Stock Analysis Compilation #129
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
Adobe Inc. (ADBE US) by speedwellmemos ADBE 0.00%↑
Amazon.com, Inc. (AMZN US) by ryandengler AMZN 0.00%↑
Andersen Group (ANDG US) by Weekly Dispatches ANDG 0.00%↑
Baidu (BIDU US) by momentumfinancial BIDU 0.00%↑
Blaize Holdings (BZAI US) by White Diamond Research BZAI 0.00%↑
Coupang (CPNG US) by Asian Century Stocks CPNG 0.00%↑
Garrett Motion (GTX US) by gabrielcortes GTX 0.00%↑
GPGI Inc. (GPGI US) by kairosresearch GPGI 0.00%↑
High Tide Inc. (HITI US) by ryandengler HITI 0.00%↑
Markel Group (MKL US) by kevincasteleijn MKL 0.00%↑
Meridian Holdings (MRDN US) by globalequitybriefing MRDN 0.00%↑
Meta Platforms, Inc. (META US) by speedwellmemos META 0.00%↑
Murphy USA (MUSA US) by topcornerinvesting MUSA 0.00%↑
Philip Morris International (PM US) by recital PM 0.00%↑
SharkNinja (SN US) by guardianresearch SN 0.00%↑
SharonAI (SHAZ US) by bleeckerstreetresearch SHAZ 0.00%↑
SoFi Technologies, Inc. (SOFI US) by globalequitybriefing SOFI 0.00%↑
Spotify (SPOT US) by antoniolinares SPOT 0.00%↑
Sprout Social (SPT US) by Pernas Research SPT 0.00%↑
SuperCom (SPCB US) by sprucehill SPCB 0.00%↑
Teva Pharmaceutical Industries Limited (TEVA US) by kontrainvest TEVA 0.00%↑
Uber Technologies, Inc. (UBER US) by ryandengler $UBER
Veeva Systems (VEEV US) by thechopwoodcarrywater VEEV 0.00%↑
Here are the latest U.S. stock pitches from hedge fund reports.
Canada
Bombardier (BBD/B CN) by wintergems
Foraco International (FAR CN) by pettycash
Pulse Seismic (PSD CN) by pettycash
Here are the latest Canadian stock pitches from hedge fund reports.
UK
A.G. Barr PLC (BAG LN) by investingwithwes
DCC (DCC plc) (DCC LN) by 1trueinvesting
Ondo InsurTech Plc (ONDO LN) by theoakbloke
Here are the latest UK stock pitches from hedge fund reports.
Sweden
Evolution (EVO SS) by dontdistribute
Here are the latest Swedish stock pitches from hedge fund reports.
Netherlands
Basic-Fit N.V. (BFIT NA) by summitstocks
Magnum Ice Cream Company (MICC NA) by valuedontlie
Universal Music Group (UMG NA) by edenbradfieldresearch
Here are the latest Dutch stock pitches from hedge fund reports.
Germany
adidas AG (ADS GY) by fallacyalarm
Beiersdorf (BEI GY) by financial-engineering
Nagarro (NA9 GY) by qualityvalueinvestments
Here are the latest German stock pitches from hedge fund reports.
Everything you read here is for information purposes only and is not an investment recommendation.

Solid stuff!