Higher Fuel Prices Are Hurting Europe’s Budget Airlines; Is Ryanair or EasyJet Better Positioned?
The US-Iran conflict has come as a brutal shock to Europe’s budget airlines.
Insider Monkey Blog
Johnson & Johnson (JNJ) Raised Its Outlook. Is It the Better Healthcare Stock to Own After Earnings?
Johnson & Johnson (NYSE:JNJ) delivered strong fiscal Q2 2026 results, with sales for the quarter growing nearly 7% to $25.31 billion, above analysts' average estimate of about...
Abbott (ABT) Raised Its Profit Forecast. What’s Driving Its Growth?
Abbott Laboratories (NYSE:ABT) delivered strong fiscal Q2 2026 results, beating quarterly estimates and raising its annual profit forecast as robust demand for its cancer diagnostics...
Edwards Lifesciences (EW)’s TMTT Revenue Surges 47%: Can Rapid Growth Drive the Next Leg of Earnings Expansion?
On July 23, Edwards Lifesciences Corporation (NYSE:EW) delivered second-quarter 2026 net sales of $1.74 billion, up 13.6% year over year (12.5% on a constant currency basis), ...
CXMT’s Blockbuster IPO Hits MU, SNDK and WDC—Is the Memory Rally at Risk?
Memory and storage stocks came under pressure on July 27 after China’s leading semiconductor manufacturer, ChangXin Memory Technologies (CXMT), delivered a blockbuster Shanghai...
UnitedHealth Group Incorporated (UNH) and Intuitive Surgical, Inc. (ISRG) Just Showed Why Beating Estimates Isn’t Enough
Two big healthcare companies, UnitedHealth Group Incorporated (NYSE:UNH) and Intuitive Surgical, Inc. (NASDAQ:ISRG) reported earnings the same week in July.
GLP-1 Drugs Need to Stay Cold: Is it Turning Into a Real Growth Story for United Parcel Service, Inc. (UPS) and FedEx Corporation (FDX)?
Logistics companies make money by moving packages.
Why Did Philip Morris (PM) Rise After Cutting Its 2026 Profit Forecast Again?
Philip Morris International Inc. (NYSE:PM) cut its 2026 adjusted earnings forecast for the third time this year on July 22.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Here’s How Microsoft’s Mistral Partnership Could Strengthen Azure’s AI Leadership
Microsoft Corporation (NASDAQ:MSFT) is seeking to position itself as the platform of choice for enterprise frontier AI adoption.
Janus Henderson Forty Fund’s Q2 2026 Investor Letter
Janus Henderson Investors, an investment management company, released its “Forty Fund” Q2 2025 investor letter.
Avino Silver & Gold (ASM): “Crazy Cheap With Massive Asymmetry?”
The EMA GARP Fund, managed by Equity Management Associates, recently released its second-quarter investor letter for 2026. The letter can be downloaded here.
Equity Management Associates’ Q2 2026 Investor Letter
The EMA GARP Fund, managed by Equity Management Associates, recently released its second-quarter investor letter for 2026.
The Campbell’s Company (CPB) Offers Promising Upside Despite Past Challenges
Brandes Investment Partners, an asset management company, released its second-quarter 2026 investor letter for its “Brandes Small Cap Value Fund”. A copy of the letter ...
SanDisk’s $42 Billion Backlog Is Real — So Is the Valuation Question Now Hitting Every Memory Stock
The AI memory supercycle has emerged as one of 2026's most defining stories, and also one of its most contested.
Super Micro’s Margin Beat Is Genuine. And So Is The ‘Value Trap’ Thesis
The preliminary fiscal Q4 2026 update from Super Micro Computer Inc.
The ACA Coverage Debate Just Became a $50 Billion Question for Intuitive Surgical
Health policy has quietly become a stock-moving variable in 2026, and the figures are significant enough to matter.
Brandes Small Cap Value Fund’s Q2 2026 Investor Letter
Brandes Investment Partners, an asset management company, released its second-quarter 2026 investor letter for its “Brandes Small Cap Value Fund”. In Q2 2026, the Fund ...
MKS (MKSI) Gains from Surging Demand for High Band Memory (HBM)
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter.
UNP vs. NSC: One Is a Growth Play, the Other a Merger Bet
On July 23, both Union Pacific Corporation (NYSE:UNP) and Norfolk Southern Corporation (NYSE:NSC) delivered their Q2 results, giving investors better insight into which railroad...
Allegro Microsystems (ALGM) Advanced from Sharp Demand Growth
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter.
PTC (PTC): A Mispriced Opportunity?
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter.
Inflated AI Risk Hurt Autodesk (ADSK)
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter.
Excessive Extrapolation Pressured Globant S.A. (GLOB)
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter.
Compelling Reasons to Add ATS Corporation (ATS)
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter.
WS Amati Global Innovation Fund’s Q2 2026 Investor Letter
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from Amati Global Investors, released its second-quarter 2026 investor letter.
Data Centre Cooling Demand Boosted AAON (AAON)
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Everus Construction Group (ECG) Strengthens from Long-Term Infrastructure Demand
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Procore Technologies (PCOR) Slid Amid AI Disruption Concerns
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
JFrog Ltd. (FROG) Overcomes AI Challenges and Gains Momentum
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Here’s Why Ollie’s Bargain Outlet Holdings (OLLI) Traded Lower in Q2
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here’s Why the Bull Case Still Wins
On July 21, the Financial Times reported that China's Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company...
Short-Seller Concerns Hurt Ensign Group (ENSG) in Q2
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Wasatch Small Cap Growth Strategy’s Q2 2026 Investor Letter
Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter.
CRA International (CRAI) Looks Attractive Amid Market Misconceptions
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter.
Here’s Why the Fund Trimmed Mama’s Creations (MAMA)
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter.
Buyback Announcement Makes Allot (ALLT) Attractive
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter.
Uranium Royalty (UROY) Fell Despite Stable Uranium Spot Prices
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter.
JPMorgan and Goldman Posted Record Quarters — Their Own CEOs Aren’t Sure It Lasts
July 14 was one of the most concentrated single-day events of Wall Street's Q2 2026 earnings season, with all five of America's largest banks reporting results on the same morning...
Will LSB Industries (LXU) be Able to Generate Strong Free Cash Flow?
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter.
Iradimed Corporation (IRMD) Sales Reflects The Fund’s Valuation and Sizing Discipline
Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q2 2026 investor letter.
Corning Incorporated (GLW) Rose on Growing AI Fiber and Optical Demand
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Growth & Income Fund".
Hewlett Packard Enterprise (HPE) Rose on Strong AI Server Demand and Juniper Integration
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Growth & Income Fund".
President Trump Loves Johnson & Johnson (JNJ), But Insiders Are Selling
Johnson & Johnson (NYSE:JNJ) is one of the health care names that showed up in President Donald Trump's financial disclosures released earlier this year.
Broadcom (AVGO) Rose on Strong Custom Silicon Demand and New Client Wins
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Growth & Income Fund".
SiTime Corporation (SITM) Rose on AI Infrastructure Demand and Margin Expansion
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its “Artisan Small Cap Fund”.
Modine Manufacturing (MOD) Rose on Strong Data Center Demand and Improved Visibility
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its “Artisan Small Cap Fund”.
Hedge Fund Resource Center
