Recursion Pharmaceuticals, Inc. (RXRX): A Bull Case Theory
We came across a bullish thesis on Recursion Pharmaceuticals, Inc. on Emil Hartela Investing’s Substack by Emil.
Insider Monkey Blog
Tempus AI, Inc. (TEM): A Bull Case Theory
We came across a bullish thesis on Tempus AI, Inc. on Emil Hartela Investing’s Substack by Emil. In this article, we will summarize the bulls’ thesis on TEM.
Turning Point Brands, Inc. (TPB): A Bull Case Theory
We came across a bullish thesis on Turning Point Brands, Inc. on Emil Hartela Investing’s Substack by Emil.
Financial Technology Shapes Tucson’s Small Business Landscape
Tucson’s small business community is no stranger to change, but the pace of innovation in financial technology is bringing new opportunities and challenges.
LiveRamp Holdings, Inc. (RAMP): A Bull Case Theory
We came across a bullish thesis on LiveRamp Holdings, Inc. on Shareholdersunite Essentials’s Substack. In this article, we will summarize the bulls’ thesis on RAMP.
Snap Inc. (SNAP): A Bull Case Theory
We came across a bullish thesis on Snap Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares.
Tradeweb Markets Inc. (TW): A Bull Case Theory
We came across a bullish thesis on Tradeweb Markets Inc. on R. Dennis’s Substack’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on TW.
VICI Properties Inc. (VICI): A Bull Case Theory
We came across a bullish thesis on VICI Properties Inc. on Pacific Northwest Edge’s Substack by David. In this article, we will summarize the bulls’ thesis on VICI.
Simpson Manufacturing Co., Inc. (SSD): A Bull Case Theory
We came across a bullish thesis on Simpson Manufacturing Co., Inc. on Beeli Capital’s Substack by Andrew Beeli.
Yext, Inc. (YEXT): A Bull Case Theory
We came across a bullish thesis on Yext, Inc. on Show me the incentives...’s Substack. In this article, we will summarize the bulls’ thesis on YEXT.
Hedge Fund Investor Letters Q3 2025
We will be sharing Q3 2025 hedge fund investor letters in this article.
Rapid7, Inc. (RPD): A Bull Case Theory
We came across a bullish thesis on Rapid7, Inc. on Show me the incentives...’s Substack. In this article, we will summarize the bulls’ thesis on RPD.
Madison Square Garden Sports Corp (MSGS): A Bull Case Theory
We came across a bullish thesis on Madison Square Garden Sports Corp on Open Insights's Substack.
Palm Valley Capital Fund Added LKQ (LKQ) on a Dip
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” third-quarter 2025 investor letter. A copy of the letter can be...
Goldman Sachs Reiterates Its Buy Rating on The Walt Disney Company (DIS) with a $152 PT
Ahead of the entertainment behemoth’s next earnings announcement, Goldman Sachs reiterated its Buy rating on The Walt Disney Company (NYSE:DIS) on September 29.
Should You be Confident in Robert Half (RHI)?
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” third-quarter 2025 investor letter. A copy of the letter can be...
Is Avista Corporation (AVA) an Attractively Priced Stock?
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” third-quarter 2025 investor letter. A copy of the letter can be...
Palm Valley Capital Fund Sold Seaboard Corporation (SEB) as It Exceeded the Valuation
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” third-quarter 2025 investor letter. A copy of the letter can be...
Analyst With $100 Price Target on Nike (NKE) Explains Why He Likes The Stock
Matt Boss, JPMorgan retail analyst, recently explained in a program on CNBC why he believes Nike Inc (NYSE:NKE) shares have more upside.
Cramer Endorsed ONEOK as it Completes $3 Billion Public Offering
On August 12, 2025, ONEOK, Inc. (NYSE:OKE) announced the completion of its $3 billion public offering.
The Future of Artificial Intelligence: 10 Predictions for 10 Industries
Artificial intelligence continues to hold center stage at the stock market as investors pour billions into companies that are leveraging the latest technology to solve problems...
Continued Challenges Affected Flowers Foods (FLO) in Q3
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” third-quarter 2025 investor letter. A copy of the letter can be...
Realty Income, One of Cramer’s Favorites, Issues $800 Million Notes
On August 6, 2025, Realty Income Corporation (NYSE:O) reported a revenue of $1.41 billion for the second quarter ended June 2025.
Cramer Backs Sempra as LNG Expansion and $10 Billion Deal Boost Outlook
One of Jim Cramer’s favorites from earlier this year, the company has announced a final investment decision for Port Arthur LNG Phase 2 and the sale of 45% equity interest in...
Cramer Stands Firm on American Electric Power Despite Target Cuts and Debt Issue
On August 29, 2025, the West Virginia Public Service Commission (PSC) approved the securitization of $2.4 billion in costs and removed $1.9 billion from the rate base.
Cramer Backs BlackRock as Citi Raises Target and GIP Eyes $40 B Deal
On September 29, 2025, the company’s price target was boosted from $1,200 to $1,350 by Citi.
PNC Gains Cramer’s Nod After FirstBank Acquisition and Analyst Upgrades
The PNC Financial Services Group, Inc.
Cramer’s ‘Absolute Favorite’ AbbVie Rises After Study Completions and Upgrade
At the beginning of this month, AbbVie Inc.
Cramer Backs Home Depot for Housing Recovery Despite ICE Raid Controversy
Immigration and Customs Enforcement (ICE) raids on The Home Depot, Inc.
Citigroup Gains Momentum on Banamex Sale and Analyst Upgrades as Cramer Stays Bullish
On September 4, 2025, Citigroup Inc. (NYSE:C) announced the sale of a 25% equity stake in Grupo Financiero Banamex, S.A. de C.V.
Cramer Backs GE Vernova Amid Turbine Setback and Analyst Downgrade
The company’s brand name took a hit when its wind turbine blade at Iberdrola’s Flyers Creek wind farm in Australia bent in half.
Bank of America Gains Jim Cramer’s Backing Amid Fintech Funding and Strong Institutional Support
On September 23, 2025, Bank of America Corporation (NYSE:BAC), alongside other major banks including Citi and Goldman Sachs, backed a $136 million funding round for Fnality.
NVIDIA Gains Cramer’s Backing with OpenAI Partnership and Next-Gen Chip Confidence
On September 22, 2025, NVIDIA Corporation (NASDAQ:NVDA) announced a strategic collaboration with OpenAI.
Amdocs (DOX) Fell Despite Delivering Steady Gains
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” third-quarter 2025 investor letter. A copy of the letter can be...
Diamondback Energy, Inc. (FANG) Expects the Growth of U.S. Crude Production to Stagnate; Bernstein SoGen Group Reiterates Its Outperform Rating and $192 Price Target
The CEO of Diamondback Energy, Inc. (NASDAQ:FANG) issued a warning on October 1 that if oil prices stay close to $60 per barrel, the growth of U.S.
Baker Hughes Company (BKR) to Provide Liquefaction Equipment for Sempra Infrastructure’s Port Arthur LNG Phase 2 Project in Texas
In a news release issued on October 1, Baker Hughes Company (NASDAQ:BKR) stated that it would provide liquefaction equipment for Sempra Infrastructure’s Port Arthur LNG Phase...
Mizuho Reiterates Its Neutral Rating and $133.00 Price Target on EOG Resources, Inc. (EOG)
Mizuho reiterated its neutral rating and $133.00 price target on EOG Resources, Inc.
UBS Retains Its Buy Rating and $158 Price Target for Deckers Outdoor Corporation (DECK)
UBS retained its Buy rating and $158 price target for Deckers Outdoor Corporation (NYSE:DECK) on September 29, emphasizing the stock’s growth potential and undervaluation.
What Makes Teleflex (TFX) an Investment Choice?
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” third-quarter 2025 investor letter. A copy of the letter can be...
U.S. Navy Awards General Dynamics Corporation (GD) a $698 Million Contract; Seaport Global Securities Upgrades from Neutral to Buy with PT $376
General Dynamics Corporation (NYSE:GD) was upgraded by Neutral to Buy by Seaport Global Securities on September 29.
Evercore ISI Downgrades The Allstate Corporation (ALL) from Outperform to In Line
With a price target of $233, Evercore ISI downgraded The Allstate Corporation (NYSE:ALL) from Outperform to In Line on October 1.
Jefferies Reduces Its Price Target for Accenture Plc. (ACN) from $260 to $250, Keeps a Hold Rating
On September 30, 2025, Jefferies reduced its price target for Accenture Plc. (NYSE:ACN) from $260 to $250 while keeping a Hold rating. The firm emphasized Accenture Plc.
Exxon Mobil Corporation (XOM) to Cut 10% of Its Singaporean Personnel by the End of 2027
Reuters reported that Exxon Mobil Corporation (NYSE:XOM) has recently announced that it would cut 10% of its Singaporean personnel by the end of 2027.
Palm Valley Capital Fund’s Q3 2025 Investor Letter
Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” third-quarter 2025 investor letter.
Keefe, Bruyette & Woods Raises Its Price Target on The Progressive Corporation (PGR), Keeps Market Perform Rating
Keefe, Bruyette & Woods raised its price target on The Progressive Corporation (NYSE:PGR) from $268 to $270 on September 18 while keeping its Market Perform rating.
Adobe Inc. (ADBE) Released Its Premiere Video Editing Software for iPhone; Morgan Stanley Reduces PT to $450
According to a press release from the company, Adobe Inc. (NASDAQ:ADBE) released its Premiere video editing software for iPhone on September 30.
JPMorgan Increases Its Price Target for Alibaba Group Holding (BABA), Reiterates its Overweight Rating
Reiterating its Overweight rating, JPMorgan increased its price target for Alibaba Group Holding (NYSE:BABA)'s Hong King shares from HK$165 to HK$240 on October 2.
What Makes Old Dominion Freight Line (ODFL) an Investment Bet?
ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” third-quarter 2025 investor letter.
UBS Maintains Its Buy Rating on Comfort Systems USA, Inc. (FIX) with $875.00 Price Target
UBS maintained its Buy rating on Comfort Systems USA, Inc. (NYSE:FIX) on September 30 with a price target of $875.00, highlighting the company’s solid fundamentals.
Verona Pharma plc (VRNA)’s Shareholders Authorizes the $10 Billion Acquisition of Verona Pharma plc (VRNA); Nasdaq Trading to Suspend
The $10 billion acquisition of Verona Pharma plc (NASDAQ:VRNA) by Merck & Co.
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