Why Hewlett Packard Enterprise Company (HPE) Was a Top Contributor for Gabelli
Gabelli Investment Management Firm recently released its "Global Rising Income and Dividend Fund” second-quarter 2026 investor letter.
Insider Monkey Blog
Why Gabelli Holds Berkshire Hathaway Inc. (BRK.B)
Gabelli Investment Management Firm recently released its "Global Rising Income and Dividend Fund” second-quarter 2026 investor letter.
Why Rogers Communications Inc. (RCI) Remains a Gabelli Holding
Gabelli Investment Management Firm recently released its "Global Rising Income and Dividend Fund” second-quarter 2026 investor letter.
ORIX (IX): Can Strategic Asset Sales and Shareholder Returns Unlock Further Value?
Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for "Global Equity Strategy". The letter can be downloaded here.
Why Sony Group Corporation (SONY) Remains a Key Gabelli Holding
Gabelli Investment Management Firm recently released its "Global Rising Income and Dividend Fund” second-quarter 2026 investor letter.
Starbucks (SBUX) Is Back. Next Up: A $1 Billion Cafe Makeover
On September 10, 2026, CNBC reported that Starbucks Corporation (NASDAQ:SBUX) CEO Brian Niccol declared "Starbucks is back" two years into his tenure and outlined the next phase...
Ford (F) Answers Washington’s China Criticism with a $1 Billion Kentucky Bet
On September 10, 2026, CNBC reported that Ford Motor Company (NYSE:F) announced a $1 billion investment to build a new paint shop at its Kentucky Truck Plant in Louisville, two...
Can DoubleVerify’s (DV) AI Push Still Matter With A Buyout Pending?
DoubleVerify (NYSE:DV) heads into its next chapter backed by a sturdy balance sheet, closing out its latest quarter with $210 million in cash and zero debt.
Why Polaris Capital Continues Watching Alibaba (BABA) Amid AI Opportunity and China Market Challenges
Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for "Global Equity Strategy". The letter can be downloaded here.
Can Sonic Automotive’s (SAH) Luxury Bet Outrun Margin Pressure?
Sonic Automotive's (NYSE:SAH) underlying business model capitalizes on a powerful structural advantage: orchestrating high-margin luxury retail density and diversified vehicle...
Booking Holdings (BKNG) is Positioned to Benefit From Long-Term Travel Growth
Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for "Global Equity Strategy". The letter can be downloaded here.
Can Flywire’s (FLYW) Hotel Payment Deals Justify Its Growth Story?
Flywire's (NASDAQ:FLYW) underlying business model rests on a powerful operational driver: digitizing complex, cross-border, and vertical-specific payment workflows that legacy...
Is Protolabs’ (PRLB) Next Chapter Hinged on an Unseen Gamble?
Protolabs (NYSE:PRLB) presents a compelling case study in balancing robust top-line growth against the complexities of managing a multi-continent production footprint and margin...
Is Sharon AI (SHAZ) Sitting on a Multi-Billion Dollar Trapdoor or a Masterpiece?
Sharon AI Holdings Inc.
Cytokinetics (CYTK): Can Myqorzo Growth Create a New Biopharma Success Story?
Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for "Global Equity Strategy". The letter can be downloaded here.
Is Sharplink’s (SBET) Staking Strategy Enough to Offset Its Volatility?
Sharplink Inc. (NASDAQ:SBET) operates at the intersection of digital asset treasury management and blockchain liquidity infrastructure.
IREN Has Microsoft and $14 Billion of Funding. Execution Is the Real Test
IREN's AI pivot has reached the point where the balance sheet looks almost as dramatic as the growth plan.
Is UroGen’s (URGN) Commercial Engine Strong Enough To Fund Its Pipeline Ambitions?
UroGen Pharma (NASDAQ:URGN) operates as a specialized oncology and urology therapeutics company anchored by proprietary sustained-release technology platforms.
Morgan Stanley Just Put a $54 Target on This AI-Pivoting Bitcoin Miner. Amazon Is Already a Customer
Cipher Digital's transformation from Bitcoin miner to AI-infrastructure landlord is becoming easier to value because the company now has a real hyperscaler customer.
Polaris Global Equity Strategy’s Q2 2026 Investor Letter
Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for Global Equity Strategy.
Why Sunrun’s (RUN) Virtual Power Plant Strategy Changes Everything For Its Valuation
Sunrun (NASDAQ:RUN) anchors the residential solar and distributed energy storage landscape through a vertically integrated asset-ownership and service model.
Nvidia Just Qualified Tesla and Vertiv Products for Its New AI-Factory Standard
Nvidia is extending its influence beyond GPUs into the electrical and cooling equipment that determines whether an AI data center can actually run.
Why Is Driven Brands (DRVN) Suddenly Ready To Buy Back Stock?
Driven Brands Holdings (NASDAQ:DRVN) underpins North America's vehicle service and aftermarket ecosystem with a resilient, asset-light franchising model.
Verisk Analytics (VRSK) Positions Well for Long-Term Expansion
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Mid Cap Fund”. You can download a copy of the letter here.
GM’s CarPlay U-Turn: A Three-Year Bet Against Buyer Preference Finally Reverses
Three years ago, General Motors Company (NYSE:GM) bet that its own in-house infotainment software could replace Apple CarPlay and Android Auto in the minds and dashboards of its...
Here’s Why The Fund Trimmed Ross Stores (ROST) in Q2
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Mid Cap Fund”. You can download a copy of the letter here.
Billionaire Ken Fisher Was Buying These 2 Cathie Wood Stocks
Q2 13F filings show that billionaire Ken Fisher’s Fisher Asset Management opened new positions in CRISPR Therapeutics (NASDAQ: CRSP) and Coinbase Global (NASDAQ: COIN).
Robust Results Lifted Waters (WAT)
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Mid Cap Fund”. You can download a copy of the letter here.
Madison Mid Cap Fund: Realizing Gains in High-Speed Switch Leader Arista Networks (ANET)
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Mid Cap Fund”. You can download a copy of the letter here.
Can Celldex (CLDX) Overcome Its Heavy Burn Rate for Long-Term Success?
When biopharmaceutical companies advance platform technologies targeting complex immunological pathways, market participants must weigh clinical efficacy against the heavy capital...
AutoZone (AZO) Posts Strong Earnings, But Is the Stock Ready to Rebound?
On September 22, AutoZone, Inc. (NYSE:AZO) reported results for its fourth quarter, which covered 16 weeks and ended August 29, 2026.
Chipotle (CMG) Is Piloting Palantir (PLTR) for Food Safety. Does It Matter for Investors?
Chipotle Mexican Grill Inc (NYSE:CMG) spent this summer doing damage control, including removing affected jalapeños from restaurants after they were linked to a salmonella outbreak...
ValueAct’s 2 Stock Picks You Shouldn’t Miss
ValueAct Capital takes concentrated, long-term positions in publicly traded companies and works with management teams and boards to improve shareholder value.
MKS (MKSI) Gains Momentum as Chipmakers Expand
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Mid Cap Fund”. You can download a copy of the letter here.
America’s Rare Earth Bet Nears a Real Test: MP Materials Closes In on GM Deliveries
For years, the "domestic rare earth supply chain" has been more of a policy talking point than a viable business. That's starting to change. MP Materials Corp.
Madison Mid Cap Fund’s Q2 2026 Investor Letter
Madison Investments, an investment advisor, released its second-quarter 2026 investor letter for the “Madison Mid Cap Fund”. U.S.
Casey’s General Stores (CASY) Beat Estimates, So Why Did Wall Street Cut Its Targets?
Casey’s General Stores, Inc. (NASDAQ:CASY) just delivered a 27.7% jump in fiscal 2027 first-quarter EPS and kept its full-year guidance intact.
Reddit (RDDT) Has Strong Financials. Are User Trends the Bigger Risk?
On September 17, DA Davidson lowered its price target on Reddit, Inc. (NYSE:RDDT) from $200 to $185 and maintained its Buy rating.
Jim Cramer Says Costco (COST) “Stock’s Acting Poorly”
During the Mad Money episode aired on September 18, Jim Cramer discussed Costco Wholesale Corporation (NASDAQ:COST) as the retail giant prepares to report its quarterly financial...
Elon Musk Is Teasing a Tesla-SpaceX Merger Again. Terafab Shows Why AI Could Be the Logic
Elon Musk has reopened a question investors have kicked around for years: why keep Tesla and SpaceX separate if more of their technology is beginning to converge? During the September...
Can Zenas BioPharma’s (ZBIO) Clinical Pipeline Justify Its Heavy Cash Burn?
When biotechnology innovators approach the commercialization cliff, market participants must weigh the clinical promise of a lead asset against the stark realities of surging ...
Meta’s Muse Hit No. 1. Google Suddenly Has an AI-Agent Distribution Problem
Meta launched Muse just over two weeks ago. It is already forcing the AI-agent market to answer a much bigger question than whose model scores highest on a benchmark.
Can Addus HomeCare (ADUS) Compound Wealth at Scale?
When examining a long-term compounder, astute market participants look past quarterly headlines to evaluate core operational drivers, margin stability, and pricing power.
This AI Memory Stock Is Up More Than 650% in 2026. Micron Investors Should Pay Attention
One of 2026’s wildest AI trades is not Nvidia. It is SanDisk. SanDisk Corporation (NASDAQ:SNDK) was up more than 650% for the year after an 11% surge on September 18.
Is PENN Entertainment (PENN) Stock a Buy After Its Latest Multi-Million Dollar Bet?
Analyzing a gaming and entertainment operator requires looking past headline-grabbing project announcements to examine underlying cash generation, portfolio compounding, and capital...
Is Peloton (PTON) Stock a Buy After Its Massive Hardware Overhaul?
Evaluating a turnaround story requires looking past transient headlines to examine underlying fundamentals, capital allocation, and recurring revenue durability.
Is Medical Properties Trust (MPT) Finally Fixing Its Balance Sheet?
For years, Medical Properties Trust (NYSE:MPT) has operated under a cloud of debt scrutiny, prompting a careful examination of its underlying fundamentals, asset quality, and ...
Can Applied Aerospace (AADX) Turn Record Backlog Into Real Profit?
In the specialized market of advanced aerospace and defense manufacturing, long-term shareholder value is fundamentally driven by multi-year program visibility, operating leverage...
What Is Really Happening Beneath Boyd Group’s (BGSI) Record-Breaking Numbers?
In the capital-intensive world of multi-site collision repair, long-term shareholder returns are driven by disciplined scale, network density, and margin compounding.
Is Ocular Therapeutix (OCUL) Stock a Buy Ahead of Its Major NDA Catalyst?
In the high-stakes realm of clinical-stage biotechnology, long-term shareholder value is fundamentally forged by pipeline assets that solve deep-seated clinical bottlenecks while...
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