<div class="subscription-widget-wrap-editor"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Stock Analysis Compilation! Subscribe for free to receive new posts and support my work.</p></div><form class="subscription-widget-subscribe"><input class="email-input" name="email" tabindex="-1" type="email" /><input class="button primary" type="submit" value="Subscribe" /><div class="fake-input-wrapper"><div class="fake-input"></div><div class="fake-button"></div></div></form></div></div><blockquote><h3><strong>Upgrade Your Edge on HFBestIdeas.com 🚀</strong></h3><p>Stop spending hours sourcing and digesting Hedge Fund letters. Let HFBestIdeas do the manual work for you and turn over more rocks in less time.</p><p><strong>Try any premium plan free for 7 days:</strong></p><ul><li><p><strong>The Associate ($19/mo):</strong> Full access to our pitch database + Quarterly Letter archive.</p></li><li><p><strong>The Rainmaker ($29/mo):</strong> Total access + <strong>Warren AI</strong>, your proprietary research assistant.</p></li></ul><p><em>Note: For Associate & Rainmaker access, please subscribe directly at <a href="https://hfbestideas.com/">HFBestIdeas.com</a>.</em></p><p class="button-wrapper"><a class="button primary button-wrapper" href="https://www.hfbestideas.com/pricing"><span>Start Your 7-Day Free Trial</span></a></p><p>Now, let’s get into this week’s selection of pitches from investment newsletters 👇</p></blockquote><div><hr /></div><h3>USA</h3><p><a href="https://www.speedwellmemos.com/p/adobe-business-history">Adobe (ADBE US) by speedwellmemos</a></p><p><a href="https://www.maxdividends.com/p/new-dividend-idea-the-quiet-powerhouse-de9">Analog Devices Inc. (ADI US) by maxdividends</a></p><p><a href="https://www.qualityvalueinvestments.com/p/tesis-atlassian-oportunidad-historica">Atlassian (TEAM US) by qualityvalueinvestments</a></p><p><a href="https://p14capital.substack.com/p/bdc-the-networking-stock-to-rule">Belden Inc. (BDC US) by p14capital</a></p><p><a href="https://irrationalanalysis.substack.com/p/cerebras-june-2026-earnings">Cerebras Systems (CBRS US) by irrationalanalysis</a></p><p><a href="https://tacticzhazel.substack.com/p/should-you-invest-in-churchill-capital">Churchill Capital Corp XI (CCXI US) by tacticzhazel</a></p><p><a href="https://cameroninvestingjournal.substack.com/p/cogent-communications-whats-the-real">Cogent Communications (CCOI US) by cameroninvestingjournal</a></p><p><a href="https://stockbookworm.beehiiv.com/p/is-something-fundamentally-wrong-with-copart">Copart (CPRT US) by beehiiv</a></p><p><a href="https://leftfieldinvesting.substack.com/p/got-dry-eye-demodex-blephartis-is">Corteva Agrisciences (CTVA US) by leftfieldinvesting</a></p><p><a href="https://sunrisecapital168.substack.com/p/costar-hated-expensive-looking-but">CoStar Group (CSGP US) by sunrisecapital168</a></p><p><a href="https://www.maxdividends.com/p/dividend-idea-an-old-school-utility">Evergy (EVRG US) by maxdividends</a></p><p><a href="https://dominickdangelo.substack.com/p/fst-corp-kbsx-initiation-report">FST Corp (KBSX US) by dominickdangelo</a></p><p><a href="https://emergingvalue.substack.com/p/inter-and-co-the-other-brazilian">Inter & Co (INTR US) by emergingvalue</a></p><p><a href="https://investingwithwes.substack.com/p/intuit-intu">Intuit (INTU US) by investingwithwes</a></p><p><a href="https://www.cedargroveresearch.com/p/lnsr-setting-up-for-a-new-lease-on-life-w-video">LENSAR (LNSR US) by cedargroveresearch</a></p><p><a href="https://diyinvestor1.substack.com/p/quality-score-mastercard-86100">Mastercard (MA US) by diyinvestor1</a></p><p><a href="https://hatedmoats.substack.com/p/new-position-meta-december-2028-call">Meta Platforms (META US) by hatedmoats</a></p><p><a href="https://denisdoroshenko.substack.com/p/micron-technology-mu-supercycle-or">Micron Technology (MU US) by denisdoroshenko</a></p><p><a href="https://hatedmoats.substack.com/p/micron-what-happens-after-the-shortage">Micron Technology (MU US) by hatedmoats</a></p><p><a href="https://nuggetcapitalpartners.substack.com/p/adding-a-beer-stock-in-size">Molson Coors Beverage Company (TAP US) by nuggetcapitalpartners</a></p><p><a href="https://www.globalequitybriefing.com/p/one-stop-systems-enabling-military">One Stop Systems (OSS US) by globalequitybriefing</a></p><p><a href="https://recital.substack.com/p/borrowed-beauty">Philip Morris International (PM US) by recital</a></p><p><a href="https://hatedmoats.substack.com/p/sap-dcf-valuation">SAP SE (SAP US) by hatedmoats</a></p><p><a href="https://toptickresearch.substack.com/p/how-securitize-inc-could-become-the">Securitize, Inc. (CEPT US) by toptickresearch</a></p><p><a href="https://www.valuedontlie.com/p/quick-value-320-somnigroup-sgi">Somnigroup International (SGI US) by valuedontlie</a></p><p><a href="https://hrmt.substack.com/p/spacex-spcx-the-new-index-fund">Space Exploration Technologies (SPCX US) by hrmt</a></p><p><a href="https://boyarresearch.substack.com/p/complimentary-access-to-a-boyar-research">The Cooper Companies, Inc. (COO US) by boyarresearch</a></p><p><a href="https://thedutchinvestors.substack.com/p/investing-lessons-from-disneys-magic">The Walt Disney Company (DIS US) by thedutchinvestors</a></p><p><a href="https://ryandengler.substack.com/p/uber-bears-beware-nancy-pelosi-just">Uber Technologies Inc. (UBER US) by ryandengler</a></p><p><a href="https://warcap.substack.com/p/on-united-parks-and-resorts">United Parks & Resorts (PRKS US) by warcap</a></p><p><a href="https://rijnberkinvestinsights.substack.com/p/veeva-systems-a-deep-dive-into-a">Veeva Systems (VEEV US) by rijnberkinvestinsights</a></p><p><a href="https://www.morpheus-research.com/r/c9721e31?m=de708664-9f38-48d5-834d-919fe0b3bf90">Velo3D (VLD US) by morpheus-research</a></p><p><a href="https://andrewbrown174150.substack.com/p/virtu-financial-virt">Virtu Financial (VIRT US) by andrewbrown174150</a></p><p><a href="https://outsidetheindex.substack.com/p/zd">Ziff Davis (ZD US) by outsidetheindex</a></p><p><em><a href="https://www.hfbestideas.com/?page=1&countries=US">Here are the latest U.S. stock pitches from hedge fund reports.</a></em></p><div><hr /></div><h3>Canada</h3><p><a href="https://kairosresearch.substack.com/p/aimia-allocator-takeover-trading">Aimia Inc. (AIM CN) by kairosresearch</a></p><p><a href="https://www.wolfofoakville.com/p/char-technologies-yesv-fins-review">Char Technologies (YES CN) by wolfofoakville</a></p><p><a href="https://eaglepointcapital.substack.com/p/constellation-software-presentation">Constellation Software (CSU CN) by eaglepointcapital</a></p><p><a href="https://jaycurrie.substack.com/p/on-my-horizon-domestic-metals-montana">Domestic Metals (DMCU CN) by jaycurrie</a></p><p><a href="https://www.wolfofoakville.com/p/happy-belly-food-group-hbfgc-special">Happy Belly Food Group (HBFG CN) by wolfofoakville</a></p><p><a href="https://www.wolfofoakville.com/p/pesorama-pesov-fins-review-0f2">PesoRama (PESO CN) by wolfofoakville</a></p><p><em><a href="https://www.hfbestideas.com/?page=1&countries=CA">Here are the latest Canadian stock pitches from hedge fund reports.</a></em></p><div><hr /></div><h3>UK</h3><p><a href="https://mahadahmed185.substack.com/p/an-undercovered-software-firm-sitting">Arcontech (ARC LN) by mahadahmed185</a></p><p><a href="https://welfarecapital.substack.com/p/distribution-finance-capital-holdings">Distribution Finance Capital Holdings plc (DFCH LN) by welfarecapital</a></p><p><a href="https://wizardswinners.substack.com/p/should-i-fill-my-boots-with-filtronic">Filtronic plc (FTC LN) by wizardswinners</a></p><p><a href="https://wizardswinners.substack.com/p/james-cropper-flash-update-stirling">James Cropper (CRPR LN) by wizardswinners</a></p><p><a href="https://theoakbloke.substack.com/p/lbg-put-your-lad-rags-on">LBG (LBG LN) by theoakbloke</a></p><p><a href="https://wizardswinners.substack.com/p/metir-25p-95p-or-125p-the-great-valuation">Metir PLC (MET LN) by wizardswinners</a></p><p><a href="https://wizardswinners.substack.com/p/this-company-wants-to-be-the-amazon">ProService Building Services Marketplace plc (PRO LN) by wizardswinners</a></p><p><a href="https://theoakbloke.substack.com/p/the-rgl-of-the-hero-from-sherwood">Regional REIT (RGL LN) by theoakbloke</a></p><p><a href="https://theoakbloke.substack.com/p/seit-again-sam-play-it-again-sam">Schroder European Infrastructure Trust (SEIT LN) by theoakbloke</a></p><p><a href="https://theoakbloke.substack.com/p/the-glass-do-you-seit-is-half-full">SDCL Efficiency Income Trust (SEIT LN) by theoakbloke</a></p><p><a href="https://wizardswinners.substack.com/p/tekmar-group-flash-update">Tekmar Group (TGP LN) by wizardswinners</a></p><p><em><a href="https://www.hfbestideas.com/?page=1&countries=GB">Here are the latest U.K. stock pitches from hedge fund reports.</a></em></p><div><hr /></div><h3>France</h3><p><a href="https://thechopwoodcarrywater.substack.com/p/edenpa-quick-pitch">Edenred (EDEN FP) by thechopwoodcarrywater</a></p><p><em><a href="https://www.hfbestideas.com/?page=1&countries=FR">Here are the latest French stock pitches from hedge fund reports.</a></em></p><div><hr /></div><h3>Germany</h3><p><a href="https://www.qualityvalueinvestments.com/p/ceo-nagarro-responde">Nagarro (NGRX GY) by qualityvalueinvestments</a></p><p><em><a href="https://www.hfbestideas.com/?page=1&countries=DE">Here are the latest German stock pitches from hedge fund reports.</a></em></p><div><hr /></div><h3>Netherlands</h3><p><a href="https://thedutchinvestors.substack.com/p/basic-fit-the-european-gym-chain">Basic-Fit (BFIT NA) by thedutchinvestors</a></p><p><em><a href="https://www.hfbestideas.com/?page=1&countries=NL">Here are the latest Dutch stock pitches from hedge fund reports.</a></em></p><div><hr /></div><h3>Italy</h3><p><a href="https://fluentinquality.substack.com/p/this-quiet-italian-small-cap-compounder">Cembre (CMB IM) by fluentinquality</a></p><p><em><a href="https://www.hfbestideas.com/?page=1&countries=IT">Here are the latest Italian stock pitches from hedge fund reports.</a></em></p><div><hr /></div><h3>Sweden</h3><p><a href="https://thedutchinvestors.substack.com/p/evolution-ab-has-the-dust-settled">Evolution AB (EVO SS) by thedutchinvestors</a></p><p><em><a href="https://www.hfbestideas.com/?page=1&countries=SE">Here are the latest Swedish stock pitches from hedge fund reports.</a></em></p><div><hr /></div><h3>Japan</h3><p><a href="http://valueandopportunity.com/2026/06/24/hello-japan-a-quick-look-at-berkshires-new-partner-tokio-marine/">Tokio Marine Holdings (8766 JP) by valueandopportunity</a></p><p><em><a href="https://www.hfbestideas.com/?page=1&countries=JP">Here are the latest Japanese stock pitches from hedge fund reports.</a></em></p><div><hr /></div><h3>South Africa</h3><p><a href="https://theoakbloke.substack.com/p/catch-a-tga-by-the-tail">Thungela Resources (TGA SJ) by theoakbloke</a></p><p><em><a href="https://www.hfbestideas.com/?page=1&countries=ZA">Here are the latest South African stock pitches from hedge fund reports.</a></em></p><p><em>Everything you read here is for information purposes only and is not an investment recommendation.</em></p><div class="subscription-widget-wrap-editor"><div class="subscription-widget show-subscribe"><div class="preamble"><p class="cta-caption">Thanks for reading Stock Analysis Compilation! 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