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Insider Monkey Blog

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.

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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.

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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.

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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.

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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.

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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.

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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.

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January 20 - Hedge Fund Investor Letters, News

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.

Keep Reading →

January 20 - News

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