Construction Partners (ROAD) Expands in Florida. Can a Stronger Local Network Lift Profits?
Construction Partners, Inc. (NASDAQ:ROAD) announced on September 21 that it had completed the acquisition of Roads, Inc.
Insider Monkey Blog
A $5.8B Cancer Market Opportunity Is Emerging — Why GA-Courtenay Favors ImmunityBio (IBRX)
The GA-Courtenay Special Situations Fund is an investment fund managed by Green Ash Partners. The fund focuses on special situations and high-growth equities.
SpaceX (SPCX) Benefits From Strong Growth, Limited Selling Pressure and Expanding Demand
The GA-Courtenay Special Situations Fund is an investment fund managed by Green Ash Partners. The fund focuses on special situations and high-growth equities.
Billionaires Love These 2 Dividend Kings
Amid inflation worries and concerns about an AI bubble, investors are looking for safe and reliable dividend plays.
This Fund Sees EchoStar (SATS) as a Special Situation With Embedded SpaceX Upside
The GA-Courtenay Special Situations Fund is an investment fund managed by Green Ash Partners. The fund focuses on special situations and high-growth equities.
President Trump and Billionaires Were Selling These 2 Stocks
President Trump's latest disclosures show he sold shares of Walt Disney (NYSE:DIS) and Rockwell Automation (NYSE:ROK) in July, and did not buy either stock.
GA-Courtenay Special Situations Fund’s Q2 2026 Investor Letter
The GA-Courtenay Special Situations Fund is an investment fund managed by Green Ash Partners. The fund focuses on special situations and high-growth equities.
Oil Price Softness and CEO Transition Weigh on Occidental Petroleum’s (OXY) Quarterly Results
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
Fiserv (FISV) Under Pressure Amid FinTech Sector Weakness and Growth Deceleration
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
Temporary Facility Disruption and Mixed Sentiment Drag on Ingredion’s (INGR)Performance
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
Solid Execution and Property Expansion Support Red Rock Resorts’ (RRR) Continued Growth
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Select Strategy”.
Diamond Hill Capital Sees Long-Term Value in Molina Healthcare (MOH) After Recent Pressure
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Select Strategy”.
Salesforce (CRM) Shares Declined Despite a Durable Enterprise Software Franchise
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Select Strategy”.
Diamon Hill Capital Select Strategy’s Q2 2026 Investor Letter
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Select Strategy.” The Strategy delivered 5.08% (net of fees) ...
McElvaine Value Fund’s Q2 2026 Investor Letter
McElvaine Investment Management Ltd. recently released its "Value Fund" second-quarter 2026 investor letter.
Baird Small/Mid Cap Growth Strategy’s Q2 2026 Investor Letter
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter.
Goldman Sachs (GS) Board Discusses Naming John Waldron Chief Executive
The Goldman Sachs Group, Inc.
Robert Hunter Named UnitedHealth (UNH) Insurance President
UnitedHealth Group Incorporated (NYSE:UNH) is getting a new head of its insurance division, with executive Robert Hunter disclosing on September 28 that he will take the role.
UBS (UBS) Draws Merger Interest From Foreign Banks
UBS Group AG (NYSE:UBS) has attracted interest from several major foreign banks in a possible merger or combination, according to a Swiss newspaper report on September 27.
Nvidia (NVDA) Ships an AI Safety Platform After Huang Called Rival Warnings Odd
NVIDIA Corporation (NASDAQ:NVDA) released the Open Agent Safety Platform on September 28, a set of tools meant to stop AI agents from causing security problems when they act on...
Here is Why Tripadvisor (TRIP) is a Bad Investment at Today’s Price
Tripadvisor, Inc. (NASDAQ:TRIP) is a website almost everyone planning a trip has used, and almost nobody owns. The brand is famous. The stock is not.
Duolingo (DUOL) vs Coursera (COUR): Which is a Better Stock to Buy?
Duolingo, Inc. (NASDAQ:DUOL) and Coursera, Inc. (NYSE:COUR) have both lost close to 60% of their value over the past twelve months.
Amazon (AMZN) and Apple (AAPL) Must Face a UK Class Action Over Marketplace Sales
Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc.
MongoDB (MDB) vs Snowflake (SNOW): Which is a Better Stock to Buy?
MongoDB, Inc. (NASDAQ:MDB) fell 18.46% on Monday to close at $334.68 after chief executive Chirantan Desai left to lead a new business unit called Meta Enterprise Platform.
What is Yelp’s (YELP) Economic Moat, and is it Widening or Narrowing?
Yelp Inc. (NYSE:YELP) closed at $17.59 on Monday, more than 40% lower than a year ago. The company is worth about $954 million and trades at under nine times earnings.
Acuity (AYI) Brands Downgraded on a Softening Lighting Market: Cyclical Dip or Structural Slowdown?
Acuity Inc. (NYSE:AYI) is the largest lighting company in the U.S., best known for the fixtures that light offices, stores, and warehouses.
Netflix (NFLX) vs Spotify (SPOT): Which Subscription Stock Has a Wider Moat?
Netflix, Inc. (NASDAQ:NFLX) and Spotify Technology S.A. (NYSE:SPOT) have built two of the world's biggest subscription businesses, but they've done so in very different ways.
Home Depot (HD) vs. Lowe’s (LOW): Which Is the Better Stock to Buy?
The Home Depot, Inc. (NYSE:HD) and Lowe’s Companies, Inc. (NYSE:LOW) are selling into the same basic market, but the home-improvement business is changing.
SpaceX (SPCX): Can Its Business Justify Its Ludicrous Valuation?
Space Exploration Technologies Corp. (NASDAQ:SPCX) is not an easy company to value.
Can Datadog’s (DDOG) Platform Keep Growing as Companies Embrace AI?
Datadog, Inc. (NASDAQ:DDOG) has spent years building a business around a simple problem: modern software is becoming harder to manage.
McDonald’s (MCD) vs. Starbucks (SBUX): Which Is the Better Stock to Buy?
McDonald's Corporation (NYSE:MCD) and Starbucks Corporation (NASDAQ:SBUX) are two of the world's most recognizable restaurant brands, but they are at very different points in ...
GE Aerospace (GE) vs. RTX (RTX): Which Is the Better Stock to Buy?
Aircraft engines are about as far from a typical technology stock as you can get, but that is part of what makes GE Aerospace (NYSE:GE) and RTX Corporation (NYSE:RTX) interesting...
Can Robinhood’s (HOOD) Financial Super-App Ambitions Create a Lasting Moat?
Robinhood Markets, Inc. (NASDAQ:HOOD) started by making stock trading simpler and cheaper.
Iovance Biotherapeutics (IOVA) Eyes 60% Revenue Growth, Shares Jump 31%
Iovance Biotherapeutics (NASDAQ:IOVA) saw its share price increase by 31.48 percent on Tuesday to finish at $14.45 apiece after raising its full-year revenue growth guidance by...
Muse AI Agent Stock Portfolio: 2 Non-AI Stock Picks You Should Not Miss
Note: The stock trades in this article come from Rallies Arena, an account on X (@ralliesarena) that runs the Rallies AI Stock Market Arena, an experiment where AI models manage...
2 Stocks Trump Bought in July Are Now Down 17% to 20%. Time to Buy?
President Donald Trump's latest financial disclosure, released on Sept. 22, shows more than 1,100 trades made on his behalf in July.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Armstrong World Industries (AWI): A Pure-Play Leader in Non-Residential Ceiling Systems
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
Demand Stabilization Fuels Charles River Laboratories International’s (CRL) Recovery
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
MKS (MKSI) Gains on Rising AI Semiconductor Demand
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
What Makes Tetra Tech (TTEK) a Bullish Bet?
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
Heavy 2025–2026 Investments Position Ryman Hospitality Properties (RHP) for Fundamental Acceleration in 2027
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
Cooke & Bieler Mid Cap Value Equity Strategy’s Q2 2026 Investor Letter
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” U.S.
Silicon Motion Technology Corporation (SIMO) Dominates Consumer Controller Market Amid Competitor Exit
Frontier Capital Management released its Q2 2026 investor letter for “AMG Frontier Small Cap Growth Fund”. The letter can be downloaded here.
Astera Labs (ALAB) is Powering High-Speed Connectivity for AI Data Centers
Frontier Capital Management released its Q2 2026 investor letter for “AMG Frontier Small Cap Growth Fund”. The letter can be downloaded here.
Disciplined Deleveraging and High-Value Contracts Support Amentum Holdings’ (AMTM) Long-Term Outlook
Frontier Capital Management released its Q2 2026 investor letter for “AMG Frontier Small Cap Growth Fund”. The letter can be downloaded here.
How Airline Strain Accelerates FTAI Aviation Ltd.’s (FTAI) Growth
Frontier Capital Management released its Q2 2026 investor letter for “AMG Frontier Small Cap Growth Fund”. The letter can be downloaded here.
AMG Frontier Small Cap Growth Fund’s Q2 2026 Investor Letter
Frontier Capital Management released its Q2 2026 investor letter for “AMG Frontier Small Cap Growth Fund”.
Aerospace Recovery and Rising Defense Budgets Anchor Long-Term Outlook for Park Aerospace Corp. (PKE)
Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” The letter...
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