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Insider Monkey Blog

Should You be Confident in Amazon’s (AMZN) Ability to Deliver Years of Solid Revenue Growth and Margin Expansion?

Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” May 2025 investor letter. A copy of the letter can be downloaded here.

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July 4 - Hedge Fund Investor Letters, News

Sustainable Momentum Drove Sea Limited’s (SE) Performance in Q2

Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” May 2025 investor letter. A copy of the letter can be downloaded here.

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July 4 - Hedge Fund Investor Letters, News

Lakehouse Capital Global Growth Fund’s May 2025 Investor Letter

Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” May 2025 investor letter.

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July 4 - Hedge Fund Investor Letters, News

Here’s Why Night Watch Investment Management Sold Its Stake in Remitly (RELY) in Q2

Night Watch Investment Management, an investment management firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 4 - Hedge Fund Investor Letters, News

Here’s How Camping World (CWH) Benefits from New Legislation

Night Watch Investment Management, an investment management firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 4 - Hedge Fund Investor Letters, News

Marex Group plc (MRX) is in the Counter Cyclical Basket of Night Watch Investment Management

Night Watch Investment Management, an investment management firm, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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July 4 - Hedge Fund Investor Letters, News

Night Watch Investment Management’s Q2 2025 Investor Letter

Night Watch Investment Management, an investment management firm, released its second-quarter 2025 investor letter.

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July 4 - Hedge Fund Investor Letters, News

UniFirst Corporation (NYSE:UNF) Q3 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Q3 2025 UniFirst Earnings Conference Call.

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July 4 - News, Transcripts

Franklin Covey Co. (NYSE:FC) Q3 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Third Quarter 2025 Franklin Covey Earnings Conference Call.

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July 4 - News, Transcripts

Constellation Brands, Inc. (NYSE:STZ) Q1 2026 Earnings Call Transcript

Operator: Greetings, and welcome to the Constellation Brands Q1 Fiscal Year 2026 Earnings Conference Call and Webcast.

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July 4 - News, Transcripts

Here’s Why The Trade Desk (TTD) Traded Down in Q1

Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Growth Fund” first quarter 2025 investor letter.

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July 4 - Hedge Fund Investor Letters, News

Should You Invest in Natera (NTRA)?

Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Growth Fund” first quarter 2025 investor letter.

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July 4 - Hedge Fund Investor Letters, News

Is Chipotle Mexican Grill (CMG) Trading at an Attractive Price?

Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Growth Fund” first quarter 2025 investor letter.

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July 4 - Hedge Fund Investor Letters, News

Do You Believe in the Growth Potential of BILL Holdings (BILL)?

Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Growth Fund” first quarter 2025 investor letter.

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July 4 - Hedge Fund Investor Letters, News

What Makes Ares Management Corporation (ARES) a Long Term Investment?

Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Growth Fund” first quarter 2025 investor letter.

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July 4 - Hedge Fund Investor Letters, News

Should You Invest in SanDisk Corp. (SNDK)?

Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Growth Fund” first quarter 2025 investor letter.

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July 4 - Hedge Fund Investor Letters, News

Here’s What Boosted O’Reilly Automotive’s (ORLY) Performance in Q1

Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Growth Fund” first quarter 2025 investor letter.

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July 4 - Hedge Fund Investor Letters, News

Strong Results Lifted MercadoLibre (MELI) in Q1

Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Growth Fund” first quarter 2025 investor letter.

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July 4 - Hedge Fund Investor Letters, News

Do You Believe in AppLovin Corp.’s (APP) Attractive Growth Potential?

Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Growth Fund” first quarter 2025 investor letter.

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July 4 - Hedge Fund Investor Letters, News

Dutch Bros Growth Potential Highlighted by Goldman Sachs With Neutral Rating

Dutch Bros Inc. (NYSE:BROS) ranks among the best cyclical stocks to buy now. On June 26, Goldman Sachs began coverage of Dutch Bros Inc.

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July 4 - News

Las Vegas Sands Faces Macau Market Challenges Despite Attractive Valuation, Says JPMorgan

Las Vegas Sands Corp. (NYSE:LVS) ranks among the best cyclical stocks to buy now. On June 23, JPMorgan set a price target of $47 and began coverage of Las Vegas Sands Corp.

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July 4 - News

Lululemon’s New Women’s Products and Inventory Strategy Drive Optimism, Says TD Cowen

Lululemon Athletica Inc. (NASDAQ:LULU) ranks among the best cyclical stocks to buy now.

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July 4 - News

Amer Sports Shows Strong Growth Momentum, Piper Sandler Sees Upside Potential

Amer Sports Inc. (NYSE:AS) ranks among the best cyclical stocks to buy now. On June 26, Piper Sandler began covering Amer Sports Inc.

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July 4 - News

UBS Highlights Carnival’s Tax Risk Elimination and Celebration Key Opening

Carnival Corporation & plc (NYSE:CCL) ranks among the best cyclical stocks to buy now.

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July 4 - News

BofA Maintains Buy on Chewy, Citing Market Share Gains and Online Pet Retail Strength

Chewy, Inc. (NYSE:CHWY) ranks among the best cyclical stocks to buy now. On June 25, BofA maintained a Buy rating on Chewy, Inc.

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July 4 - News

RBC Maintains Outperform on CarMax, Raises Price Target After Strong Results

CarMax, Inc. (NYSE:KMX) ranks among the best cyclical stocks to buy now. On June 23, RBC Capital maintained its Outperform rating on CarMax, Inc.

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July 4 - News

Marriott Seen as High-Quality Asset-Light Compounder with Limited Upside: JPMorgan

Marriott International, Inc. (NASDAQ:MAR) ranks among the best cyclical stocks to buy now. On June 23, JPMorgan began coverage of Marriott International, Inc.

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July 4 - News

KBW Lowers Lennar Price Target, Cites Margin Pressure and Rising Expenses

Lennar Corporation (NYSE:LEN) ranks among the best cyclical stocks to buy now.

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July 4 - News

JPMorgan Rates Hilton Overweight, Projects Strong EBITDA Growth

Hilton Worldwide Holdings Inc. (NYSE:HLT) ranks among the best cyclical stocks to buy now. On June 23, JPMorgan began coverage of Hilton Worldwide Holdings Inc.

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July 4 - News

Jefferies Maintains Buy on Nike Amid HOKA’s Slowing Sales Growth

Nike, Inc. (NYSE:NKE) ranks among the best cyclical stocks to buy now. Randal Konik, a Jefferies analyst, maintained his Buy rating for Nike, Inc.

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July 4 - News

Piper Sandler Reaffirms Price Target on Axsome (AXSM) Despite AXS-14 FDA Hurdle

Axsome Therapeutics Inc. (NASDAQ:AXSM) ranks among the 30 stocks expected to beat the market by 20 percentage points this year.

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July 4 - News

SAP Stock Rated Buy Despite Price Target Cut, Cited as Long-Term Growth Leader

SAP SE (NYSE:SAP) ranks among the best set-it-and-forget-it stocks to buy.

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July 4 - News

Linde Stock Holds Price Target as UBS Highlights AI, Hydrogen, and Growth Sectors

Linde plc (NASDAQ:LIN) ranks among the best set-it-and-forget-it stocks to buy.

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July 4 - News

Stryker’s Incompass System Secures FDA Nod, Boosting Orthopaedics Innovation Strategy

Stryker Corporation (NYSE:SYK) ranks among the best set-it-and-forget-it stocks to buy.

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July 4 - News

Costco Stock Rated Buy as UBS Highlights Growth Potential in Extended Hours Pilot

Costco Wholesale Corporation (NASDAQ:COST) ranks among the best set-it-and-forget-it stocks to buy.

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July 4 - News

Goldman Sachs Rates Johnson & Johnson a Buy, Citing Pipeline Strength and Policy Tailwinds

Johnson & Johnson (NYSE:JNJ) ranks among the best set-it-and-forget-it stocks to buy.

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July 4 - News

Comcast Gets Buy Rating as Peacock and Universal Boost Growth Outlook

Comcast Corporation (NASDAQ:CMCSA) ranks among the best set-it-and-forget-it stocks to buy.

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July 4 - News

Barclays Maintains Price Target as Progressive Surpasses Profit Expectations

The Progressive Corporation (NYSE:PGR) ranks among the best set-it-and-forget-it stocks to buy.

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July 4 - News

Truist Reaffirms Buy Rating as Home Depot Targets Pro Segment with GMS Deal

The Home Depot, Inc. (NYSE:HD) ranks among the best set-it-and-forget-it stocks to buy. Truist Securities kept its $417 price target and Buy rating on The Home Depot, Inc.

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July 4 - News

UBS Lowers UNH Target Amid Conservative 2025 Outlook from CEO

UnitedHealth Group Incorporated (NYSE:UNH) ranks among the best set-it-and-forget-it stocks to buy.

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July 4 - News

Piper Sandler Reaffirms Buy on Amgen Amid MariTide Tolerability Update

Amgen Inc. (NASDAQ:AMGN) ranks among the best set-it-and-forget-it stocks to buy.

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July 4 - News

Novo Nordisk Teams With WeightWatchers to Expand Wegovy Access

Novo Nordisk A/S (NYSE:NVO) ranks among the best set-it-and-forget-it stocks to buy.

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July 4 - News

JMP Reaffirms Price Target as Salesforce Expands AI Integration

Salesforce, Inc. (NYSE:CRM) ranks among the best set-it-and-forget-it stocks to buy.

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July 4 - News

TD Cowen Maintains Hold Rating on Merck After Enflonsia Vaccine Update

Merck & Co., Inc. (NYSE:MRK) ranks among the best set-it-and-forget-it stocks to buy.

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July 4 - News

Pfizer Advances HYMPAVZI After Successful Hemophilia Trial Results

Pfizer Inc. (NYSE:PFE) ranks among the best set-it-and-forget-it stocks to buy. On June 26, Pfizer Inc.

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July 4 - News

UBS Sees Strong Sales Outlook for Eli Lilly’s Zepbound and Mounjaro

Eli Lilly & Company (NYSE:LLY) ranks among the best set-it-and-forget-it stocks to buy.

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July 4 - News

Macquarie Upgrades MakeMyTrip After Share Buyback Cuts Trip.com Stake

MakeMyTrip Limited (NASDAQ:MMYT) ranks among the best cyclical stocks to buy now.

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July 4 - News

Autoliv Stock Rated Outperform by RBC Amid Market Share Strength, EV Resilience

Autoliv, Inc.

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July 4 - News

Amcor Stock Rated Overweight by Wells Fargo After Merger With Berry Global

Amcor Plc. (NYSE:AMCR) ranks among the best cyclical stocks to buy now. On June 26, Wells Fargo began coverage of Amcor Plc.

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July 4 - News

DICK’S Sporting Goods Rated Buy by UBS After Acquisition News

DICK’S Sporting Goods, Inc. (NYSE:DKS) ranks among the best cyclical stocks to buy now.

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July 4 - News

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