Durable Growth Reinforces Microsoft Corporation’s (MSFT) Investment Thesis
Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
Insider Monkey Blog
Gemini Latest Stock Portfolio: Top 4 Stock Picks
In just two to three years, the debate around AI and stock picking has shifted drastically.
Vulcan Value Partners’ Q3 2026 Investor Letter
Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter.
Gemini Latest Stock Portfolio: 7 Stock Picks
In just two to three years, the debate around AI and stock picking has shifted drastically.
Lincoln Educational Services Corporation (LINC) Adapts to AI Search Disruption After Google Funnel Shift Impacts Guidance
Praetorian Capital, an investment management company, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Seagate Technology Holdings plc (STX) Stands to Benefit From Rising AI Data Storage Demand
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Quanta Services, Inc. (PWR) Offers Exposure to Grid Modernization and AI Infrastructure
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.
ASML Holding N.V. (ASML) Benefits From Demand for Advanced Semiconductor Manufacturing
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Polen Focus Growth Strategy Exits MSCI Inc. (MSCI) to Fund Meta Platforms Position
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Polen Focus Growth Strategy Sells Rollins, Inc. (ROL) Amid Business Execution Concerns
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Polen Focus Growth Strategy Increases EMCOR Group, Inc. (EME) Position on Stronger Business Momentum
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Polen Focus Growth Strategy Boosts Meta Platforms, Inc. (META) on AI Monetization Potential
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Universal Technical Institute (UTI) is Benefiting from the Demand for Technicians
Praetorian Capital, an investment management company, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Polen Focus Growth Strategy Trims Eli Lilly and Company (LLY) While Maintaining Confidence in Its Outlook
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.
The St. Joe (JOE) Is Positioned to Benefit from Population Migration and Inflation
Praetorian Capital, an investment management company, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Shopify Inc. (SHOP) Could Benefit From AI-Driven Agentic Commerce, Says Polen Focus Growth Strategy
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Polen Focus Growth Strategy Trims Starbucks Corporation (SBUX) as Turnaround Progress Enters Valuation
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here.
Marathon Petroleum (MPC): Position Exited After Strong Gains
Praetorian Capital, an investment management company, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Valero Energy Corporation (VLO): Benefiting From Tight Fuel Markets
Praetorian Capital, an investment management company, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Canadian Solar (CSIQ) Expands U.S. Manufacturing for the Next Phase of Growth
White Falcon’s Q3 2026 letter reports 2.7% quarterly and 4.6% year-to-date net returns. The letter can be downloaded here.
Plasma Demand Supports Grifols, S.A.’s (GRFS) Path Back to Financial Strength
White Falcon’s Q3 2026 letter reports 2.7% quarterly and 4.6% year-to-date net returns. The letter can be downloaded here.
BWX Technologies, Inc. (BWXT) Faces Share-Price Pressure Despite Strong Backlog and Higher Guidance
Polen Capital, an investment management company, released its “Polen 5Perspectives Small-Mid Growth Strategy” Q3 2026 investor letter.
TeraWulf Inc. (WULF) Shares Retreat as Investors Reassess AI Data Center Growth Prospects
Polen Capital, an investment management company, released its “Polen 5Perspectives Small-Mid Growth Strategy” Q3 2026 investor letter.
nLIGHT, Inc. (LASR) Faces Pressure After Third-Quarter Revenue Guidance Falls Short
Polen Capital, an investment management company, released its “Polen 5Perspectives Small-Mid Growth Strategy” Q3 2026 investor letter.
Embraer S.A. (EMBJ) Benefits From Record Backlog and Strong Aircraft Deliveries
Polen Capital, an investment management company, released its “Polen 5Perspectives Small-Mid Growth Strategy” Q3 2026 investor letter.
Ariel Global Fund’s Q3 2026 Investor Letter
Ariel Investments, an investment management company, released its "Ariel Global Fund" Q3 2026 investor letter.
Twilio Inc. (TWLO) Rallies as Strong Results and Higher Guidance Boost Investor Confidence
Polen Capital, an investment management company, released its “Polen 5Perspectives Small-Mid Growth Strategy” Q3 2026 investor letter.
Twist Bioscience Corporation (TWST) Leads Polen’s Small-Mid Growth Portfolio on Record Revenue and AI-Driven Demand
Polen Capital, an investment management company, released its “Polen 5Perspectives Small-Mid Growth Strategy” Q3 2026 investor letter.
Ariel Focus Fund’s Q3 2026 Investor Letter
Ariel Investments, an investment management company, released its "Ariel Focus Fund" Q3 2026 investor letter.
Ariel Appreciation Fund’s Q3 2026 Investor Letter
Ariel Investments, an investment management company, released its "Ariel Appreciation Fund" Q3 2026 investor letter.
Biohaven (BHVN) Soars 25% on FDA Drug Review, Price Target Upgrade
Biohaven Ltd (NYSE:BHVN) soared up to 25.02 percent on Thursday, closing at $14.69 apiece, as investors gobbled up shares after its drug candidate for spinocerebellar ataxia (...
Stock Market Movers: Biggest Losers and Gainers on 22 October 2026
Biggest Losers 10. AXTI: AXT Inc. (AXTI) slashes 13.02% on a combination of profit-taking after a 3-day decline and broader market pessimism during the day. 9.
5 Undervalued AI Stocks According to the Media
The AI trade is getting bumpy as investors question whether the massive spending on data centers and chips will generate sufficient returns.
10 Undervalued AI Stocks According to the Media
The AI trade is getting bumpy as investors question whether the massive spending on data centers and chips will generate sufficient returns.
Karman Holdings (KRMN) vs. LMT and KTOS: Can a Specialized Defense Supplier Become a Premium Aerospace Platform?
Is KRMN a good stock to buy? We came across a bullish thesis on Karman Holdings Inc. on Market Mavericks: Writes’s Substack by Scott.
Verisk Analytics (VRSK) vs. MCO and SPGI: Can a 40% Pullback Unlock Upside in a Data-Driven Insurance Analytics Leader?
Is VRSK a good stock to buy? We came across a bullish thesis on Verisk Analytics, Inc. on THE ALPHA TRADER’s Substack by Warren.
Ferrovial N.V. (FER) vs. EME and FIX: Can Its High-Margin Concession Model Support a Re-Rating?
Is FER a good stock to buy? We came across a bullish thesis on Ferrovial N.V. on Astute Optics - US’s Substack.
Fortinet (FTNT) vs. CSCO and PANW: Can Its Hardware-Software Advantage Support Long-Term Growth?
Is FTNT a good stock to buy? We came across a bullish thesis on Fortinet, Inc. on Astute Optics - US’s Substack.
GE HealthCare Technologies (GEHC) vs. DHR and MDT: Can a $23.9B Backlog and AI Innovation Drive a Healthcare Re-Rating?
Is GEHC a good stock to buy? We came across a bullish thesis on GE HealthCare Technologies Inc. on Astute Optics - US’s Substack.
Gilead Sciences (GILD) vs. AMGN and VRTX: Can Oncology Growth and HIV Strength Drive a New Growth Era Beyond Acquisitions?
Is GILD a good stock to buy? We came across a bullish thesis on Gilead Sciences, Inc. on Astute Optics - US’s Substack.
Pagaya Technologies (PGY) vs. UPST and AFRM: Can AI-Powered Lending Growth and Free Cash Flow Turn a High-Risk Fintech Into a Value Opportunity?
Is PGY a good stock to buy? We came across a bullish thesis on Pagaya Technologies Ltd. on Beeli Capital’s Substack.
Kraft Heinz (KHC) vs. GIS and CAG: Can Strong Cash Generation and Debt Paydown Revive a Forgotten Consumer Staples Stock?
Is KHC a good stock to buy? We came across a bullish thesis on The Kraft Heinz Company on Astute Optics - US’s Substack.
Alphabet (GOOGL) vs. MSFT and AMZN: Can AI Investments and Google Cloud Growth Unlock a 26% Upside?
Is GOOGL a good stock to buy? We came across a bullish thesis on Alphabet Inc. on Astute Optics - US’s Substack.
Honeywell International Inc. (HON) vs. ETN and EMR: Can a More Focused Industrial Platform Turn Into the Next Growth Phase?
Is HON a good stock to buy? We came across a bullish thesis on Honeywell International Inc. on Astute Optics - US’s Substack.
Honeywell Aerospace (HONA) vs. GE and RTX: Can a High-Margin Aerospace Platform Deliver a Post-Spin-Off Re-Rating?
Is HONA a good stock to buy? We came across a bullish thesis on Honeywell Aerospace Inc. on Astute Optics - US’s Substack.
IDEXX Laboratories (IDXX) vs. ZTS and NEOG: Can Raised Guidance and Product Expansion Drive Further Earnings Growth?
Is IDXX a good stock to buy? We came across a bullish thesis on IDEXX Laboratories, Inc. on Astute Optics - US’s Substack.
Intuit (INTU) vs. PYPL and XYZ: Can an 81% Gross Margin and $8.6B Free Cash Flow Justify a Rebound?
Is INTU a good stock to buy? We came across a bullish thesis on Intuit Inc. on Astute Optics - US’s Substack. In this article, we will summarize the bulls’ thesis on INTU.
Keurig Dr Pepper (KDP) vs. KO and PEP: Can the JDE Peet’s Acquisition and Planned Split Unlock Value Despite Rising Debt?
Is KDP a good stock to buy? We came across a bullish thesis on Keurig Dr Pepper Inc. on Astute Optics - US’s Substack.
ZenaTech Unveils its Proprietary AI Software Suite Designed to Accelerate Land Survey Delivery for Drone as a Service Commercial, Municipal and Infrastructure Clients
Vancouver, British Columbia, October 22nd, 2026, FinanceWire Planned integration of automated LiDAR point cloud classification and feature extraction across ZenaTech’s Drone...
AI Disruption Raises New Questions for Rentokil’s (RTO) Growth Strategy
White Falcon’s Q3 2026 letter reports 2.7% quarterly and 4.6% year-to-date net returns. The letter can be downloaded here.
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