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 Amazon (AMZN US) by modernvalueinvesting Birkenstock Holding plc (BIRK US) by valueandopportunity Bumble (BMBL US) by modernvalueinvesting Butterfly Network (BFLY US) by antoniolinares CoreWeave (CRWV US) by junkbondinvestor CoStar Group (CSGP US) by speedwellmemos Csquare, Inc. (CSQR US) by dfresearch Danaher Corporation (DHR US) by bestanchorstocks Enova International (ENVA US) by investresearch GE Aerospace (GE US) by rijnberkinvestinsights Gloo Holdings (GLOO US) by guardianresearch Gloo Holdings, Inc. (GLOO US) by guardianresearch Intel Corporation (INTC US) by irrationalanalysis Joby Aviation (JOBY US) by internpierre MediaAlpha, Inc. (MAX US) by nvariant Meta Platforms (META US) by speedwellmemos Moderna, Inc. (MRNA US) by leftfieldinvesting Nautilus Biotechnology (NU US) by antoniolinares Netflix (NFLX US) by longtermpick Novo Nordisk (NVO US) by kontrainvest Philip Morris International (PM US) by recital Quantum-Si Incorporated (QSI US) by antoniolinares Reddit (RDDT US) by hatedmoats Rollins, Inc. (ROL US) by justvalue Sea Limited (SE US) by zackzhuadventure SLB (SLB US) by georgenoble TransDigm Group (TDG US) by fundamentalvalue Truist Financial (TFC US) by valuedontlie V.F. Corporation (VFC US) by j1cap VF Corporation (VFC US) by j1cap Here are the latest U.S. stock pitches from hedge fund reports. Canada Borealis Mining Company Limited (BOGO CN) by wizardswinners Santacruz Silver Mining (SCZ CN) by theoakbloke Here are the latest Canadian stock pitches from hedge fund reports. UK British American Tobacco (BTI LN) by recital HSBC Holdings (HSBA LN) by 1trueinvesting Hunting PLC (HTG LN) by theoakbloke Wise plc (WISE LN) by unfairadvantagecapital Here are the latest U.K. stock pitches from hedge fund reports. France Hermès International (RMS FP) by bestanchorstocks Lagardère (LAG FP) by andrewbrown174150 Rubis SCA (RUI FP) by valueandopportunity VIEL & Cie (VIEL FP) by patrimoineactions Here are the latest French stock pitches from hedge fund reports. Germany CEWE Group (CEW GR) by valueandopportunity Kri-Kri Milk Industry (KRI GR) by investresearch Here are the latest German stock pitches from hedge fund reports. Switzerland lastminute (LMNZ SW) by wizardswinners Here are the latest Swiss stock pitches from hedge fund reports. Netherlands ASML Holding N.V. (ASML NA) by theblacklineops Flow Traders (FLOW NA) by moatmind Here are the latest Dutch stock pitches from hedge fund reports. Sweden Evolution AB (EVO SS) by fjordalpha Evolution AB (EVO SS) by speedwellmemos Lifco (LIFCO SS) by sherwoodletter Here are the latest Swedish stock pitches from hedge fund reports. Norway Borr Drilling (BORR NO) by georgenoble Here are the latest Norwegian stock pitches from hedge fund reports. Japan OneCareer (4377 JP) by outsidetheindex Here are the latest Japanese stock pitches from hedge fund reports. Here are the latest Japanese stock pitches from hedge fund reports. Thanks for reading Stock Analysis Compilation! Subscribe for free to receive new posts and support my work.