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Insider Monkey Blog

Spheria Global Opportunities Fund’s Q4 2025 Investor Letter

Spheria Asset Management, an investment management company, released its December 2025 “Spheria Global Opportunities Fund” investor letter.

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March 11 - Hedge Fund Investor Letters, News

Here’s What Gives Liberty Broadband (LBRDK) a Solid Valuation Support

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

Concerns of Slow Demand and Competition Hurt Trex Company (TREX) in Q4

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

Madison Mid Cap Fund Trimmed Amphenol (APH) Due to Elevated Valuation

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

MKS (MKSI) Gained from End Markets Picking Up

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

Ross Stores (ROST) is Benefitting from a Better Value Offering

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

What Makes Bio-Techne Corporation (TECH) a Good Investment?

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

Brown & Brown (BRO) Fell as Management Suggested Continued Decline in Organic Growth

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

Does ServiceTitan (TTAN) Have a Long Runway for Growth?

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

A.O. Smith (AOS) is Poised to Benefit from Upcoming Energy Regulations

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

MSA Safety (MSA) Derives Value from Leading Market Positions and Strong Brand Recognition

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

Madison Mid Cap Fund Exited Microchip Technology Incorporated (MCHP) Following Valuation Recovery

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”. A copy of the letter can be downloaded here.

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March 11 - Hedge Fund Investor Letters, News

Madison Mid Cap Fund’s Q4 2025 Investor Letter

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Mid Cap Fund”.

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March 11 - Hedge Fund Investor Letters, News

Here’s Third Avenue Small-Cap Value Fund’s Updates on Cintas Corporation’s (CTAS) Unifirst Takeover Offer

Third Avenue Management, a New York City-based investment firm, published its fourth-quarter 2025 investor letter for the “Third Avenue Small-Cap Value Fund.

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March 11 - Hedge Fund Investor Letters, News

10 Best Casino Stocks to Buy in 2026

The internet has been the single greatest pacemaker of change in the world economy over the past several decades.

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March 11 - Hedge Funds, News

Here’s an Analysis of the Ongoing Case of Unifirst Corp (UNF)

Third Avenue Management, a New York City-based investment firm, published its fourth-quarter 2025 investor letter for the “Third Avenue Small-Cap Value Fund.

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March 11 - Hedge Fund Investor Letters, News

Jim Cramer Highlights the Possible Struggles of Lamb Weston Holdings

Lamb Weston Holdings, Inc. (NYSE:LW) is one of the stocks Jim Cramer discussed amid the reshuffling of the S&P 500.

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March 11 - News

Jim Cramer Explains Why Match Group Was Expelled from the S&P 500

Match Group, Inc. (NASDAQ:MTCH) is one of the stocks Jim Cramer discussed amid the reshuffling of the S&P 500.

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March 11 - News

Jim Cramer Says “The Market Dramatically Underappreciated the Value of EchoStar’s Spectrum Assets”

EchoStar Corporation (NASDAQ:SATS) is one of the stocks Jim Cramer discussed amid the reshuffling of the S&P 500.

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March 11 - News

Jim Cramer Discusses the Massive Rally and S&P 500 Addition of Lumentum

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the stocks Jim Cramer discussed amid the reshuffling of the S&P 500.

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March 11 - News

Jim Cramer on Coherent Corp.: “I Think This Company’s Just Terrific”

Next, a week ago, we learned that NVIDIA was investing $2 billion apiece in a pair of fiber optic plays, Coherent and Lumentum.

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March 11 - News

Jim Cramer on Vertiv Holdings: “What a Stock, What a Company”

Vertiv Holdings Co (NYSE:VRT) is one of the stocks Jim Cramer discussed amid the reshuffling of the S&P 500.

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March 11 - News

Jim Cramer on Molina Healthcare: “Lots of Exposure to Medicare and Medicaid, the Weakest Part of a Weak Business”

Next, Molina Healthcare is a managed care play with lots of exposure to Medicare and Medicaid, the weakest part of a weak business.

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March 11 - News

Kohl’s Corporation (NYSE:KSS) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Kohl's Corporation fourth quarter 2025 earnings conference call. All participants are in a listen-only mode.

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March 11 - News, Transcripts

Nuwellis, Inc. (NASDAQ:NUWE) Q4 2025 Earnings Call Transcript

Operator: Thank you for your continued patience. Your meeting will begin shortly.

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March 11 - News, Transcripts

KVH Industries, Inc. (NASDAQ:KVHI) Q4 2025 Earnings Call Transcript

KVH Industries, Inc. (NASDAQ:KVHI) Q4 2025 Earnings Call Transcript March 10, 2026KVH Industries, Inc. beats earnings expectations.

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March 11 - News, Transcripts

Custom Truck One Source, Inc. (NYSE:CTOS) Q4 2025 Earnings Call Transcript

Custom Truck One Source, Inc. (NYSE:CTOS) Q4 2025 Earnings Call Transcript March 10, 2026Custom Truck One Source, Inc. beats earnings expectations.

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March 11 - News, Transcripts

FreightCar America, Inc. (NASDAQ:RAIL) Q4 2025 Earnings Call Transcript

Operator: Welcome to FreightCar America's Fourth Quarter and Fiscal Year 2025 Earnings Conference Call. [Operator Instructions] Please note, this conference is being recorded.

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March 11 - News, Transcripts

Greenlight Capital Re, Ltd. (NASDAQ:GLRE) Q4 2025 Earnings Call Transcript

Operator: Thank you for joining the Greenlight Capital Re, Ltd. fourth quarter 2025 earnings conference call.

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March 11 - News, Transcripts

Voyager Technologies, Inc. (NYSE:VOYG) Q4 2025 Earnings Call Transcript

Operator: Welcome to the Voyager Technologies, Inc. Fourth Quarter and Full Year 2025 Financial Results Conference Call.

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March 11 - News, Transcripts

Jim Cramer on AppLovin: “Too Much Risk There”

AppLovin Corporation (NASDAQ:APP) is one of the stocks on which Jim Cramer expressed his thoughts.

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March 11 - News

Jim Cramer on Arm Holdings: “I Think There’s Just a Lot of Good Stuff Happening”

No, Arm Holdings is in every device there is. I really hesitate to tell you to leave that one.

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March 11 - News

Jim Cramer on Agilent Technologies: “I Don’t Think You Need It”

Agilent Technologies, Inc. (NYSE:A) is one of the stocks on which Jim Cramer expressed his thoughts.

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March 11 - News

Jim Cramer on nVent Electric: “It’s Like a Mini Vertiv”

nVent Electric plc (NYSE:NVT) is one of the stocks on which Jim Cramer expressed his thoughts.

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March 11 - News

Jim Cramer on Hamilton Lane Incorporated: “No, Because the Company Is Way Too Levered to Private Credit”

Hamilton Lane Incorporated (NASDAQ:HLNE) is one of the stocks on which Jim Cramer expressed his thoughts.

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March 11 - News

Jim Cramer Notes “It’s Been a Good Year for Realty Income”

Even at this crazy moment, it’s been a good year for Realty Income, letter O, the real estate investment trust that mostly owns retail properties… It’s been diversifying...

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March 11 - News

Jim Cramer on Coinbase Global: “What I Would Suggest You Do Is Just Buy Bitcoin, It’s Cleaner”

Well, I’ll tell you, I think that it, a lot of people just think it’s a play on Bitcoin. And what I would suggest you do is just buy Bitcoin. It’s cleaner.

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March 11 - News

Jim Cramer on Capital One: “I Think It’s Just a Solid Buy”

Capital One Financial Corporation (NYSE:COF) is one of the stocks on which Jim Cramer expressed his thoughts.

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March 11 - News

Jim Cramer on Robinhood Ventures Fund I: “Clearly, People Aren’t That Enthused About These Venture Capital-Backed Startups”

Let me put it bluntly. When Robinhood was offering shares of RVI at $25 in the IPO, investors were buying into the fund at face value.

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March 11 - News

Jim Cramer on Costco: “I Think It Can Head to New Highs”

Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks on which Jim Cramer expressed his thoughts.

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March 11 - News

Jim Cramer on Bunge Global: “I Don’t Want You to Buy More, I Want You to Hold on to It”

Bunge Global SA (NYSE:BG) is one of the stocks on which Jim Cramer expressed his thoughts.

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March 11 - News

Jim Cramer Says “e.l.f. Beauty Is Erratic Right Now, But I Have Faith That It Can Go higher”

e.l.f. Beauty, Inc. (NYSE:ELF) is one of the stocks on which Jim Cramer expressed his thoughts.

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March 11 - News

Jim Cramer Says “Oracle Has Made Itself the King of the Data Center, It’s the Fastest-Growing In the Space”

Now, today was an important day. It showed you that when oil’s in reverse, you get huge buying in what, the semiconductor stocks like Broadcom, Micron, and NVIDIA.

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March 11 - News

Jim Cramer on Paycom Software: “The Whole Group is Being Weighed Down By Worries About AI Disruption”

Paycom Software, Inc. (NYSE:PAYC) is one of the stocks Jim Cramer discussed amid the reshuffling of the S&P 500.

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March 11 - News

KLA Corporation (KLAC) Down 15% Since FQ2 2026 Earnings, Here’s What the Street Thinks About the Stock

KLA Corporation (NASDAQ:KLAC) is one of the Best Technology Stocks to Buy for the Long Term.

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March 11 - News

Jim Cramer on Intuit: “You Stick With That One, It’s Going to Go Higher”

Intuit Inc. (NASDAQ:INTU) is one of the stocks on which Jim Cramer expressed his thoughts.

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March 11 - News

15 Best Technology Stocks to Buy for the Long Term

On March 10, Stephen Byrd from Morgan Stanley appeared on a CNBC Television interview to discuss the impact of increasing oil prices on the AI trade as hyperscalers are using ...

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March 11 - Hedge Funds, News

STMicroelectronics (STM) Debuts Industry-First ST64UWB Family for Automotive Ranging

STMicroelectronics (NYSE:STM) is one of the hot EV stocks to buy now.

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March 11 - News

Magna International (MGA) Q4 Sales Rise to $10.8B as Adjusted EPS Jumps 29% to $2.18

Magna International Inc. (NYSE:MGA) is one of the hot EV stocks to buy now.

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March 11 - News

General Motors (GM) Q4 Adjusted EPS Beats at $2.51 as Company Hikes Dividend 20%, Adds $6B Buyback

General Motors Company (NYSE:GM) is one of the hot EV stocks to buy now.

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March 11 - News

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