Short-Term Macro Headwinds Overshadow Rayonier’s (RYN) Core Asset Strength
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
Insider Monkey Blog
Mattel (MAT): Leadership Pivot and Takeover Interest Drive Rebound Following Q3 Softness
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
Abbott Labs’ (ABT) Solid Financial Beat Signals Long EPS Growth and Dividend Safety
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
Avantor (AVTR) is Regaining Market Confidence
Longleaf Partners, managed by Southeastern Asset Management, released its third-quarter 2026 investor letter for its “Partners Fund”. The letter can be downloaded here.
What Makes Netflix (NFLX) an Attractive Bet?
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
INmune Bio Establishes Global Commercialization Framework for Ebstrocel™ Through Strategic Agreement with Uniphar
Boca Raton, Florida, October 21st, 2026, FinanceWire INmune Bio Inc.
Intercontinental Exchange (ICE) Remains Attractively Valued. Here’s Why
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
Market Re-Rating Aligns Microsoft Corporation’s (MSFT) Valuation with Core AI Fundamentals
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
Strong Price Rally Validates Danaher’s (DHR) Undervalued Entry Point in Core Diagnostics Engine
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
Wealth Accumulation and Adviser Independence Fuel LPL Financial’s (LPLA) Long-Term Thesis
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
CRH plc (CRH): Near-Term Sell-Off Creates Value Opportunity in World’s Premier Aggregates Owner
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
Marsh & McLennan Companies (MRSH) Retained on Investment Bench Following Full Position Exit
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) third-quarter 2026 investor letter.
Top 10 Stocks Jim Cramer and Billionaire Ken Fisher Like
Billionaire Ken Fisher and Jim Cramer come from very different worlds. Cramer is the fiery CNBC host who talks fast and keeps the show moving.
Ken Fisher and Jim Cramer Like This Bank Stock. Is It a Buy After Earnings?
The Goldman Sachs Group (NYSE:GS) recently reported its third-quarter results and beat estimates.
Stock Market Movers: 10 Biggest Gainers and Losers – 20 October 2026
Worst Performers 10. ELAN: Elanco Animal Health (ELAN) dips 3.36% on Jefferies downgrade to hold from buy, alongside a lower price target. 9.
Alnylam (ALNY): Can the RNAi Franchise Get it an Entry into the S&P 500 Index?
Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) is a biotechnology company built on RNA interference, a technique that switches off the genes behind certain diseases.
Okta (OKTA): Does the AI-Identity Turnaround Make It a Stronger S&P 500 Contestant?
Okta, Inc. (NASDAQ:OKTA) sells identity software, the tools that let employees and customers log in securely across a company's many apps.
Affirm Holdings (AFRM): Has BNPL’s Profitability Turn Earned It an Index Seat?
Affirm Holdings, Inc. (NASDAQ:AFRM) is the largest of the "buy now, pay later" lenders. The company lets shoppers split purchases into installments at online checkouts.
First Citizens (FCNCA): Is the SVB-Boosted Bank Still Undervalued for the S&P 500 Index?
First Citizens BancShares, Inc. (NASDAQ:FCNCA) is a large regional bank whose earnings were transformed when it acquired the failed Silicon Valley Bank.
Samsara (IOT): Does a Fourth Straight Profitable Quarter Ensures its Entry into the Index?
Samsara Inc. (NYSE:IOT) sells software and sensors that help businesses track their vehicles, equipment, and workers in real time.
Ciena (CIEN): Is the AI-Optical Boom Enough to Carry It Into the S&P 500?
Ciena Corporation (NYSE:CIEN) makes the optical networking gear that carries data across the internet's backbone and between data centers, the physical plumbing behind the AI ...
United Therapeutics (UTHR): Can the Profit-Machine Biotech Finally Crack the S&P 500?
United Therapeutics Corporation (NASDAQ:UTHR) develops treatments for pulmonary arterial hypertension, a rare and dangerous high blood pressure in the lungs, with its Tyvaso franchise...
Astera Labs (ALAB): Is the AI-Connectivity Competitor Ready for the S&P 500?
Astera Labs, Inc. (NASDAQ:ALAB) makes the specialized chips and hardware that move data between processors, memory, and accelerators inside AI data centers.
CME Group (CME): Can Market Data Make Earnings Less Dependent on Trading Surges?
CME Group Inc. (NASDAQ:CME) has already shown that market data can cushion softer trading.
T-Mobile (TMUS): Can Fiber Grow Without Consuming Too Much Shareholder Cash?
T-Mobile US, Inc. (NASDAQ:TMUS) wants fiber to deepen relationships with wireless households while partners help finance and operate the networks.
Moody’s (MCO): Can Private Credit Create a Durable Subscription Business?
Moody’s Corporation (NYSE:MCO), featured in Insider Monkey’s 10 Best Financial Stocks to Buy According to Warren Buffett, has an opportunity beyond rating debt when it is ...
JPMorgan (JPM): Can New Branches Keep Winning Profitable Customers?
JPMorgan Chase & Co. (NYSE:JPM) is expanding branches while competitors invest in their own networks.
Zoom (ZM): Is Cash-Rich Compounder Being Overlooked as a Potential Entrant?
Zoom Communications, Inc. (NASDAQ:ZM) is the video-meetings company that became a household name during the pandemic and is now remaking itself into an AI-first work platform.
Eaton (ETN): Will Its Electrical Backlog Translate Into Lasting Earnings Power?
Eaton Corporation plc (NYSE:ETN) is benefiting from the infrastructure needed to power data centers and modernize electricity networks.
9 New Contenders for S&P 500 Index
Joining the S&P 500 is one of the clearest signs that a company has arrived.
Johnson & Johnson (JNJ): Are Its Medical Device Deals Paying Off?
Johnson & Johnson (NYSE:JNJ) is turning acquired heart technologies into growing sales.
Revolution Medicines (RVMD) Has an Approved Cancer Drug. Can Its $38 Billion Valuation Deliver?
Approval Was the First Hurdle, Not the Last Revolution Medicines, Inc. (NASDAQ:RVMD) is no longer valuing a theoretical pancreatic cancer drug.
Intuitive Surgical (ISRG): Does Leasing Make Growth More Durable or More Capital Intensive?
Intuitive Surgical, Inc. (NASDAQ:ISRG) is making robotic surgery easier for hospitals to finance.
Tango Therapeutics (TNGX) Has Striking Pancreatic Cancer Data. How Much Is Priced In?
A Small Trial Has Created a Large Valuation Test Tango Therapeutics, Inc.
Natera (NTRA) Is Expanding Cancer Testing Rapidly. Does Its Valuation Leave Room for Error?
Testing Volume Is Growing Faster Than the Valuation Can Ignore Natera, Inc.
Merck (MRK) Has New Cancer Treatments. Can They Outgrow the Keytruda Patent Cliff?
A Growing Franchise With an Expiration Date Merck & Co., Inc. (NYSE:MRK) is trying to extend its oncology leadership before competition threatens its largest earnings engine.
Cogent Biosciences (COGT) Nears Three FDA Decisions. What Is Its Pipeline Worth?
Three Regulatory Reviews, No Established Earnings Base Cogent Biosciences, Inc.
Abbott (ABT): Can Libre Keep Growing as Glucose Monitoring Becomes More Competitive?
Abbott Laboratories (NYSE:ABT) benefits each time a patient replaces a glucose sensor.
Bristol Myers (BMY) Has New Cancer Wins. Can They Offset the Patent Cliff?
Positive Oncology Data Meets an Older-Drug Problem Bristol-Myers Squibb Company (NYSE:BMY) reported positive data from its radiopharmaceutical RYZ101 Phase III ACTION-1 trial ...
AstraZeneca (AZN) Adds Oncology Catalysts. Is the Pipeline Worth Its Earnings Multiple?
Several Oncology Catalysts, One Earnings Question AstraZeneca PLC (NYSE:AZN) enters the October 23-27 European Society for Medical Oncology congress with multiple late-stage oncology...
Guardant Health (GH) Wins a New Breast Cancer Role. Can Its Growth Justify the Price?
A Cancer Test Approval Meets a High Valuation Guardant Health, Inc.
11 Best Cancer Stocks to Invest In Now
Cancer’s Burden Keeps the Search for Better Treatments Urgent For cancer patients, progress means more time, fewer side effects, and a better chance of recovery.
10 Most Promising Cloud Stocks According to Hedge Funds
Cloud software is sold by subscription, which is supposed to make it the steadiest revenue in technology.
These 2 Billionaires Like Nvidia (NVDA). Should You Buy the Dip Ahead of Earnings?
Nvidia Corporation (NASDAQ:NVDA) has slipped after a rough two weeks for AI stocks. But overall, the stock remains on the radar of major investors.
PrimeXBT Insights: Big Tech Earnings – Can Growth Keep Pace With Spending?
Four of the largest US companies report between 28th October and 2nd November, and for three of them the central question is the same: is growth keeping pace with spending? Alphabet...
What Is Twilio’s (TWLO) Economic Moat, and Is It Widening or Narrowing?
Twilio Inc. (NYSE:TWLO) moves messages and calls for other companies.
Can MongoDB (MDB) Hold Its Guidance After Losing Its Chief Executive?
MongoDB, Inc. (NASDAQ:MDB) closed at $348.69 on October 19.
Palo Alto Networks (PANW) Pays a Large Part of Its Wage Bill in Stock. What Does That Do to Profit?
Palo Alto Networks, Inc. (NASDAQ:PANW) closed at $346.95 on October 19.
Is Cloudflare (NET) Worth It When Most of Its Users Pay Nothing?
Cloudflare, Inc. (NYSE:NET) closed at $297.58 on October 19.
Can ServiceNow (NOW) Keep Growing at This Size?
ServiceNow, Inc. (NYSE:NOW) closed at $145.36 on October 19.
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