Lamb Weston (LW) Raises Guidance, but Can Profits Catch Up?
On October 6, Lamb Weston Holdings, Inc.
Insider Monkey Blog
Heartland Value Plus Fund’s Q3 2026 Investor Letter
Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Value Plus Fund”.
Guinness Sustainable Energy Fund’s Q3 2026 Investor Letter
Guinness Global Investors recently released its "Guinness Sustainable Energy Fund" Q3 2026 investor letter.
Liontrust GF European Strategic Equity Fund’s Q3 2026 Investor Letter
Liontrust Investment Partners recently released its "GF European Strategic Equity Fund" Q3 2026 investor letter.
Integer Holdings (ITGR): Patience Rewarded as KKR Buyout Delivers 70%+ Premium
Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Value Fund”. The letter can be downloaded here.
Tesla Trades at 219x Earnings. Here’s Why I’m Not Buying the Bet on Its Future.
As of October 12, Tesla Inc. (NASDAQ:TSLA) shares have climbed about 3% over the past five days.
Heartland Value Fund’s Q3 2026 Investor Letter
Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Value Fund”.
Intuit’s (INTU) Strong FY26 Beat Offset by Cautious Guidance
Lindsell Train Ltd, an investment management company, has released its "Lindsell Train Global Equity Fund" third-quarter 2026 investor letter.
SAP SE (SAP) Rebounded Strongly Following Strong Q2 Results
Lindsell Train Ltd, an investment management company, has released its "Lindsell Train Global Equity Fund" third-quarter 2026 investor letter.
Biotech and Pharma Rebound Strengthen Thermo’s (TMO) Organic Growth
Lindsell Train Ltd, an investment management company, has released its "Lindsell Train Global Equity Fund" third-quarter 2026 investor letter.
Regulatory Tussle Masks Fair Isaac Corp’s (FICO) Record Quarter
Lindsell Train Ltd, an investment management company, has released its "Lindsell Train Global Equity Fund" third-quarter 2026 investor letter.
Lindsell Train Global Equity Fund’s Q3 2026 Investor Letter
Lindsell Train Ltd, an investment management company, has released its "Lindsell Train Global Equity Fund" third-quarter 2026 investor letter.
Nvidia (NVDA) Was Among Claude AI’s Top Picks This Year. Can The Stock Keep Rising?
While Nvidia Corporation (NASDAQ:NVDA) is one of the best-performing stock picks of Claude AI this year, ranking #2 on our list of the 8 best-performing stock picks by Claude ...
Bentley Systems (BSY): Overlooked Vertical Software Leader Positioned for AI Acceleration
Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”.
Caterpillar (CAT) and Deere (DE) Slide as Treasury Yields Surge. Why Valuations Matter
On October 7, Caterpillar Inc.
Watsco (WSO): Temporary Industry Lull Overshadows Digitization Advantage
Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”.
Claude, Bill Ackman and Trump’s Common Stock Pick: Visa (V)
Visa Inc. (NYSE:V) hit an all-time high on Monday after eight straight winning sessions, its longest streak since 2023.
Claude Was Right About Microsoft (MSFT): Can The Stock Keep Rising?
Microsoft Corporation (NASDAQ:MSFT) is in the news after the company unveiled Maia 300, its third-generation AI chip, which it says will become the main system for running AI ...
MarketAxess (MKTX): From Q2 Detractor to Buyout Target at $167 per Share
Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”.
ServiceNow’s Growth Is Intact But Investors Are Paying Less for It, Here’s Why
ServiceNow (NYSE:NOW) grew total revenue 24% in its fiscal second quarter of 2026.
Heartland Mid Cap Value Fund’s Q3 2026 Investor Letter
Heartland Advisors, an investment management company, released its third-quarter 2026 investor letter for “Heartland Mid Cap Value Fund”.
Nu Holdings (NU) Now Earns $1B a Quarter. Is the Premium Earned?
Nu Holdings (NYSE:NU) crossed a line in the second quarter of 2026 that few digital lenders ever reach: $1.1 billion in quarterly net income, up 49% from a year earlier on a currency...
GE Aerospace (GE): Can an $11.75B Foundry Deal Defend Its Premium?
Most companies go shopping when growth starts to fade. GE Aerospace (NYSE:GE) went shopping with revenue still climbing more than 20%.
Chevron Corporation (CVX) Gains Momentum from Venezuelan Ventures and Americas Growth
Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Dividend Income Strategy”. The letter can be downloaded here.
Short-Term Gas Price Weakness Overshadows DT Midstream’s (DTM) Long-Term Power & LNG Upside
Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Dividend Income Strategy”. The letter can be downloaded here.
Chevron (CVX) Is Cleaning House Before the Earnings Peak Fades
Earlier this month, Chevron (NYSE:CVX) agreed to take a one-time loss of roughly $3 billion to $4 billion.
GE Vernova (GEV): A $176B Backlog Meets a 66x Price Tag
Most industrial companies would celebrate a quarter where orders nearly double.
ASML (ASML) Has EUV to Itself. Is 41 Times Earnings Too Much?
The most important machine in the AI boom isn’t a chip. It’s the tool that prints them, and only one company makes the most advanced version.
Can Coupang (CPNG) Turn Customer Retention Into Margin Expansion?
Coupang (NYSE:CPNG) spent the first half of 2026 pulling in two directions.
Is Alphabet’s (GOOGL) Cloud Growth Masking a Paper EPS Gain?
A few weeks earlier, Alphabet (NASDAQ:GOOGL) put up a second quarter of 2026 that looks almost too good on paper. Diluted earnings per share hit $9.11, up 294%.
ExxonMobil (XOM) Trades at a Premium Yet Earnings Are Expected to Shrink
Few companies can turn a messy quarter into a giant one, but ExxonMobil (NYSE:XOM) pulled it off in the second quarter of 2026.
Adobe (ADBE) Trades Under 10 Times Earnings. Is the AI Fear Overdone?
Adobe (NASDAQ:ADBE) posted record revenue in its fiscal third quarter, raised its full-year targets, and crossed 1 billion monthly active users. The stock shrugged.
Reaves Dividend Income Strategy’s Q3 2026 Investor Letter
Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Dividend Income Strategy”.
Is Tesla (TSLA) a Car Market Leader or a $1 Trillion Robotics Gamble?
Tesla (NASDAQ:TSLA) opened October with a sales number worth celebrating.
Micron (MU) at 5.8x Earnings: Peak Cycle or Permanent Shift?
Micron Technology (NASDAQ:MU) brought in more revenue in a single quarter than it did in its entire previous fiscal year.
Applied Materials (AMAT) Trades at 39.66 Times Earnings. Can 2027 Growth Carry It?
Applied Materials (NASDAQ:AMAT) keeps adding heavyweight partners.
Can Cerebras (CBRS) Turn Its $25.4B Backlog Into High-Margin Growth?
Cerebras Systems (NASDAQ:CBRS) is sitting on $25.4 billion in contracted future revenue. Its stock has been acting like that number doesn’t exist.
SpaceX (SPCX): Can Starlink Carry the AI Bill?
SpaceX (NASDAQ:SPCX) has become two companies wearing one jersey. One is a satellite internet business that keeps signing up customers at a pace most telecoms would envy.
Nvidia Corp (NVDA): Jensen Huang’s Visionary Leadership Drives Long-Term AI Growth
Patient Capital Management, based in Baltimore, released its third-quarter 2026 investor letter for the “Patient Opportunity Equity Strategy”.
Why Google (GOOGL) Offers Asymmetric Upside Potential?
Patient Capital Management, based in Baltimore, released its third-quarter 2026 investor letter for the “Patient Opportunity Equity Strategy”.
Amazon.com (AMZN) Holds Compelling Risk/Reward and Multiple Ways to Win in AI
Patient Capital Management, based in Baltimore, released its third-quarter 2026 investor letter for the “Patient Opportunity Equity Strategy”.
What Makes Meta Platforms (META) an Attractive Opportunity?
Patient Capital Management, based in Baltimore, released its third-quarter 2026 investor letter for the “Patient Opportunity Equity Strategy”.
Here’s What Weighed on Fanuc Corporation (FANUY)
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2026 investor letter for the “Baird Chautauqua...
Rate-Driven Sell-Off Disconnects Brookfield Renewable Partners L.P. (BEP) from Fundamentals
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2026 investor letter for the “Baird Chautauqua...
BeOne Medicines (ONC) Surged on Strong Financial Performance and Upgraded Guidance
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2026 investor letter for the “Baird Chautauqua...
Ryanair Holdings plc (RYAAY): Geopolitical Pressures Cut Outlook, but Fuel Hedging & Net Cash Protect Margin Moat
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2026 investor letter for the “Baird Chautauqua...
Weak Marmaxx Division Pressured TJX Companies (TJX)
Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its third-quarter 2026 investor letter for the “Baird Chautauqua...
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