SailPoint’s (SAIL) Falcon Next-Gen SIEM Arrangement Fits Its Broader Identity Security Push
SailPoint Inc. (NASDAQ:SAIL), a leading player within the enterprise identity security space, recently expanded its strategic alliance with CrowdStrike.
Insider Monkey Blog
Jim Cramer Calls Intel (INTC) the Best Stock in Show and Micron (MU) No. 2
Jim Cramer put Intel Corporation (NASDAQ:INTC) and Micron Technology, Inc.
Apple Raised Stakes with its $2000-Priced Foldable. But Can it Be the New Growth Engine?
Apple Inc. (NASDAQ:AAPL) has just released its first foldable phone, the Duo, marking the most significant design change to an iPhone in recent years.
Jim Cramer Says He “Would Be a Buyer Right Here, Right Now” of Nokia (NOK)
Starting the lightning round of the September 16 episode of Mad Money, a caller asked for thoughts on Nokia Oyj (NYSE:NOK) as they highlighted the company’s partnerships with...
Jim Cramer on CoreWeave (CRWV): “I Think It’s Going to Be Okay to Buy”
On September 16, a caller asked if CoreWeave, Inc.
Jim Cramer Says AI Could Make Okta’s Security Software More Essential
Jim Cramer highlighted Okta, Inc.
Jim Cramer Says Selling Arm Holdings (ARM) Early Was a “Big Mistake”
During the September 16 episode of Mad Money, host Jim Cramer discussed the recent pullback in Arm Holdings plc (NASDAQ:ARM) and shared his perspective on the stock trajectory...
DoorDash’s $300 Million Grubhub Deal Opens a New Venue-Commerce Opportunity
DoorDash, Inc. (NASDAQ:DASH) is acquiring Wonder’s Grubhub Campus Dining business for $300 million and investing another $125 million in Wonder’s Series D.
Coca-Cola Bets $10 Billion on U.S. Infrastructure to Drive Growth
The Coca-Cola Company (NYSE:KO) plans to invest $10 billion in U.S.
General Motors (GM) Bets on Software to Strengthen its Pickup Truck Franchise
General Motors Company (NYSE:GM) is introducing a redesigned software experience on the 2027 Chevrolet Silverado 1500 and GMC Sierra 1500, its two important full-size pickup nameplates...
Novo CEO Says Drugmaker Needs to “Rethink” its Obesity Strategy
Novo Nordisk A/S (NYSE:NVO) decision to use “Novo” as its day-to-day name is part of a broader attempt by CEO Mike Doustdar to reset the company’s culture and sharpen its...
Carlyle Expands Canadian Energy Footprint with Parallax Acquisition
The Carlyle Group Inc.
Honeywell CEO Calls GE-CPP Deal Positive Amid Persistent Supply Constraints
Honeywell Aerospace Inc.
Gilead Strengthens HIV Growth Platform with Expanded Latin America Access
Gilead Sciences, Inc.
Truist Reshapes Lending Strategy with $5.5B Auto-Loan Sale
Truist Financial Corporation (NYSE:TFC) is selling $5.5 billion of auto loans as part of CEO Mike Lyons’ broader effort to reshape the bank around businesses that generate stronger...
AbbVie’s Dividend Growth Remains Solid Despite a Moderate Yield
AbbVie Inc. (NYSE:ABBV) has declared another quarterly dividend of $1.73 per share. The dividend will be paid on November 16, 2026, to shareholders of record as of October 15.
Verizon’s Dividend Story: Reliable Income with Gradual Growth
Verizon Communications Inc. (NYSE:VZ) is sticking with its $0.7075 quarterly dividend per share, with the next payment due on November 2, 2026.
U.S. Bancorp Delivers Another Dividend Increase: Assessing the Payout
U.S. Bancorp (NYSE:USB)'s latest dividend increase adds another step to an already long-running shareholder return program.
This Montly Dividend Stock’s 136th Dividend Hike Highlights its Long-Term Income Track Record
Realty Income Corporation (NYSE:O) has raised its monthly dividend once again, lifting the payout to $0.2715 per share from $0.2710.
Jim Cramer Says to Wait For Corning (GLW) to Fall Further
During the September 14 episode of Mad Money, a caller asked whether it is a good time to trim profits on Corning Incorporated (NYSE:GLW) or hold the current position.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Here’s Why the Strategy Exits Boston Omaha Corp. (BOC)
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Thermo Fisher Scientific (TMO) is Positioned for Resurgence
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. You can download the letter here. U.S.
Should You Be Bullish on Tyler Technologies (TYL)?
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. You can download the letter here. U.S.
Fenimore Value Strategy’s Q2 2026 Investor Letter
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. U.S.
What Makes Ryan Specialty Holdings (RYAN) an Attractive Opportunity?
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Accenture (ACN) Positioned to Sustain Its Long-Term Competitive Position
Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Here’s Why Aristotle International Equity Fund Exited Unilever (UL)
Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Magnum Ice Cream (MICC): Standalone Structure Enables Exclusive Focus on Frozen Desserts
Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Aristotle International Equity Fund’s Q2 2026 Investor Letter
Aristotle International Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter.
Here’s Why the Fund Exits Dolby Laboratories (DLB)
Aristotle/Saul Global Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Strategic Asset Base Positions Martin Marietta (MLM) for Long-Term Growth
Aristotle/Saul Global Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Aristotle/Saul Global Equity Fund’s Q2 2026 Investor Letter
Aristotle/Saul Global Equity Fund, sub-advised by Aristotle Capital Management, LLC, released its second-quarter 2026 investor letter.
AI Disruption Fears Overshadow Strong Results at ExlService Holdings (EXLS)
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.
SiteOne Landscape Supply’s (SITE) Soft First Quarter Is a Seasonal Feature, Not a Flaw
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. The letter can be downloaded here. U.S.
Fenimore Small Cap Strategy’s Q2 2026 Investor Letter
Fenimore Asset Management, an investment management company, released its Q2 2026 investor letter. U.S.
Do You Think Dycom Industries (DY) is Trading at a Discount?
Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...
Equity Overhang Weighs on Constellation Energy (CEG) Despite Solid Core Fundamentals
Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...
Weather-Related Production Disruptions Weigh on Cameco (CCJ)
Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...
Marathon Petroleum’s (MPC) Pivotal Role in the Evolving LNG Supply Chain
Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...
Should You Be Optimistic on Cheniere Energy’s (LNG) Long-Term Outlook
Reaves W H & Co Inc's second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy," outperforming the MSCI USA Infrastructure...
Here’s Why Baron Capital is Bullish on Iron Mountain (IRM)
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...
Host Hotels (HST) Positioned to Benefit from Rising Demand for Upscale Lodging
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...
Here’s Why Baron Capital Reacquired BXP (BXP)
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...
Jim Cramer on Energy Transfer (ET): “Buy, Buy, Buy”
On September 14, during the lightning round of Mad Money, a caller asked if they should be concerned about Energy Transfer LP (NYSE:ET) moving its primary stock listing from the...
Standout Earnings Report Lifted Pebblebrook Hotel Trust (PEB) in Q2
Baron Capital, an investment management company, released its Q2 2026 letter for the “Baron Real Estate Income Fund.” The Fund gained 12.18% (Institutional Shares) during ...
Jim Cramer on Reformation (REF): “It Should Be Higher Than It Is”
During the lightning round of the September 14 episode of Mad Money, a caller asked if Reformation Inc.
Hedge Fund Resource Center
