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 Alphabet (GOOGL US) by hatedmoats Amazon (AMZN US) by secretcompounder AppLovin (APP US) by speedwellmemos Arbor Realty Trust (ABR US) by johnhempton Axon Enterprise (AXON US) by speedwellmemos Birkenstock Holding plc (BIRK US) by valueandopportunity Blackstone Digital Infrastructure Trust (BXDC US) by realassetsvalue Blue Dolphin Energy Company (BDCO US) by nobrainerinvestments Brookfield Corporation (BN US) by monopolycapital Cogent Communications Holdings, Inc. (CCOI US) by cameroninvestingjournal Coupang (CPNG US) by speedwellmemos Diageo (DEO US) by recital Diversified Energy (DEC US) by theoakbloke Fidelity National Information Services (FIS US) by compoundingdividends Floor & Decor Holdings (FND US) by speedwellmemos Futu Holdings Limited (FUTU US) by fundamentalvalue Grab (GRAB US) by globalequitybriefing Harley-Davidson (HOG US) by financial-engineering IREN Limited (IREN US) by globalequitybriefing LyondellBasell Industries (LYB US) by stocknews MediaAlpha, Inc. (MAX US) by nvariant Perimeter Solutions (PRM US) by speedwellmemos Philip Morris International (PM US) by recital Prosperity Bancshares, Inc. (PB US) by maxdividends Red Violet (RDVT US) by hermitresearch Reddit (RDDT US) by thefinancecorner Reddit, Inc. (RDDT US) by investresearch Rollins, Inc. (ROL US) by justvalue ServiceNow (NOW US) by rijnberkinvestinsights Site Centers Corp. (SITC US) by realassetsvalue Uber Technologies (UBER US) by mimeticinvesting Uber Technologies (UBER US) by kevincasteleijn Uber Technologies (UBER US) by rijnberkinvestinsights V.F. Corporation (VFC US) by j1cap Verra Mobility (VRRM US) by theoakbloke VF Corporation (VFC US) by j1cap Visa Inc. (V US) by longtermpick Wingstop (WING US) by georgenoble Here are the latest U.S. stock pitches from hedge fund reports. Canada Cartier Silver (CFE CN) by jaycurrie Constellation Software (CSU CN) by diyrebounders Fairfax Financial Holdings (FFH CN) by jasonrotenberg FireFox Gold (FFOX CN) by jaycurrie Topicus (TOI CN) by kevincasteleijn Here are the latest Canadian stock pitches from hedge fund reports. UK Auto Trader Group plc (AUTO LN) by investresearch Dillistone Group plc (DSG LN) by pr-realvalue Metro Bank Holdings (MTRO LN) by 1trueinvesting Northern Bear (NRB LN) by overandunder Rightmove plc (RMV LN) by 1trueinvesting Watches of Switzerland Group plc (WOSG LN) by hiddengemsinvesting Here are the latest U.K. stock pitches from hedge fund reports. France 2CRSi (2CRSI FP) by youtube Here are the latest French stock pitches from hedge fund reports. Switzerland SoftwareOne Holding AG (SWON SW) by squarespace Here are the latest Swiss stock pitches from hedge fund reports. Netherlands Adyen (ADYEN NA) by kevincasteleijn Adyen (ADYEN NA) by emergingmoats Here are the latest Dutch stock pitches from hedge fund reports. Italy Stevanato Group (STVN IM) by bestanchorstocks Here are the latest Italian stock pitches from hedge fund reports. Sweden Moberg Pharma AB (MOBB SS) by leftfieldinvesting Here are the latest Swedish stock pitches from hedge fund reports. Denmark Novo Nordisk (NOVOB DC) by modernvalueinvesting Here are the latest Danish stock pitches from hedge fund reports. Hong Kong BYD Company Limited (1211 HK) by haydencapital First Pacific Company Limited (0142 HK) by fundamentalvalue JD (9618 HK) by momentumfinancial Here are the latest Hong Kong stock pitches from hedge fund reports. Australia Kathmandu Holdings (KMD AU) by edenbradfieldresearch Here are the latest Australian stock pitches from hedge fund reports. Thanks for reading Stock Analysis Compilation! Subscribe for free to receive new posts and support my work.