This week’s top stock pitches from investment newsletters.
Thanks for reading Stock Analysis Compilation! Subscribe for free to receive new posts and support my work. 🆕 New on the site: follow the companies and funds you care about Follow a company and we email you whenever a fund manager writes about it — a full pitch or a single paragraph in a quarterly letter. Follow a fund and we email you the day its new letter is out. Every stock now has its own page : every fund that has pitched it, who bought and who sold, the letters that mention it and the funds that hold it — all in the managers’ own words. See an example: AMD → or browse every company A–Z . 👉 Pick what to follow → Free: up to 3 companies and 3 funds. USA Alexandria Real Estate Equities (ARE US) by maxdividends Booking Holdings (BKNG US) by rijnberkinvestinsights Booking Holdings (BKNG US) by qualityvalueinvestments Consensus Mining & Seigniorage (CMSG US) by centraltendency El Pollo Loco (LOCO US) by martinbradstreet EVI Industries (EVI US) by kairosresearch F&G Annuities & Life (FG US) by nvariant FICO (FICO US) by beehiiv HireQuest (HQI US) by mindsetvalue Intuit (INTU US) by denisdoroshenko Marvell Technology (MRVL US) by irrationalanalysis Micron Technology (MU US) by globalequitybriefing Nike (NKE US) by justvalue Nike, Inc. (NKE US) by latticework Novo Nordisk (NVO US) by compoundwithrene Old Market Capital (OMCC US) by alexbossert PTC Inc. (PTC US) by notesfromthebeautycontest Robinhood Markets (HOOD US) by whatarewedoingonthedesk Roper Technologies (ROP US) by justvalue Skyward Specialty Insurance (SKWD US) by nvariant VICI Properties (VICI US) by businesspicker Here are the latest U.S. stock pitches from hedge fund reports. Canada GFL Environmental (GFL CN) by 310value Progressive Planet Solutions Inc. (PLAN CN) by wolfofoakville Here are the latest Canadian stock pitches from hedge fund reports. UK Avation PLC (AVAP LN) by theoakbloke British American Tobacco (BT/A LN) by invariant Here are the latest U.K. stock pitches from hedge fund reports. France Gérard Perrier Industrie (GPI FP) by wintergems LVMH (MC FP) by compoundwithrene STIF (STIF FP) by youtube Here are the latest French stock pitches from hedge fund reports. Germany 2G Energy AG (2GB GR) by arboratorcapitalresearch Here are the latest German stock pitches from hedge fund reports. Netherlands Basic-Fit (BFIT NA) by summitstocks Here are the latest Dutch stock pitches from hedge fund reports. Italy doValue (DOV IM) by sprucehill Here are the latest Italian stock pitches from hedge fund reports. Japan Japan Data Science Consortium (4418 JP) by welfarecapital Here are the latest Japanese stock pitches from hedge fund reports. Hong Kong AK Medical Holdings Limited (1789 HK) by healthystockpicks Here are the latest Hong Kong stock pitches from hedge fund reports. Thanks for reading Stock Analysis Compilation! Subscribe for free to receive new posts and support my work.