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HF Best Ideas · Jul 24, 2026

Stock Analysis Compilation #139

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HF Best Ideas · HF Best Ideas

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Now, let’s get into this week’s selection of pitches from investment newsletters 👇

Before we start, a small favor. I've been doing this a while now and I'd love to hear what's working for you and what isn't. What would you change if it were yours? Just reply to this email. I go through every one.

USA

Atlassian (TEAM US) by hrmt

Berkshire Hathaway (BRK/A US) by maverickequityresearch

Braemar Hotels & Resorts (BHR US) by triplesinvesting

Domo (DOMO US) by onlycfo

Exagen Inc. (XGN US) by martinbradstreet

GE Aerospace (GE US) by rijnberkinvestinsights

Netflix (NFLX US) by fluentinquality

Netflix, Inc. (NFLX US) by hatedmoats

The New York Times Company (NYT US) by sanj2f3

Trump Media & Technology Group (DJT US) by onlycfo

Uber Technologies (UBER US) by lewistowncapital

Wix (WIX US) by thefinancecorner

Here are the latest U.S. stock pitches from hedge fund reports.

Canada

Gatekeeper Systems (GSI CN) by wolfofoakville

Gensource Potash (GSP CN) by jaycurrie

MTY Food Group (MTY CN) by nuggetcapitalpartners

Here are the latest Canadian stock pitches from hedge fund reports.

UK

Audioboom (BOOM LN) by theoakbloke

Audioboom Group PLC (BOOM LN) by wizardswinners

Autonomy (AU. LN) by wonderstcks

Diversified Energy Company (DEC LN) by theoakbloke

LendInvest (LINV LN) by pommesbudeninvest

Mitie Group (MTO LN) by 1trueinvesting

Here are the latest U.K. stock pitches from hedge fund reports.

Germany

SAP (SAP GY) by hatedmoats

Here are the latest German stock pitches from hedge fund reports.

Netherlands

ASML Holding (ASML NA) by tacticzhazel

Koninklijke Vopak N.V. (VPK NA) by thedutchinvestors

Here are the latest Dutch stock pitches from hedge fund reports.

Belgium

Moury Construct (MOUR BB) by jaimebermejo

Here are the latest Belgian stock pitches from hedge fund reports.

Sweden

Evolution AB (EVO SS) by stockopine

Evolution Gaming (EVO SS) by ryandengler

Investor AB (INVEB SS) by bourseko

Here are the latest Swedish stock pitches from hedge fund reports.

Norway

BlueNord (BNOR NO) by norwaystocks

Europris (EPR NO) by topcornerinvesting

Protector Forsikring ASA (PROTCT NO) by hvalerinvest

Here are the latest Norwegian stock pitches from hedge fund reports.

Everything you read here is for information purposes only and is not an investment recommendation.

Thanks for reading Stock Analysis Compilation! Subscribe for free to receive new posts and support my work.

Read the original on hfbestideas.substack.com

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