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Insider Monkey Blog

Longleaf Partners Fund Sold HF Sinclair Corporation (DINO) at a Profit

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

Revenue Resilience Is the New Growth Story in Global Digital Entertainment

As global digital entertainment moves deeper into 2026, one shift has become increasingly clear: the sector is no longer treated as optional leisure spending.

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January 20 - Business, News

Longleaf Partners Fund’s Q4 2025 Investor Letter

Longleaf Partners, managed by Southeastern Asset Management, released its fourth-quarter 2025 investor letter.

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January 20 - Hedge Fund Investor Letters, News

Meta (META) Proceeded to Compound on Its 13%-15% Growth Trajectory

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” fourth-quarter 2025 investor letter.

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January 20 - Hedge Fund Investor Letters, News

Mettler-Toledo (MTD) Rebound Shows Strength to Weather Challenges

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” fourth-quarter 2025 investor letter.

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January 20 - Hedge Fund Investor Letters, News

Apple (AAPL) Continued to Rebound in Q4

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” fourth-quarter 2025 investor letter.

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January 20 - Hedge Fund Investor Letters, News

Mar Vista’s U.S. Quality Premier Strategy’s Q4 2025 Investor Letter

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” fourth-quarter 2025 investor letter.

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January 20 - Hedge Fund Investor Letters, News

ThinkMarkets’ ThinkTrader Platform Wins ‘Best Trading App’ Award

CompareForexBrokers.com’s annual awards assess 34 leading forex brokers with ASIC, FCA or MAS tier-1 regulation, recognising those that stand out for their trading conditions...

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January 20 - Press Releases

XXKK Crypto Exchange Strengthens Platform Transparency and User Communication

The XXKK crypto exchange announced an initiative aimed at making the platform more transparent and strengthening communication with users across the globe.

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January 20 - Press Releases

TRX Gold Corporation (AMEX:TRX) Q1 2026 Earnings Call Transcript

Operator: Thank you for waiting, and welcome to the TRX Gold Corporation First Quarter 2026 Results Presentation. [Operator Instructions] The meeting is being recorded.

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January 20 - News, Transcripts

15 Most Favored REITs According to Hedge Funds

The U.S. real estate market was already undergoing a normalization process in 2025, after exhibiting volatility during the prior two years.

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January 20 - Hedge Funds, News

Qnity (Q) “is a Very Inexpensive Stock,” Says Jim Cramer

Qnity Electronics Inc. (NYSE:Q) is a recent listing due to being a DuPont spinoff. The firm provides a wide variety of chemicals that are used in semiconductor fabrication.

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January 20 - News

“Rubrik (RBRK) is One of the Hottest Tech Companies,” Says Jim Cramer

Rubrik Inc. (NYSE:RBRK) is a data security company that caters to the needs of the financial, education, healthcare, and other industries.

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January 20 - News

Jim Cramer Just Can’t Stop Praising Johnson & Johnson (JNJ)

Jim Cramer has turned quite optimistic on pharmaceutical firm Johnson & Johnson (NYSE:JNJ) lately.

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January 20 - News

Morgan Stanley (MS)’s CEO is Doing a Great Job, Says Jim Cramer

Morgan Stanley (NYSE:MS) is one of the largest investment banks in the world. The shares are up by 37% over the past year and by 3.9% year-to-date.

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January 20 - News

“Winner Winner, Chicken Dinner,” Says Jim Cramer About BlackRock (BLK)

BlackRock, Inc. (NYSE:BLK) is one of the biggest asset managers in the world. Its shares are up by 14.9% over the past year and by 7.2% year-to-date. BlackRock, Inc.

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January 20 - News

Bank of America (BAC) Needs Higher Rates, Says Jim Cramer

Bank of America Corporation (NYSE:BAC)’s shares are up by 13% over the past year.

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January 20 - News

Wells Fargo (WFC) “Came in Way Too Hot,” Says Jim Cramer

Wells Fargo & Company (NYSE:WFC) is one of the biggest banks in America. The shares are up by 13% over the past year.

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January 20 - News

Jim Cramer Shares Trading Strategy For Goldman Sachs (GS)’s Shares

The Goldman Sachs Group, Inc. (NYSE:GS) is one of Cramer’s top stocks in the banking sector.

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January 20 - News

Jim Cramer Points Out Split in Salesforce (CRM)’s Business

Salesforce, Inc. (NYSE:CRM) is a customer relationship management software provider. Its shares are down by 30% over the past year and by 10.5% year-to-date.

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January 20 - News

Jim Cramer Discusses Adobe (ADBE) & Apple Suite

Adobe Inc. (NASDAQ:ADBE) is one of the most popular productivity software companies in the world.

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January 20 - News

Intel (INTC) CEO’s Impressing People, Says Jim Cramer

Chip making giant Intel Corporation (NASDAQ:INTC)’s shares are up by 18.7% over the past year. The stock has fared well after new CEO Lip-Bu Tan took over last year.

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January 20 - News

“It’s NVIDIA (NVDA) That You Should Be Buying,” Says Jim Cramer

With the year settling in, Jim Cramer has continued to defend NVIDIA Corporation (NASDAQ:NVDA)’s shares as well.

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January 20 - News

“Please Don’t Forget Apple (AAPL),” Says Jim Cramer

Apple Inc. (NASDAQ:AAPL) is one of Jim Cramer’s favorite stocks. As he did in 2025, the CNBC TV host has also started the year by defending the firm.

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January 20 - News

Taiwan Semiconductor Manufacturing Company (TSM)’s Call Was Amazing, Says Jim Cramer

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was the star of the show last week as it set the tone for AI investing in 2026.

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January 20 - News

It’s Funny SML Holding (ASML) Moved Faster Than TSMC, Says Jim Cramer

ASML Holding N.V. (NASDAQ:ASML) is a Dutch semiconductor manufacturing equipment provider.

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January 20 - News

7 Best EV Battery Stocks to Buy Now

According to a January 6, 2026, Bloomberg report, global sales of electric vehicles are anticipated to continue growing in 2026, but at a slower rate as regulatory support fades...

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January 20 - Hedge Funds, News

Genmab A/S (GMAB) Shares Gain Analyst Support as Deutsche Bank Sees Oncology Upside

TheFly reported on January 8 that Deutsche Bank raised its price target for GMAB to DKK 2,400 from DKK 2,000 and reiterated a Buy rating, reflecting analysts’ optimism about...

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January 20 - News

Novartis AG (NVS) Advances $23B U.S. Investment Plan With New RLT Logistics Hub

TheFly reported on January 6 that Barclays upgraded NVS to Equal Weight from Underweight with a CHF 120 price target after a coverage transfer.

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January 20 - News

Exelixis, Inc. (EXEL) Sees Mixed Analyst Actions as Zanzalintinib Nears Commercial Launch

TheFly reported on January 8 that H.C.

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January 20 - News

Nuvation Bio Inc. (NUVB) Price Target Lowered as IBTROZI Sales Meet Expectations

TheFly reported on January 12 that H.C. Wainwright reduced its price target on NUVB to $17 from $18 while maintaining a Buy rating.

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January 20 - News

Illumina Inc. (ILMN) Shares See Target Boost as Analysts See Potential 2026 Upside

TheFly reported on January 7 that TD Cowen raised its price target on ILMN to $140 from $115 while maintaining a Hold rating.

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January 20 - News

Analysts Turn More Bullish on Guardant Health, Inc. (GH) as 2026 Growth Catalysts Build

TheFly reported on January 9 that Stifel increased its price target on GH to $120 from $100 while maintaining a Buy rating.

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January 20 - News

AstraZeneca PLC (AZN) Gains After Successful Saphnelo Trial

TheFly reported on January 6 that Barclays analyst James Gordon increased the price target on AZN to 16,500 GBp from 14,000 GBp.

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January 20 - News

Merck & Co., Inc. (MRK) Poised for Breakout After Strategic M&A and Pipeline Expansion

TheFly reported on January 8 that Wolfe Research analyst Alexandria Hammond upgraded MRK to Outperform from Peer Perform with a $135 price target.

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January 20 - News

Analysts Remain Positive on BridgeBio Pharma, Inc. (BBIO) After Strong 2025 Results

TheFly reported on January 8 that Truist raised its price target on BBIO to $86 from $80 while maintaining a Buy rating.

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January 20 - News

Scotiabank Notes Bristol-Myers Squibb Company (BMY) as Appealing Investment in 2026

TheFly reported on January 9 that Scotiabank analyst Louise Chen raised BMY’s price target to $60 from $53 while maintaining a Sector Perform rating.

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January 20 - News

Stifel Keeps Parker-Hannifin (PH) at Hold as Distributor Survey Points to Softer Trends

On January 16, Stifel analyst Nathan Jones reiterated a Hold rating on Parker-Hannifin Corporation (NYSE:PH) and kept his price target at $869.

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January 20 - News

14 Stocks on Jim Cramer’s Game Plan for This Week

This market is kind of just meandering. It's erratic. It hates the banks one day, likes the banks another. Despises big tech one day, favors small tech the other.

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January 20 - Hedge Funds, News

10 Undervalued Stocks to Invest in According to Goldman Sachs

Goldman Sachs released its 2026 Economic and Financial Market Outlook report on January 12, 2026, in which it reported that the economy is starting the new year with strong momentum...

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January 20 - Hedge Funds, News

Entergy (ETR) – Among the Best Performing Utility Stocks in 2025

Entergy Corporation (NYSE:ETR) received a boost on January 9 when TD Cowen analyst Shelby Tucker initiated coverage of the stock with a ‘Buy’ rating and a price target of $...

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January 19 - News

American Electric Power (AEP) Downgraded to ‘Neutral’, Price Target Trimmed

On January 12, BofA analyst Ross Fowler downgraded American Electric Power Company, Inc.

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January 19 - News

Is Centuri Holdings (CTRI) Among the Best Performing Utility Stocks in 2025?

Centuri Holdings, Inc.

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January 19 - News

Emera Incorporated (EMA) Declares Quarterly Dividend of C$0.7325 per Share

Emera Incorporated (NYSE:EMA) is an energy and services company that invests in the generation, transmission, and distribution of electricity in the United States, Canada, Barbados...

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January 19 - News

Algonquin Power & Utilities (AQN) Upgraded by Analyst

[caption id="attachment_978996" align="aligncenter" width="1214"] High-voltage power lines. Electricity distribution station. high voltage electric transmission tower.

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January 19 - News

Constellation Energy (CEG) Completes Acquisition of Calpine Corporation

Constellation Energy Corporation (NASDAQ:CEG) is the largest private-sector power producer, the largest producer of clean energy, and the leading operator of nuclear power plants...

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January 19 - News

Ormat Technologies (ORA) Signs Long-Term PPA with Switch

Ormat Technologies, Inc.

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January 19 - News

Talen Energy (TLN) Buys Three Gas-Fired Power Plants

Talen Energy Corporation (NASDAQ:TLN) shot up by almost 12% on January 15 when the company announced that it had signed definitive agreements to acquire three gas-fired power ...

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January 19 - News

Enlight Renewable Energy (ENLT) Price Target Raised to $65

On January 16, UBS analyst Jon Windham raised the firm’s price target on Enlight Renewable Energy Ltd (NASDAQ:ENLT) from $47 to $65, indicating an upside potential of almost...

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January 19 - News

Cathie Wood Raises Stake in OKLO

Backed by OpenAI’s Sam Altman, Oklo Inc.

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January 19 - News

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Lists

25 Countries with the Highest Debt to GDP Ratios

25 Countries with the Highest Debt to GDP Ratios

15 States with the Most Gun Violence in the US

15 States with the Most Gun Violence in the US

9 Undervalued Chemical Stocks to Buy According to Hedge Funds

9 Undervalued Chemical Stocks to Buy According to Hedge Funds

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7 Most Promising Psychedelic Stocks According to Hedge Funds

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7 Cheap Pharmaceutical Stocks to Buy According to Hedge Funds

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15 Innovative Healthcare Stocks to Buy According to Analysts

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9 High Growth Small Cap Stocks That Are Profitable

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20 Most Profitable Stocks of the Last 20 Years

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15 High Growth Mid-Cap Stocks to Buy

Top 10 Oncology Stocks to Buy Now

Top 10 Oncology Stocks to Buy Now

10 Best Investments During A Recession

10 Best Investments During A Recession

7 Best Rare Earth Stocks to Buy According to Hedge Funds

7 Best Rare Earth Stocks to Buy According to Hedge Funds

Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

11 Best Cancer Stocks to Buy Right Now

11 Best Cancer Stocks to Buy Right Now

40 Most Unfriendly Countries in the World

40 Most Unfriendly Countries in the World

30 Unhappiest Countries in the World in 2025

30 Unhappiest Countries in the World in 2025

Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

5 Countries with the Most Beautiful Women in the World

5 Countries with the Most Beautiful Women in the World

20 Countries with the Most Beautiful Women in the World

20 Countries with the Most Beautiful Women in the World

20 US Cities with the Highest Homeless Population Per Capita

20 US Cities with the Highest Homeless Population Per Capita

20 Countries with the Highest Homeless Population

20 Countries with the Highest Homeless Population

12 Countries with the Highest Bond Yields in the World

12 Countries with the Highest Bond Yields in the World

20 Countries with the Most Battle Tanks in the World

20 Countries with the Most Battle Tanks in the World

12 Best Nasdaq Stocks Under $20 to Buy Now

12 Best Nasdaq Stocks Under $20 to Buy Now

10 Best Low Beta Tech Stocks to Buy According to Analysts

10 Best Low Beta Tech Stocks to Buy According to Analysts

10 Worst Performing Currencies of 2024

10 Worst Performing Currencies of 2024

15 States with the Best Weed in America

15 States with the Best Weed in America

16 Countries with the Largest Proven Oil Reserves in the World

16 Countries with the Largest Proven Oil Reserves in the World

16 Highest Quality Chocolate Brands in the US

16 Highest Quality Chocolate Brands in the US

20 Countries with the Strongest Armies in the World

20 Countries with the Strongest Armies in the World

Top 13 English Speaking Countries in Asia

Top 13 English Speaking Countries in Asia

20 States with Highest Female to Male Ratio in the US

20 States with Highest Female to Male Ratio in the US

40 Best Places to Visit in Europe Before You Die

40 Best Places to Visit in Europe Before You Die

20 States with the Lowest Life Expectancy in the US

20 States with the Lowest Life Expectancy in the US

25 Cities with the Highest Homeless Population in the World

25 Cities with the Highest Homeless Population in the World

20 Countries With The Best English Accent in The World

20 Countries With The Best English Accent in The World

30 Cities with the Highest Weed Consumption in the US

30 Cities with the Highest Weed Consumption in the US

25 Countries with the Highest Alcohol Consumption per Capita

25 Countries with the Highest Alcohol Consumption per Capita

10 Best Gold Stocks Under $30

10 Best Gold Stocks Under $30

10 Best Genomics Stocks To Buy Right Now

10 Best Genomics Stocks To Buy Right Now

20 Countries with the Best Economy in the World in 2024

20 Countries with the Best Economy in the World in 2024

30 Cheapest Countries in the World in 2024

30 Cheapest Countries in the World in 2024

15 Healthiest Countries in Europe

15 Healthiest Countries in Europe

15 Healthiest Countries In Africa

15 Healthiest Countries In Africa

25 Most Tropical Cities in the US

25 Most Tropical Cities in the US

15 Most Underrated States in the US

15 Most Underrated States in the US

13 Best Cheap Perfumes for Women That Smell Amazing

13 Best Cheap Perfumes for Women That Smell Amazing

Best Cheap Perfume for Women That Smells Amazing

Best Cheap Perfume for Women That Smells Amazing

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