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
Jim Cramer Believes META Muse Will “Have Much More Market Share Than OpenAI”
During the September 28 episode of Mad Money, Jim Cramer mentioned Meta Platforms, Inc.
Strategy (MSTR) Rallied 76%, but Jim Cramer Would Rather Own Bitcoin
During the October 1 episode of Mad Money, Jim Cramer reviewed the Nasdaq 100’s third-quarter performance and questioned buying Strategy Inc (NASDAQ:MSTR) as a way to gain Bitcoin...
Jim Cramer Prefers CoreWeave (CRWV) Over Nebius (NBIS) — Is the Valuation Gap the Reason?
On September 30, when a caller asked about Nebius Group N.V.
CarMax (KMX) Earnings Show Turnaround Progress, But Margin Pressure Remains
On September 29, CarMax, Inc. (NYSE:KMX) reported results for the second quarter of fiscal 2027 ended August 31, 2026.
Danaher Has Barely Moved in a Year. Is its 25x Earnings Valuation Justified?
Danaher Corporation (NYSE:DHR) has had little to show shareholders for the past year.
Companies Listed Worldwide Present Live and Meet Investors at The Global Markets Forum (Hybrid), October 7 and 8
Live Presentations and Q&A Across Mining and Battery Materials, Biotechnology, Digital Health, Technology, Financial Services, and Energy and Environment Hybrid Day 1 in New York...
SoFi (SOFI) Grew Revenue 40%, Does That Justify a Premium to Its Sector?
For the first time, SoFi Technologies (NASDAQ:SOFI) added twice as many products as members in a single quarter, according to its second-quarter results.
O’Reilly Automotive (ORLY) vs. AZO and GPC: Why Auto Parts Stocks Are No Longer Safe Havens
Is ORLY a good stock to buy? We came across a bullish thesis on O’Reilly Automotive, Inc. on Astute Optics’s Substack.
Robinhood (HOOD) Grew Event Contracts Over 10x, Can Its Premium Absorb the Legal Risk?
A contract that pays $1 if something happens and nothing if it doesn't is now one of the fastest-growing products at Robinhood Markets (NASDAQ:HOOD).
Alkami Technology (ALKT) vs. QTWO and JKHY: Can Alkami Turn Its Community-Banking Niche Into a Bigger Growth Story?
Is ALKT a good stock to buy? We came across a bullish thesis on Alkami Technology, Inc. on Tiger Multibagger Watchlist’s Substack.
10 Best US Stocks to Buy Under $50
Reuters reported that US stocks moved higher on Friday, October 2, closing higher on Friday after weaker-than-expected jobs data reduced expectations for a Federal Reserve rate...
St. James Value Investors Fund’s Q3 2026 Investor Letter
St. James Investment Company recently released its "Value Investors" third-quarter 2026 investor letter.
Andrew Hill Investment Fund’s Q3 2026 Investor Letter
Andrew Hill Investment Advisors recently released its third-quarter 2026 investor letter.
Hedge Fund Investor Letters Q3 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Akamai’s (AKAM) Latest Move Has Jim Cramer Thinking Differently
On October 1, Jim Cramer discussed Akamai Technologies, Inc.
What Makes Gentex’s (GNTX) an Attractive bet?
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Amdocs (DOX) Adapts Mature Business Model to Counter AI Billed Revenue Headwinds
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
ManpowerGroup (MAN) Up +6% on Staffing Rebound
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Staffing Sector Recovery Drives Kelly Services’ (KELYA) First Volume Growth in Years
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Intersnack Buyout Delivers 91% Cash Premium for Utz Brands (UTZ) Shareholders
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
STARCARES Equips Seven Foster Homes for Children and Young People in Tanzania
Moshi, Tanzania, October 5th, 2026, FinanceWire The initiative with Kijana Kwanza furnishes seven family-style homes for up to 250 beneficiaries in Tanzania.
Vertical Data Inc Wraps September With a $192M LOI, Planned Canadian Deployment and Goldman Sachs Engagement
Pune, India, October 5th, 2026, FinanceWire This is a paid advertisement. Vertical Data Inc. (OTCQB: VDTA) is an AI infrastructure company led by Chairman and CEO Deven Soni.
Power Metallic Commences Preliminary Economic Assessment of the Nisk Project
Toronto, Ontario, October 5th, 2026, FinanceWire PEA targeted for completion in H1 2027; engineering, environmental and community engagement programs advancing in parallel TORONTO...
Pender Global Small Mid Cap Equity Fund’s Q3 2026 Investor Letter
PenderFund Capital Management's Global Small Mid Cap Equity Fund’s August 2026 investor letter reported a return of 1.4%, slightly outperforming the MSCI World SMID Cap Gross...
The Clorox Company (CLX): Capitalizing on Volatility to Sell and Repurchase at New Lows
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Walmart (WMT) Is Becoming More Than a Retailer — But Is the Stock Too Expensive?
Walmart Inc.'s (NASDAQ:WMT) growth narrative is moving away from reliance on low-margin sales volume. The company delivered 24% year-over-year growth in its U.S.
Beyond Lumber Price Headwinds: Rayonier (RYN) Delivers Outperformance Across Key Segments
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Here’s What Pressured Reynolds Consumer Products (REYN) in Q3
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Flowers Foods (FLO): Margin Pressures Mount Amid Rising Input Costs and Competitive Headwinds
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Packaged Meat Brand Equity Protects Smithfield Foods (SFD) During Pork Processing Downcycles
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Avista Corporation (AVA) Offers Compelling Upside Relative to Risk
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Datadog (DDOG): Positioned to Capture Explosive Agentic AI Growth
Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
How the Rise of Agentic AI Is Scaling Inference Requirements for Advanced Micro Devices (AMD)?
Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
Autonomous Agent Growth Broadens CrowdStrike’s (CRWD) Opportunities
Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
Legacy Housing (LEGH): Trimming Position as Shares Approach Fair Market Value
Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
This Copper Stock Caught Tactile Fund’s Attention: Here’s Why
Alluvial Capital Management recently released its "Tactile Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Baird Sees Promising Growth Potential in Alkermes plc (ALKS)
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Baird Sees Growth Potential in Axsome Therapeutics, Inc. (AXSM)
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Baird Sees Strong Growth Potential in Centuri Holdings, Inc. (CTRI)
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Baird Sees a Long Growth Runway for This AI Infrastructure Stock
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Baird Invested in Modine Manufacturing Company (MOD)
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Baird Sees Long-Term Growth for Generac Holdings Inc. (GNRC)
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Baird Bought MDA Space Ltd. (MDA) for Space Economy Growth
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
This Biotech’s Proprietary Platform Could Unlock Its Next Growth Phase
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
This Hospitality Software Stock Has Recurring Revenue and AI Upside, Baird Says
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Baird Reduced Its Position in The Vita Coco Company, Inc. (COCO)
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
This Footwear Stock Has Improving Growth Prospects and a Powerful Buyback
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Palm Valley Capital Fund’s Q3 2026 Investor Letter
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” During the quarter, the...
Glass Lake Wealth Management’s Q3 2026 Investor Letter
Glass Lake Wealth Management recently released its third-quarter 2026 investor letter.
Michael Burry and Hedge Funds Agree on This Beaten Down Stock
MercadoLibre (NASDAQ:MELI) runs one of the biggest e-commerce marketplaces in Latin America. The stock is down about 14% so far this year.
Hedge Fund Resource Center
