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Stock Analysis Compilation #137

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Jul 10, 2026 · 18:19

<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 &#128640;</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 &amp; 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&#8217;s get into this week&#8217;s selection of pitches from investment newsletters &#128071;</p></blockquote><div><hr /></div><h3>USA</h3><p><a href="https://p14capital.substack.com/p/bbw-build-a-bear-workshop">Build-A-Bear Workshop, Inc. (BBW US) by p14capital</a></p><p><a href="https://www.insights.maxdividends.app/p/dividend-stock-of-the-day-america-s-derivatives-exchange-operator">CME Group Inc (CME US) by maxdividends</a></p><p><a href="https://www.compoundingdividends.net/p/quick-pitch-comcast">Comcast (CMCSA US) by compoundingdividends</a></p><p><a href="https://www.maxdividends.com/p/dividend-idea-a-120-year-old-appalachian">Community Trust Bancorp (CTBI US) by maxdividends</a></p><p><a href="https://www.worldstocksinvestment.com/p/la-llamada-mas-extrana-de-copart">Copart (CPRT US) by worldstocksinvestment</a></p><p><a href="https://ryandengler.substack.com/p/my-dave-position-2xd-in-a-year-am">Dave (DAVE US) by ryandengler</a></p><p><a href="https://www.insights.maxdividends.app/p/dividend-stock-of-the-day-america-s-financial-data-and-analytics-provider">FactSet Research Systems Inc (FDS US) by maxdividends</a></p><p><a href="https://www.insights.maxdividends.app/p/dividend-stock-of-the-day-america-s-specialty-industrial-machinery-compounder">Illinois Tool Works Inc (ITW US) by maxdividends</a></p><p><a href="https://www.yetanothervalueblog.com/p/is-insider-buying-a-signal-if-the">Liberty Latin America Ltd. (LILA US) by yetanothervalueblog</a></p><p><a href="https://hatedmoats.substack.com/p/mercadolibre-valuation-model">MercadoLibre (MELI US) by hatedmoats</a></p><p><a href="https://sunrisecapital168.substack.com/p/meta-overbuilt-compute-or-ai-optionality">Meta Platforms (META US) by sunrisecapital168</a></p><p><a href="https://superjoost.substack.com/p/unbundling-xbox">Microsoft (MSFT US) by superjoost</a></p><p><a href="https://www.capitalist-letters.com/p/microsoft-undervalued-and-undisruptable">Microsoft (MSFT US) by capitalist-letters</a></p><p><a href="https://featherfund.substack.com/p/ollies-bargain-outlet-holdings-inc">Ollie&#8217;s Bargain Outlet Holdings, Inc. (OLLI US) by featherfund</a></p><p><a href="https://yhamiltonblog.substack.com/p/palantir-are-you-too-late">Palantir Technologies (PLTR US) by yhamiltonblog</a></p><p><a href="https://leftfieldinvesting.substack.com/p/medicare-part-d-coverage-started">PepsiCo (PEP US) by leftfieldinvesting</a></p><p><a href="https://rijnberkinvestinsights.substack.com/p/qualcomm-a-contrarian-pick-with-huge">Qualcomm (QCOM US) by rijnberkinvestinsights</a></p><p><a href="https://www.konekoresearch.com/p/redwood-trust-mortgage-banking-platform">Redwood Trust (RWT US) by konekoresearch</a></p><p><a href="https://recital.substack.com/p/the-no-list-initiating-coverage-on">RLX Technology (RLX US) by recital</a></p><p><a href="https://toptickresearch.substack.com/p/securitize-secz-lock-up-confusion">Securitize (SECZ US) by toptickresearch</a></p><p><a href="https://thedutchinvestors.substack.com/p/our-thoughts-on-shift4">Shift4 (FOUR US) by thedutchinvestors</a></p><p><a href="https://www.yetanothervalueblog.com/p/the-market-is-pricing-mstr-distress">Strategy (MSTR US) by yetanothervalueblog</a></p><p><a href="https://www.globalequitybriefing.com/p/i-am-buying-take-two-gta6-is-a-goldmine">Take-Two Interactive (TTWO US) by globalequitybriefing</a></p><p><a href="https://diyinvestor1.substack.com/p/quality-score-visa-80100">Visa (V US) by diyinvestor1</a></p><p><em><a href="https://www.hfbestideas.com/?page=1&amp;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://thedutchinvestors.substack.com/p/we-read-all-constellation-software">Constellation Software Inc. (CSU CN) by thedutchinvestors</a></p><p><a href="https://jaycurrie.substack.com/p/on-my-horizon-gensource-potash">Gensource Potash (GSP CN) by jaycurrie</a></p><p><a href="https://jaycurrie.substack.com/p/big-and-getting-bigger">Hercules Metals (BIG CN) by jaycurrie</a></p><p><a href="https://antoniolinares.substack.com/p/they-were-paralyzed-then-they-joined">NervGen (NGEN CN) by antoniolinares</a></p><p><a href="https://pettycash.substack.com/p/titan-logix-corp-q3-f26-update-tlav">Titan Logix Corp. (TLA CN) by pettycash</a></p><p><a href="https://jaimebermejo.substack.com/p/tva-group-tsx-tvab">TVA Group (TVA/B CN) by jaimebermejo</a></p><p><em><a href="https://www.hfbestideas.com/?page=1&amp;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://theoakbloke.substack.com/p/scalping-and-jlp-ing">Jubilee Metals Group (JLP LN) by theoakbloke</a></p><p><a href="https://theoakbloke.substack.com/p/merc-y-i-beg-merc-y">Mobeus Income &amp; Growth VCT plc (MIX LN) by theoakbloke</a></p><p><a href="https://pommesbudeninvest.substack.com/p/shearwater-group-swgl-sheer-absurdity">Shearwater Group (SWG LN) by pommesbudeninvest</a></p><p><a href="https://wizardswinners.substack.com/p/this-under-the-radar-iot-winner-is">Vianet (VNET LN) by wizardswinners</a></p><p><em><a href="https://www.hfbestideas.com/?page=1&amp;countries=GB">Here are the latest U.K. stock pitches from hedge fund reports.</a></em></p><div><hr /></div><h3>Germany</h3><p><a href="https://hatedmoats.substack.com/p/hated-moats-brief-sap-in-10-minutes">SAP (SAP GY) by hatedmoats</a></p><p><em><a href="https://www.hfbestideas.com/?page=1&amp;countries=DE">Here are the latest German stock pitches from hedge fund reports.</a></em></p><div><hr /></div><h3>Sweden</h3><p><a href="https://www.outsiderscorner.com/p/investor-nav-discount-gone">Investor AB (INVEB SS) by outsiderscorner</a></p><p><em><a href="https://www.hfbestideas.com/?page=1&amp;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="https://undervaluedjapan.substack.com/p/hogy-medical-jp3593-post-mortem">Hogy Medical (3593 JP) by undervaluedjapan</a></p><p><em><a href="https://www.hfbestideas.com/?page=1&amp;countries=JP">Here are the latest Japanese stock pitches from hedge fund reports.</a></em></p><div><hr /></div><h3>Australia</h3><p><a href="https://gezzogero.substack.com/p/aml3d-al3ax">AML3D (AL3 AU) by gezzogero</a></p><p><a href="https://nodeepdives.substack.com/p/humm-group-its-a-sotp-thesis-now">Humm Group (HUM AU) by nodeepdives</a></p><p><em><a href="https://www.hfbestideas.com/?page=1&amp;countries=AU">Here are the latest Australian stock pitches from hedge fund reports.</a></em></p><p></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! 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>