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Insider Monkey Blog

Andrew Hill Investment Fund Sees More Growth Ahead for Vertex (VRTX): Here’s Why

Andrew Hill Investment Advisors recently released its third-quarter 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 8 - Hedge Fund Investor Letters, News

Automatic Data Processing (ADP) Has a Hidden Earnings Advantage From Higher Interest Rates

Andrew Hill Investment Advisors recently released its third-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Why Cheniere Energy (LNG) Could Be a Reliable Bet on Global Energy Demand

Andrew Hill Investment Advisors recently released its third-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Eli Lilly (LLY) Has a Powerful Growth Flywheel Beyond Its GLP-1 Success

Andrew Hill Investment Advisors recently released its third-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Why Microsoft (MSFT) Could Be a Major Beneficiary of the AI and Cloud Boom

Andrew Hill Investment Advisors recently released its third-quarter 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 8 - Hedge Fund Investor Letters, News

Apple (AAPL) Has a New Catalyst That Could Drive Its Next Upgrade Cycle

Andrew Hill Investment Advisors recently released its third-quarter 2026 investor letter. A copy of the letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

NVIDIA (NVDA) Is Still One of the Most Compelling AI Plays: Here’s Why

Andrew Hill Investment Advisors recently released its third-quarter 2026 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

October 8 - Hedge Fund Investor Letters, News

Why ASML’s (ASML) Capacity Is Fully Booked Through 2027

Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for “U.S.

Keep Reading →

October 8 - Hedge Fund Investor Letters, News

How AI Adoption Could Supercharge McKesson (MCK)

Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for “U.S.

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October 8 - Hedge Fund Investor Letters, News

Billionaire Stanley Druckenmiller’s Key AI Stock Pick: Taiwan Semiconductor (TSM)

Stanley Druckenmiller's Duquesne Family Office owns TSMC, and the stock ranks third in our list of the 10 best AI stocks according to Druckenmiller.

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October 8 - News, Stock Analysis

Why Airbnb’s (ABNB) Exclusivity Insulates It From AI Disintegration

Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for “U.S.

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October 8 - Hedge Fund Investor Letters, News

Is Lam Research (LRCX) a Smart AI Stock Pick for Long-Term Investors?

Lam Research Corporation (NASDAQ:LRCX) makes the machines that chipmakers use to build chips. The stock is up about 73% so far this year.

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October 8 - News

Is Curtiss-Wright Corporation (CW) a Good Defense Stock to Buy in 2026?

Curtiss-Wright Corporation (NYSE:CW) makes engineered parts and systems for defense, commercial aerospace and nuclear power customers.

Keep Reading →

October 8 - Hedge Funds, News

Suncoast U.S. Equity Large Cap Select Growth Strategy’s Q3 2026 Investor Letter

Suncoast Equity Management, an SEC-registered Investment Advisory (RIA), released its Q3 2026 investor letter for “U.S.

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October 8 - Hedge Fund Investor Letters, News

Watts Water Technologies (WTS): A Hidden Data Center Stock in Billionaire Mario Gabelli’s Portfolio

Watts Water Technologies, Inc. (NYSE:WTS) makes valves, leak protection equipment, water filtration systems and drainage products for homes and commercial buildings.

Keep Reading →

October 8 - Hedge Funds, News

Why Investors are Ignoring Growth at Evolv Technologies Holdings (EVLV)

Michigan-based investment advisor Cedar Grove Capital Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Analyzing Price-to-Fundamentals Divergence in The RealReal (REAL)

Michigan-based investment advisor Cedar Grove Capital Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here.

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October 8 - Hedge Fund Investor Letters, News

Grab Holdings Limited (GRAB) Faces Earnings Pressure Over Indonesian Two-Wheeler Cap

Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”.

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October 8 - Hedge Fund Investor Letters, News

Disruption in the Middle East Weighed on MakeMyTrip (MMYT)

Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”.

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October 8 - Hedge Fund Investor Letters, News

Arm Holdings (ARM): Semiconductor Sector Sell-Off and Supply Execution Questions Weigh on Stock

Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”.

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October 8 - Hedge Fund Investor Letters, News

Sandisk (SNDK) Is Up 1,322% in a Year: Is There Still Room to Run?

Sandisk Corp. (NASDAQ:SNDK) is at the peak of its powers.

Keep Reading →

October 8 - Hedge Funds, News

Digital Asset Rally and Macro Debasement Concerns Lifted Circle Circle Internet Group (CRCL)

Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the “Artisan Developing World Fund”.

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October 8 - Hedge Fund Investor Letters, News

Is Okta (OKTA) the Hidden AI Play in Enterprise Software?

Okta Inc. (NASDAQ:OKTA) is emerging as an agentic identity multiplier, as more and more enterprises strive to deploy artificial intelligence agents across their workflows.

Keep Reading →

October 8 - Hedge Funds, News

Adobe (ADBE): Are Strong Fundamentals Enough to Overcome AI Fears?

Adobe Inc. (NASDAQ:ADBE) stands with a highly profitable, cash-rich profile. However, the share price movements suggest that its growth was fading.

Keep Reading →

October 8 - Hedge Funds, News

McDonald’s (MCD): Is Wall Street Overlooking Its High-Margin Franchise Model?

Share price for McDonald’s Corp. (NYSE:MCD) reflects on rising skepticism around the company’s growth trajectory and the weight of its leverage.

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October 8 - Hedge Funds, News

10 Best Stocks to Buy According to Billionaire Mario Gabelli’s Fund

Billionaire Mario Gabelli is the founder and chairman of GAMCO Investors, the money manager he started in 1977.

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October 8 - Hedge Funds, News

Skydance Corporation (SKYD)’s $110 Billion Warner Bros. Deal Is Done. Can It Handle $80 Billion in Debt?

Skydance Corporation (NYSE:SKYD), formerly Paramount Skydance Corporation, completed its acquisition of Warner Bros. Discovery, Inc.

Keep Reading →

October 8 - Hedge Funds, News

Best Buy Gives Investors a Reason to Take a Second Look

Best Buy Co., Inc. (NYSE:BBY) isn't the kind of retailer that immediately comes to mind when you think about companies with a wide economic moat.

Keep Reading →

October 8 - Dividend Stocks, Hedge Funds, News

This Regional Bank Has Paid a Dividend for Nearly 60 Straight Years. Is it Worth a Look?

Hancock Whitney Corporation (NASDAQ:HWC) is not a bank that gets much attention outside the regional banking space.

Keep Reading →

October 8 - Dividend Stocks, Hedge Funds, News

Hormel Foods Has a Nearly 6% Dividend Yield. Is the Stock Too Cheap to Ignore?

Hormel Foods Corporation (NYSE:HRL) is not exactly the first stock that comes to mind when investors talk about growth.

Keep Reading →

October 8 - Dividend Stocks, Hedge Funds, News

This 6.3% Dividend Yield Looks Too Good to Ignore. Is the Stock a Buy?

Amcor plc (NYSE:AMCR) isn't a flashy business. Most people probably don't know much about the company, even though they come across its products every day.

Keep Reading →

October 8 - Dividend Stocks, Hedge Funds, News

UnitedHealth’s P/E Has Reset. Is the Stock Finally Undervalued?

UnitedHealth Group Incorporated (NYSE:UNH) is a very different valuation story than it was a few years ago.

Keep Reading →

October 8 - Hedge Funds, News

Royal Caribbean Group: Has the Market Already Priced in the Cruise Recovery?

Royal Caribbean Cruises Ltd. (NYSE:RCL) is in a very different place today than it was a few years ago.

Keep Reading →

October 8 - Hedge Funds, News

Kraft Heinz Stock Looks Cheap. Here’s What Investors are Missing

The Kraft Heinz Company (NYSE:KHC) has something many companies would love to have: brands that people already know.

Keep Reading →

October 8 - Hedge Funds, News

The Coca-Cola Company: Is the Premium Valuation Still Justified?

The Coca-Cola Company (NYSE:KO) is catching investors' attention at an interesting time.

Keep Reading →

October 8 - Hedge Funds, News

IBM’s Valuation is Getting Interesting as AI and Consulting Rebound

International Business Machines Corporation (NYSE:IBM) isn't a typical growth stock.

Keep Reading →

October 8 - Hedge Funds, News

10 Cheap Stocks That Will Go to the Moon According to Reddit

In this article, we will discuss 10 Cheap Stocks That Will Go to the Moon According to Reddit.

Keep Reading →

October 8 - Hedge Funds, News

Equifax (EFX) vs. TransUnion (TRU): Which Beaten-Down Credit Bureau Is the Better Buy?

Equifax Inc. (NYSE:EFX) and TransUnion (NYSE:TRU) are two of the three big credit bureaus, oligopoly toll booths that get paid whenever a lender checks someone's credit.

Keep Reading →

October 8 - Hedge Funds, News

Public Storage (PSA) vs. Extra Space (EXR): Which Self-Storage REIT Is the Better Buy?

Public Storage (NYSE:PSA) and Extra Space Storage Inc. (NYSE:EXR) are the two giants of self-storage, a recession-resilient corner of real estate.

Keep Reading →

October 8 - Hedge Funds, News

Jim Cramer Draws a Line Between Rocket Lab (RKLB) and SpaceX (SPCX)

During the October 1 episode of Mad Money, Jim Cramer discussed Rocket Lab Corporation (NASDAQ:RKLB) while reviewing the Nasdaq 100’s third-quarter performance.

Keep Reading →

October 7 - Hedge Funds, News

Jim Cramer Has Reservations About One of These Software Comebacks

On October 1, Jim Cramer discussed Veeva Systems Inc. (NYSE:VEEV) while reviewing the third-quarter recovery in software stocks. He mentioned that he prefers Salesforce, Inc.

Keep Reading →

October 7 - Hedge Funds, News

Amgen (AMGN) and Johnson & Johnson (JNJ) Catch Jim Cramer’s Eye for Different Reasons

During the October 1 episode of Mad Money, Jim Cramer discussed Amgen Inc. (NASDAQ:AMGN) while reviewing the Dow Jones Industrial Average’s third-quarter performance.

Keep Reading →

October 7 - Hedge Funds, News

Jim Cramer Sees Something Worth Revisiting in These Power Stocks

On October 1, Jim Cramer highlighted Constellation Energy Corporation (NASDAQ:CEG) and Vistra Corp.

Keep Reading →

October 7 - Hedge Funds, News

Novo Nordisk (NVO) or Eli Lilly (LLY)? Jim Cramer Gives a Clear Response

During the October 1 lightning round of Mad Money, a caller said they owned both Novo Nordisk A/S (NYSE:NVO) and Eli Lilly and Company (NYSE:LLY).

Keep Reading →

October 7 - Hedge Funds, News

Kimberly-Clark’s (KMB) Kenvue (KVUE) Deal Has Jim Cramer Looking Years Ahead

Toward the end of the October 1 lightning round of Mad Money, a caller asked about Kimberly-Clark Corporation (NASDAQ:KMB) and its pending acquisition of Kenvue Inc.

Keep Reading →

October 7 - Hedge Funds, News

Why Jim Cramer Says This Stock May No Longer Be the Same Cyclical Bet

During the October 1 episode of Mad Money, Jim Cramer observed that the results and long-term customer agreements suggest Micron Technology, Inc.

Keep Reading →

October 7 - Hedge Funds, News

Jim Cramer Sees One Stock to Own After Corteva’s (CTVA) Breakup

Jim Cramer sees one clear winner from Corteva, Inc. (NYSE:CTVA) latest breakup.

Keep Reading →

October 7 - Hedge Funds, News

Jim Cramer Draws a Line Between Texas Pacific Land (TPL) and Chevron (CVX)

During the October 2 episode of Mad Money, a caller asked whether Texas Pacific Land Corporation (NYSE:TPL) was a buy, sell or hold after its performance in 2025 and continued...

Keep Reading →

October 7 - Hedge Funds, News

Jim Cramer Sees More to Applied Materials (AMAT) Than Its Earnings Multiple

On October 2, a caller asked for an opinion about Applied Materials, Inc. (NASDAQ:AMAT) for the next 12 months.

Keep Reading →

October 7 - Hedge Funds, News

Jim Cramer Sees a Catch in the Nutrien (NTR) Trade

Mentioning the blockade of the Strait of Hormuz on October 2, a caller asked whether Nutrien Ltd. (NYSE:NTR) presents an investment opportunity in the fertilizer sector.

Keep Reading →

October 7 - Hedge Funds, News

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10 Best Metal Recycling Stocks to Buy

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10 Best Penny Stocks That Could Skyrocket in 2026

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11 Best 52-Week Low Penny Stocks to Invest In

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10 Best Affordable Stocks to Buy According to Wall Street Analysts

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Top 10 Medical AI Companies to Buy According to Analysts

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10 Best Bank Stocks to Buy According to Billionaires

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10 Best Battery Stocks to Buy According to Billionaires

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10 Best Battery Stocks To Buy According to Analysts

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10 Best Mortgage Finance Stocks To Buy According to Billionaires

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10 Best Chinese Stocks to Buy According to Hedge Funds

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