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Insider Monkey Blog

Comstock Resources, Inc. (CRK): A Bull Case Theory

We came across a bullish thesis on Comstock Resources, Inc. (CRK) on Deep Value Capital’s Substack. In this article, we will summarize the bulls’ thesis on CRK.

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June 24 - News, Stock Analysis

Zscaler, Inc. (ZS): A Bull Case Theory

We came across a bullish thesis on Zscaler, Inc. (ZS) on Hidden Market Gems’ Substack. In this article, we will summarize the bulls’ thesis on ZS. Zscaler, Inc.

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June 24 - News, Stock Analysis

Hess Corporation (HES): A Bull Case Theory

We came across a bullish thesis on Hess Corporation (HES) on Hidden Market Gems’ Substack. In this article, we will summarize the bulls’ thesis on HES.

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June 24 - News, Stock Analysis

Celanese Corporation (CE): A Bull Case Theory

We came across a bullish thesis on Celanese Corporation (CE) on Hidden Market Gems’ Substack. In this article, we will summarize the bulls’ thesis on CE.

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June 24 - News, Stock Analysis

Early Retirement Portfolio: Top 15 Stock Picks

This week, Federal Reserve officials have the opportunity to discuss their views on interest rate trends, the effects of tariffs, and the economic effects of the Middle East crisis...

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June 24 - Hedge Funds, News, Retirement

AppLovin Corp.(APP) Drops 10.9% W/W on Misrepresentation Claims

AppLovin dropped its share prices by 10.9 percent week-on-week, ending last Friday at $324.7 versus the $364.49 close on June 13, as investor sentiment was largely dented by Culper...

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June 24 - News

Bitdeer (BTDR) Falls 11% W/W on Drop in Bitcoin Prices

Bitdeer Technologies slashed its share prices by 11 percent in just a week’s trading, from $12.68 on June 13 to $11.28 last Friday, tracking the week-on-week drop in Bitcoin...

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June 24 - News

Peloton Interactive (PTON) Declines 11.2% W/W as 2 Execs Unload Stake

Peloton Interactive dropped its share prices by 11.2 percent week-on-week, from $6.96 on June 13 to $6.18 last Friday, following two of its executives’ disposition of shares...

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June 24 - News

Transocean (RIG) Falters 12.3% W/W as Exec Disposes of Shares

Transocean Ltd.

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June 24 - News

ADMA Biologics (ADMA) Drops 14.7% W/W as 3 Execs Unload Portfolios

ADMA Biologics fell by 14.7 percent week-on-week, closing Friday at $17.74 versus the $20.81 on June 13, as investors took path from three of its executives’ recent disposition...

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June 24 - News

Chime Financial (CHYM) Loses 15% W/W as Senate Passes Stablecoin Bill

Chime Financial marked its first week as a publicly listed company in the negative territory, having lost 15 percent to close Friday at $29.53 versus the $34.79 finish on June...

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June 24 - News

Redwire Corp.(RDW) Drops 16.9% W/W on Profit-Taking

Redwire fell by 16.9 percent week-on-week, from $19.08 on June 13 to $15.86 last Friday, as investors resorted to profit-taking while repositioning portfolios ahead of its presentation...

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June 24 - News

First Solar (FSLR) Falls 17% as Tax Credit Cut Fears Linger

First Solar, Inc. (NASDAQ:FSLR) dropped its share prices by 17 percent last week, finishing Friday at $145 versus $175.2 on June 13, as investors continued to unload positions...

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June 24 - News

Enphase Energy (ENPH) Nosedives 21.38% W/W on Tax Credit Phase-Out

Enphase Energy, Inc. (NASDAQ:ENPH) fell by 21.38 percent week-on-week to end Friday’s trading at $35.85 versus the $45.6 on June 13, as investors sold off positions amid proposals...

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June 24 - News

Sarepta Therapeutics (SRPT) Tumbles 44% W/W as Analyst Cuts Price Target by 63%

In a market note, Oppenheimer significantly lowered its price target for Sarepta Therapeutics, Inc. (NASDAQ:SRPT) to $45 from $123 previously, marking a 63-percent downside.

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June 24 - News

Here’s Why Diamond Hill Capital Long-Short Strategy Initiated a Short Position in eBay (EBAY)

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

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June 24 - Hedge Fund Investor Letters, News

PENN Entertainment, Inc. (PENN): A Bull Case Theory

We came across a bullish thesis on PENN Entertainment, Inc. (PENN) on Value Investing Subreddit by nymbaseball29.

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June 24 - News, Stock Analysis

Toast, Inc. (TOST): A Bull Case Theory

We came across a bullish thesis on Toast, Inc. (TOST) on Denis Gorbunov's Substack. In this article, we will summarize the bulls’ thesis on TOST. Toast, Inc.

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June 24 - News, Stock Analysis

Doximity, Inc. (DOCS): A Bull Case Theory

We came across a bullish thesis on Doximity, Inc. (DOCS) on Denis Gourbnov’s Substack. In this article, we will summarize the bulls’ thesis on DOCS. Doximity, Inc.

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June 24 - News, Stock Analysis

The Charles Schwab Corporation (SCHW): A Bull Case Theory

We came across a bullish thesis on The Charles Schwab Corporation (SCHW) on Cosmic Capital’s Substack. In this article, we will summarize the bulls’ thesis on SCHW.

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June 24 - News, Stock Analysis

American Eagle Outfitters, Inc. (AEO): A Bull Case Theory

We came across a bullish thesis on American Eagle Outfitters, Inc. (AEO) on Value Degen’s Substack. In this article, we will summarize the bulls’ thesis on AEO.

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June 24 - News, Stock Analysis

Sprouts Farmers Market, Inc. (SFM): A Bull Case Theory

We came across a bullish thesis on Sprouts Farmers Market, Inc. (SFM) on Sanjiv’s Substack. In this article, we will summarize the bulls’ thesis on SFM.

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June 24 - News, Stock Analysis

ACM Research, Inc. (ACMR): A Bull Case Theory

We came across a bullish thesis on ACM Research, Inc. (ACMR) on Dragon Invest’s Substack. In this article, we will summarize the bulls’ thesis on ACMR.

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June 24 - News, Stock Analysis

What Makes Salesforce (CRM) an Investment Bet?

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

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June 24 - Hedge Fund Investor Letters, News

Grab Holdings Limited (GRAB): A Bull Case Theory

We came across a bullish thesis on Grab Holdings Limited (GRAB) on GabGrowth’s Substack. In this article, we will summarize the bulls’ thesis on GRAB.

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June 24 - News, Stock Analysis

Benzinga Partners with WNSTN to Power Benzinga AI Across Its Platform

WNSTN, a global pioneer in AI-driven financial technology solutions, has announced a strategic partnership with Benzinga, a leading provider of financial data, news, and market...

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June 24 - Press Releases

Duolingo, Inc. (DUOL): A Bull Case Theory

We came across a bullish thesis on Duolingo, Inc. (DUOL) on The Dutch Investor’s Substack. In this article, we will summarize the bulls’ thesis on DUOL. Duolingo, Inc.

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June 24 - News, Stock Analysis

UL Solutions Inc. (ULS): A Bull Case Theory

We came across a bullish thesis on UL Solutions Inc. (ULS) on Kairos Research’s Substack. In this article, we will summarize the bulls’ thesis on ULS. UL Solutions Inc.

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June 24 - News, Stock Analysis

Do You Believe in the Long-Term Growth Opportunity of Ulta Beauty (ULTA)?

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

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June 24 - Hedge Fund Investor Letters, News

Edwards Lifesciences Corporation (EW): A Bull Case Theory

We came across a bullish thesis on Edwards Lifesciences Corporation (EW) on DIY Investor’s Substack. In this article, we will summarize the bulls’ thesis on EW.

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June 24 - News, Stock Analysis

MarketAxess Holdings Inc. (MKTX): A Bull Case Theory

We came across a bullish thesis on MarketAxess Holdings Inc. (MKTX) on DIY Investor’s Substack. In this article, we will summarize the bulls’ thesis on MKTX.

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June 24 - News, Stock Analysis

A. O. Smith Corporation (AOS): A Bull Case Theory

We came across a bullish thesis on A. O. Smith Corporation (AOS) on Iceman Capital’s Substack. In this article, we will summarize the bulls’ thesis on AOS. A. O.

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June 24 - News, Stock Analysis

Here’s What Weighed on Deckers Outdoor Corporation’s (DECK) Shares

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

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June 24 - Hedge Fund Investor Letters, News

Alvotech (ALVO): A Bull Case Theory

We came across a bullish thesis on Alvotech (ALVO) on M.V Cunha’s Substack. In this article, we will summarize the bulls’ thesis on ALVO.

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June 24 - News, Stock Analysis

Thermo Fisher Scientific Inc. (TMO): A Bull Case Theory

We came across a bullish thesis on Thermo Fisher Scientific Inc. (TMO) on D Invests’ Substack. In this article, we will summarize the bulls’ thesis on TMO.

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June 24 - News, Stock Analysis

Here’s Why WNS (Holdings) Limited (WNS) Rebounded in Q1

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

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June 24 - Hedge Fund Investor Letters, News

Rogers Communications Inc. (RCI): A Bull Case Theory

We came across a bullish thesis on Rogers Communications Inc. (RCI) on Nugget Capital Partners’ Substack. In this article, we will summarize the bulls’ thesis on RCI.

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June 24 - News, Stock Analysis

Diamond Hill Capital Long-Short Strategy’s Q1 2025 Investor Letter

Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter.

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June 24 - Hedge Fund Investor Letters, News

WEC Energy Group (WEC): Harnessing Growth from Industrial and Technological Developments in Wisconsin

Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.

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June 24 - Hedge Fund Investor Letters, News

Delta Air Lines (DAL) Slid Over Declining Consumer Confidence

Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.

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June 24 - Hedge Fund Investor Letters, News

B2BROKER Partners with Website Studio Agency to Offer Website Solutions for Financial Brokers

B2BROKER and Website Studio Agency (WSA) partner to introduce Brokerage Website Development Service for forex and crypto brokers.

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June 24 - Press Releases

Here’s Why Ciena Corporation (CIEN) Traded Lower in Q1

Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.

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June 24 - Hedge Fund Investor Letters, News

Vertiv Holdings Co (VRT) Fell on Near-Term Slowdown in Demand

Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.

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June 24 - Hedge Fund Investor Letters, News

EQT Corporation (EQT) Rose on Increased Demand

Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.

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June 24 - Hedge Fund Investor Letters, News

Hims & Hers Health (HIMS) Surged on Weight Loss Offering Advertisement Campaign

Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.

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June 24 - Hedge Fund Investor Letters, News

Carillon Scout Mid Cap Fund’s Q1 2025 Investor Letter

Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter. In the first quarter, the...

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June 24 - Hedge Fund Investor Letters, News

The AZEK Company (AZEK) Surged After Acquisition Announcement

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

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June 24 - Hedge Fund Investor Letters, News

Commercial Metals Company (NYSE:CMC) Q3 2025 Earnings Call Transcript

Commercial Metals Company (NYSE:CMC) Q3 2025 Earnings Call Transcript June 23, 2025Commercial Metals Company misses on earnings expectations.

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June 24 - News, Transcripts

FactSet Research Systems Inc. (NYSE:FDS) Q3 2025 Earnings Call Transcript

FactSet Research Systems Inc. (NYSE:FDS) Q3 2025 Earnings Call Transcript June 23, 2025FactSet Research Systems Inc. misses on earnings expectations.

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June 24 - News, Transcripts

Rocky Mountain Chocolate Factory, Inc. (NASDAQ:RMCF) Q4 2025 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen. Thank you for standing by.

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June 24 - News, Transcripts

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