Crushing Wall Street: Stocks Beating Analyst Estimates
The second quarter earnings season is beginning to wind down and is shaping up to be another strong quarter in terms of growth.
Insider Monkey Blog
Best Buy’s (BBY) Turnaround Gains Steam As Leadership Changes Hands
Best Buy (NYSE:BBY) delivered a quarter that turns skeptics into second-guessers.
SentinelOne (S) Rides an AI Security Boom to Record Operating Margins
On August 27, SentinelOne (NYSE:S) posted the kind of quarter that makes a growth stock look like it's maturing into a profit machine.
Malibu Boats (MBUU) Rides A Saxdor Wave Into A Choppier Market
On August 27, Malibu Boats (NASDAQ:MBUU) posted the kind of quarter that makes a rough industry stretch look like a distant memory.
Adobe (ADBE) Bets Big On Saudi Arabia While Wall Street Hesitates
On August 31, Adobe (NASDAQ:ADBE) committed more than $4 billion to giving away its AI tools.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
The Gabelli International Small Cap Fund’s Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its "International Small Cap Fund” second-quarter 2026 investor letter.
The Gabelli Equity Income Fund’s Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its “Equity Income Fund” second-quarter 2026 investor letter. The Fund highlighted a strong rebound in U.S.
The Gabelli ABC Fund’s Q2 2026 Investor Letter
Gabelli Investment Management Firm recently released its "ABC Fund” second-quarter 2026 investor letter.
Digi International (DGII) Surged on AI and Automation Demand
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Riverwater Partners Bought Middleby (MIDD) Ahead of Its Business Separation Catalyst
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
PDF Solutions (PDFS): A Semiconductor Software Winner Returned 52% in Q2
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter. The letter can be downloaded here.
Riverwater Partners Small Cap Strategy’s Q2 2026 Investor Letter
Riverwater Partners, an investment management company, released its ‘Small Cap Strategy’ Q2 2026 investor letter.
Scale and Longevity of Earnings Inflection Create Compelling Entry Point in Analog Devices (ADI)
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded...
Hyve Solutions: The Hidden Growth Engine of TD SYNNEX (SNX)
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded...
How Flowserve Corporation (FLS) is Positioned for Long-Term Success in the Nuclear Market
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded...
Knight-Swift Transportation (KNX) is Positioned to Leverage Evolving Freight Market
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded...
Growth Trajectory and Attractive Valuations Support Henry Schein’s (HSIC) Bullish Thesis
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded...
MD Sass Concentrated Value Strategy Exits Intercontinental Exchange (ICE) on Thesis Gap
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded...
Micron Technology (MU) Gains Driven by Earnings Upgrades
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded...
From Decline to Momentum: Primo Brands’ (PRMB) Impressive Q2 Comeback
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded...
MD Sass Concentrated Value Strategy’s Q2 2026 Investor Letter
MD Sass, a boutique asset management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." In the first half of 2026, ...
Examining Charter Communications’ (CHTR) Roiling Waters and Hidden Opportunities
Brennan Asset Management recently released its Q2 2026 investor letter. The letter can be downloaded here.
The Oligopoly Advantage: Millicom’s (TIGO) Position in the Telecom Landscape
Brennan Asset Management recently released its Q2 2026 investor letter. The letter can be downloaded here.
Garrett Motion’s (GTX) Vision: Shaping the Future of Sustainable Mobility
Brennan Asset Management recently released its Q2 2026 investor letter. The letter can be downloaded here.
Brennan Asset Management’s Q2 2026 Investor Letter
Brennan Asset Management recently released its Q2 2026 investor letter.
What Makes Dominion Energy (D) an Attractive Bet?
Hennessy Fund’s Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here.
Martin Marietta Materials (MLM) Stock Pulls Back on Expectations, Fundamentals Intact
Hennessy Fund’s Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here.
Entegris (ENTG) Surged on Increased Demand
Hennessy Fund’s Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here.
Hennessy Equity and Income Fund’s Q2 2026 Investor Letter
Hennessy Fund’s Q2 2026 investor letter for the Hennessy Equity and Income Fund.
Tyler Technologies (TYL) Boosts 2030 Financial Goals After Successful Cloud Transition
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here.
Mobility Global (MBGL): A Promising New Player in the Automotive Sector
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here.
S&P Global’s (SPGI) Remaining Divisions Showcase Strong Profitability Post Spin-Out
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here.
Nvidia’s (NVDA) Investment in OpenAI Highlights Circular Financing Concerns
Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here.
Jim Cramer Called Moderna Inc. (NASDAQ:MRNA) & Merck’s Trial Results Encouraging
August has been a great month for the shares of Merck & Co., Inc. (NYSE:MRK) and Moderna Inc. (NASDAQ:MRNA), to say the least.
Miniso (MNSO) Booming Membership Growth Collides With A Struggling Global Expansion
On August 28, Miniso Group Holding Limited (NYSE:MNSO) held its interim earnings call, and the numbers told two very different stories under one roof.
Frontline (FRO) Just Delivered Its Best Quarter Yet, But Can It Last?
On August 28, Frontline (NYSE:FRO) posted the best quarter in company history, with net income of $659 million and adjusted profit of $580 million for the second quarter of 2026...
Pinterest’s (PINS) CFO Exit Tests Whether The Growth Story Holds
On August 28, Pinterest (NYSE:PINS) said that the Chief Financial Officer, Julia Donnelly, will leave the company on October 30, kicking off an external search for her replacement...
Honda (HMC), Nissan Edge Toward a Software Alliance
On August 29, Reuters reported that Honda Motor Co. Ltd.
What Affirm’s (AFRM) Blowout Quarter and Cautious CEO Say About the Consumer
On August 28, Affirm Holdings (NASDAQ:AFRM) gave investors two very different signals in the same breath.
How AI Power Demand Transformed Caterpillar (CAT) into a High-Multiple Tech Play
On August 17, Caterpillar Inc.
Josh Brown Says ‘Take a Break From AI CapEx World,’ Highlights His 2 Top Healthcare Stock Picks
In a recent interview on CNBC's Halftime Report, Josh Brown, CEO of Ritholtz Wealth Management, highlighted Incyte (NASDAQ: INCY) and Biogen (NASDAQ: BIIB) as two of his "Best...
Abercrombie (ANF) Jumps 32% This Week, Hedge Funds Cut Positions
Apparel maker Abercrombie & Fitch Co. (NYSE:ANF) saw its share prices climb by 32 percent week-on-week, with investor optimism primarily bolstered by a massive earnings beat.
David Einhorn Says SpaceX Could Mark a Speculative Top. Morgan Stanley Sees 113% Upside
David Einhorn and Morgan Stanley are looking at the same Space Exploration Technologies Corp. (NASDAQ:SPCX) and arriving at almost opposite conclusions.
Healthcare’s Best Week Since June Traces Back to a Single Moderna and Merck Cancer Trial
The health-care sector was on track for its strongest week since June 26, with the Health Care index rising more than 4% in the five trading days leading up to August 21, compared...
Klarna Recently Went for Its Worst Week Ever, Down More Than 30%
Shares of Klarna Group plc (NYSE:KLAR) were headed for their worst week as a public company recently, with more than a 30% decline over the five trading days leading to August...
Shattering Expectations: Standout Stocks Beating Consensus Estimates
The second quarter of the year has so far been a remarkably strong season for US-listed companies.
Coinbase and Robinhood Rally as Bitcoin Marches Toward Its Best Week in Months
Crypto-related stocks surged significantly on August 21, as bitcoin extended its rally, putting the digital currency on track to finish the week more than 20% higher.
Alibaba Shares Fell on a $10 Billion AI Raise. Insiders Saw a Buying Opportunity
Alibaba Group Holding Limited (NYSE:BABA) gave shareholders two very different signals within 48 hours.
Barclays Analysis: Major Record Labels Narrow Streaming Growth Gap With Spotify
According to Barclays' 12th Global Music Results Wrap, released August 21, major music companies reported an average streaming growth of 8.3% in the second quarter of 2026, with...
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