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Insider Monkey Blog

Palo Alto Networks, Inc. (PANW): A Bull Case Theory 

We came across a bullish thesis on Palo Alto Networks, Inc. on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on PANW.

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February 2 - News, Stock Analysis

AT&T Inc. (T): A Bull Case Theory 

We came across a bullish thesis on AT&T Inc. on Pacific Northwest Edge’s Substack by David. In this article, we will summarize the bulls’ thesis on T.

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February 2 - News, Stock Analysis

IHS Holding Limited (IHS): A Bull Case Theory 

We came across a bullish thesis on IHS Holding Limited on DeepValue Capital’s Substack. In this article, we will summarize the bulls’ thesis on IHS.

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February 2 - News, Stock Analysis

Alcon Inc. (ALC): A Bull Case Theory 

We came across a bullish thesis on Alcon Inc. on Latticework’s Substack by MOI Global Equity Research. In this article, we will summarize the bulls’ thesis on ALC.

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February 2 - News, Stock Analysis

Alpha Metallurgical Resources, Inc. (AMR): A Bull Case Theory 

We came across a bullish thesis on Alpha Metallurgical Resources, Inc. on Unfair Advantage’s Substack by AK.

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February 2 - News, Stock Analysis

Broadridge Financial Solutions, Inc. (BR): A Bull Case Theory 

We came across a bullish thesis on Broadridge Financial Solutions, Inc. on Value investing subreddit by Key_Variety_6287.

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February 2 - News, Stock Analysis

Dell Technologies Inc. (DELL): A Bull Case Theory 

We came across a bullish thesis on Dell Technologies Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on DELL.

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February 2 - News, Stock Analysis

Ford Motor Company (F): A Bull Case Theory 

We came across a bullish thesis on Ford Motor Company on stocks subreddit by _hiddenscout. In this article, we will summarize the bulls’ thesis on F.

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February 2 - News, Stock Analysis

Ollie’s Bargain Outlet Holdings, Inc. (OLLI): A Bull Case Theory 

We came across a bullish thesis on Ollie’s Bargain Outlet Holdings, Inc. on TQI capital (Typical quality investor)’s Substack by TQI capital.

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February 2 - News, Stock Analysis

D.R. Horton, Inc. (DHI): A Bull Case Theory

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

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February 2 - News, Stock Analysis

Entravision Communications Corporation (EVC): A Bull Case Theory 

We came across a bullish thesis on Entravision Communications Corporation on Value investing subreddit by Friendly-Excuse400.

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February 2 - News, Stock Analysis

C4 Therapeutics, Inc. (CCCC): A Bull Case Theory 

We came across a bullish thesis on C4 Therapeutics, Inc. on Ridire Research’s Substack. In this article, we will summarize the bulls’ thesis on CCCC.

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February 2 - News, Stock Analysis

Argan, Inc. (AGX): A Bull Case Theory 

We came across a bullish thesis on Argan, Inc. on Kroker Equity Research’s Substack. In this article, we will summarize the bulls’ thesis on AGX.

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February 2 - News, Stock Analysis

Avery Dennison Corporation (AVY): A Bull Case Theory 

We came across a bullish thesis on Avery Dennison Corporation on MaxDividends’s Substack. In this article, we will summarize the bulls’ thesis on AVY.

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February 2 - News, Stock Analysis

Cipher Mining Inc. (CIFR): A Bull Case Theory 

We came across a bullish thesis on Cipher Mining Inc. on The Edge Of Power’s Substack. In this article, we will summarize the bulls’ thesis on CIFR.

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February 2 - News, Stock Analysis

MongoDB, Inc. (MDB): A Bull Case Theory 

We came across a bullish thesis on MongoDB, Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on MDB.

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February 2 - News, Stock Analysis

ResMed Inc. (RMD): A Bull Case Theory 

We came across a bullish thesis on ResMed Inc. on Best Anchor Stocks’s Substack. In this article, we will summarize the bulls’ thesis on RMD.

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February 2 - News, Stock Analysis

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

We came across a bullish thesis on Zscaler, Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on ZS.

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February 2 - News, Stock Analysis

Sezzle Inc. (SEZL): A Bull Case Theory 

We came across a bullish thesis on Sezzle Inc. on R. Dennis’s Substack’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on SEZL.

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February 2 - News, Stock Analysis

Credo Technology Group Holding Ltd (CRDO): A Bull Case Theory 

We came across a bullish thesis on Credo Technology Group Holding Ltd on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on CRDO.

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February 2 - News, Stock Analysis

Natural Resource Partners L.P. (NRP): A Bull Case Theory 

We came across a bullish thesis on Natural Resource Partners L.P. on Waterboy Stocks’s Substack. In this article, we will summarize the bulls’ thesis on NRP.

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February 2 - News, Stock Analysis

Privia Health Group, Inc. (PRVA): A Bull Case Theory 

We came across a bullish thesis on Privia Health Group, Inc. on LongTermValue Research’s Substack. In this article, we will summarize the bulls’ thesis on PRVA.

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February 2 - News, Stock Analysis

Ziff Davis, Inc. (ZD): A Bull Case Theory 

We came across a bullish thesis on Ziff Davis, Inc. on Beeli Capital’s Substack by Andrew Beeli. In this article, we will summarize the bulls’ thesis on ZD.

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February 2 - News, Stock Analysis

AerCap Holdings N.V. (AER): A Bull Case Theory 

We came across a bullish thesis on AerCap Holdings N.V. on Value investing subreddit by cameronreilly. In this article, we will summarize the bulls’ thesis on AER.

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February 2 - News, Stock Analysis

Inter & Co, Inc. (INTR): A Bull Case Theory 

We came across a bullish thesis on Inter & Co, Inc. on Value investing subreddit by MilkshakeBoy78. In this article, we will summarize the bulls’ thesis on INTR.

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February 2 - News, Stock Analysis

Palomar Holdings, Inc. (PLMR): A Bull Case Theory 

We came across a bullish thesis on Palomar Holdings, Inc. on Buffetts Disciple’s Substack. In this article, we will summarize the bulls’ thesis on PLMR.

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February 2 - News, Stock Analysis

Vital Farms, Inc. (VITL): A Bull Case Theory 

We came across a bullish thesis on Vital Farms, Inc. on Value investing subreddit by Fractious_Cactus. In this article, we will summarize the bulls’ thesis on VITL.

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February 2 - News, Stock Analysis

Abbott Laboratories (ABT): A Bull Case Theory 

We came across a bullish thesis on Abbott Laboratories on R. Dennis’s SubstackR. Dennis’s Substack by OppCost.

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February 2 - News, Stock Analysis

Brookfield Asset Management Ltd. (BAM): A Bull Case Theory 

We came across a bullish thesis on Brookfield Asset Management Ltd. on The Investing Ledger’s Substack by Volodymyr.

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February 2 - News, Stock Analysis

DaVita Inc. (DVA): A Bull Case Theory 

We came across a bullish thesis on DaVita Inc. on Pedro's Substack by Pedro Ortiz. In this article, we will summarize the bulls’ thesis on DVA.

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February 2 - News, Stock Analysis

SiTime Corporation (SITM): A Bull Case Theory

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

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February 2 - News, Stock Analysis

Acadia Healthcare Company, Inc. (ACHC): A Bull Case Theory 

We came across a bullish thesis on Acadia Healthcare Company, Inc. on Value investing subreddit by Independent-Fragrant.

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February 2 - News, Stock Analysis

American Electric Power Company, Inc. (AEP): A Bear Case Theory 

We came across a bearish thesis on American Electric Power Company, Inc. on Value investing subreddit by 404_usrntfnd.

Keep Reading →

February 2 - News, Stock Analysis

Mercury Systems, Inc. (MRCY): A Bull Case Theory 

We came across a bullish thesis on Mercury Systems, Inc. on Value investing subreddit by  Natural_West7949.

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February 2 - News, Stock Analysis

Penguin Solutions, Inc. (PENG): A Bull Case Theory 

We came across a bullish thesis on Penguin Solutions, Inc. on ValueInvesting subreddit by digital_odysseus.

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February 2 - News, Stock Analysis

PepsiCo, Inc. (PEP): A Bull Case Theory 

We came across a bullish thesis on PepsiCo, Inc. on Grillo Insights’s Substack by Eric García. In this article, we will summarize the bulls’ thesis on PEP.

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February 2 - News, Stock Analysis

Becton, Dickinson and Company (BDX): A Bull Case Theory 

We came across a bullish thesis on Becton, Dickinson and Company on Value Don't Lie’s Substack. In this article, we will summarize the bulls’ thesis on BDX.

Keep Reading →

February 2 - News, Stock Analysis

Coeur Mining, Inc. (CDE): A Bull Case Theory 

We came across a bullish thesis on Coeur Mining, Inc. on Value investing subreddit by Itchy-Criticism9208. In this article, we will summarize the bulls’ thesis on CDE.

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February 2 - News, Stock Analysis

Otis Worldwide Corporation (OTIS): A Bull Case Theory 

We came across a bullish thesis on Otis Worldwide Corporation on Timeless’s Substack by Timeless Compounders.

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February 2 - News, Stock Analysis

Rollins, Inc. (ROL): A Bull Case Theory

We came across a bullish thesis on Rollins, Inc. on Daniel's Deep Dive’s Substack. In this article, we will summarize the bulls’ thesis on ROL.

Keep Reading →

February 2 - News, Stock Analysis

Darden Restaurants, Inc. (DRI): A Bull Case Theory

We came across a bullish thesis on Darden Restaurants, Inc. on Compounding Dividends’s Substack by TJ Terwilliger.

Keep Reading →

February 2 - News, Stock Analysis

H&R Block, Inc. (HRB): A Bull Case Theory 

We came across a bullish thesis on H&R Block, Inc. on Compounding Dividends’s Substack by TJ Terwilliger. In this article, we will summarize the bulls’ thesis on HRB.

Keep Reading →

February 2 - News, Stock Analysis

Lifeway Foods, Inc. (LWAY): A Bear Case Theory

We came across a bearish thesis on Lifeway Foods, Inc. on Yet Another Value Blog’s Substack. In this article, we will summarize the bears’ thesis on LWAY.

Keep Reading →

February 2 - News, Stock Analysis

Invitation Homes Inc. (INVH): A Bull Case Theory 

We came across a bullish thesis on Invitation Homes Inc. on Compounding Dividends' Substack by TJ Terwilliger. In this article, we will summarize the bulls’ thesis on INVH.

Keep Reading →

February 2 - News, Stock Analysis

Nayax Ltd. (NYAX): A Bull Case Theory 

We came across a bullish thesis on Nayax Ltd. on The Cash Flow Compounder’s Substack. In this article, we will summarize the bulls’ thesis on NYAX.

Keep Reading →

February 2 - News, Stock Analysis

Criteo S.A. (CRTO): A Bull Case Theory

We came across a bullish thesis on Criteo S.A. on r/Valueinvesting by u/Proof-Ad8627. In this article, we will summarize the bulls’ thesis on CRTO.

Keep Reading →

February 2 - News, Stock Analysis

Starz Entertainment Corp. (STRZ): A Bull Case Theory 

We came across a bullish thesis on Starz Entertainment Corp. on TheOracleOfOslo’s Substack. In this article, we will summarize the bulls’ thesis on STRZ.

Keep Reading →

February 2 - News, Stock Analysis

Personalis, Inc. (PSNL): A Bull Case Theory 

We came across a bullish thesis on Personalis, Inc. on Adventures in Burning & Compounding’s Substack by Rush.

Keep Reading →

February 2 - News, Stock Analysis

American Resources Corporation (AREC): A Bull Case Theory 

We came across a bullish thesis on American Resources Corporation on Value investing subreddit by vek999. In this article, we will summarize the bulls’ thesis on AREC.

Keep Reading →

February 2 - News, Stock Analysis

Oatly Group AB (OTLY): A Bull Case Theory 

We came across a bullish thesis on Oatly Group AB on Value investing subreddit by  No-Topic5958. In this article, we will summarize the bulls’ thesis on OTLY.

Keep Reading →

February 2 - News, Stock Analysis

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