Berkshire Hathaway (BRK-B)’s Cash Pile Just Shrank for the First Time in Years. Is Greg Abel Finally Spending?
Warren Buffett spent decades building Berkshire Hathaway Inc.
Insider Monkey Blog
AI Infrastructure Stocks Surge: How Long Can CoreWeave (CRWV) and Super Micro Computer (SMCI) Keep It Up?
Shares of CoreWeave, Inc. (NASDAQ:CRWV) and Super Micro Computer, Inc.
General Motors Company (GM) Spends $4.5B on Chips: Is Ford Motor Company (F) Betting Bigger on America?
On August 11, 2026, General Motors Company (NYSE:GM) disclosed that it set up a purchasing facility worth up to $4.5 billion with a firm called Procura Auto Parts, designed to...
President Trump’s Portfolio Added 2 Stocks Bill Gates and Bill Ackman Also Own
The latest filings covering President Donald Trump’s assets show that securities held on his behalf included purchases of Mastercard (NYSE: MA) and Home Depot (NYSE: HD) in ...
Billionaire Leon Cooperman Says Investors Are Acting Like ‘Pavlov’s Dog’ — Reveals 2 New Stock Picks
In a recent CNBC interview, Billionaire Leon Cooperman said that he has a negative view of the market amid a rising fiscal deficit and debt.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Brad Gerstner and Cathie Wood Like Snowflake (SNOW) and Robinhood (HOOD)
Brad Gerstner of Altimeter Capital is known for his AI tech investing, while Cathie Wood is known for her aggressive growth investing across different sectors.
FPA Queens Road Small Cap Value Fund’s Q2 2026 Investor Letter
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. The Fund returned...
Is Linde (LIN) Set to Benefit From a Global Industrial Recovery?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
SGA Exits Alcon (ALC) as Cataract Demand Slows and Competition Rises
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
SGA Is Betting on Equinix (EQIX) as AI Demand Accelerates
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
Is Salesforce (CRM) an Undervalued AI Opportunity Despite Slower Growth?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
IUX Launches New Education Webinar Series to Support Traders’ Financial Literacy
IUX Education has launched its IUX Education Webinar Series, a live online programme designed to help traders deepen their understanding of financial markets, stay connected with...
Is Netflix (NFLX) a Buying Opportunity After Its Sharp Selloff?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
Could Taiwan Semiconductor Manufacturing Co. (TSM) Be the Biggest Long-Term Winner From the AI Chip Boom?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
ServiceNow (NOW) Faces Questions Over Acquisitions and Capital Allocation
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
SGA Sold Intuit (INTU) as TurboTax and Mailchimp Weakness Deepened
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
SGA Raised Its Bet on Alphabet (GOOG) as AI Demand Accelerates
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
Arm Holdings (ARM) Delivers Strong Growth, but Has the Valuation Run Too Far?
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The letter can be...
SGA Global Growth Strategy’s Q2 2026 Investor Letter
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “Global Growth Strategy.” The SGA Global Growth...
KLA (KLAC) Gains From Advanced Nodes, HBM and Packaging
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Lam Research (LRCX) Sees Strong Growth Extend Into 2027 as AI Spending Accelerates
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Can AMD (AMD) Win From the Shift Toward More CPU-Heavy AI Data Centers?
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
This Fund Exits Intuit (INTU) Amid Concerns of AI Disruption to TurboTax’s Moat
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Applied Materials (AMAT) Is Positioned to Capture More of the AI Chip Manufacturing Boom
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Nasdaq (NDAQ) Has Quietly Built a More Durable Business Beyond Trading
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Is Adobe (ADBE) Losing Its Edge Despite Strong AI Adoption?
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Is Netflix (NFLX) Facing a Growth Slowdown After Its Strong First Quarter?
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Guinness Global Innovators Fund’s Q2 2026 Investor Letter
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Trip.com (TCOM): China’s Largest Travel Platform Set for Long Term Gains
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Streaming Scale and Global Base Power Netflix’s (NFLX) Next Phase of Monetization
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Amazon.com (AMZN) Trades at Significant Discount to Intrinsic Value
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Alphabet’s (GOOG) Sustainable Growth Outlook Appears Stronger Than Expectations
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Arm Holdings (ARM) Shifts Strategy to Sell Own Data Center Chips
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026. You can download a copy of the letter here.
Hackers Breach Apollo Global (APO) Right as Assets Hit $1 Trillion
On August 21, Apollo Global Management (NYSE:APO) disclosed in a letter that hackers gained unauthorized access to some of its cloud platforms between July 6 and July 10, exposing...
Loomis Sayles Global Growth Fund’s Q2 2026 Investor Letter
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026.
Evaluating RELX PLC’s (RELX) Enterprise Advantages in the AI Era
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”.
InterContinental Hotels Group (IHG): AI Search Functions Improve Visibility and Customer Reach
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”.
Navigating W.W. Grainger’s (GWW) New Competitive Landscape
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”.
Inside Cintas Corp. (CTAS) Operational AI Integration
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”.
How SAP SE (SAP) Is Monetizing AI Through Joule and Data Cloud
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”.
Secure Credentials Cement Visa’s (V) Role as Payment Gatekeeper in Agentic AI Era
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”.
Honeywell Aerospace (HONA) Spin-Off Unlocks Standalone Value Amid Strong Market Outlook
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Large Cap Fund”. A copy of the letter can be downloaded here...
AbbVie’s Humira Replacement Strategy Is Working, But Could Growth Be Too Concentrated?
AbbVie Inc. (NYSE:ABBV) spent years preparing investors for the decline of Humira, once one of the best-selling medicines in the world.
Pfizer vs. Johnson & Johnson: Which Pharma Giant Is Better Prepared for Its Patent Cliff?
Patent expirations are forcing Pfizer Inc.
Zoetis Wins Emergency Authorization for Simparica Trio, Can It Support a Slowing U.S. Business?
The timing of Zoetis Inc.’s (NYSE:ZTS) latest regulatory win is particularly relevant for shareholders.
Gilead’s Core Business Is Accelerating, But Will Its $11 Billion Pipeline Bet Pay Off?
Gilead Sciences, Inc. (NASDAQ:GILD) produced an unusual earnings report in fiscal Q2 2026.
AstraZeneca’s Earnings Beat Shows Momentum, But Can its Pipeline Deliver $80 Billion in Revenue?
AstraZeneca PLC (NYSE:AZN) investors received a reassuring earnings report at a sensitive point in the company’s growth story.
Novo Nordisk Expands Its AI Push With AWS, But Can It Accelerate Drug Discovery?
Novo Nordisk A/S (NYSE:NVO) has entered a strategic partnership with Amazon Web Services to accelerate drug discovery and modernize its operations through artificial intelligence...
Disney Adds Formula E to Disney+: Can Live Sports Strengthen its Streaming Business?
The Walt Disney Company (NYSE:DIS) has secured a multi-year agreement to stream the all-electric Formula E World Championship across 144 territories, expanding the live-sports...
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