #124
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
Alibaba (BABA US) by deepvaluecapitalbykyler BABA 0.00%↑
ARM Holdings (ARM US) by sanj2f3 ARM 0.00%↑
Assertio Holdings, Inc. (ASRT US) by everyonehatespoetry ASRT 0.00%↑
Buffalo Co. (BULL US) by continuouscompounding BULL 0.00%↑
Bunge Global SA (BG US) by Spruce Point BG 0.00%↑
Carnival Cruise Line (CCL US) by dominickdangelo CCL 0.00%↑
Comstock Inc (LODE US) by uzocapital LODE 0.00%↑
Crocs (CROX US) by sunrisecapital168 CROX 0.00%↑
dLocal (DLO US) by gabgrowth DLO 0.00%↑
Draganfly Inc. (DPRO US) by wolfofoakville $DPRO
Fair Isaac Corporation (FICO US) by tacticzhazel FICO 0.00%↑
GameStop Corp (GME US) by valuedontlie GME 0.00%↑
Grab (GRAB US) by Global Equity Briefing GRAB 0.00%↑
Guardian Pharmacy Services (GRDN US) by guastywinds GRDN 0.00%↑
JD.com (JD US) by emergingvalue JD 0.00%↑
LandBridge (LB US) by 310value LB 0.00%↑
Meta Platforms (META US) by denisdoroshenko META 0.00%↑
Modiv Industrial (MODV US) by alankritcapital MODV 0.00%↑
Nautilus Biotechnology (NAUT US) by antoniolinares NAUT 0.00%↑
NextNav (NN US) by financial-engineering NN 0.00%↑
Sezzle Inc (SEZL US) by unemployedvaluedegen SEZL 0.00%↑
TransDigm Group Incorporated (TDG US) by compoundingquality TDG 0.00%↑
Zscaler (ZS US) by denisdoroshenko ZS 0.00%↑
Here are the latest U.S. stock pitches from hedge fund reports.
Canada
Aris Mining Corp (ARMN CN) by andrewkeene
Rubicon Organics (ROMJ CN) by pettycash
Here are the latest Canadian stock pitches from hedge fund reports.
Singapore
OKP Holdings Limited (OKP SP) by floebertus
Here are the latest Singaporean stock pitches from hedge fund reports.
UK
3i Group (III LN) by thedutchinvestors
Goodwin plc (GFTU LN) by 1trueinvesting
RTC Group Plc (RTC LN) by mrdeepvalue
Here are the latest UK stock pitches from hedge fund reports.
Ireland
Irish Continental Group (ICG ID) by tactilefund
Here are the latest Irish stock pitches from hedge fund reports.
Netherlands
Universal Music Group (UMG NA) by valuations
Here are the latest Dutch stock pitches from hedge fund reports.
Poland
Dino Polska (DNP PW) by kevincasteleijn
Here are the latest Polish stock pitches from hedge fund reports.
Everything you read here is for information purposes only and is not an investment recommendation.