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Insider Monkey Blog

Here’s What Hit Delcath Systems (DCTH) in Q3

Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here.

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December 16 - Hedge Fund Investor Letters, News

Renew Energy (RNW) Loses 27% as Firm Pulls Out from Acquisition Plan

ReNew Energy nosedived by 27.15 percent on Monday to finish at $5.50 apiece as investors unloaded positions after Masdar, one of the largest renewable energy companies globally...

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December 16 - News

Riverwater Partners Micro Opportunities Strategy’s Q3 2025 Investor Letter

Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q3 2025 investor letter.

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December 16 - Hedge Fund Investor Letters, News

Constructing the AI Landscape: OpenAI Coordinates with Advanced Micro Devices (AMD)

Brasada Capital Management, an investment management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here.

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December 16 - Hedge Fund Investor Letters, News

Is the Real Fight in AI Between Broadcom and Nvidia (NVDA)?

Brasada Capital Management, an investment management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here.

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December 16 - Hedge Fund Investor Letters, News

RedotPay Raises US$107M in Series B to Drive Stablecoin Payments Adoption Globally

With over 6 million users across more than 100 countries, RedotPay is disrupting traditional fintech by leveraging blockchain rails to deliver the best product experience to...

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December 16 - Press Releases

Do You Believe in Provident Financial Services’ (PFS) Upward Valuation Potential?

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here.

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December 16 - Hedge Fund Investor Letters, News

The Rise of the AI Companion Market & Its Future Implications

A major behavioural and technological shift is underway as users increasingly turn to personalised digital companions instead of traditional search, social, or messaging tools...

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December 16 - Business, News

Riverwater Partners Small Cap Strategy Sold Its Stake in Haemonetics Corporation (HAE) in Q3

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here.

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December 16 - Hedge Fund Investor Letters, News

A Confluence of Headwinds Affected Palomar (PLMR) in Q3

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here.

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December 16 - Hedge Fund Investor Letters, News

Modine Manufacturing Company (MOD) Benefited From AI Spending

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here.

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December 16 - Hedge Fund Investor Letters, News

Here’s What Boosted Uranium Energy Corp’s (UEC) Rally in Q3

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here.

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December 16 - Hedge Fund Investor Letters, News

Champions Oncology, Inc. (NASDAQ:CSBR) Q2 2026 Earnings Call Transcript

Champions Oncology, Inc. (NASDAQ:CSBR) Q2 2026 Earnings Call Transcript December 15, 2025Champions Oncology, Inc. misses on earnings expectations.

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December 16 - News, Transcripts

Ocean Power Technologies, Inc. (AMEX:OPTT) Q2 2026 Earnings Call Transcript

Ocean Power Technologies, Inc. (AMEX:OPTT) Q2 2026 Earnings Call Transcript December 15, 2025Ocean Power Technologies, Inc. misses on earnings expectations.

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December 16 - News, Transcripts

Netskope, Inc. Class A Common Stock (NASDAQ:NTSK) Q3 2026 Earnings Call Transcript

Operator: And thank you for standing by. Welcome to Netskope Third Quarter Fiscal 2026 Earnings Conference Call.

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December 16 - News, Transcripts

Quanex Building Products Corporation (NYSE:NX) Q4 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Fourth Quarter and Full Year 2025 Quanex Building Products Corporation Earnings Conference Call.

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December 16 - News, Transcripts

BillionToOne, Inc. (NASDAQ:BLLN) Q3 2025 Earnings Call Transcript

Operator: BillionToOne Third Quarter 2025 Earnings Call. [Operator Instructions]. Please be advised that today's call is being recorded.

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December 16 - News, Transcripts

Here’s Why Riverwater Partners Small Cap Strategy Initiated a Small Position in Preformed Line Products Company (PLPC)

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here.

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December 16 - Hedge Fund Investor Letters, News

Here’s Why Riverwater Partners Small Cap Strategy Sold Vestis Corporation (VSTS)

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here.

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December 16 - Hedge Fund Investor Letters, News

Riverwater Partners Small Cap Strategy Sold Iridium Communications (IRDM) as Growth Slows

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here.

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December 16 - Hedge Fund Investor Letters, News

10 Best SaaS Stocks Trading at a Discount

The software-as-a-service, or SaaS, sector isn't the same in the AI era.

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December 16 - News

Multiple Headwinds Hit Crocs (CROX) in Q3

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here.

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December 16 - Hedge Fund Investor Letters, News

What Makes Worthington Enterprises (WOR) an Attractive Investment Choice?

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here.

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December 16 - Hedge Fund Investor Letters, News

What Drove Riverwater Partners Small Cap Strategy to Invest in Digi International (DGII)?

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here.

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December 16 - Hedge Fund Investor Letters, News

Is Belden (BDC) Well Positioned for Continued Growth?

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q3 2025 investor letter. A copy of the letter can be downloaded here.

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December 16 - Hedge Fund Investor Letters, News

Riverwater Partners Small Cap Strategy’s Q3 2025 Investor Letter

Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q3 2025 investor letter.

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December 16 - Hedge Fund Investor Letters, News

Here’s What Drove Alphabet’s (GOOG) Upswing

Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan Global Fund”.

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December 16 - Hedge Fund Investor Letters, News

Taiwan Semiconductor Manufacturing Company Limited (TSM) Surged on Strong Market Sentiment

Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan Global Fund”.

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December 16 - Hedge Fund Investor Letters, News

Here’s What Boosted ASML Holding N.V. (ASML) in Q3

Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan Global Fund”.

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December 16 - Hedge Fund Investor Letters, News

Magellan Global Fund’s Thoughts on CME Group (CME)

Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan Global Fund”.

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December 16 - Hedge Fund Investor Letters, News

7 Best Holding Company Stocks to Buy According to Analysts

In a market where volatility is the new norm, investors are prioritising stability without sacrificing growth. Investing in holding companies is one way to pursue this.

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December 16 - Hedge Funds, News

Analysts Maintain Buy on Gorilla Technology Group Inc (GRRR) as Strategic Investment Boosts AI Infrastructure Growth

Gorilla Technology Group Inc. (NASDAQ:GRRR) is one of the best affordable AI stocks to buy now.

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December 15 - News

Palladyne AI Corp (PDYN) On the Cusp of Robust Growth Following Defense Division Formation

Palladyne AI Corp (NASDAQ:PDYN) is one of the best affordable AI stocks to buy now. Palladyne AI Corp (NASDAQ:PDYN) commands a Moderate Buy consensus rating on Wall Street.

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December 15 - News

NICE (NICE) Expands AI Customer Experience Platform in South Africa Amid Ongoing Analyst Caution

NICE Ltd. (NASDAQ:NICE) is one of the best affordable AI stocks to buy now.

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December 15 - News

Analysts Maintain Buy on Concentrix (CNXC) Amid Strong Growth Outlook

Concentrix Corporation (NASDAQ:CNXC) is one of the best affordable AI stocks to buy now.

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December 15 - News

Jim Cramer Highlights Paychex’s Role in Managing Payouts

“Finally, Friday, we have a bunch of good reads on a slew of different industries… Paychex handles the payouts of millions of individuals who work at small and medium-sized...

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December 15 - News

Is Kyndryl Holdings Inc. (KD) One of the Best Affordable AI Stocks to Buy Now?

Kyndryl Holdings Inc. (NYSE:KD) is one of the best affordable AI stocks to buy now.

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December 15 - News

Jim Cramer Highlights How Conagra Reflects Consumer Habits

Conagra Brands, Inc. (NYSE:CAG) is one of the stocks on Jim Cramer’s game plan this week.

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December 15 - News

Penguin Solutions, Inc. (PENG) Strengthens Memory Portfolio for Harsh Environments

Penguin Solutions, Inc. (NASDAQ:PENG) is one of the best affordable AI stocks to buy now. Penguin Solutions, Inc. (NASDAQ:PENG) holds a Strong Buy rating from four analysts.

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December 15 - News

Jim Cramer Discusses Discretionary Spending Through Carnival Cruise Insights

“Finally, Friday, we have a bunch of good reads on a slew of different industries. Carnival Cruise will tell us about discretionary spending.

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December 15 - News

Analysts Offer Mixed Views on Cognizant (CTSH) as AI Strategy Gains Momentum

Cognizant Technology Solutions Corporation (NASDAQ:CTSH) is one of the best affordable AI stocks to buy now.

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December 15 - News

Jim Cramer Says “FedEx Could Be the Star of the Week”

“Next up, I like Thursday… After the close is the biggest night of the week when CNBC Investing Club position, Nike reports, and FedEx also issues its quarterly numbers… ...

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December 15 - News

Analysts Boost Ratings and Targets as Dell’s (DELL) AI Server Momentum Surges

Dell Technologies Inc. (NYSE:DELL) is one of the best affordable AI stocks to buy now. On December 4, Dell Technologies Inc.

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December 15 - News

Jim Cramer on Nike: “It’s the Old Inventory That I Worry About”

“Next up, I like Thursday… After the close is the biggest night of the week when CNBC Investing Club position, Nike reports, and FedEx also issues its quarterly numbers.

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December 15 - News

Analysts Maintain Neutral Outlook on Zoom (ZM) Following Strong Earnings and Defense Expansion

Zoom Communications Inc (NASDAQ:ZM) is one of the best affordable AI stocks to buy now.

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December 15 - News

Jim Cramer on Cintas: “That’s a Terrific Barometer of the Mood of Small Business”

Cintas Corporation (NASDAQ:CTAS) provides uniform rental, facility services, and workplace supplies, including garments, mats, restroom products, and cleaning services for businesses...

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December 15 - News

Analysts Boost Micron (MU) Price Targets as AI Demand Drives Growth

Micron Technology, Inc. (NASDAQ:MU) is one of the best affordable AI stocks to buy now.

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December 15 - News

Jim Cramer Says Olive Garden “Is Crushing It” and So Is Darden Stock

Darden Restaurants, Inc. (NYSE:DRI) is one of the stocks on Jim Cramer’s game plan this week.

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December 15 - News

Wall Street Analysts Back Amdocs (DOX) with Strong Buy Ratings Amid AI-Driven Growth

Amdocs Limited (NASDAQ:DOX) is one of the best affordable AI stocks to buy now. Amdocs Limited (NASDAQ:DOX) commands a consensus strong Buy rating on Wall Street.

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December 15 - News

Jim Cramer Calls General Mills “Litmus Test for the Group”

General Mills, Inc. (NYSE:GIS) is one of the stocks on Jim Cramer’s game plan this week.

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December 15 - News

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