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Insider Monkey Blog

Jim Cramer States “Given How Competitive That World Is, Intel’s Actual Earnings May Not Be Big Enough”

Intel Corporation (NASDAQ:INTC) is one of the stocks on Jim Cramer’s game plan for this week.

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January 20 - News

Jim Cramer Says Charles Schwab Is One of the “Three Biggest Beneficiaries of My Aging Generation”

The Charles Schwab Corporation (NYSE:SCHW) is one of the stocks on Jim Cramer’s game plan for this week.

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January 20 - News

Jim Cramer Says “I Think That It’s Very Hard for SLB to Deliver Special Numbers”

"Lots of people have been loving SLB of late, that’s the old Schlumberger. They’re seeing potential contracts in Venezuela for this oil service company.

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January 20 - News

Jim Cramer on McCormick: “I Frankly Don’t Know If It’s Capable of Really Beating the Numbers Anymore”

McCormick & Company, Incorporated (NYSE:MKC) is one of the stocks on Jim Cramer’s game plan for this week.

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January 20 - News

Jim Cramer Discusses Netflix Interest in Warner Bros Discovery

"After the close, we get results from Netflix.

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January 20 - News

Fair Isaac Corporation (FICO): A Bull Case Theory 

We came across a bullish thesis on Fair Isaac Corporation on Bullseye Picks’s Substack by Bullseye Investing.

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January 20 - News, Stock Analysis

Enovis Corporation (ENOV): A Bull Case Theory 

We came across a bullish thesis on Enovis Corporation on Value investing subreddit by TheBestOfAllTylers. In this article, we will summarize the bulls’ thesis on ENOV.

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January 20 - News, Stock Analysis

LGI Homes, Inc. (LGIH): A Bear Case Theory 

We came across a bearish thesis on LGI Homes, Inc. on Hunterbrook’s Substack. In this article, we will summarize the bears’ thesis on LGIH.

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January 20 - News, Stock Analysis

Circle Internet Group (CRCL): A Bear Case Theory 

We came across a bearish thesis on Circle Internet Group on Just Value’s Substack. In this article, we will summarize the bears’ thesis on CRCL.

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January 20 - News, Stock Analysis

Dropbox, Inc. (DBX): A Bear Case Theory 

We came across a bearish thesis on Dropbox, Inc. on Inwood’s Substack’s Substack by  Inwood Capital. In this article, we will summarize the bears’ thesis on DBX.

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January 20 - News, Stock Analysis

Workday, Inc. (WDAY): A Bull Case Theory 

We came across a bullish thesis on Workday, Inc. on X.com by @TheValueist. In this article, we will summarize the bulls’ thesis on WDAY.

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January 20 - News, Stock Analysis

Rush Street Interactive, Inc. (RSI): A Bull Case Theory

We came across a bullish thesis on Rush Street Interactive, Inc. on Stay Invested’s Substack by Denis Gorbunov.

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January 20 - News, Stock Analysis

Interparfums, Inc. (IPAR): A Bull Case Theory 

We came across a bullish thesis on Interparfums, Inc. on Feather Fund’s Substack. In this article, we will summarize the bulls’ thesis on IPAR.

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January 20 - News, Stock Analysis

Weibo Corporation (WB): A Bull Case Theory 

We came across a bullish thesis on Weibo Corporation on nVariant Capital Fund’s Substack. In this article, we will summarize the bulls’ thesis on WB.

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January 20 - News, Stock Analysis

Southern Copper Corporation (SCCO): A Bull Case Theory 

We came across a bullish thesis on Southern Copper Corporation on X.com by @TheValueist. In this article, we will summarize the bulls’ thesis on SCCO.

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January 20 - News, Stock Analysis

Jim Cramer Discusses D.R. Horton and Says Calling Home Builders “Disappointing” Is Too Positive

"D.R. Horton, the giant home builder, puts its numbers up. And so far, the home builders, look, to call them disappointing is too positive. That’s the bad news, though.

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January 20 - News

Recursion Pharmaceuticals, Inc. (RXRX): A Bull Case Theory

We came across a bullish thesis on Recursion Pharmaceuticals, Inc. on r/stocks by  Antique-Reference585. In this article, we will summarize the bulls’ thesis on RXRX.

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January 20 - News, Stock Analysis

Viasat, Inc. (VSAT): A Bull Case Theory 

We came across a bullish thesis on Viasat, Inc. on r/Valueinvesting by SupermacsFastFood.

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January 20 - News, Stock Analysis

Bank of America Corporation (BAC): A Bull Case Theory 

We came across a bullish thesis on Bank of America Corporation on The Passive Income Portfolio’s Substack.

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January 20 - News, Stock Analysis

Chord Energy Corporation (CHRD): A Bull Case Theory 

We came across a bullish thesis on Chord Energy Corporation on r/Valueinvesting by pandacrusher63. In this article, we will summarize the bulls’ thesis on CHRD.

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January 20 - News, Stock Analysis

The Cigna Group (CI): A Bull Case Theory 

We came across a bullish thesis on The Cigna Group on The Passive Income Portfolio’s Substack.

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January 20 - News, Stock Analysis

Capital One Financial Corporation (COF): A Bull Case Theory 

We came across a bullish thesis on Capital One Financial Corporation on r/Valueinvesting by TheRaul5677070. In this article, we will summarize the bulls’ thesis on COF.

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January 20 - News, Stock Analysis

IES Holdings, Inc. (IESC): A Bull Case Theory 

We came across a  bullish thesis on IES Holdings, Inc. on r/Valueinvesting by Technical-Sand-6419. In this article, we will summarize the bulls’ thesis on IESC.

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January 20 - News, Stock Analysis

NextEra Energy, Inc. (NEE): A Bull Case Theory 

We came across a bullish thesis on NextEra Energy, Inc. on The Passive Income Portfolio’s Substack.

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January 20 - News, Stock Analysis

NIKE, Inc. (NKE): A Bull Case Theory

We came across a bullish thesis on NIKE, Inc. on Valuations’ Substack. In this article, we will summarize the bulls’ thesis on NKE.

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January 20 - News, Stock Analysis

Pan American Silver Corp. (PAAS): A Bull Case Theory 

We came across a bullish thesis on Pan American Silver Corp. on r/wallstreetbets by gbaked. In this article, we will summarize the bulls’ thesis on PAAS.

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January 20 - News, Stock Analysis

Air Products and Chemicals, Inc. (APD): A Bull Case Theory 

We came across a bullish thesis on Air Products and Chemicals, Inc. on Compounding Dividends’s Substack. In this article, we will summarize the bulls’ thesis on APD.

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January 20 - News, Stock Analysis

Strive Asset Management, LLC (ASST): A Bull Case Theory 

We came across a bullish thesis on Strive Asset Management, LLC on topsecretstocks’s Substack. In this article, we will summarize the bulls’ thesis on ASST.

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January 20 - News, Stock Analysis

Cintas Corporation (CTAS): A Bull Case Theory

We came across a bullish thesis on Cintas Corporation on Compounding Dividends’s Substack.

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January 20 - News, Stock Analysis

DealHub.io Reports Growth with $100M New Funding

DealHub.io, the leader in Enterprise-grade CPQ and Agentic Quote-to-Revenue, today announced a $100 million growth round led by Riverwood Capital.

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January 20 - Press Releases

Here’s What Pressured FirstService Corp (FSV) in Q4

Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Fund” fourth-quarter 2025 investor letter.

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January 20 - Hedge Fund Investor Letters, News

Alger Weatherbie Specialized Growth Fund’s Q4 2025 Investor Letter

Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Fund” fourth-quarter 2025 investor letter.

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January 20 - Hedge Fund Investor Letters, News

Meta (META) Slid Despite Reporting Strong Earnings

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth-quarter 2025 investor letter.

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January 20 - Hedge Fund Investor Letters, News

Microsoft (MSFT) Traded Lower as Its Reported Azure Cloud Growth and Forward Guidance Fell Short of Expectations

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth-quarter 2025 investor letter.

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January 20 - Hedge Fund Investor Letters, News

Investors’ Confidence Boosted Alphabet (GOOG) in Q4

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth-quarter 2025 investor letter.

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January 20 - Hedge Fund Investor Letters, News

Alger Spectra Fund’s Q4 2025 Investor Letter

Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth-quarter 2025 investor letter.

Keep Reading →

January 20 - Hedge Fund Investor Letters, News

Stevanato (STVN) Declined Due to Anticipation of Soft Quarter Ahead

Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded...

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January 20 - Hedge Fund Investor Letters, News

Here’s Why uniQure (QURE) Fell in Q3

Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded...

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January 20 - Hedge Fund Investor Letters, News

Nebius Group N.V. (NBIS) Slid Along with Broader Selloff of AI Infrastructure-Related Equities

Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded...

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January 20 - Hedge Fund Investor Letters, News

Natera (NTRA) Surged as Results Beat Expectations

Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded...

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January 20 - Hedge Fund Investor Letters, News

Strong Results and Improved Guidance Lifted Guardant Health (GH) in Q4

Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded...

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January 20 - Hedge Fund Investor Letters, News

Exact Sciences (EXAS) Rose Following the Acquisition Announcement by Abbott

Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded...

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January 20 - Hedge Fund Investor Letters, News

10 Best Defense Stocks to Buy in the S&P 500

The NYSE Arca Defense Index has gained 17.73% year-to-date (YTD) as of the close of business on January 19, comfortably surpassing the S&P 500 Index’s returns of a mere 1.19...

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January 20 - Hedge Funds, News

Alger Small Cap Focus Fund’s Q4 2025 Investor Letter

Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” fourth-quarter 2025 investor letter.

Keep Reading →

January 20 - Hedge Fund Investor Letters, News

Longleaf Partners Fund’s Updates on IAC (IAC)

Longleaf Partners, managed by Southeastern Asset Management, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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January 20 - Hedge Fund Investor Letters, News

What Offers PayPal (PYPL) a Meaningful Long-Term Optionality?

Longleaf Partners, managed by Southeastern Asset Management, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

January 20 - Hedge Fund Investor Letters, News

PVH (PVH) has Long-Term EPS Stability at $10 Per Share

Longleaf Partners, managed by Southeastern Asset Management, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

January 20 - Hedge Fund Investor Letters, News

Market’s Near-Term Growth Worries Overshadow Value Potential of Kraft Heinz Co. (KHC)

Longleaf Partners, managed by Southeastern Asset Management, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

January 20 - Hedge Fund Investor Letters, News

Should You Be Excited for Regeneron (REGN)?

Longleaf Partners, managed by Southeastern Asset Management, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

January 20 - Hedge Fund Investor Letters, News

What Makes Mattel (MAT) a Fundamentally Strong Company?

Longleaf Partners, managed by Southeastern Asset Management, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

Keep Reading →

January 20 - Hedge Fund Investor Letters, News

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