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Insider Monkey Blog

American Century Investments Small Cap Value Fund’s Q2 2026 Investor Letter

American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund." ...

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September 30 - Hedge Fund Investor Letters, News

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.

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September 30 - Hedge Fund Investor Letters, News

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.

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September 30 - Hedge Fund Investor Letters, News

Billionaires Love These 2 Dividend Kings 

Amid inflation worries and concerns about an AI bubble, investors are looking for safe and reliable dividend plays.

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September 30 - News, Stock Analysis

This Fund Sees EchoStar (ECHO) 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.

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September 30 - Hedge Fund Investor Letters, News

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.

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September 30 - News, Stock Analysis

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.

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September 30 - Hedge Fund Investor Letters, News

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.

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September 30 - Hedge Fund Investor Letters, News

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.

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September 30 - Hedge Fund Investor Letters, News

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.

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September 30 - Hedge Fund Investor Letters, News

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”.

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September 30 - Hedge Fund Investor Letters, News

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”.

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September 30 - Hedge Fund Investor Letters, News

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”.

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September 30 - Hedge Fund Investor Letters, News

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) ...

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September 30 - Hedge Fund Investor Letters, News

McElvaine Value Fund’s Q2 2026 Investor Letter

McElvaine Investment Management Ltd. recently released its "Value Fund" second-quarter 2026 investor letter.

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September 30 - Hedge Fund Investor Letters, News

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.

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September 30 - Hedge Fund Investor Letters, News

Goldman Sachs (GS) Board Discusses Naming John Waldron Chief Executive

The Goldman Sachs Group, Inc.

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September 30 - Hedge Funds, News

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.

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September 30 - Hedge Funds, News

Walmart (WMT) Says its Digital Shelf Labels Do Not Use Personal Data to Set Prices

Walmart Inc.

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September 30 - Hedge Funds, News

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.

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September 30 - Hedge Funds, News

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...

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September 30 - Hedge Funds, News

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.

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September 30 - Hedge Funds, News

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.

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September 30 - Hedge Funds, News

Amazon (AMZN) and Apple (AAPL) Must Face a UK Class Action Over Marketplace Sales

Amazon.com, Inc. (NASDAQ:AMZN) and Apple Inc.

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September 30 - Hedge Funds, News

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.

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September 30 - Hedge Funds, News

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.

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September 30 - Hedge Funds, News

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.

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September 30 - Hedge Funds, News

Pegasystems (PEGA) Is Down 51% and Just Got Downgraded on AI Fears. Victim or Bargain?

Pegasystems Inc.

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September 30 - Hedge Funds, News

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.

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September 30 - Hedge Funds, News

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.

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September 30 - Hedge Funds, News

SpaceX (SPCX): Can Its Business Justify Its Ludicrous Valuation?

Space Exploration Technologies Corp. (NASDAQ:SPCX) is not an easy company to value.

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September 30 - Hedge Funds, News

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.

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September 30 - Hedge Funds, News

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 ...

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September 30 - Hedge Funds, News

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...

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September 30 - Hedge Funds, News

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.

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September 30 - Hedge Funds, News

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...

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September 29 - Market Movers, News

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...

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September 29 - News, Stock Analysis

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.

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September 29 - News, Stock Analysis

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.

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September 29 - Hedge Fund Investor Letters, News

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.

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September 29 - Hedge Fund Investor Letters, News

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.

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September 29 - Hedge Fund Investor Letters, News

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.

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September 29 - Hedge Fund Investor Letters, News

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.

Keep Reading →

September 29 - Hedge Fund Investor Letters, News

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.

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September 29 - Hedge Fund Investor Letters, News

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.

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September 29 - Hedge Fund Investor Letters, News

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.

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September 29 - Hedge Fund Investor Letters, News

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.

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September 29 - Hedge Fund Investor Letters, News

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.

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September 29 - Hedge Fund Investor Letters, News

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”.

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September 29 - Hedge Fund Investor Letters, News

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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September 29 - Hedge Fund Investor Letters, News

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Top 10 AI Stocks That Will Skyrocket

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11 Largest Uranium Producing Countries in the World

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12 Fastest Declining Economies in the World in 2026

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12 Countries with the Highest Bond Yields in the World

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