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Insider Monkey Blog

Sea Limited (SE): A Bull Case Theory 

We came across a bullish thesis on Sea Limited on GabGrowth’s Substack. In this article, we will summarize the bulls’ thesis on SE.

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February 4 - News, Stock Analysis

Interactive Brokers Group, Inc. (IBKR): A Bull Case Theory 

We came across a bullish thesis on Interactive Brokers Group, Inc. on Compounding Dividends’s Substack. In this article, we will summarize the bulls’ thesis on IBKR.

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February 4 - News, Stock Analysis

Hims & Hers Health, Inc. (HIMS): A Bull Case Theory 

We came across a bullish thesis on Hims & Hers Health, Inc. on Investment Edge’s Substack by David Vicuña.

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February 4 - News, Stock Analysis

Chipotle Mexican Grill, Inc. (CMG): A Bull Case Theory 

We came across a bullish thesis on Chipotle Mexican Grill, Inc. on Rijnberk InvestInsights’s Substack by Daan | InvestInsights.

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February 4 - News, Stock Analysis

Airbnb, Inc. (ABNB): A Bull Case Theory 

We came across a bullish thesis on Airbnb, Inc. on Rebound Capital’s Substack. In this article, we will summarize the bulls’ thesis on ABNB.

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February 4 - News, Stock Analysis

QXO, Inc. (QXO): A Bull Case Theory 

We came across a bullish thesis on QXO, Inc. on Kairos Research’s Substack. In this article, we will summarize the bulls’ thesis on QXO.

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February 4 - News, Stock Analysis

PayPal Holdings, Inc. (PYPL): A Bull Case Theory 

We came across a bullish thesis on PayPal Holdings, Inc. on CompoundingLab’s Substack. In this article, we will summarize the bulls’ thesis on PYPL.

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February 4 - News, Stock Analysis

Palantir Technologies Inc. (PLTR): A Bull Case Theory 

We came across a bullish thesis on Palantir Technologies Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares.

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February 4 - News, Stock Analysis

NVIDIA Corporation (NVDA): A Bull Case Theory 

We came across a bullish thesis on NVIDIA Corporation on Investment Ideas by Antonio’s Substack by Antonio Linares.

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February 4 - News, Stock Analysis

Duolingo, Inc. (DUOL): A Bull Case Theory 

We came across a bullish thesis on Duolingo, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares.

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February 4 - News, Stock Analysis

Portland General Electric Company (POR): A Bull Case Theory 

We came across a bullish thesis on Portland General Electric Company on MaxDividends’s Substack by Serhio MaxDividends.

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February 4 - News, Stock Analysis

Netflix, Inc. (NFLX): A Bull Case Theory 

We came across a bullish thesis on Netflix, Inc. on Quality Value Investing’s Substack by David J. Waldron.

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February 4 - News, Stock Analysis

Apple Inc. (AAPL): A Bear Case Theory 

We came across a bearish thesis on Apple Inc. on CompoundingLab’s Substack. In this article, we will summarize the bears’ thesis on AAPL.

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February 4 - News, Stock Analysis

Centene Corporation (CNC): A Bull Case Theory 

We came across a bullish thesis on Centene Corporation on Compounding Zero’s Substack by Felix - My Investment Journal.

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February 4 - News, Stock Analysis

Alibaba Group Holding Limited (BABA): A Bull Case Theory 

We came across a bullish thesis on Alibaba Group Holding Limited on Valueinvesting subreddit by Illustrious_Lie_954.

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February 4 - News, Stock Analysis

Marvell Technology, Inc. (MRVL): A Bull Case Theory 

We came across a bullish thesis on Marvell Technology, Inc. on CopyCat Invest’s Substack. In this article, we will summarize the bulls’ thesis on MRVL.

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February 4 - News, Stock Analysis

Rocket Companies, Inc. (RKT): A Bull Case Theory 

We came across a bullish thesis on Rocket Companies, Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on RKT.

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February 4 - News, Stock Analysis

Vicor Corporation (VICR): A Bull Case Theory 

We came across a bullish thesis on Vicor Corporation on X.com by @TheValueist. In this article, we will summarize the bulls’ thesis on VICR.

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February 4 - News, Stock Analysis

Visa Inc. (V): A Bull Case Theory 

We came across a bullish thesis on Visa Inc. on Quality Value Investing’s Substack by David J. Waldron. In this article, we will summarize the bulls’ thesis on V.

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February 4 - News, Stock Analysis

Meta Platforms, Inc. (META): A Bull Case Theory 

We came across a bullish thesis on Meta Platforms, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares.

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February 4 - News, Stock Analysis

NexGen Energy Ltd. (NXE): A Bull Case Theory 

We came across a bullish thesis on NexGen Energy Ltd. on Case Resources’s substack. In this article, we will summarize the bulls’ thesis on NXE.

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February 4 - News, Stock Analysis

Lemonade, Inc. (LMND): A Bull Case Theory 

We came across a bullish thesis on Lemonade, Inc. on The Cash Flow Compounder’s Substack. In this article, we will summarize the bulls’ thesis on LMND.

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February 4 - News, Stock Analysis

Crocs, Inc. (CROX): A Bull Case Theory 

We came across a bullish thesis on Crocs, Inc. on Emerging Moats Research’s Substack by Brett Schafer. In this article, we will summarize the bulls’ thesis on CROX.

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February 4 - News, Stock Analysis

AST SpaceMobile, Inc. (ASTS): A Bull Case Theory 

We came across a bullish thesis on AST SpaceMobile, Inc. on Global Equity Briefing’s Substack by Ray Myers.

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February 4 - News, Stock Analysis

The Walt Disney Company (DIS): A Bear Case Theory 

We came across a bearish thesis on The Walt Disney Company on Accrued Interest’s Substack by Simeon McMillan.

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February 4 - News, Stock Analysis

Molson Coors Beverage Company (TAP): A Bull Case Theory 

We came across a bullish thesis on Molson Coors Beverage Company on Waterboy Stocks’s Substack. In this article, we will summarize the bulls’ thesis on TAP.

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February 4 - News, Stock Analysis

Root, Inc. (ROOT): A Bull Case Theory

We came across a bullish thesis on Root, Inc. on Rose’s Substack by Rose Celine Investments. In this article, we will summarize the bulls’ thesis on ROOT.

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February 4 - News, Stock Analysis

Pfizer Inc. (PFE): A Bull Case Theory

We came across a bullish thesis on Pfizer Inc. on Disruptive analytics’s Substack by Magnus Ofstad. In this article, we will summarize the bulls’ thesis on PFE.

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February 4 - News, Stock Analysis

The Digital Gold Rush: Analyzing the Exponential Growth of the New Zealand iGaming Market

Based on sustained industry observation and analytical experience within the iGaming sector, New Zealand has entered what many analysts describe as a digital gold rush.

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February 4 - Business, News

Market Analysis: The Economic Impact of the Digital Gambling Expansion in the Oceania Region

The digital gambling sector in Oceania has grown into a multi-billion-dollar industry, shaped by strong consumer demand, widespread digital adoption, and a steady move away from...

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February 4 - Business, News

10 Stocks With Monster Gains

Ten stocks boasted high gains on Wednesday, outperforming a mostly lackluster performance in the broader market, thanks to a flurry of strong corporate earnings and upbeat outlooks...

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February 4 - Market Movers, News

15 Best Wide Moat Dividend Stocks to Invest in

Wide-moat stocks are companies with durable advantages that help them keep competitors at bay. According to an S&P Global report, a large market share can be a sign of a strong...

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February 4 - Dividend Stocks, Hedge Funds, News

UiPath Inc. (PATH): A Bull Case Theory 

We came across a bullish thesis on UiPath Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.

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February 4 - News, Stock Analysis

Oscar Health, Inc. (OSCR): A Bull Case Theory 

We came across a bullish thesis on Oscar Health, Inc. on The Analyst's Journal’s Substack by A_Capital. In this article, we will summarize the bulls’ thesis on OSCR.

Keep Reading →

February 4 - News, Stock Analysis

Nasdaq, Inc. (NDAQ): A Bull Case Theory 

We came across a bullish thesis on Nasdaq, Inc. on Stay Invested’s Substack by Denis Gorbunov. In this article, we will summarize the bulls’ thesis on NDAQ.

Keep Reading →

February 4 - News, Stock Analysis

ACM Research, Inc. (ACMR): A Bull Case Theory

We came across a bullish thesis on ACM Research, Inc. on Hazelnuts Research’s Substack. In this article, we will summarize the bulls’ thesis on ACMR.

Keep Reading →

February 4 - News, Stock Analysis

Advance Auto Parts, Inc. (AAP): A Bull Case Theory 

We came across a bullish thesis on Advance Auto Parts, Inc. on Valueinvestorsclub.com by Woodrow. In this article, we will summarize the bulls’ thesis on AAP.

Keep Reading →

February 4 - News, Stock Analysis

Solaris Energy Infrastructure, Inc. (SEI): A Bull Case Theory 

We came across a bullish thesis on Solaris Energy Infrastructure, Inc. on MVC Investing’s Substack by M. V. Cunha.

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February 4 - News, Stock Analysis

lululemon athletica inc. (LULU): A Bull Case Theory 

We came across a bullish thesis on lululemon athletica inc. on r/valueinvesting by _quantitative. In this article, we will summarize the bulls’ thesis on LULU.

Keep Reading →

February 4 - News, Stock Analysis

GXO Logistics, Inc. (GXO): A Bull Case Theory 

We came across a bullish thesis on GXO Logistics, Inc. on DeepValue Capital’s Substack. In this article, we will summarize the bulls’ thesis on GXO.

Keep Reading →

February 4 - News, Stock Analysis

Danaher Corporation (DHR): A Bull Case Theory 

We came across a bullish thesis on Danaher Corporation on Heavy Moat Investments’s Substack. In this article, we will summarize the bulls’ thesis on DHR.

Keep Reading →

February 4 - News, Stock Analysis

Cognizant Technology Solutions Corporation (CTSH): A Bull Case Theory 

We came across a bullish thesis on Cognizant Technology Solutions Corporation on Quality Value Investing’s Substack by David J. Waldron.

Keep Reading →

February 4 - News, Stock Analysis

Jim Cramer on Las Vegas Sands: “It Looks Like Wealthy Chinese Consumers Are Still Hesitant to Spend Heavily”

Finally, the eighth worst performer last month was Las Vegas Sands. That’s the casino company that’s now exclusively a play on Macau and Singapore.

Keep Reading →

February 4 - News

Jim Cramer Highlights That the Charitable Trust Has Owned Salesforce for “Years and Years”

Salesforce, Inc. (NYSE:CRM) is one of the noteworthy S&P 500 stocks Jim Cramer highlighted.

Keep Reading →

February 4 - News

Jim Cramer on Amazon: “It Doesn’t Get the Respect It Deserves”

My Charitable Trust owns Amazon, Meta, and Microsoft. I’m feeling like I did during my obituary writer days with these. Amazon reports this week.

Keep Reading →

February 4 - News

Jim Cramer on Tesla: “It Has a Chance to Blast off, But It Hasn’t”

Tesla, now, it’s not a car company, although it’s not the xAI merger that we’re getting with SpaceX, whatever. But it’s a Cybercab and robot company.

Keep Reading →

February 4 - News

Jim Cramer on Apple: “The Pessimists Are Starting to Tremble”

How about the others? Can you really underperform the S&P for a full year as these stocks have and still call yourself magnificent?… Apple could be making a move here.

Keep Reading →

February 4 - News

Jim Cramer Says “Something Good Seems to Happen Every Single Minute at Alphabet”

But the only other stock in the Mag Seven that’s beating the market over the last 12 months and is fantastic is Alphabet. It’s up over 68%. That makes sense.

Keep Reading →

February 4 - News

Jim Cramer on Merck & Co.: “This Is One of My Favorite Pharmaceutical Stocks”

This morning, Merck reported a very solid quarter, but gave what some people thought was a soft full-year forecast, yet the stock finished up the session more than 2%.

Keep Reading →

February 4 - News

Jim Cramer on Chipotle: “I Think That Wall Street’s Going to Be Wrong Here”

Chipotle Mexican Grill, Inc. (NYSE:CMG) is one of the stocks Jim Cramer looked at recently.

Keep Reading →

February 4 - News

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