Why Wall Street Prices Coca-Cola and PepsiCo Differently
Warren Buffett once said his favorite holding period is "forever," and he was probably talking about Coca-Cola (NYSE:KO) when he said it.
Why Hedge Funds Prefer Robinhood (HOOD) Stock Over SoFi
You probably think of Robinhood (NASDAQ:HOOD) as the free stock trading app, or maybe the crypto one. That's not really the story anymore.
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European Banks Resurge: Deutsche Bank and UBS Beat On Par With Wall Street
The European banking sector is facing a re-rating this year, led by a "higher for longer" interest rate environment that continues to enhance net interest margins across core lending books.
Micron (MU) Has More to Gain Than Nvidia (NVDA) Has to Lose From Samsung's 2028 Warning
Samsung said on July 30 that memory shortages could worsen in 2027 and persist through 2028. The warning strengthened the pricing outlook for Micron Technology, Inc.
Amazon (AMZN) Booked a $53.4 Billion Gain, Mostly From Anthropic, While Alphabet (GOOGL) Weighs a $15 Billion Commitment
Amazon.com, Inc. (NASDAQ:AMZN) disclosed on July 30 that its second-quarter net income included $53.4 billion of non-operating pre-tax other income, primarily from its Anthropic investments.
$70 Billion in Combined Backlog: What EMCOR and Quanta's Earnings Say About AI's Physical Buildout
The main physical hurdle for the 2026 artificial intelligence boom has shifted from semiconductor supply to power infrastructure and grid capacity.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Regal Rexnord Corporation (RRX) Rises on Strong Results
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
Here’s Why Kodiak Gas Services (KGS) Belongs at the Core of Infrastructure Portfolios
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Verisk Analytics (VRSK) an Undervalued Data Monopoly in Insurance?
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
Can Huntington Ingalls (HII) Overcome Margin Pressure and Contract Challenges?
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
Could Illumina (ILMN) Strengthen Its Lead After Roche’s Weak Launch?
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
Diamond Hill Is Betting on Veralto’s (VLTO) Resilient Business Model
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
Could Centene (CNC) Be Entering a Major Margin Recovery?
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
Equifax's (EFX) Essential Datasets Drive Consistent Growth
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
Diamond Hill Mid Cap Strategy’s Q2 2026 Investor Letter
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
AAON's (AAON) Growth Strategy Positions It for Long-Term Strength
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Perimeter Solutions (PRM) Looks Attractive Due To Its Niche Dominance and Cash Flow Predictability
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
What Makes Knowles Corp. (KN) a Bullish Bet?
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Matador Resources Co.’s (MTDR) Disciplined Capital Allocation and Growth Strategy Support Long Term Shareholder Value
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
What Makes Magnolia Oil & Gas Corp. (MGY) a Strong Investment Bet?
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Conestoga Capital Advisors Small Cap Strategy’s Q2 2026 Investor Letter
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter.
Allegiant Travel (ALGT)–Sun Country Merger Poised to Enhance Operational Synergies
Legacy Ridge Capital Management, a Colorado-based hedge fund, released its mid-2026 investor letter. A copy of the letter can be downloaded here.
Legacy Ridge Capital Partners’ Exit from Summit Midstream Corporation (SMC) Marks End of a Costly Mistake
Legacy Ridge Capital Management, a Colorado-based hedge fund, released its mid-2026 investor letter. A copy of the letter can be downloaded here.
Legacy Ridge Capital Management’s Q2 2026 Investor Letter
Legacy Ridge Capital Management, a Colorado-based hedge fund, released its mid-2026 investor letter.
Here’s How Navient Corporation’s (NAVI) Leadership Is Setting Up a Re-Rating
Gator Capital Management, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Gator Capital Management’s Q2 2026 Investor Letter
Gator Capital Management, an investment management company, released its second-quarter 2026 investor letter.
Here's Why Emerald Wealth Partners Cut Its Shell (SHEL) Stake
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the "Focused Equity Strategy." A copy of the letter can be downloaded...
Could ASML Holding N.V. (ASML) Be the Most Durable Winner From the AI Chip Boom?
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the "Focused Equity Strategy." A copy of the letter can be downloaded...
Could Broadcom (AVGO) Become the Biggest Winner From the Shift to Custom AI Chips?
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the "Focused Equity Strategy." A copy of the letter can be downloaded...
Is ServiceNow (NOW) a Mispriced AI Winner After the Software Sell-Off?
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the "Focused Equity Strategy." A copy of the letter can be downloaded...
Can Lockheed Martin (LMT) Capitalize on Surging Defense Demand Despite Rising Risks?
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the "Focused Equity Strategy." A copy of the letter can be downloaded...
Intercontinental Exchange's (ICE) Moat Is Built to Outlast Market Jitters
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the "Focused Equity Strategy." A copy of the letter can be downloaded...
Emerald Wealth Partners – Focused Equity Strategy’s Q2 2026 Investor Letter
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” The Firm reported a 0.8% gross return...
Could UnitedHealth Group (UNH) See Substantial Upside as Medicare Profits Recover?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here.
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