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Insider Monkey Blog

Jim Cramer on Rubrik, Inc.: “You Want to Hold”

Rubrik, Inc. (NYSE:RBRK) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs.

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April 1 - News

Jim Cramer Calls Arm Holdings “One of the Most Important Companies in the Semiconductor Industry”

Arm Holdings plc (NASDAQ:ARM) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs.

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April 1 - News

Jim Cramer on JetBlue Airways: “It’s a Dice Roll, and I Don’t Like Dice Rolls”

JetBlue Airways Corporation (NASDAQ:JBLU) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs.

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April 1 - News

Jim Cramer Explains Why He Thought Meta’s “Sell-Off Based on These Lawsuits Was Strange, Wrong, Maybe Even Ridiculous”

Meta Platforms, Inc. (NASDAQ:META) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs.

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April 1 - News

Jim Cramer Questions the Legitimacy of Alphabet Inc.’s Potential Memory Device Killer

Alphabet Inc. (NASDAQ:GOOGL) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs.

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April 1 - News

Jim Cramer Defends CrowdStrike Against Anthropic Narrative

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs.

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April 1 - News

Jim Cramer on Automatic Data Processing, Inc.: “People Have Decided That This Company Can Be Disenfranchised Just Like Paychex”

Automatic Data Processing, Inc. (NASDAQ:ADP) is included in Mad Money’s latest recap as Jim Cramer outlined his strategy for market sell-offs.

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April 1 - News

West Red Lake Gold Adding Confidence to Rowan Mine Resource and Extending Vein Zones

West Red Lake Gold Mines Ltd.(“West Red Lake Gold” or “WRLG” or the “Company”) (TSXV:WRLG)(OTCQB:WRLGF) is pleased to announce drill results from its fully funded...

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April 1 - Press Releases

Bank of America Corporation (BAC) Settles $72.5 Million Tied to a Civil Lawsuit

A woman had filed a lawsuit against the company in October, accusing Bank of America Corporation (NYSE:BAC) of facilitating sexual abuse by Jeffrey Epstein.

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April 1 - News

Stevanato Group’s (STVN) Core Business Improved Despite a 22% Pull Back in Q4

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

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April 1 - Hedge Fund Investor Letters, News

TimesSquare Capital Management U.S. Small Cap Growth Strategy’s Q4 2025 Investor Letter

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

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April 1 - Hedge Fund Investor Letters, News

What Makes Prosperity Bancshares (PB) a Good Investment?

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Value Fund”.  A copy of the letter can be downloaded...

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April 1 - Hedge Fund Investor Letters, News

GDS Holdings Limited (GDS): Billionaire Rob Citrone Is Loading Up on This Stock

GDS Holdings Limited (NASDAQ:GDS) has had a stop-start relationship with Discovery Capital Management.

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April 1 - News

VNET Group, Inc. (VNET): Billionaire Rob Citrone More Than Doubles Stake

VNET Group, Inc. (NASDAQ:VNET) has registered the most intense buying activity among all the top stocks in the 13F portfolio of Discovery Capital Management.

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April 1 - News

Coherent Corp. (COHR): Billionaire Rob Citrone Opens New Position

Even though Coherent Corp. (NYSE:COHR) is one of the largest positions in the 13F portfolio of Discovery Capital Management, it is a recent addition to the list.

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April 1 - News

JPMorgan Chase & Co. (JPM): Billionaire Rob Citrone Likes This Banking Stock

JPMorgan Chase & Co. (NYSE:JPM) first appeared in the 13F portfolio of Discovery Capital Management back in the fourth quarter of 2012.

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April 1 - News

América Móvil (AMX): Billionaire Rob Citrone Trims Holding

América Móvil, S.A.B. de C.V. (NYSE:AMX) has consistently featured in the 13F portfolio of Discovery Capital Management since the second quarter of 2023.

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April 1 - News

IREN Limited (IREN): Billionaire Rob Citrone Trims Position

IREN Limited (NASDAQ:IREN) is a relatively recent addition to the 13F portfolio of Discovery Capital Management.

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April 1 - News

Ramaco Resources, Inc. (METC): Billionaire Rob Citrone Admires This Stock

Ramaco Resources, Inc. (NASDAQ:METC) first appeared in the 13F portfolio of Discovery Capital Management in late 2024. The stake comprised just under a million shares.

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April 1 - News

Amkor Technology (AMKR): Billionaire Rob Citrone Is Bullish on This Chip Stock

Amkor Technology, Inc. (NASDAQ:AMKR) is a new addition to the 13F portfolio of Discovery Capital Management.

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April 1 - News

Booking Holdings Inc. (BKNG): D. E. Shaw Is Buying This Travel Stock

Booking Holdings Inc. (NASDAQ:BKNG) represents another long-term bet by D. E. Shaw. The fund has held a position in the company since the first quarter of 2018.

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April 1 - News

Texas Instruments Incorporated (TXN): D. E. Shaw Is Buying This Chip Stock

Texas Instruments Incorporated (NASDAQ:TXN) is one of the long-term holdings of D. E. Shaw. The fund first purchased a stake in the company back in the fourth quarter of 2010.

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April 1 - News

Advanced Micro Devices (AMD): D. E. Shaw Is Loading Up on This Chip Stock

D. E. Shaw has registered a major buying activity around Advanced Micro Devices, Inc. (NASDAQ:AMD) stock in the fourth quarter of 2025.

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April 1 - News

Palantir Technologies Inc. (PLTR): D. E. Shaw Admires This AI Powerhouse

Compared to other top stocks in the D. E. Shaw portfolio, Palantir Technologies Inc. (NASDAQ:PLTR) is a relatively recent addition.

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April 1 - News

Las Vegas Sands Corp. (LVS): Billionaire Paul Tudor Jones More Than Doubles Stake

Las Vegas Sands Corp.

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April 1 - News

UnitedHealth Group Incorporated (UNH): Billionaire Paul Tudor Jones Is Loading Up on This Stock

UnitedHealth Group Incorporated (NYSE:UNH) is a long-term holding in the 13F portfolio of Tudor Investment Corp.

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April 1 - News

Morgan Stanley (MS): Billionaire Paul Tudor Jones Is Bullish on This Banking Stock

Morgan Stanley (NYSE:MS) is a financial holding company that provides various financial products and services to corporations, governments, financial institutions, and individuals...

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April 1 - News

Netflix Inc. (NFLX): Billionaire Paul Tudor Jones Is Buying This Stock

Netflix, Inc. (NASDAQ:NFLX) has been a long-term holding of Tudor Investment Corp.

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April 1 - News

Apple Inc. (AAPL): Billionaire Paul Tudor Jones Continues to Be Bullish

Since the second quarter of 2011, Tudor Investment Corp has held a small stake in Apple Inc. (NASDAQ:AAPL).

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April 1 - News

Electronic Arts Inc. (EA): Billionaire Paul Tudor Jones Likes This Gaming Stock

Electronic Arts Inc. (NASDAQ:EA) has featured in the 13F portfolio of Tudor Investment Corp since the fourth quarter of 2011.

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April 1 - News

Alphabet Inc. (GOOGL): Billionaire Paul Tudor Jones Has a Long-Term Bet on This Tech Giant

Alphabet Inc. (NASDAQ:GOOGL) is one of the long-term holdings of Tudor Investment Corp. The fund first purchased a stake in the company back in the third quarter of 2015.

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April 1 - News

Microsoft Corporation (MSFT): Billionaire Paul Tudor Jones Almost Doubles Stake

Tudor Investment Corp has been overwhelmingly bullish on Microsoft Corporation (NASDAQ:MSFT) for many years.

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April 1 - News

Amazon.com, Inc. (AMZN): Billionaire Paul Tudor Jones Likes This Tech Stock

Amazon.com, Inc. (NASDAQ:AMZN) has been a staple in the 13F portfolio of Tudor Investment Corp for many years.

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April 1 - News

NVIDIA Corporation (NVDA): Billionaire Paul Tudor Jones Continues to Be Bullish

NVIDIA Corporation (NASDAQ:NVDA) has featured in the 13F portfolio of Tudor Investment Corp for more than a decade and a half.

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April 1 - News

Here’s Artisan Mid Cap Value Fund’s Investment Thesis for Revvity (RVTY)

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Value Fund”.  A copy of the letter can be downloaded...

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April 1 - Hedge Fund Investor Letters, News

Artisan Mid Cap Value Fund Sold Bio-Rad Laboratories (BIO) in Q4

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Value Fund”.  A copy of the letter can be downloaded...

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April 1 - Hedge Fund Investor Letters, News

Concerns Over Regulatory Challenges Affecting WaFd’s (WAFD) Mortgage Lending Business

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Value Fund”.  A copy of the letter can be downloaded...

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April 1 - Hedge Fund Investor Letters, News

Artisan Mid Cap Value Fund Sold LKQ Corp. (LKQ) Due to Low Valuation

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Value Fund”.  A copy of the letter can be downloaded...

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April 1 - Hedge Fund Investor Letters, News

Cable One (CABO) Struggles with Subscriber Growth and Competitive Pressures

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Value Fund”.  A copy of the letter can be downloaded...

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April 1 - Hedge Fund Investor Letters, News

Growth and Momentum in Data Center and Power Utilities Lifted nVent Electric (NVT) in 2025

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Value Fund”.  A copy of the letter can be downloaded...

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April 1 - Hedge Fund Investor Letters, News

Here’s Why Centene Corporation (CNC) Fell in Q4

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Value Fund”.  A copy of the letter can be downloaded...

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April 1 - Hedge Fund Investor Letters, News

Pinterest (PINS) Fell Following Softer Outlook

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Value Fund”.  A copy of the letter can be downloaded...

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April 1 - Hedge Fund Investor Letters, News

Here’s Why CDW (CDW) Traded Lower in Q4

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Value Fund”.  A copy of the letter can be downloaded...

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April 1 - Hedge Fund Investor Letters, News

10 Best Car Stocks to Buy in 2026

On March 31, Republican Senator Bernie Moreno said he plans to introduce new legislation to strengthen the US ban on Chinese automakers entering the American market.

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April 1 - Hedge Funds, Industries, News

5 Best Car Stocks to Buy in 2026

In this article, we are going to look at the 5 Best Car Stocks to Buy in 2026.

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April 1 - News

Should You Hold Vontier Corporation (VNT)?

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Value Fund”.  A copy of the letter can be downloaded...

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April 1 - Hedge Fund Investor Letters, News

Artisan Mid Cap Value Fund’s Views on First Citizens BancShares (FCNCA)

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Value Fund”.  A copy of the letter can be downloaded...

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April 1 - Hedge Fund Investor Letters, News

NOV (NOV) Surged Following Earnings Exceeding Expectations

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Value Fund”.  A copy of the letter can be downloaded...

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April 1 - Hedge Fund Investor Letters, News

Expedia Group (EXPE): Artisan Mid Cap Value Fund’s Top Overall Contributor

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Value Fund”.  A copy of the letter can be downloaded...

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April 1 - Hedge Fund Investor Letters, News

Artisan Partners Mid Cap Value Fund’s Q4 2025 Investor Letter

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Value Fund”.  The Fund seeks to invest in undervalued...

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April 1 - Hedge Fund Investor Letters, News

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