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HF Best Ideas · Jul 31, 2026

Stock Analysis Compilation #140

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HF Best Ideas · HF Best Ideas

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

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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 (MC FP) by internpierre

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

ASML (ASML NA) by bourseko

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.

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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