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
Hedge Fund Investor Letters Q3 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Enterprise AI Adoption and CoCo Agent Expansion Drive Snowflake’s (SNOW) Growth
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”.
CrowdStrike (CRWD) is Monetizing the Complexities of the AI Cybersecurity Environment
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”.
Micron Technology (MU): Pullback Driven by Debates Over AI Capex Sustainability
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”.
Artisan Developing World Fund’s Q3 2026 Investor Letter
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”.
Nektar Therapeutics (NKTR): $115 Million Lawsuit Victory Over Eli Lilly Clears Multi-Year Overhang
Michigan-based investment advisor Cedar Grove Capital Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
Exploiting Earnings Volatility: Suja Life (SUJA) Position Update
Michigan-based investment advisor Cedar Grove Capital Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
Datadog (DDOG) vs. DT and CSCO: Can Multi-Product Adoption Sustain Its High-Growth Story?
Is DDOG a good stock to buy? We came across a bullish thesis on Datadog, Inc. on Astute Optics - US’s Substack.
Hims & Hers Health (HIMS) Investment Thesis: Capturing Market Share in the Cash-Pay Space
Michigan-based investment advisor Cedar Grove Capital Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
Abivax (ABVX): Cleared Safety Overhang and Phase 3 Data De-Risk Path to Commercialization
Michigan-based investment advisor Cedar Grove Capital Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
Record Carnival (CCL) Bookings and Strong Occupancy Trends Support OneSpaWorld’s (OSW) Long Thesis
Michigan-based investment advisor Cedar Grove Capital Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
Visa Trades at 24 Times Forward Earnings. Can Payment Growth Justify the Premium?
Visa Inc. (NYSE:V) keeps gaining from the shift to digital payments, but serving that market now costs more.
Cedar Grove Capital Management’s Q3 2026 Investor Letter
Michigan-based investment advisor Cedar Grove Capital Management recently released its third-quarter 2026 investor letter.
Is Magnera Corporation (MAGN) Poised for Earnings Inflection?
Kingdom Capital Advisors, a registered investment advisor, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Roper (ROP): Are Buybacks a Better Use of Cash than More Acquisitions?
Roper Technologies, Inc. (NASDAQ:ROP) spent $3.2 billion repurchasing shares over three quarters as software acquisition opportunities became harder to justify.
Why Enviri Corporation (NVRI) Could Double By 2028?
Kingdom Capital Advisors, a registered investment advisor, released its third-quarter 2026 investor letter. The letter can be downloaded here.
United Natural Foods (UNFI) is Well-Positioned for Earnings Inflection
Kingdom Capital Advisors, a registered investment advisor, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Core Natural Resources (CNR): Benefiting from Rising Energy Prices Amid Global Conflict
Kingdom Capital Advisors, a registered investment advisor, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Grainger (GWW) is Growing Faster. How Much of its Margin Gain Can Last?
W.W. Grainger, Inc. (NYSE:GWW) is benefiting from stronger industrial sales, but pricing and tariff refunds complicate the earnings picture.
Applied Materials (AMAT) vs. LRCX and KLAC: Can AI-Driven Chip Complexity Unlock Further Upside?
Is AMAT a good stock to buy? We came across a bullish thesis on Applied Materials, Inc. on Astute Optics - US’s Substack.
Net Lease Office Properties (NLOP) Alongside Real Estate Peers Amid Higher Rates
Kingdom Capital Advisors, a registered investment advisor, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Here’s What Weighed on Beasley Broadcast Group (BBGI) in Q3
Kingdom Capital Advisors, a registered investment advisor, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Entravision Communications (EVC): Market Overreaction Creates Bargain Valuation in Smadex
Kingdom Capital Advisors, a registered investment advisor, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Kingdom Capital Advisors’ Q3 2026 Investor Letter
Kingdom Capital Advisors, a registered investment advisor, released its third-quarter 2026 investor letter.
How GTA VI Fuels Multiyear Growth for Take-Two Interactive Software (TTWO)?
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”. The letter can be downloaded here.
The Investment Case for Ingersoll Rand (IR), a High-Quality Industrial Compounder
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”. The letter can be downloaded here.
W.W. Grainger (GWW): Strong Beat-and-Raise Quarter Outweighed by Macro Sentiment Headwinds
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”. The letter can be downloaded here.
Azure Momentum and Copilot Usage Data Drive Fundamental Strength for Microsoft (MSFT)
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”. The letter can be downloaded here.
Arista Networks (ANET) Outperforms AI Infrastructure Peers on Solid Execution and Raised Guidance
ClearBridge Investments, a global equity manager, recently published third-quarter 2026 commentary for its “Large Cap Growth Strategy”. The letter can be downloaded here.
Why Billionaire Ken Fisher Went Big on GE Vernova (GEV)
GE Vernova (NYSE:GEV) was one of Ken Fisher's boldest bets in the second quarter.
Gate Launches Gate Money, a New Financial Services Gateway Connecting Assets, Funds, and Payments
On October 7, Dr. Han, Gate Founder and CEO, officially announced the launch of Gate Money during his keynote speech at the TOKEN2049 conference.
Jim Cramer Says This Stock is His Favorite AI Power Play
During the September 30 episode of Mad Money, Jim Cramer argued that Bloom Energy Corporation (NYSE:BE) offers data center operators a way to secure electricity without relying...
Jim Cramer Says He Won’t Recommend Money-Losing POET Technologies (POET) Stock
During the lightning round of the September 30 episode of Mad Money, a caller sought Jim Cramer’s opinion of POET Technologies Inc.
Jim Cramer Is Staying Away From NIKE (NKE) Stock After Losing Money
During the September 30 episode of Mad Money, a caller asked about bottom-fishing opportunities with NIKE, Inc.
Jim Cramer Calls Reformation (REF) an Intriguing Growth Story but Calls It “Speculative”
Jim Cramer called Reformation Inc.
Jim Cramer Says Microsoft’s (MSFT) AI Investment Is Finally Paying Off
During the September 30 episode of Mad Money, Jim Cramer discussed how Microsoft Corporation’s (NASDAQ:MSFT) massive artificial intelligence investment is entering a new phase...
What Jim Cramer Says About Advanced Micro Devices’ (AMD) AI Opportunity
Jim Cramer said Advanced Micro Devices, Inc.’s (NASDAQ:AMD) push into artificial intelligence has opened another growth opportunity as the industry shifts from model training...
Jim Cramer Says He Prefers This “Monster” Stock Over Super Micro (SMCI)
Starting the lightning round of Mad Money on September 28, a caller inquired about Super Micro Computer, Inc.
Jim Cramer Believes Everpure (P) Could Have More Room to Run
During the October 1 episode of Mad Money, Jim Cramer reviewed the previous quarter’s S&P 500 strongest performers and discussed Everpure, Inc. (NYSE:P).
Jim Cramer Says Kinder Morgan (KMI) Stock Shouldn’t Have Fallen This Far
When a caller mentioned that they have not profited from their position in Kinder Morgan, Inc.
Visa (V) Turns Scale Into Best-in-Class Margins. Here Is What Investors Need to Know
With growing prominence of digital wallets, stablecoins, and account-to-account payments, Visa Inc.
Navitas’ (NVTS) Army Award Strengthens Its Ultra-High-Voltage SiC Push
Navitas Semiconductor Corporation (NASDAQ:NVTS) just received another important validation for its silicon carbide technology.
Nio (NIO) Gets Geely’s Help. Can Battery Swapping Finally Pay Off?
For EV companies like Nio Inc. (NYSE:NIO), operating charging and battery-swapping networks offer many benefits.
RTX Corporation (RTX)’s $20.7 Billion Missile Deal: Investors Should Watch Production, Not the Headline
RTX Corporation (NYSE:RTX) just received one of the largest missile production awards in its history.
Uranium Energy vs. enCore: Is the Cheaper Stock Worth the Production Risk?
Uranium Energy Corp. (NYSE:UEC) and enCore Energy Corp. (NASDAQ:EU) both offer exposure to U.S. uranium production.
Is ASML’s (ASML) Monopoly Worth the Premium?
ASML Holding N.V. (NASDAQ:ASML) sits in one of the most unusual positions in the technology industry. It does not make chips, design processors, or operate data centers.
Cintas (CTAS) vs. Rollins (ROL): Which Boring Business Is the Better Buy?
Cintas Corporation (NASDAQ:CTAS) and Rollins, Inc. (NYSE:ROL) are the kind of companies investors can easily overlook. Neither sells the next big technology platform.
Is Nike’s (NKE) Turnaround Worth Betting On?
Nike, Inc. (NYSE:NKE) is in an awkward position.
AMD Crossed $600, So Does Meta Get 160 Million AMD Shares For Free Now?
Advanced Micro Devices, Inc.’s (NASDAQ:AMD) stock recently climbed above $600, taking the company’s market capitalization beyond $1 trillion and crossing a key threshold linked...
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