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Insider Monkey Blog

OneSpaWorld Holdings (OSW) Falls Despite Strong Results and Higher Guidance, Ariel Appreciation Fund Says

Ariel Investments, an investment management company, released its "Ariel Appreciation Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 28 - Hedge Fund Investor Letters, News

Budget Uncertainty Weighed on Mercury Systems (MRCY) in Q3

Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.

Keep Reading →

October 28 - Hedge Fund Investor Letters, News

AAON (AAON): Top-Line Surge Overshadows Temporary Margin Pressure

Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.

Keep Reading →

October 28 - Hedge Fund Investor Letters, News

ChatGPT Latest Stock Portfolio: 5 Stock Picks

Remember when everyone said AI could never pick stocks? Some of the early numbers are making that line look old.

Keep Reading →

October 28 - News

RBC Bearings (RBC) Lags Amid Yield Headwinds Despite Strong Operating Execution

Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.

Keep Reading →

October 28 - Hedge Fund Investor Letters, News

VSE Corp. (VSEC) Positioned for Margin Expansion and Market Share Gains in Aviation Services

Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.

Keep Reading →

October 28 - Hedge Fund Investor Letters, News

ChatGPT Latest Stock Portfolio: 10 Stock Picks

Remember when everyone said AI could never pick stocks? Some of the early numbers are making that line look old.

Keep Reading →

October 28 - Hedge Funds, News, Stock Analysis

Top 5 AI Stocks in Billionaires Ray Dalio and Philippe Laffont’s Portfolios

Billionaires Ray Dalio and Philippe Laffont are two of the brightest minds in investing, and both have strong views on AI.

Keep Reading →

October 28 - Hedge Funds, News

Accelerating Organic Growth Propels Merit Medical Systems (MMSI)

Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.

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October 28 - Hedge Fund Investor Letters, News

Repligen Corporation (RGEN) Surges on Revenue Beat and Raised Full-Year Organic Outlook

Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.

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October 28 - Hedge Fund Investor Letters, News

Conestoga Capital Advisors Small Cap Strategy’s Q3 2026 Investor Letter

Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter.

Keep Reading →

October 28 - Hedge Fund Investor Letters, News

What Drives the Long-Term Bull Case for Uber Technologies (UBER)?

Matrix Asset Advisors, an asset management company, released its Q3 2026 investor letter. The letter can be downloaded here. U.S.

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October 28 - Hedge Fund Investor Letters, News

Matrix Asset Advisors’ Q3 2026 Investor Letter

Matrix Asset Advisors, an asset management company, released its Q3 2026 investor letter. U.S.

Keep Reading →

October 28 - Hedge Fund Investor Letters, News

AI Infrastructure Sell-Off Weighs on Nova Ltd. (NVMI) Performance

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q3 2026 investor letter. The letter can be downloaded here.

Keep Reading →

October 28 - Hedge Fund Investor Letters, News

Paymentus Holdings (PAY) Shows Resilience Amid Software Sell-Off

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q3 2026 investor letter. The letter can be downloaded here.

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October 28 - Hedge Fund Investor Letters, News

Global-E Online Ltd (GLBE) Expands Its Merchant Reach With Passport Global

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q3 2026 investor letter. The letter can be downloaded here.

Keep Reading →

October 28 - Hedge Fund Investor Letters, News

Strong Same-Shop Sales Support Dutch Bros’ (BROS) Long-Term Case

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q3 2026 investor letter. The letter can be downloaded here.

Keep Reading →

October 28 - Hedge Fund Investor Letters, News

Top 10 AI Stocks in Billionaires Ray Dalio and Philippe Laffont’s Portfolios

Billionaires Ray Dalio and Philippe Laffont are two of the brightest minds in investing, and both have strong views on AI.

Keep Reading →

October 28 - Hedge Funds, News

AAON (AAON) Shares Decline Despite Solid Industrial Fundamentals

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q3 2026 investor letter. The letter can be downloaded here.

Keep Reading →

October 28 - Hedge Fund Investor Letters, News

Repligen Corporation (RGEN) Benefits From Biotech Momentum and Strong Earnings

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q3 2026 investor letter. The letter can be downloaded here.

Keep Reading →

October 28 - Hedge Fund Investor Letters, News

Wasatch Small Cap Growth Strategy’s Q3 2026 Investor Letter

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q3 2026 investor letter.

Keep Reading →

October 28 - Hedge Fund Investor Letters, News

Why Klaviyo (KVYO) Could Be the Standout AI Beneficiary in Software?

In Q3 2026, Meditation Capital reports a favorable period for its software holdings, driven by Salesforce's acquisition of Braze, a positive rerating for Atlassian, and strong...

Keep Reading →

October 28 - Hedge Fund Investor Letters, News

Meditation Capital’s Q3 2026 Investor Letter

In Q3 2026, Meditation Capital reports a favorable period for its software holdings, driven by Salesforce's acquisition of Braze, a positive rerating for Atlassian, and strong...

Keep Reading →

October 28 - Hedge Fund Investor Letters, News

Casella Waste Systems’ (CWST) Essential Services Support Resilient Growth Despite Near-Term Concerns

Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Weatherbie Specialized Growth Fund”.

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October 28 - Hedge Fund Investor Letters, News

Higher Performance Income and Recurring Fees Drive Hamilton Lane’s (HLNE) Outperformance

Fred Alger Management, an investment management company, released its third-quarter 2026 investor letter for “Alger Weatherbie Specialized Growth Fund”.

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October 28 - Hedge Fund Investor Letters, News

AI Is Moving Beyond Chatbots and Into the Systems That Keep People Safe

Naples, Florida, October 28th, 2026, FinanceWire Most of the money and attention in AI so far has gone to chips, data centers, and chatbots.

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October 28 - Press Releases

Tango Therapeutics (TNGX) vs. CRSP and SMMT: Can Vopimetostat Turn Promising Cancer Data Into an 89% Upside?

Is TNGX a good stock to buy? We came across a bullish thesis on Tango Therapeutics, Inc. on BioEquity Watch’s Substack.

Keep Reading →

October 28 - News, Stock Analysis

Amazon (AMZN) vs. MSFT and GOOGL: Can Higher-Margin Businesses Turn Amazon Into an AI-Driven Compounder?

Is AMZN a good stock to buy? We came across a bullish thesis on Amazon.com, Inc. on Quality Stocks | GARP Investment Research’s Substack.

Keep Reading →

October 28 - News, Stock Analysis

Academy Sports (ASO) vs. DKS and WMT: Can a Post-Pandemic Sales Recovery Unlock Major Upside?

Is ASO a good stock to buy? We came across a bullish thesis on Academy Sports and Outdoors, Inc. on r/Valueinvesting by u/Embarrassed_Mix7664.

Keep Reading →

October 28 - News, Stock Analysis

TechnipFMC (FTI) vs. HAL and BKR: Can Deepwater Demand Turn Backlog Growth Into Sustainable Earnings?

Is FTI a good stock to buy? We came across a bullish thesis on TechnipFMC plc on TradersPro’s Substack.

Keep Reading →

October 28 - News, Stock Analysis

Inventiva (IVA) vs. CRSP and MDGL: Can Lanifibranor’s Phase 3 Trial Unlock 62% Upside?

Is IVA a good stock to buy? We came across a bullish thesis on Inventiva S.A. on BioEquity Watch’s Substack.

Keep Reading →

October 28 - News, Stock Analysis

Lyft (LYFT) vs. UBER and DASH: Can Record Riders and Margin Expansion Close the Gap With Larger Rivals?

Is LYFT a good stock to buy? We came across a bullish thesis on Lyft, Inc.

Keep Reading →

October 28 - News, Stock Analysis

Molina Healthcare (MOH) vs. ELV and UNH: Can Margin Recovery and Acquisitions Unlock Long-Term Upside?

Is MOH a good stock to buy? We came across a bullish thesis on Molina Healthcare, Inc. on Valueinvestorsclub.com by banjo1055.

Keep Reading →

October 28 - News, Stock Analysis

Q2 Holdings (QTWO) vs. PYPL and NCNO: Can AI-Powered Banking Infrastructure Unlock Its Next Growth Phase?

Is QTWO a good stock to buy? We came across a bullish thesis on Q2 Holdings, Inc. on Valueinvestorsclub.com by raf698.

Keep Reading →

October 28 - News, Stock Analysis

ThinkMarkets launches 24/7 pre-IPO markets on Anthropic and OpenAI

London, United Kingdom, October 28th, 2026, FinanceWire Traders can go long or short on the two AI companies as it breaks, including overnight and on weekends, before either company...

Keep Reading →

October 28 - Press Releases

IUX Secures CMA License to Expand Global Footprint in the MENA Region

Ebene, Mauritius, October 28th, 2026, FinanceWire IUX, a leading global multi-asset broker, today announced that it has successfully acquired a regulatory license from the Capital...

Keep Reading →

October 28 - Press Releases

Data-Driven Investing: How Hedge Funds and Analysts Collect Global Market Intelligence

A strong investment thesis starts with reliable information.

Keep Reading →

October 27 - News, Press Releases

Hayasa Metals Becomes a B2i Digital Featured Company

Copper and Gold Explorer Holds the Urasar and Vardenis Projects in Northern and Central Armenia, Drill Assays Pending, Three More Properties Being Added to the Portfolio A Major...

Keep Reading →

October 27 - Business, News, Press Releases

Stock Market Movers: Biggest Losers and Gainers on 27 October 2026

Worst Performers 10. CSGP: CoStar Group (CSGO) extends 3-day losing streak, drops 5.01% despite strong Q3 earnings as investors digest planned acquisition of Vexcel. 9.

Keep Reading →

October 27 - Market Movers, News

Accenture (ACN) vs. CTSH and IBM: Can Valuation Recovery and Dividend Growth Drive the Next Upside?

Is ACN a good stock to buy? We came across a bullish thesis on Accenture plc on Quality At A Fair Price’s Substack by Longacres Finance.

Keep Reading →

October 27 - News, Stock Analysis

Paychex, Inc. (PAYX) vs. ADP and PAYC: Can Its Dividend Moat and Recurring Revenue Strength Restore Investor Confidence?

Is PAYX a good stock to buy? We came across a bullish thesis on Paychex, Inc. on Quality At A Fair Price’s Substack by Longacres Finance.

Keep Reading →

October 27 - News, Stock Analysis

Badger Meter (BMI) vs. XYL and WTS: Can Smart Water Infrastructure Growth Drive a Recovery After a 40% Pullback?

Is BMI a good stock to buy? We came across a bullish thesis on Badger Meter, Inc. on Quality At A Fair Price’s Substack by Longacres Finance.

Keep Reading →

October 27 - News, Stock Analysis

Broadridge (BR) vs. FIS and SSNC: Can Recurring Revenue and Dividend Growth Unlock a Valuation Recovery?

Is BR a good stock to buy? We came across a bullish thesis on Broadridge Financial Solutions, Inc. on Quality At A Fair Price’s Substack by Longacres Finance.

Keep Reading →

October 27 - News, Stock Analysis

Linde (LIN) vs. APD and DOW: Can Long-Term Contracts and Pricing Power Unlock More Upside?

Is LIN a good stock to buy? We came across a bullish thesis on Linde plc on Astute Optics - US’s Substack. In this article, we will summarize the bulls’ thesis on LIN.

Keep Reading →

October 27 - News, Stock Analysis

MGE Energy (MGEE) vs. LNT and IDA: Can Rising Dividends and a 22% Valuation Discount Drive a Re-Rating?

Is MGEE a good stock to buy? We came across a bullish thesis on MGE Energy, Inc. on Quality At A Fair Price’s Substack by Longacres Finance.

Keep Reading →

October 27 - News, Stock Analysis

Old Dominion Freight Line (ODFL) vs. SAIA and XPO: Can Pricing Power and a Freight Recovery Drive Further Upside?

Is ODFL a good stock to buy? We came across a bullish thesis on Old Dominion Freight Line, Inc. on Astute Optics - US’s Substack.

Keep Reading →

October 27 - News, Stock Analysis

5 Stocks You Are Selling and Insiders Are Buying

A falling share price presents investors with two competing possibilities: the market has become too pessimistic, or the business is worth less than it used to be.

Keep Reading →

October 27 - News

10 Stocks You Are Selling and Insiders Are Buying

A falling share price presents investors with two competing possibilities: the market has become too pessimistic, or the business is worth less than it used to be.

Keep Reading →

October 27 - Insider Trading, News

CCC (CCC) vs. GWRE and IOT: Can High Margins and Recurring Revenue Attract a Strategic Buyer?

Is CCC a good stock to buy? We came across a bullish thesis on CCC Intelligent Solutions Holdings Inc. on One Idea Per Day’s Substack by Paul.

Keep Reading →

October 27 - News, Stock Analysis

CNR (CNR) vs. AMR and HCC: Can Buybacks and Free Cash Flow Unlock Hidden Value in an Overlooked Coal Leader?

Is CNR a good stock to buy? We came across a bullish thesis on Core Natural Resources, Inc. on One Idea Per Day’s Substack by Paul.

Keep Reading →

October 27 - News, Stock Analysis

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10 Best Semiconductor Stocks to Buy for the Next Decade

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9 Best Bitcoin Stocks to Buy Now

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10 Best AI Infrastructure Stocks to Buy for the Long Term

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10 Best Logistics Stocks to Buy Right Now

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8 Best NYSE Stocks with Huge Upside Potential

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10 No-Brainer Stocks to Buy Now

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10 Best Stocks to Buy with High Return Potential

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10 Undervalued Growth Stocks to Buy Now

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10 Undervalued AI Stocks to Buy Now

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10 Best Quality Stocks to Buy Right Now

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10 Best Farmland and Agriculture Stocks to Buy Now

10 Best Stocks for Beginners with Little Money

10 Best Stocks for Beginners with Little Money

10 Best American Mining Stocks to Buy Right Now

10 Best American Mining Stocks to Buy Right Now

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10 Best Beverage Stocks to Buy According to Analysts

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10 Best Cybersecurity Stocks to Buy According to Analysts

10 Best Metal Recycling Stocks to Buy

10 Best Metal Recycling Stocks to Buy

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10 Best Penny Stocks That Could Skyrocket in 2026

11 Best 52-Week Low Penny Stocks to Invest In

11 Best 52-Week Low Penny Stocks to Invest In

10 Best Affordable Stocks to Buy According to Wall Street Analysts

10 Best Affordable Stocks to Buy According to Wall Street Analysts

Top 10 Medical AI Companies to Buy According to Analysts

Top 10 Medical AI Companies to Buy According to Analysts

10 Best Bank Stocks to Buy According to Billionaires

10 Best Bank Stocks to Buy According to Billionaires

10 Best Battery Stocks to Buy According to Billionaires

10 Best Battery Stocks to Buy According to Billionaires

10 Best Battery Stocks To Buy According to Analysts

10 Best Battery Stocks To Buy According to Analysts

10 Best Mortgage Finance Stocks To Buy According to Billionaires

10 Best Mortgage Finance Stocks To Buy According to Billionaires

10 Best Stocks Near All-Time Highs to Buy According to Wall Street

10 Best Stocks Near All-Time Highs to Buy According to Wall Street

10 Best Chinese Stocks to Buy According to Hedge Funds

10 Best Chinese Stocks to Buy According to Hedge Funds

10 Best Bear Market Stocks to Invest In Right Now

10 Best Bear Market Stocks to Invest In Right Now

10 Best Aggressive Growth Stocks to Buy According to Wall Street Analysts

10 Best Aggressive Growth Stocks to Buy According to Wall Street Analysts

10 Best Aluminum Stocks To Buy According to Billionaires

10 Best Aluminum Stocks To Buy According to Billionaires

20 Best Performing Stocks Over the Last 20 Years

20 Best Performing Stocks Over the Last 20 Years

10 Best Growth Stocks to Buy Now According to Billionaires

10 Best Growth Stocks to Buy Now According to Billionaires

10 Best AI Energy Stocks to Buy in 2026

10 Best AI Energy Stocks to Buy in 2026

10 Best AI Stocks to Buy Before They Explode

10 Best AI Stocks to Buy Before They Explode

10 Best Cloud Computing Stocks to Buy According to Billionaires

10 Best Cloud Computing Stocks to Buy According to Billionaires

10 Stocks That Will Change the World by 2030

10 Stocks That Will Change the World by 2030

What Is a SPAC? 10 Best SPACs to Invest In

What Is a SPAC? 10 Best SPACs to Invest In

10 Best AI Stocks to Buy in October

10 Best AI Stocks to Buy in October

11 Best AI Penny Stocks to Buy According to Hedge Funds

11 Best AI Penny Stocks to Buy According to Hedge Funds

10 Stocks With High Short Interest and Improving Fundamentals

10 Stocks With High Short Interest and Improving Fundamentals

10 Fastest-Growing Grid Construction Stocks to Buy Now

10 Fastest-Growing Grid Construction Stocks to Buy Now

10 Best Return on Equity (ROE) Stocks to Buy

10 Best Return on Equity (ROE) Stocks to Buy

10 Best Uranium Stocks to Buy for the AI and Electrification Boom

10 Best Uranium Stocks to Buy for the AI and Electrification Boom

11 Overlooked AI Stocks to Buy Right Now

11 Overlooked AI Stocks to Buy Right Now

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10 Best Small-Cap Stocks to Buy With Strong Balance Sheets

11 Best Agentic AI Stocks to Buy Right Now

11 Best Agentic AI Stocks to Buy Right Now

12 High-Flying Stocks to Invest In

12 High-Flying Stocks to Invest In

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10 High Beta Stocks With Strong Revenue Growth

10 Stocks With Low Debt and Strong Free Cash Flow

10 Stocks With Low Debt and Strong Free Cash Flow

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