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Insider Monkey Blog

What Makes Figure Technologies (FIGR) an Investment Bet?

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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September 28 - Hedge Fund Investor Letters, News

Scotia Metals Expands Spodumene Boulder System at Acadia Lithium Project

Scotia Metals Corp.

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September 28 - Commodities

The Brown Capital Management Small Company Fund’s Q2 2026 Investor Letter

Brown Capital Management, an investment management company, released its second-quarter 2026 investor letter for “The Brown Capital Management Small Company Fund.” For the...

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September 28 - Hedge Fund Investor Letters, News

Descartes Systems Group (DSGX) Fundamentals Remain Intact Despite Share Price Decline

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.

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September 28 - Hedge Fund Investor Letters, News

What Makes Texas Capital Bancshares (TCBI) a Bullish Bet?

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.

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September 28 - Hedge Fund Investor Letters, News

Sportradar (SRAD): Persistent Valuation Disconnect Triggers Position Sale

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.

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September 28 - Hedge Fund Investor Letters, News

Long Qualification Cycles and Specialized Products Build Materion’s (MTRN) Competitive Moat

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.

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September 28 - Hedge Fund Investor Letters, News

Short-Seller Report Weighs on Figure Technology Solutions (FIGR) Share Price and Investor Sentiment

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.

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September 28 - Hedge Fund Investor Letters, News

Here’s What Strengthens Silicon Motion Technology (SIMO)

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.

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September 28 - Hedge Fund Investor Letters, News

Disciplined Accumulation of Digital Turbine (APPS): The Fund Gained from Anticipated Rebound

Granahan Investment Management, an investment management company, released its second-quarter 2026 investor letter for its “Small Cap Core Growth Strategy”.

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September 28 - Hedge Fund Investor Letters, News

Formula One Group (FWONK): An Exceptional Non-AI Value Play

Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.

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September 28 - Hedge Fund Investor Letters, News

TKO Group Holdings (TKO) Benefit from Strong Demand for Sports and Entertainment

Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.

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September 28 - News

Pricing Cycle Pressure Weighed on Ryan Specialty (RYAN)

Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.

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September 28 - Hedge Fund Investor Letters, News

PU Prime Strengthens UAE Momentum with Strong Showing at Forex Expo Dubai 2026

DUBAI, United Arab Emirates, September 28th, 2026, FinanceWire PU Prime, a global multi-licensed online brokerage, has announced its participation in Forex Expo Dubai 2026, where...

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September 28 - Press Releases

PU Prime Deepens Argentina Presence Through FX Expo Buenos Aires 2026

Buenos Aires, Argentina, September 28th, 2026, FinanceWire PU Prime strengthened its engagement with Argentina’s financial sector through its participation in FX Expo Buenos...

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September 28 - Press Releases

Can the Seeds Spin-Off Unlock Hidden Value in Corteva (CTVA)? 

Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.

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September 28 - Hedge Fund Investor Letters, News

Cooper Investors Reduced CME Group (CME) Exposure Amid New Futures Market Threats 

Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.

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September 28 - Hedge Fund Investor Letters, News

Marvell vs. Broadcom: Which Custom AI Chip Stock Has More Room to Run?

Broadcom (NASDAQ:AVGO) and Marvell (NASDAQ:MRVL) both help hyperscalers design specialized AI accelerators. Both are seen as major custom AI chip plays.

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September 28 - News, Stock Analysis

Netflix Stock Is Falling, And Billionaires Were Already Heading For The Exit

Netflix (NASDAQ:NFLX) is down about 22% so far this year amid competition and weak numbers.

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September 28 - Hedge Funds, News, Stock Analysis

Retail Investors Think These 2 Stocks Could Be The Next NVIDIA And Sandisk

Investors are always looking for the next stock that turns a small position into a life-changing gain.

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September 28 - News, Stock Analysis

Trump Bought These 2 Stocks. Billionaires Were Selling Them

The latest disclosures show that President Donald Trump loaded up on Southern Company (NYSE:SO) and Public Storage (NYSE:PSA) in July, filed on September 22.

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September 28 - News, Stock Analysis

Cooper Investors Global Equities Fund’s Q2 2026 Investor Letter

Cooper Investors, an investment management firm, released its second-quarter 2026 investor letter for “Cooper Investors Global Equities Fund (Unhedged)”.

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September 28 - Hedge Fund Investor Letters, News

SM Energy (SM): Near-Term Drag vs. Long-Term Portfolio Insurance

Blue Tower Asset Management, an investment Management Company, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 28 - Hedge Fund Investor Letters, News

An Energy Hedge Against Market Shocks — Why Blue Tower Added Petrobras (PBR) 

Blue Tower Asset Management, an investment Management Company, released its second-quarter 2026 investor letter. The letter can be downloaded here.

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September 28 - Hedge Fund Investor Letters, News

Cisco Systems (CSCO): A Networking Giant Transformed by Software and AI Demand

Lorne Steinberg Wealth Management, an independent, boutique investment management firm, released its Q2 2026 investor letter. The letter can be downloaded here.

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September 28 - Hedge Fund Investor Letters, News

The Gabelli Dividend Growth Fund’s Q2 2026 Investor Letter

Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter.

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September 28 - Hedge Fund Investor Letters, News

The Gabelli Value 25 Fund’s Q2 2026 Investor Letter

Gabelli Investment Management Firm recently released its "Value 25 Fund” second-quarter 2026 investor letter.

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September 28 - Hedge Fund Investor Letters, News

The Gabelli Global Mini Mites Fund’s Q2 2026 Investor Letter

Gabelli Investment Management Firm recently released its "Mini Mites Fund” second-quarter 2026 investor letter.

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September 28 - Hedge Fund Investor Letters, News

Is Hycroft’s (HYMC) New Look Hiding a Bigger Story Underground?

Hycroft Mining Holding Corporation (NASDAQ:HYMC) presents a high-risk, high-reward proposition in the precious metals development space, where financial survival rests entirely...

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September 28 - Hedge Funds, News

Insmed (INSM) Gets Faster FDA Review. Can Its Lung Drug Reach More Patients?

Insmed Incorporated (NASDAQ:INSM) announced on September 21 that the FDA accepted its supplemental application for ARIKAYCE and granted priority review, setting January 28, 2027...

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September 28 - Hedge Funds, News

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.

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September 28 - Hedge Funds, News

Palo Alto Networks (PANW) Lets Customers Pay Later. Is Credit Risk Rising?

Palo Alto Networks, Inc. (NASDAQ:PANW) reported $1.536 billion of net financing receivables as of July 31, 2026, down from $1.717 billion a year earlier.

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September 28 - Hedge Funds, News

Priority Technology (PRTH) Agrees to Go Private. Are Outside Shareholders Protected?

Priority Technology Holdings, Inc. (NASDAQ:PRTH) announced on September 21 that it had agreed to go private in a transaction led by Chairman and CEO Thomas Priore.

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September 28 - Hedge Funds, News

Archer-Daniels-Midland (ADM) Plans Carbon-Credit Sales. Can They Generate Steady Income?

Archer-Daniels-Midland Company (NYSE:ADM) announced plans on September 21 to enter the voluntary carbon market using more than 800,000 tons of annual removal capacity at its Columbus...

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September 28 - Hedge Funds, News

AMC Entertainment (AMC) Plans $3.97 Billion Refinancing. Can It Buy More Time?

AMC Entertainment Holdings, Inc. (NYSE:AMC) launched a $2 billion offering of first-lien notes due 2031 and an $850 million first-lien term-loan syndication on September 21.

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September 28 - Hedge Funds, News

Can Webull’s (BULL) $100M Thai Bet Build a Wealth Empire?

Webull Corporation (NASDAQ:BULL) has rapidly transformed from an agile retail trading app into a global digital brokerage power, and its surging top line highlights an intriguing...

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September 28 - Hedge Funds, News

Almonty Industries (ALM) Gets Final Plant Approval. Can Sangdong Turn Production Into Cash?

Almonty Industries Inc.

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September 28 - Hedge Funds, News

Is CorVel (CRVL) Wiring Itself Into the Heart of Insurance Claims?

CorVel Corporation (NASDAQ:CRVL) has quietly turned the unglamorous niche of risk management and healthcare cost containment into a relentless cash compounding machine.

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September 28 - Hedge Funds, News

Is Workiva (WK) Quietly Building the AI Tool Every CFO Needs?

Workiva (NYSE:WK) has spent years entrenching itself as an indispensable cloud ecosystem for corporate reporting and compliance, but its evolving profitability profile is what...

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September 28 - Hedge Funds, News

Is Axcelis (ACLS) Building a Long-Term Winner?

Axcelis Technologies (NASDAQ:ACLS) has built an enviable niche in the semiconductor capital equipment market, but recent cyclical headwinds present an intriguing opportunity for...

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September 28 - Hedge Funds, News

Can Webull (BULL) Turn Its Record Quarter Into Lasting Growth?

Webull Corporation (NASDAQ:BULL) enters this expansion phase backed by rapid top-line momentum, having expanded full-year 2025 revenues by 46% to $571 million while scaling customer...

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September 28 - Hedge Funds, News

Can Webull (BULL) Turn Record Trading Volumes into Lasting Long-Term Growth?

Webull (NASDAQ:BULL) enters an expansion phase backed by strong top-line momentum, having expanded full-year 2025 revenues by 46% to $571 million and total assets to over $4.1...

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September 28 - Hedge Funds, News

Can Signet Jewelers (SIGNET) Shine Through the Market’s Skepticism?

Despite navigating multi-year top-line cyclical headwinds, Signet Jewelers (NYSE:SIG) continues to demonstrate robust operational resilience, generating $678.8 million in operating...

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September 28 - Hedge Funds, News

Is Cohen & Steers’ (CNS) Real Estate Strategy Built for Long-Term Growth?

With over $100 billion in assets under management, Cohen & Steers (NYSE:CNS) maintains a pristine balance sheet featuring $219 million in cash and US Treasuries (alongside roughly...

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September 28 - Hedge Funds, News

Can Market Momentum Keep Cohen & Steers (CNS) Ahead of the Curve?

Cohen & Steers (NYSE:CNS) maintains a solid financial foundation backed by strong asset-management fundamentals.

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September 28 - Hedge Funds, News

Can Telephone and Data Systems (TDS) Deliver Value Without Array?

While telecommunications providers often navigate capital-intensive balance sheets, Telephone and Data Systems Inc.

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September 28 - Hedge Funds, News

Can Par Pacific (PARR) Turn a Laramie Exit Into Refining Growth?

While downstream energy refiners frequently experience cyclical volatility across historical multi-year revenue growth, evidenced by a 3-year revenue CAGR of 18.4% at $8.24 billion...

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September 28 - Hedge Funds, News

Is Celcuity (CELC) Stock a Buy?

While early-stage biopharmaceutical firms typically lack historic multi-year revenue growth (0% 3-year CAGR at $0.00 TTM revenue), positive operating cash flow generation (-$153...

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September 28 - Hedge Funds, News

Is Corporación América Airports (CAAP) a Deep-Value Bargain?

On August 18, Corporación América Airports (NYSE:CAAP) showcased the sheer durability of its core financial standing.

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September 28 - Hedge Funds, News

Is Korn Ferry’s (KFY) Talent Machine Ready for Its Biggest Bet?

With a 3-year revenue CAGR of 1.35% (reaching $2.99 billion in LTM revenue), annual operating cash flow generation exceeding $350 million (yielding $324.3 million in annual free...

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September 28 - Hedge Funds, News

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