Billionaire Peter Thiel’s Fund Is Betting on the Grid Behind AI: 2 Energy Stock Picks
Peter Thiel is a billionaire investor who co-founded PayPal and Palantir.
Insider Monkey Blog
Aerospace and Defense Management Teams Meet Investors at Gabelli’s September 9 and 10 Events in New York City
Two Days in New York City: the Defending Our Nation Leadership Forum on September 9 and the 32nd Annual Gabelli Aerospace & Defense Symposium on September 10 Attend In Person ...
Billionaires Were Buying These Two Nancy Pelosi AI Stocks
Latest filings of Nancy Pelosi show the politician's spouse piled into Intel Corporation (NASDAQ:INTC) and Bloom Energy Corporation (NYSE:BE).
Congressman Ro Khanna’s 2 Beaten-Down Stock Picks
Ro Khanna is a Democratic congressman from California whose stock picks keep making headlines.
Retail Investors’ 2 Favorite AI Stocks for the Long Term: Alphabet, IBM
The market is flooded with names that claim to be AI companies.
Royalty Pharma (RPRX) Bets $100M On A Blood Disorder Breakthrough
On August 12, Royalty Pharma (NASDAQ:RPRX) agreed to pay Zealand Pharma $100 million for the rights to future royalties on rusfertide, an experimental treatment for a rare blood...
A Landmark Deal Just Rewired Martin Marietta’s (MLM) Growth Engine
On August 21, Martin Marietta Materials (NYSE:MLM) completed its combination with Lhoist North America, a subsidiary of Lhoist Group and one of the country's leading producers...
Sprouts Farmers Market (SFM) Stock Has Crashed: Is It a Buy Now?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
UGI Corp (UGI) Trades at Just 11x Earnings: Is It a Buy?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why RLI Corp (RLI) Remains a Top Specialty Insurance Stock
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
JBT Marel (JBTM): A Food Processing Equipment Stock With Consistent Growth
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why Unitil (UTL) Could Deliver 5%-7% Annual EPS Growth
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Bank of N.T. Butterfield (NTB): A Caribbean Banking Stock Trading Below 10x Earnings
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why InterDigital (IDCC) Could Be a Hidden Gem in Wireless Technology
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why Vontier (VNT) Could Be an Overlooked Value Stock
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why ePlus (PLUS) Could Benefit From Rising Corporate IT Spending
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Synaptics (SYNA) Agrees to $7 Billion Deal With Onsemi: What Investors Should Know
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Arrow Electronics (ARW) Trades at 10x Earnings: Is This Semiconductor Recovery Stock a Buy?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why Littelfuse (LFUS) Is Emerging as an AI Infrastructure Winner
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Fabrinet (FN): A Hidden AI Infrastructure Stock to Watch
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
TD SYNNEX (SNX): How Its Data Center Business Is Driving Growth
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why Vishay Intertechnology (VSH) Could Benefit From the Electronics Recovery
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Qorvo (QRVO) Agreed to Be Acquired by Skyworks
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Graphic Packaging (GPK): Can Its Paper Packaging Business Drive a Turnaround?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Concentrix (CNXC): Can AI Turnaround This Cheap Customer Experience Stock?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
Why Upbound Group (UPBD) Could Be an Undervalued Stock to Watch
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter.
FDA Approval Marks A Turning Point For BeOne Medicines (ONC)
On August 25, BeOne Medicines (NASDAQ:ONC) said the FDA approved TEVIMBRA in combination with ZIIHERA and chemotherapy as a first-line treatment for HER2-positive gastroesophageal...
Archer-Daniels-Midland (ADM) Bets Big On Oilseed Crush Capacity
On August 4, Archer-Daniels-Midland (NYSE:ADM) executives told investors on an earnings call that the company would expand capacity at four US oilseed-crushing plants, a roughly...
ThinkMarkets Expands Weekend Trading Offering, Launches Weekend League Competition
London, United Kingdom, September 1st, 2026, FinanceWire ThinkMarkets, a global multi-asset CFD broker, today confirmed the launch of Weekend League, a client trading competition...
RISE Robotics Awarded $100,000 MassVentures Grant to Accelerate Commercialization of Beltdraulic Technology
Somerville, Massachusetts, USA, September 1st, 2026, FinanceWire RISE Robotics, a developer of electric actuation technology for heavy machinery and defense applications, today...
TrustFinance Community Choice Awards 2026 Opens Global Voting
Singapore, Singapore, September 1st, 2026, FinanceWire Voting is now open for the TrustFinance Community Choice Awards 2026, inviting the public to recognize financial companies...
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Alphabet (GOOG) Reports Strong Growth Fueled by AI Demand and Cloud Revenue
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
Agentforce: Scaling the Next Generation of Salesforce (CRM)
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
Investing in ExxonMobil Holdings Corporation (XOM): A Case for Long-Term Growth and Returns
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
HCA Healthcare (HCA) Navigates Patient Volume Challenges While Reporting Growth
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
Charter Communications (CHTR) Strengthens Market Position Amid Fierce Competition
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
Elevance Health (ELV) Soars as Investors Gain Confidence in Profitability
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
First Eagle Global Fund’s Q2 2026 Investor Letter
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”.
Citi Trends (CTRN) Turns A Growth Streak Into Real Profit
On August 25, Citi Trends (NASDAQ:CTRN) reported second-quarter results that pushed its comparable sales growth streak to eight consecutive quarters, and this time the momentum...
Elevance Health (ELV): Bridging the Gap between Care and Coverage
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Large Cap Fundamental Value Fund.” A copy can be downloaded here...
Workday (WDAY): Pioneering the Future of Enterprise Resource Planning
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Large Cap Fundamental Value Fund.” A copy can be downloaded here...
F5’s (FFIV) Commitment to Customer Excellence in Technology
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Large Cap Fundamental Value Fund.” A copy can be downloaded here...
Marzetti’s (MZTI) Record Streak Hits a Wall With Outbreak and Guidance Cut
On August 25, The Marzetti Company (NASDAQ:MZTI) closed out a fiscal year of records, even as reported quarterly sales slipped 2.2% to $465.0 million.
DICK’S Sporting Goods’ (DKS) Foot Locker Integration Clouding Strong Core Results
On August 25, DICK'S Sporting Goods (NYSE:DKS) reported second-quarter results that told two very different stories under one roof.
Scotiabank (BNS) Just Blew Past Its Own Profit Target
On August 25, The Bank of Nova Scotia (NYSE:BNS) reported third-quarter results that hit a target management had been promising for the medium term, not the near term.
Hotchkis & Wiley Large Cap Fundamental Value Fund’s Q2 2026 Investor Letter
Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Large Cap Fundamental Value Fund.” Equity markets posted strong...
Is Consensus Cloud Solutions (CCSI) a Mispriced Legacy Tech with Hidden Appeal?
Summers Value Partners, a boutique investment firm, noted in its Q2 2026 investor update that The Summers Value Fund delivered strong results in the quarter, returning 41.7% net...
Summers Value Partners’ Q2 2026 Investor Letter
Summers Value Partners, a boutique investment firm, noted in its Q2 2026 investor update that The Summers Value Fund delivered strong results in the quarter, returning 41.7% net...
SelectQuote’s (SLQT) Cash Flow Pitch Comes With A Shrinking Top Line
On August 25, SelectQuote (NASDAQ:SLQT) told investors that cash generation, not growth, is now the entire point of owning the stock.
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