Stock Analysis Compilation

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@StockCompil

I compile hedge fund pitches. Database: 1500 pitches & 1300 fund letters. hfbestideas.com. Newsletter: stockanalysiscompilation.substack.com

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Investment Ideas

PitchADEAAdeia, Inc.

Adeia, Inc. (ADEA US) by Riverwater Sustainable Value Strategy

Feb 3, 2026x.com

PitchADBEAdobe Systems Inc.

Adobe Systems Inc. (ADBE US) by Guinness Global Innovators

Jan 28, 2026x.com

PitchAERAerCap Holdings

AerCap Holdings (AER US) by Oakmark Fund

Jan 21, 2026x.com

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