Roper Technologies Looks More Attractive after its Valuation Compression
Roper Technologies, Inc. (NASDAQ:ROP) does not fit the usual image of a technology company.
Insider Monkey Blog
Starbucks is Winning Back Customers. Can it Win Back Investors?
Starbucks Corporation (NASDAQ:SBUX) is finally getting customers back through the door. That is the good news. The problem is that the company still has a lot to fix.
Jim Cramer Expects Marvell’s (MRVL) Next Move to Get the Chip Industry Talking
During the October 2 episode of Mad Money, Jim Cramer highlighted Marvell Technology, Inc.’s (NASDAQ:MRVL) upcoming investor meeting during his game plan for the week and its...
Bristol Myers (BMY) Stock is Trading Below 10 Times Forward Earnings. Here’s Why it Matters
Bristol-Myers Squibb Company (NYSE:BMY) is in an interesting spot. The company is still one of the biggest names in pharmaceuticals, but its investment story is changing.
Target Has a Growing Dividend and an Improving Business. Is the Stock a Bargain?
Target Corporation (NYSE:TGT) is starting to look like a retailer that has finally turned a corner.
Why TotalEnergies (TTE) Appears Like a Bargain Following Its 2026 Dip?
The recent pullback in TotalEnergies SE (NYSE:TTE) may draw the attention of a few bargain hunters, though stocks across the broader energy group are always sensitive towards ...
Jim Cramer Makes His Feelings About Taiwan Semiconductor (TSM) Clear
Answering a caller’s query about Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) during the lightning round of the October 1 episode, Mad Money host Jim Cramer...
Fortinet vs. CrowdStrike: Both Grew 26%. Why Pay Four Times the Earnings Multiple?
Fortinet, Inc. (NASDAQ:FTNT) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) each reported roughly 26% revenue growth in their latest quarters.
Vertiv vs. nVent: Why Is the Faster-Growing AI Infrastructure Stock Cheaper?
Vertiv Holdings Co (NYSE:VRT) has become a familiar way to invest in AI power and cooling.
Micron (MU): AI Memory Boom Could Outlast Your Expectations
AI workloads are driving demand for both high-bandwidth memory (HBM) and standard DRAM, and suppliers are struggling to keep up.
BlackBerry (BB) Lost the Smartphone War. Is QNX Winning Big Enough to Justify the Price?
BlackBerry Limited (NYSE:BB) has already completed perhaps the most difficult part of its transformation: pivoting from a smartphone maker into a software company.
Sherwin-Williams (SHW): Is Its Pro-Painter Distribution Moat Underappreciated?
The Sherwin-Williams Company (NYSE:SHW) is usually called a paint company, but its real advantage is where it sells.
MSCI (MSCI): Is Its Index Toll Booth on Passive Investing Unbreakable?
MSCI Inc. (NYSE:MSCI) owns some of the most-used stock-market benchmarks in the world, like MSCI Emerging Markets and EAFE.
Jim Cramer Believes META Muse Will “Have Much More Market Share Than OpenAI”
During the September 28 episode of Mad Money, Jim Cramer mentioned Meta Platforms, Inc.
Strategy (MSTR) Rallied 76%, but Jim Cramer Would Rather Own Bitcoin
During the October 1 episode of Mad Money, Jim Cramer reviewed the Nasdaq 100’s third-quarter performance and questioned buying Strategy Inc (NASDAQ:MSTR) as a way to gain Bitcoin...
Jim Cramer Prefers CoreWeave (CRWV) Over Nebius (NBIS) — Is the Valuation Gap the Reason?
On September 30, when a caller asked about Nebius Group N.V.
CarMax (KMX) Earnings Show Turnaround Progress, But Margin Pressure Remains
On September 29, CarMax, Inc. (NYSE:KMX) reported results for the second quarter of fiscal 2027 ended August 31, 2026.
Danaher Has Barely Moved in a Year. Is its 25x Earnings Valuation Justified?
Danaher Corporation (NYSE:DHR) has had little to show shareholders for the past year.
Companies Listed Worldwide Present Live and Meet Investors at The Global Markets Forum (Hybrid), October 7 and 8
Live Presentations and Q&A Across Mining and Battery Materials, Biotechnology, Digital Health, Technology, Financial Services, and Energy and Environment Hybrid Day 1 in New York...
SoFi (SOFI) Grew Revenue 40%, Does That Justify a Premium to Its Sector?
For the first time, SoFi Technologies (NASDAQ:SOFI) added twice as many products as members in a single quarter, according to its second-quarter results.
O’Reilly Automotive (ORLY) vs. AZO and GPC: Why Auto Parts Stocks Are No Longer Safe Havens
Is ORLY a good stock to buy? We came across a bullish thesis on O’Reilly Automotive, Inc. on Astute Optics’s Substack.
Robinhood (HOOD) Grew Event Contracts Over 10x, Can Its Premium Absorb the Legal Risk?
A contract that pays $1 if something happens and nothing if it doesn't is now one of the fastest-growing products at Robinhood Markets (NASDAQ:HOOD).
Alkami Technology (ALKT) vs. QTWO and JKHY: Can Alkami Turn Its Community-Banking Niche Into a Bigger Growth Story?
Is ALKT a good stock to buy? We came across a bullish thesis on Alkami Technology, Inc. on Tiger Multibagger Watchlist’s Substack.
10 Best US Stocks to Buy Under $50
Reuters reported that US stocks moved higher on Friday, October 2, closing higher on Friday after weaker-than-expected jobs data reduced expectations for a Federal Reserve rate...
St. James Value Investors Fund’s Q3 2026 Investor Letter
St. James Investment Company recently released its "Value Investors" third-quarter 2026 investor letter.
Andrew Hill Investment Fund’s Q3 2026 Investor Letter
Andrew Hill Investment Advisors recently released its third-quarter 2026 investor letter.
Akamai’s (AKAM) Latest Move Has Jim Cramer Thinking Differently
On October 1, Jim Cramer discussed Akamai Technologies, Inc.
What Makes Gentex’s (GNTX) an Attractive bet?
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Amdocs (DOX) Adapts Mature Business Model to Counter AI Billed Revenue Headwinds
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
ManpowerGroup (MAN) Up +6% on Staffing Rebound
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Staffing Sector Recovery Drives Kelly Services’ (KELYA) First Volume Growth in Years
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Intersnack Buyout Delivers 91% Cash Premium for Utz Brands (UTZ) Shareholders
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
STARCARES Equips Seven Foster Homes for Children and Young People in Tanzania
Moshi, Tanzania, October 5th, 2026, FinanceWire The initiative with Kijana Kwanza furnishes seven family-style homes for up to 250 beneficiaries in Tanzania.
Vertical Data Inc Wraps September With a $192M LOI, Planned Canadian Deployment and Goldman Sachs Engagement
Pune, India, October 5th, 2026, FinanceWire This is a paid advertisement. Vertical Data Inc. (OTCQB: VDTA) is an AI infrastructure company led by Chairman and CEO Deven Soni.
Power Metallic Commences Preliminary Economic Assessment of the Nisk Project
Toronto, Ontario, October 5th, 2026, FinanceWire PEA targeted for completion in H1 2027; engineering, environmental and community engagement programs advancing in parallel TORONTO...
Pender Global Small Mid Cap Equity Fund’s Q3 2026 Investor Letter
PenderFund Capital Management's Global Small Mid Cap Equity Fund’s August 2026 investor letter reported a return of 1.4%, slightly outperforming the MSCI World SMID Cap Gross...
The Clorox Company (CLX): Capitalizing on Volatility to Sell and Repurchase at New Lows
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Walmart (WMT) Is Becoming More Than a Retailer — But Is the Stock Too Expensive?
Walmart Inc.'s (NASDAQ:WMT) growth narrative is moving away from reliance on low-margin sales volume. The company delivered 24% year-over-year growth in its U.S.
Beyond Lumber Price Headwinds: Rayonier (RYN) Delivers Outperformance Across Key Segments
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Here’s What Pressured Reynolds Consumer Products (REYN) in Q3
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Flowers Foods (FLO): Margin Pressures Mount Amid Rising Input Costs and Competitive Headwinds
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Packaged Meat Brand Equity Protects Smithfield Foods (SFD) During Pork Processing Downcycles
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Avista Corporation (AVA) Offers Compelling Upside Relative to Risk
Palm Valley Capital Management, an investment management firm, has issued the third-quarter 2026 investor letter for the “Palm Valley Capital Fund.” The letter can be downloaded...
Datadog (DDOG): Positioned to Capture Explosive Agentic AI Growth
Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
How the Rise of Agentic AI Is Scaling Inference Requirements for Advanced Micro Devices (AMD)?
Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
Autonomous Agent Growth Broadens CrowdStrike’s (CRWD) Opportunities
Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
Legacy Housing (LEGH): Trimming Position as Shares Approach Fair Market Value
Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
This Copper Stock Caught Tactile Fund’s Attention: Here’s Why
Alluvial Capital Management recently released its "Tactile Fund" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Baird Sees Promising Growth Potential in Alkermes plc (ALKS)
Baird Equity Asset Management recently released its "Small/Mid Cap Growth Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Resource Center
