Stock Analysis Compilation #140
This week’s top stock pitches from investment newsletters.
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We just launched an Instagram account. Every week we turn the best pitches and fund-letter takeaways into swipeable breakdowns — follow @hfbestideas if that’s your format.
Now, let’s get into this week’s selection of pitches from investment newsletters 👇
USA
Alphabet (GOOGL US) by bristlemoonresearch
Caris Life Sciences (CAI US) by investresearch
Carvana (CVNA US) by indrastocks
Copart, Inc. (CPRT US) by dbsilverfox
Dolby Laboratories (DLB US) by wizardswinners
Duolingo (DUOL US) by thedutchinvestors
Markel Group (MKL US) by kevincasteleijn
Meta Platforms (META US) by denisdoroshenko
Microsoft (MSFT US) by superjoost
Microsoft (MSFT US) by tacticzhazel
Netflix (NFLX US) by hatedmoats
Netflix (NFLX US) by investresearch
NVIDIA Corporation (NVDA US) by longtermpick
PayPal (PYPL US) by stockopine
Philip Morris International (PM US) by recital
Qualcomm (QCOM US) by irrationalanalysis
Resideo Technologies (REZI US) by valuedontlie
Seer (SEER US) by triplesinvesting
ServiceNow (NOW US) by rijnberkinvestinsights
The RealReal, Inc. (REAL US) by p14capital
Uranium Resource Company (UROY US) by lemoncakesinvesting
Here are the latest U.S. stock pitches from hedge fund reports.
Canada
Cematrix Corp (CEMXT CN) by wolfofoakville
China Gold International Resources Corp Ltd. (CGG CN) by secureclick
Pulse Seismic Inc. (PSD CN) by pettycash
Here are the latest Canadian stock pitches from hedge fund reports.
UK
BATM Advanced Communications Ltd (BVC LN) by theoakbloke
Greggs plc (GRG LN) by theoakbloke
James Cropper Plc (CRPR LN) by theoakbloke
NeoTerra Group PLC (TERA LN) by wizardswinners
Record plc (REC LN) by silbadeepdives
Unite Group plc (UTG LN) by theoakbloke
Wise (WISE LN) by compoundwithrene
Here are the latest U.K. stock pitches from hedge fund reports.
France
LVMH Moët Hennessy Louis Vuitton (MC FP) by thedutchinvestors
Here are the latest French stock pitches from hedge fund reports.
Germany
Siemens Energy (ENR GY) by newmooncap
Here are the latest German stock pitches from hedge fund reports.
Netherlands
Adyen (ADYEN NA) by thewolfofharcourtstreet
ASML (ASML NA) by tacticzhazel
Basic-Fit (BFIT NA) by kevincasteleijn
Universal Music Group (UMG NA) by andrewbrown174150
Here are the latest Dutch stock pitches from hedge fund reports.
Sweden
Evolution Gaming (EVO SS) by ryandengler
Here are the latest Swedish stock pitches from hedge fund reports.
Japan
PRONI Inc. (479A JP) by investresearch
Here are the latest Japanese stock pitches from hedge fund reports.
Korea
Dong-A Eltek (088130 KS) by triplesinvesting
Here are the latest Korean stock pitches from hedge fund reports.
Hong Kong
Leapmotor (9863 HK) by investresearch
Here are the latest Hong Kong stock pitches from hedge fund reports.
Everything you read here is for information purposes only and is not an investment recommendation.
Thank you for the list of ideas.
I'd be curious to see a list with all the companies you covered in this segment, and how many times each company re-appeared.
I feel like some companies are having write-ups every single time almost.