Construction Partners (ROAD) Expands in Florida. Can a Stronger Local Network Lift Profits?
Construction Partners, Inc. (NASDAQ:ROAD) announced on September 21 that it had completed the acquisition of Roads, Inc.
Insider Monkey Blog
McElvaine Value Fund’s Q2 2026 Investor Letter
McElvaine Investment Management Ltd. recently released its "Value Fund" second-quarter 2026 investor letter.
Baird Small/Mid Cap Growth Strategy’s Q2 2026 Investor Letter
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter.
Goldman Sachs (GS) Board Discusses Naming John Waldron Chief Executive
The Goldman Sachs Group, Inc.
Robert Hunter Named UnitedHealth (UNH) Insurance President
UnitedHealth Group Incorporated (NYSE:UNH) is getting a new head of its insurance division, with executive Robert Hunter disclosing on September 28 that he will take the role.
UBS (UBS) Draws Merger Interest From Foreign Banks
UBS Group AG (NYSE:UBS) has attracted interest from several major foreign banks in a possible merger or combination, according to a Swiss newspaper report on September 27.
Nvidia (NVDA) Ships an AI Safety Platform After Huang Called Rival Warnings Odd
NVIDIA Corporation (NASDAQ:NVDA) released the Open Agent Safety Platform on September 28, a set of tools meant to stop AI agents from causing security problems when they act on...
Here is Why Tripadvisor (TRIP) is a Bad Investment at Today’s Price
Tripadvisor, Inc. (NASDAQ:TRIP) is a website almost everyone planning a trip has used, and almost nobody owns. The brand is famous. The stock is not.
Duolingo (DUOL) vs Coursera (COUR): Which is a Better Stock to Buy?
Duolingo, Inc. (NASDAQ:DUOL) and Coursera, Inc. (NYSE:COUR) have both lost close to 60% of their value over the past twelve months.
Amazon (AMZN) and Apple (AAPL) Must Face a UK Class Action Over Marketplace Sales
Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc.
MongoDB (MDB) vs Snowflake (SNOW): Which is a Better Stock to Buy?
MongoDB, Inc. (NASDAQ:MDB) fell 18.46% on Monday to close at $334.68 after chief executive Chirantan Desai left to lead a new business unit called Meta Enterprise Platform.
What is Yelp’s (YELP) Economic Moat, and is it Widening or Narrowing?
Yelp Inc. (NYSE:YELP) closed at $17.59 on Monday, more than 40% lower than a year ago. The company is worth about $954 million and trades at under nine times earnings.
Acuity (AYI) Brands Downgraded on a Softening Lighting Market: Cyclical Dip or Structural Slowdown?
Acuity Inc. (NYSE:AYI) is the largest lighting company in the U.S., best known for the fixtures that light offices, stores, and warehouses.
Netflix (NFLX) vs Spotify (SPOT): Which Subscription Stock Has a Wider Moat?
Netflix, Inc. (NASDAQ:NFLX) and Spotify Technology S.A. (NYSE:SPOT) have built two of the world's biggest subscription businesses, but they've done so in very different ways.
Home Depot (HD) vs. Lowe’s (LOW): Which Is the Better Stock to Buy?
The Home Depot, Inc. (NYSE:HD) and Lowe’s Companies, Inc. (NYSE:LOW) are selling into the same basic market, but the home-improvement business is changing.
SpaceX (SPCX): Can Its Business Justify Its Ludicrous Valuation?
Space Exploration Technologies Corp. (NASDAQ:SPCX) is not an easy company to value.
Can Datadog’s (DDOG) Platform Keep Growing as Companies Embrace AI?
Datadog, Inc. (NASDAQ:DDOG) has spent years building a business around a simple problem: modern software is becoming harder to manage.
McDonald’s (MCD) vs. Starbucks (SBUX): Which Is the Better Stock to Buy?
McDonald's Corporation (NYSE:MCD) and Starbucks Corporation (NASDAQ:SBUX) are two of the world's most recognizable restaurant brands, but they are at very different points in ...
GE Aerospace (GE) vs. RTX (RTX): Which Is the Better Stock to Buy?
Aircraft engines are about as far from a typical technology stock as you can get, but that is part of what makes GE Aerospace (NYSE:GE) and RTX Corporation (NYSE:RTX) interesting...
Can Robinhood’s (HOOD) Financial Super-App Ambitions Create a Lasting Moat?
Robinhood Markets, Inc. (NASDAQ:HOOD) started by making stock trading simpler and cheaper.
Iovance Biotherapeutics (IOVA) Eyes 60% Revenue Growth, Shares Jump 31%
Iovance Biotherapeutics (NASDAQ:IOVA) saw its share price increase by 31.48 percent on Tuesday to finish at $14.45 apiece after raising its full-year revenue growth guidance by...
Muse AI Agent Stock Portfolio: 2 Non-AI Stock Picks You Should Not Miss
Note: The stock trades in this article come from Rallies Arena, an account on X (@ralliesarena) that runs the Rallies AI Stock Market Arena, an experiment where AI models manage...
2 Stocks Trump Bought in July Are Now Down 17% to 20%. Time to Buy?
President Donald Trump's latest financial disclosure, released on Sept. 22, shows more than 1,100 trades made on his behalf in July.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Armstrong World Industries (AWI): A Pure-Play Leader in Non-Residential Ceiling Systems
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
Demand Stabilization Fuels Charles River Laboratories International’s (CRL) Recovery
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
MKS (MKSI) Gains on Rising AI Semiconductor Demand
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
What Makes Tetra Tech (TTEK) a Bullish Bet?
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
Heavy 2025–2026 Investments Position Ryman Hospitality Properties (RHP) for Fundamental Acceleration in 2027
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
Cooke & Bieler Mid Cap Value Equity Strategy’s Q2 2026 Investor Letter
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” U.S.
Silicon Motion Technology Corporation (SIMO) Dominates Consumer Controller Market Amid Competitor Exit
Frontier Capital Management released its Q2 2026 investor letter for “AMG Frontier Small Cap Growth Fund”. The letter can be downloaded here.
Astera Labs (ALAB) is Powering High-Speed Connectivity for AI Data Centers
Frontier Capital Management released its Q2 2026 investor letter for “AMG Frontier Small Cap Growth Fund”. The letter can be downloaded here.
Disciplined Deleveraging and High-Value Contracts Support Amentum Holdings’ (AMTM) Long-Term Outlook
Frontier Capital Management released its Q2 2026 investor letter for “AMG Frontier Small Cap Growth Fund”. The letter can be downloaded here.
How Airline Strain Accelerates FTAI Aviation Ltd.’s (FTAI) Growth
Frontier Capital Management released its Q2 2026 investor letter for “AMG Frontier Small Cap Growth Fund”. The letter can be downloaded here.
AMG Frontier Small Cap Growth Fund’s Q2 2026 Investor Letter
Frontier Capital Management released its Q2 2026 investor letter for “AMG Frontier Small Cap Growth Fund”.
Aerospace Recovery and Rising Defense Budgets Anchor Long-Term Outlook for Park Aerospace Corp. (PKE)
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
Karman Holdings (KRMN): Proprietary Tech Drives Sustainable Revenue Growth
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
AI Cardiac Diagnostics Pioneer Sets HeartFlow (HTFL) for High-Margin Expansion
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
American Superconductor (AMSC) Positioned for Durable Growth Driven by Grid Modernization and Defense Demand
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
Host Digital Letter to Shareholders
NEW YORK, NY, September 29th, 2026, FinanceWire Host Digital Inc.
ZenaTech Reports 425% First Half and 316% Second-Quarter Year-Over-Year Revenue Growth as Drone as a Service Segment Continues to Scale
VANCOUVER, British Columbia, September 29th, 2026, FinanceWire Company delivers its seventh consecutive quarter of revenue growth, advances defense product portfolio, and joins...
Selkirk Copper Drills 9.3% Cu, 7.4 g/t Au and 54.9 g/t Ag (15.1% CuEq) over 5.4 Metres at Minto North as Part of the Ongoing Phase 2 Drill Program
Vancouver, British Columbia, September 29th, 2026, FinanceWire Highlights Step-out drilling at Minto North intersected high-grade mineralization at the southern margin of this...
Elevated Expectations Weigh on Guidewire (GWRE)
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
Xometry (XMTR): AI-Enabled Marketplace Scaling Drives Revenue Surge and Profitability
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
Warby Parker (WRBY): Early-Stage Category Leader with High-Yield Earnings Potential
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
Fund Divests Cytek Biosciences (CTKB) Following Revenue Slowdown and Declining Profitability
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
DoubleVerify (DV) Sold Following Macro Pressures, Increased Competition, and AI Uncertainty
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
Taiwan Semiconductor Expansion and Data Center Demand Power Pinnacle West Capital Corp (PNW)
Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 0.25% net increase for its “Reaves Dividend Income Strategy”, outperforming the MSCI USA Infrastructure...
Weak Results and Missouri Weather Normalization Concerns Weigh on Spire (SR)
Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 0.25% net increase for its “Reaves Dividend Income Strategy”, outperforming the MSCI USA Infrastructure...
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