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Insider Monkey Blog

Starbucks Corporation (SBUX): A Bull Case Theory 

We came across a bullish thesis on Starbucks Corporation on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on SBUX.

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September 30 - News, Stock Analysis

Netflix, Inc. (NFLX): A Bull Case Theory 

We came across a bullish thesis on Netflix, Inc. on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bulls’ thesis on NFLX.

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September 30 - News, Stock Analysis

Cadeler A/S (CDLR): A Bull Case Theory 

We came across a bullish thesis on Cadeler A/S on Multibagger Radar’s Substack by Joshua. In this article, we will summarize the bulls’ thesis on CDLR.

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September 30 - News, Stock Analysis

Coinbase Global, Inc. (COIN): A Bull Case Theory 

We came across a bullish thesis on Coinbase Global, Inc. on Artemis Big Fundamentals’s Substack by Kevin Li.

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September 30 - News, Stock Analysis

Global-E Online Ltd. (GLBE): A Bull Case Theory

 We came across a bullish thesis on Global-E Online Ltd. on Multibagger Radar’s Substack by Joshua. In this article, we will summarize the bulls’ thesis on GLBE.

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September 30 - News, Stock Analysis

RELX PLC (RELX): A Bull Case Theory 

We came across a bullish thesis on RELX PLC on Multibagger Radar’s Substack by Joshua. In this article, we will summarize the bulls’ thesis on RELX.

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September 30 - News, Stock Analysis

Apple Inc. (AAPL): A Bear Case Theory 

We came across a bearish thesis on Apple Inc. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on AAPL.

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September 30 - News, Stock Analysis

Amazon.com, Inc. (AMZN): A Bull Case Theory 

We came across a bullish thesis on Amazon.com, Inc. on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bulls’ thesis on AMZN.

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September 30 - News, Stock Analysis

AppLovin Corporation (APP): A Bull Case Theory 

We came across a bullish thesis on AppLovin Corporation on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on APP.

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September 30 - News, Stock Analysis

Fox Corporation (FOX): A Bull Case Theory

 We came across a bullish thesis on Fox Corporation on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bulls’ thesis on FOX.

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September 30 - News, Stock Analysis

Hagerty, Inc. (HGTY): A Bull Case Theory 

We came across a bullish thesis on Hagerty, Inc. on The Catholic Capitalist’s Substack by Logan Shearer. In this article, we will summarize the bulls’ thesis on HGTY.

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September 30 - News, Stock Analysis

Limbach Holdings, Inc. (LMB): A Bull Case Theory 

We came across a bullish thesis on Limbach Holdings, Inc. on Shareholdersunite Essentials’s Substack by Shareholdersunite.

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September 30 - News, Stock Analysis

Edgen Launches Multi‑Agent Intelligence Upgrade to Unify Crypto and Equity Analysis

Edgen, the AI platform that unites stocks and crypto into a single intelligence layer, today announced a major upgrade that transforms how investors interact with markets.

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September 30 - Press Releases

10 Best Performing ASX Stocks in 2025

Australian equities have delivered strong returns in 2025. The S&P/ASX 200 Index is up 7.15% year-to-date, and about 20% above the April 7 slump.

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September 30 - Hedge Funds, News

12 Best Performing Large Cap Stocks to Buy

Earlier on August 29, Bob Keiser, Aspire Strategist Portfolios co-chief investment officer and senior market strategist, joined CNBC's 'Closing Bell Overtime' to talk about the...

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September 30 - Hedge Funds, News

Jim Cramer Recently Expressed Thoughts on These 18 Stocks

“If you listen to the conventional wisdom, the hyperscalers, whatever that means… have spent too much money on data centers and are now in the if you build it, they will come...

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September 30 - Hedge Funds, News

Diamond Hill Select Strategy Added Antero Resources Corporation (AR) Due to Composite Growth Drivers

Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 30 - Hedge Fund Investor Letters, News

Curtiss-Wright Corporation (CW) Rose on Better Results and Boosted Guidance

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter 2025 investor letter.

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September 30 - Hedge Fund Investor Letters, News

What Makes Evercore (EVR) a Good Investment?

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter 2025 investor letter.

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September 30 - Hedge Fund Investor Letters, News

Robinhood Markets (HOOD) Rallied on Consistent Increase in Trading Volume

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter 2025 investor letter.

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September 30 - Hedge Fund Investor Letters, News

Here’s What Led JFrog Ltd’s (FROG) 37% Appreciation

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter 2025 investor letter.

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September 30 - Hedge Fund Investor Letters, News

12 Best Dividend Aristocrat Stocks to Invest in Right Now

Dividends have been a crucial contributor to stock returns for a long time.

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September 30 - Dividend Stocks, Hedge Funds, News

What Makes Carpenter Technology (CRS) an Investment Choice?

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter 2025 investor letter.

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September 30 - Hedge Fund Investor Letters, News

Here’s Why Saia (SAIA) Declined 22% in Q2

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter 2025 investor letter.

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September 30 - Hedge Fund Investor Letters, News

TimesSquare Capital Management U.S. Mid Cap Growth Strategy’s Q2 2025 Investor Letter

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” second-quarter 2025 investor letter.

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September 30 - Hedge Fund Investor Letters, News

Coherent (COHR) Benefited from Data-Center Demand

Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 30 - Hedge Fund Investor Letters, News

Here’s What Prompted Diamond Hill Select Strategy to Add Salesforce (CRM) to Its Portfolio

Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 30 - Hedge Fund Investor Letters, News

Lululemon Athletica (LULU) Slid Amid Sales Slowdowns

Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 30 - Hedge Fund Investor Letters, News

Broader Macroeconomic Concerns Pressured Bank of America Corporation (BAC) Shares in Q2

Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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September 30 - Hedge Fund Investor Letters, News

10 Highest Dividend-Paying Stocks to Buy in the S&P 500

If you’re an investor drawn to dividends, chasing the highest yields can be a risky game.

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September 30 - Dividend Stocks, Hedge Funds, News

Diamond Hill Capital Select Strategy’s Q2 2025 Investor Letter

Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2025 investor letter.

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September 30 - Hedge Fund Investor Letters, News

Yum China (YUMC) Fell Despite Reporting Solid Quarterly Financial Results

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the second quarter of 2025.

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September 30 - Hedge Fund Investor Letters, News

Do You Believe in the Growth Potential of Trip.com Group Limited (TCOM)?

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the second quarter of 2025.

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September 30 - Hedge Fund Investor Letters, News

What Makes MercadoLibre (MELI) an Attractive Financial Model?

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the second quarter of 2025.

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September 30 - News

Analyst Highlights the Nvidia Link in Micron (MU) Business, Says It’s ‘The Most Important Takeaway’

Mehdi Hosseini, senior equity research analyst at Susquehanna, said in a latest program on CNBC that Nvidia “has to buy” from Micron, and this places the memory company in...

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September 30 - News

Is Lam Research (LRCX) The Best AI Semiconductor Stock to Buy Now?

Mehdi Hosseini, senior equity research analyst at Susquehanna, said in a latest program on CNBC that he likes Lam Research because the company is linked to spending on memory.

Keep Reading →

September 30 - News

Loomis Sayles Global Growth Fund’s Q2 2025 Investor Letter

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the second quarter of 2025.

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September 30 - Hedge Fund Investor Letters, News

Analyst Explains Why He Likes ASML (ASML)

Mehdi Hosseini, senior equity research analyst at Susquehanna, said in a recent program on CNBC that he likes ASML because the company is expected to benefit from spending by ...

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September 30 - News

Analyst Says Alibaba (BABA) the ‘Cheapest Way to Play AI in the Entire World’

We recently published 10 Buzzing Tech and AI Stocks Everyone’s Talking About.

Keep Reading →

September 30 - News

Analyst Says Amazon (AMZN) Stock Has Been Stagnant But It’s ‘About to Change’

Ken Gawrelski, Wells Fargo senior internet analyst, said in a recent program on CNBC that while Amazon shares look “stuck in neutral,” they can gain in the coming days.

Keep Reading →

September 30 - News

Carnival Corporation & plc (NYSE:CCL) Q3 2025 Earnings Call Transcript

Carnival Corporation & plc (NYSE:CCL) Q3 2025 Earnings Call Transcript September 29, 2025Carnival Corporation & plc beats earnings expectations.

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September 30 - News, Transcripts

Carnival Corporation & plc (NYSE:CUK) Q3 2025 Earnings Call Transcript

Carnival Corporation & plc (NYSE:CUK) Q3 2025 Earnings Call Transcript September 29, 2025Carnival Corporation & plc beats earnings expectations.

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September 30 - News, Transcripts

Concentrix Corporation (NASDAQ:CNXC) Q3 2025 Earnings Call Transcript

Concentrix Corporation (NASDAQ:CNXC) Q3 2025 Earnings Call Transcript September 25, 2025Concentrix Corporation misses on earnings expectations.

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September 30 - News, Transcripts

Costco Wholesale Corporation (NASDAQ:COST) Q4 2025 Earnings Call Transcript

Costco Wholesale Corporation (NASDAQ:COST) Q4 2025 Earnings Call Transcript September 25, 2025Costco Wholesale Corporation beats earnings expectations.

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September 30 - News, Transcripts

Merit Medical Systems (MMSI) Fell Due to Tariff and Trade Policy Concerns

Loomis Sayles, an investment management company, released its “Small Cap Growth Fund” investor letter for the second quarter of 2025.

Keep Reading →

September 30 - Hedge Fund Investor Letters, News

Grid Dynamics Holdings (GDYN) Fell Due to Overly Aggressive Guidance

Loomis Sayles, an investment management company, released its “Small Cap Growth Fund” investor letter for the second quarter of 2025.

Keep Reading →

September 30 - Hedge Fund Investor Letters, News

Here’s What Accelerated Construction Partners’ (ROAD) Revenue Growth

Loomis Sayles, an investment management company, released its “Small Cap Growth Fund” investor letter for the second quarter of 2025.

Keep Reading →

September 30 - Hedge Fund Investor Letters, News

What Makes Kratos Defense & Security Solutions (KTOS) an Attractive Investment?

Loomis Sayles, an investment management company, released its “Small Cap Growth Fund” investor letter for the second quarter of 2025.

Keep Reading →

September 30 - Hedge Fund Investor Letters, News

Multiple Growth Drivers Lifted Sterling Infrastructure (STRL) in Q2

Loomis Sayles, an investment management company, released its “Small Cap Growth Fund” investor letter for the second quarter of 2025.

Keep Reading →

September 30 - Hedge Fund Investor Letters, News

Loomis Sayles Small Cap Growth Fund’s Q2 2025 Investor Letter

Loomis Sayles, an investment management company, released its “Small Cap Growth Fund” investor letter for the second quarter of 2025.

Keep Reading →

September 30 - Hedge Fund Investor Letters, News

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