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Insider Monkey Blog

Resolute Holdings Management, Inc. (RHLD): A Bear Case Theory

We came across a bearish thesis on Resolute Holdings Management, Inc. on Value Investors Club by cubbie. In this article, we will summarize the bears’ thesis on RHLD.

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January 15 - News, Stock Analysis

Ares Capital Corporation (ARCC): A Bull Case Theory 

We came across a bullish thesis on Ares Capital Corporation on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on ARCC.

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January 15 - News, Stock Analysis

SLB N.V. (SLB): A Bull Case Theory

We came across a bullish thesis on SLB N.V. on r/investing by u/John_Gabbana_08. In this article, we will summarize the bulls’ thesis on SLB.

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January 15 - News, Stock Analysis

Dynatrace, Inc. (DT): A Bull Case Theory

We came across a bullish thesis on Dynatrace, Inc. on Business Invest’s Substack by Francesco Ferrari. In this article, we will summarize the bulls’ thesis on DT.

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January 15 - News, Stock Analysis

Exelixis, Inc. (EXEL): A Bull Case Theory

We came across a bullish thesis on Exelixis, Inc. on Business Invest’s Substack by Francesco Ferrari. In this article, we will summarize the bulls’ thesis on EXEL.

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January 15 - News, Stock Analysis

Inspire Medical Systems, Inc. (INSP): A Bull Case Theory

We came across a bullish thesis on Inspire Medical Systems, Inc. on Business Invest’s Substack by Francesco Ferrari.

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January 15 - News, Stock Analysis

Shake Shack Inc. (SHAK): A Bull Case Theory

We came across a bullish thesis on Shake Shack Inc. on Investing Edge with Erik’s YouTube Channel. In this article, we will summarize the bulls’ thesis on SHAK.

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January 15 - News, Stock Analysis

6 Best Semiconductor Penny Stocks to Buy Now

On January 6, CNBC reported that semiconductor stocks started the year strongly, driven primarily by rising demand from AI. The rally was led by South Korea’s SK Hynix Inc.

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January 15 - Hedge Funds, Industries, News

Extra Space Storage Inc. (EXR): A Bull Case Theory

We came across a bullish thesis on Extra Space Storage Inc. on Wide Moat Research’s YouTube Channel. In this article, we will summarize the bulls’ thesis on EXR.

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January 15 - News, Stock Analysis

Terex Corporation (TEX): A Bull Case Theory

We came across a bullish thesis on Terex Corporation on Value Investors Club by lordbeaverbrook. In this article, we will summarize the bulls’ thesis on TEX.

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January 15 - News, Stock Analysis

GE Aerospace (GE): A Bull Case Theory

We came across a bullish thesis on GE Aerospace (GE) on Aria Radnia’s YouTube Channel. In this article, we will summarize the bulls’ thesis on GE.

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January 15 - News, Stock Analysis

Genmab A/S (GMAB): A Bull Case Theory

We came across a bullish thesis on Genmab A/S on Gabriel Koh’s Substack. In this article, we will summarize the bulls’ thesis on GMAB.

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January 15 - News, Stock Analysis

Iovance Biotherapeutics, Inc. (IOVA): A Bull Case Theory

We came across a bullish thesis on Iovance Biotherapeutics, Inc. (IOVA) on r/biotech_stocks by u/DebtFit2132. In this article, we will summarize the bulls’ thesis on IOVA.

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January 15 - News, Stock Analysis

Astera Labs, Inc. (ALAB): A Bull Case Theory

We came across a bullish thesis on Astera Labs, Inc. on Mark Meldrum’s YouTube Channel. In this article, we will summarize the bulls’ thesis on ALAB.

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January 15 - News, Stock Analysis

Vodafone Group Public Limited Company (VOD): A Bull Case Theory

We came across a bullish thesis on Vodafone Group Public Limited Company on Uzo Capital’s Substack by Uzo.

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January 15 - News, Stock Analysis

Vale S.A. (VALE): A Bull Case Theory 

We came across a bullish thesis on Vale S.A. on R. Dennis’s Substack’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on VALE.

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January 15 - News, Stock Analysis

Sonoco Products Company (SON): A Bull Case Theory 

We came across a bullish thesis on Sonoco Products Company on Compounding Dividends’s Substack by TJ Terwilliger.

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January 15 - News, Stock Analysis

Penske Automotive Group, Inc. (PAG): A Bull Case Theory 

We came across a bullish thesis on Penske Automotive Group, Inc. on Compounding Dividends’s Substack by TJ Terwilliger.

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January 15 - News, Stock Analysis

On Holding AG (ONON): A Bull Case Theory 

We came across a bullish thesis on On Holding AG on Jimmy’s Journal’s Substack by Jimmy Investor. In this article, we will summarize the bulls’ thesis on ONON.

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January 15 - News, Stock Analysis

Charter Communications, Inc. (CHTR): A Bull Case Theory 

We came across a bullish thesis on Charter Communications, Inc. on Cornerstone Value’s Substack. In this article, we will summarize the bulls’ thesis on CHTR.

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January 15 - News, Stock Analysis

PAR Technology Corporation (PAR): A Bull Case Theory 

We came across a bullish thesis on PAR Technology Corporation on The Dutch Investor’s Substack. In this article, we will summarize the bulls’ thesis on PAR.

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January 15 - News, Stock Analysis

Rubrik, Inc. (RBRK): A Bull Case Theory 

We came across a bullish thesis on Rubrik, Inc. on Hidden Market Gems’s Substack. In this article, we will summarize the bulls’ thesis on RBRK.

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January 15 - News, Stock Analysis

The Boston Beer Company, Inc. (SAM): A Bull Case Theory 

We came across a bullish thesis on The Boston Beer Company, Inc. on DB_Silver_Fox’s Substack. In this article, we will summarize the bulls’ thesis on SAM.

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January 15 - News, Stock Analysis

UBS Retains a Neutral Rating on Helen of Troy Limited (HELE)

On January 9, 2026, TheFly reported that UBS had reduced its price objective for Helen of Troy Limited (NASDAQ:HELE) from $25 to $22 and retained a Neutral rating.

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January 15 - News

Equinix, Inc. (EQIX): A Bull Case Theory

We came across a bullish thesis on Equinix, Inc. on Magnar's Substack. In this article, we will summarize the bulls’ thesis on EQIX.

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January 15 - News, Stock Analysis

Monarch Casino & Resort, Inc. (MCRI): A Bull Case Theory 

We came across a bullish thesis on Monarch Casino & Resort, Inc. on FluentInQuality’s Substack. In this article, we will summarize the bulls’ thesis on MCRI.

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January 15 - News, Stock Analysis

The St. Joe Company (JOE): A Bull Case Theory 

We came across a bullish thesis on The St. Joe Company on Value Degen’s Substack’s Substack by Unemployed Value Degen.

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January 15 - News, Stock Analysis

SentinelOne, Inc. (S): A Bull Case Theory 

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

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January 15 - News, Stock Analysis

Sila Realty Trust, Inc. (SILA): A Bull Case Theory

We came across a bullish thesis on Sila Realty Trust, Inc. on Jussi Askola, CFA’s YouTube Channel. In this article, we will summarize the bulls’ thesis on SILA.

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January 15 - News, Stock Analysis

Lamb Weston Holdings, Inc. (LW): A Bull Case Theory

We came across a bullish thesis on Lamb Weston Holdings, Inc. on r/Valueinvesting by u/DLM93. In this article, we will summarize the bulls’ thesis on LW.

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January 15 - News, Stock Analysis

Strategy Incorporated (MSTR): A Bear Case Theory

We came across a bearish thesis on Strategy Incorporated on r/wallstreetbets by u/Intelligent-Grape-12. In this article, we will summarize the bears’ thesis on MSTR.

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January 15 - News, Stock Analysis

Birkenstock Holding plc (BIRK): A Bull Case Theory

We came across a bullish thesis on Birkenstock Holding plc on r/Valueinvesting’s Substack by u/raytoei. In this article, we will summarize the bulls’ thesis on BIRK.

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January 15 - News, Stock Analysis

Vistra Corp. (VST): A Bull Case Theory

We came across a bullish thesis on Vistra Corp. on r/Valueinvesting by rogerm8. In this article, we will summarize the bulls’ thesis on VST.

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January 15 - News, Stock Analysis

Where is NVIDIA Corporation (NVDA) Headed According to the Street?

NVIDIA Corporation (NASDAQ:NVDA) is one of the best long term growth stocks to buy according to hedge funds.

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January 15 - News

Amgen Inc. (AMGN): A Bull Case Theory 

We came across a bullish thesis on Amgen Inc. on Disruptive analytics’s Substack by Magnus Ofstad. In this article, we will summarize the bulls’ thesis on AMGN.

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January 15 - News, Stock Analysis

Hedge Fund and Insider Trading News: Andreas Halvorsen, Ken Griffin, Bill Ackman, Warren Buffett, Saba Capital, Tiger Global Management, Strive Inc (ASST), W R Berkley Corp (WRB), and More

You may be concerned about the recent declines in AI stocks such as NVDA.

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January 15 - Hedge Funds, Insider Trading

Economic Consequences of Mass Moves in the U.S.

Fast population shifts create clear economic pressure as people relocate for work, housing, or lifestyle changes. Mass moves in the U.S.

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January 15 - Business, News

Is NioCorp Developments Ltd. (NB) One of the Best Metal Stocks to Buy Right Now?

NioCorp Developments Ltd. (NASDAQ:NB) is one of the best metal stocks to buy right now.

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January 15 - News

USA Rare Earth, Inc. (USAR) Eyes Commercial Production at Round Top Heavy Rare Earth Deposit in Texas

USA Rare Earth, Inc. (NASDAQ:USAR) is one of the best metal stocks to buy right now.

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January 15 - News

Goldman Sachs Lifts Commercial Metals Company (CMC) Price Target Buoyed By Position in Steel Market

Commercial Metals Company (NYSE:CMC) is one of the best metal stocks to buy right now.

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January 15 - News

Vale S.A. (VALE) Faces Diverging Analyst Calls Amid Iron Ore Market Shifts

Vale S.A. (NYSE:VALE) is one of the best metal stocks to buy right now. On January 9, Scotiabank downgraded Vale S.A.

Keep Reading →

January 15 - News

Energy Fuels Inc. (UUUU) Exceeds Guidance, Asserts Dominance as Uranium Producer

Energy Fuels Inc. (NYSE:UUUU) is one of the best metal stocks to buy right now.

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January 15 - News

Franco-Nevada Corporation (FNV) Upgraded to Outperform, Price Target Lifted to $250

Franco-Nevada Corporation (NYSE:FNV) is one of the best metal stocks to buy right now.

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January 15 - News

Nucor (NUE) Navigates Analyst Divergence, Seasonal Earnings Dip, and Strong 2026 Pipeline

Nucor Corp (NYSE:NUE) is one of the best metal stocks to buy right now.

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January 15 - News

Agnico Eagle Mines Limited (AEM) Increases Stake in Osisko as it Targets High Geological Potential Projects

Agnico Eagle Mines Limited (NYSE:AEM) is one of the best metal stocks to buy right now.

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January 15 - News

Raymond James Touts Newmont Corporation (NEM) Low-Risk Gold Business Model, Hikes Price Target

Newmont Corporation (NYSE:NEM) is one of the best metal stocks to buy right now.

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January 15 - News

Rio Tinto Group (RIO) Balances $207B Merger Speculation With Cost Reduction and Copper Production Goals

Rio Tinto Group (NYSE:RIO) is one of the best metal stocks to buy right now.

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January 15 - News

10 Best Blue Chip Stocks to Buy for 2026

Blue-chip stocks are set to dominate the pace and direction of the US equity market.

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January 15 - Hedge Funds, News

13 Best Depressed Stocks to Buy Right Now

As per Oppenheimer Asset Management, the 2026 outlook is bullish, thanks to a disciplined approach to the US economy and equities.

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January 15 - Hedge Funds, News

12 Hot AI Stocks to Keep on Your Radar

US President Donald Trump announced a 25% tariff on Wednesday on select artificial intelligence chips, according to a report from Reuters.

Keep Reading →

January 15 - Hedge Funds, Industries, News, Tech

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