Tencent Music Entertainment Group (TME) Could Be Worth Nearly 90% More: Here’s the Investment Case
Moon Capital Management an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here.
Insider Monkey Blog
CoreWeave, Inc. (CRWV) Bond Yields Surged Above 15%: Is Its AI Data Center Expansion Becoming Risky?
Moon Capital Management an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here.
Oracle Corporation (ORCL) Is Joining the $1.2 Trillion AI Spending Boom: Is the Risk Being Overlooked?
Moon Capital Management an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here.
Alphabet Inc. (GOOGL) Is Part of a Massive AI Spending Race: Can the Investment Deliver Enough Returns?
Moon Capital Management an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here.
Meta Platforms, Inc. (META) May Need Hundreds of Billions for AI: What Does This Mean for Investors?
Moon Capital Management an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here.
Microsoft Corporation (MSFT) Is Pouring Billions Into AI: Could Massive Spending Weigh on Future Returns?
Moon Capital Management an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here.
Amazon.com, Inc. (AMZN) Faces a $1.2 Trillion AI Spending Question: Will the Investment Pay Off?
Moon Capital Management an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here.
10 Best Growth Stocks to Buy for the Next Decade
On November 5, the S&P 500 fell 4.36%, its worst day since the April 2025 tariff crash, with roughly $3 trillion in value wiped off S&P 500 companies.
5 Best Tech Stocks That Pay Dividends
The idea that technology companies don't pay dividends comes from the industry's early years, when most businesses focused on growing as quickly as possible.
This Tech Company Has 29 Years of Positive Free Cash Flow and a Growing Dividend
We just covered the 10 Best Tech Stocks That Pay Dividends and Analog Devices, Inc. (NASDAQ:ADI) ranks 10th on our list.
Apple’s Dividend Is Tiny, but its Business Advantage is Massive
We just covered the 10 Best Tech Stocks That Pay Dividends and Apple Inc. (NASDAQ:AAPL) ranks 7th on our list.
Here’s Why Texas Instruments is One of the Best Tech Stocks That Pay Dividends
We just covered the 10 Best Tech Stocks That Pay Dividends and Texas Instruments Incorporated (NASDAQ:TXN) ranks 6th on our list.
International Companies Present at the Deutsche Bank ADR Virtual Investor Conference, November 12
Lineup Spans Semiconductors, Insurance, Telecommunications, Energy, Autos, Travel, Biopharma, Silver and Online Marketplaces Management Teams From Asia, Europe and Australia Present...
Buy the Dip: 5 Stocks Insiders Are Loading Up On After the Recent Market Sell-Off
Thursday, November 5 represented the worst trading session for the U.S. market in over a year.
Insiders Are Eyeing HF Sinclair (DINO) After The Stock’s Recent Sell-Off
We just published a list of 10 Buy the Dip Stocks Insiders Are Loading Up On After the Recent Market Sell-Off, and HF Sinclair Corp. (NYSE:DINO) ranked 6th on this list.
TTM Technologies (TTMI) Sees Almost 28% Jump in Insider Position Following Recent Dip
We just published a list of 10 Buy the Dip Stocks Insiders Are Loading Up On After the Recent Market Sell-Off, and TTM Technologies Inc. (NASDAQ:TTMI) ranked 7th on this list.
Caterpillar (CAT) Is Amongst The Notable Names Insiders Are Loading Up On After the Recent Crash
We just published a list of 10 Buy the Dip Stocks Insiders Are Loading Up On After the Recent Market Sell-Off, and Caterpillar Inc. (NYSE:CAT) ranked 8th on this list.
Independent Board Member Increases Stake in SPX Technologies (SPXC) Following Stock’s Bearish Run
We just published a list of 10 Buy the Dip Stocks Insiders Are Loading Up On After the Recent Market Sell-Off, and SPX Technologies Inc. (NYSE:SPXC) ranked 9th on this list.
Hedge Fund Investor Letters Q3 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Alphatec Holdings (ATEC) Is Garnering Insider Attention at the Back of a Recent Sell-Off
We just published a list of 10 Buy the Dip Stocks Insiders Are Loading Up On After the Recent Market Sell-Off, and Alphatec Holdings Inc.
10 Stocks Analysts Just Upgraded
Wall Street spent last Thursday reminding investors how quickly a favorite theme can turn.
Top 5 Activist Target Stocks for Spin-offs or Breakups
We just published the Top 10 Activist Target Stocks for Spin-offs or Breakups. You can find the top 5 stocks below.
Averting Proxy Wars: 5 Companies Opting for Activist Investor Settlements
We just published Averting Proxy Wars: 10 Companies Opting for Activist Investor Settlements. You can find the top 5 stocks below.
Satellite Broadband Competition Concerns Weigh on Shenandoah Telecommunications Company (SHEN)
Cooper Investors, an investment management firm, released its third-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.
Beretta Secures Path to 25% Stake in Sturm, Ruger & Company, Inc. (RGR) Under Strategic Agreement
We just published our list, Averting Proxy Wars: 10 Companies Opting for Activist Investor Settlements, and Sturm, Ruger & Company, Inc. ranked 10th on this list.
OraSure Technologies (OSUR) Sees Activist Pressure Ease After Reaching Agreement with Altai Capital
We just published our list, Averting Proxy Wars: 10 Companies Opting for Activist Investor Settlements, and OraSure Technologies ranked 9th on this list.
Sell Alert: 10 Stocks Analysts Just Downgraded
Wall Street has had a rough start to November.
Broader Biologics Growth Strengthens Stevanato’s (STVN) Long-Term Outlook
Cooper Investors, an investment management firm, released its third-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.
WEX Inc. (WEX) Outperforms Market Following Activist Investor Settlement – Where is the Intro?
We just published our list, Averting Proxy Wars: 10 Companies Opting for Activist Investor Settlements, and WEX Inc. ranked 7th on this list.
Viasat, Inc. (VSAT) Shares Nearly Double Following Cooperation Agreement with Activist Carronade Capital
We just published our list, Averting Proxy Wars: 10 Companies Opting for Activist Investor Settlements, with Viasat ranked 6th.
CME Group (CME) Delivers Resilient Performance Amid Competition
Cooper Investors, an investment management firm, released its third-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.
Cooper Investors Global Equities Fund’s Q3 2026 Investor Letter
Cooper Investors, an investment management firm, released its third-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.
Carillon Eagle Mid Cap Growth Fund’s Q3 2026 Investor Letter
Carillon Tower Advisers, an investment management company, released its third-quarter 2026 investor letter for the “Carillon Eagle Mid Cap Growth Fund”.
5 AI Stock Picks and Performance of Billionaire Stanley Druckenmiller
Billionaire Stanley Druckenmiller has been bullish on AI since before ChatGPT launched. He is one of the most closely followed macro investors on Wall Street.
10 AI Stock Picks and Performance of Billionaire Stanley Druckenmiller
Billionaire Stanley Druckenmiller has been bullish on AI since before ChatGPT launched. He is one of the most closely followed macro investors on Wall Street.
Favorable Medicare Coverage Ruling Drives CareDx’s (CDNA) Q3 Performance
Baron Capital, an investment management company, released its Q3 2026 investor letter for the “Baron Discovery Fund”. The letter can be downloaded here.
Forgent Power Solutions (FPS) Fell on AI Sentiment Despite a Record Quarterly Bookings
Baron Capital, an investment management company, released its Q3 2026 investor letter for the “Baron Discovery Fund”. The letter can be downloaded here.
Defense Sector Concerns Weigh on Mercury Systems (MRCY) Shares
Baron Capital, an investment management company, released its Q3 2026 investor letter for the “Baron Discovery Fund”. The letter can be downloaded here.
Latent Pricing Power and New Product Pipeline Strengthen Loar Holdings (LOAR) Amid Aerospace Headwinds
Baron Capital, an investment management company, released its Q3 2026 investor letter for the “Baron Discovery Fund”. The letter can be downloaded here.
Is Jersey Mike’s Subs (JMKE) a Smart Bet?
Baron Capital, an investment management company, released its Q3 2026 investor letter for the “Baron Discovery Fund”. The letter can be downloaded here.
Reformation (REF) Shares Offer Long Growth Runway at an Attractive Discount to Peers
Baron Capital, an investment management company, released its Q3 2026 investor letter for the “Baron Discovery Fund”. The letter can be downloaded here.
Fivespan Partners Pushes Stride (LRN) to Review Capital Structure in Activist Settlement
We just published our list, Averting Proxy Wars: 10 Companies Opting for Activist Investor Settlements, and Stride, Inc. ranked 8th on this list.
Vail Resorts (MTN) Faces Activist Pressure Amid Calls to Unlock Value From Its Mountain Resorts
We just published our list, Top 10 Activist Target Stocks for Spin-offs or Breakups, and Vail Resorts, Inc. (NYSE:MTN) ranked 6th on this list.
Lyntris (LYNX) Capitalizes on Mission-Critical Tech Across High-Priority Programs
Baron Capital, an investment management company, released its Q3 2026 investor letter for the “Baron Discovery Fund”. The letter can be downloaded here.
H.B. Fuller (FUL) Emerges as an Activist Target Amid Calls for a Spinoff or Company Sale
We just published our list, Top 10 Activist Target Stocks for Spin-offs or Breakups, and H.B. Fuller Company (NYSE:FUL) ranked 7th on this list.
Here’s Why Ashland (ASH) is Targeted by Activist Investors for an Outright Sale
We just published our list, Top 10 Activist Target Stocks for Spin-offs or Breakups, and Ashland Inc. ranked 8th on this list.
Irenic Seeks Strategic Review at Independence Realty (ITR)
We just published our list, Top 10 Activist Target Stocks for Spin-offs or Breakups, and Independence Realty Trust, Inc. ranked 9th on this list.
Tempus AI (TEM) Surged on Data Business Momentum and MRD Testing Expansion
Baron Capital, an investment management company, released its Q3 2026 investor letter for the “Baron Discovery Fund”. The letter can be downloaded here.
Starboard Value Pushes Knife River Corporation (KNF) to Unlock Value through Operational Improvements or a Sale
We just published our list, Top 10 Activist Target Stocks for Spin-offs or Breakups, and Knife River Corporation ranked 10th on this list.
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