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Insider Monkey Blog

Do You Believe in the Upside Potential of Jack Henry & Associates (JKHY)?

Aoris Investment Management, a specialist international equity manager, released its "Aoris International Fund" Q2 2025 investor letter. A copy of the letter can be downloaded...

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August 28 - Hedge Fund Investor Letters, News

Aoris International Fund’s Comments on Microsoft (MSFT)

Aoris Investment Management, a specialist international equity manager, released its "Aoris International Fund" Q2 2025 investor letter. A copy of the letter can be downloaded...

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August 28 - Hedge Fund Investor Letters, News

Will Accenture (ACN) be Able to Grow Revenue and Earnings?

Aoris Investment Management, a specialist international equity manager, released its "Aoris International Fund" Q2 2025 investor letter. A copy of the letter can be downloaded...

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August 28 - Hedge Fund Investor Letters, News

Aoris International Fund Exited Its Stake in Copart (CPRT)

Aoris Investment Management, a specialist international equity manager, released its "Aoris International Fund" Q2 2025 investor letter. A copy of the letter can be downloaded...

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August 28 - Hedge Fund Investor Letters, News

Aoris International Fund’s Top Q2 Contributor: Amphenol Corporation (APH)

Aoris Investment Management, a specialist international equity manager, released its "Aoris International Fund" Q2 2025 investor letter. A copy of the letter can be downloaded...

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August 28 - Hedge Fund Investor Letters, News

Aoris International Fund’s Q2 2025 Investor Letter

Aoris Investment Management, a specialist international equity manager, released its "Aoris International Fund" Q2 2025 investor letter. International equity markets, represented...

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August 28 - Hedge Fund Investor Letters, News

Here’s Voss Capital’s Investment Thesis on its Long Position Five9 (FIVN)

Voss Capital, LLC, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 28 - Hedge Fund Investor Letters, News

Should You Hold United Parks & Resorts (PRKS)?

Voss Capital, LLC, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 28 - Hedge Fund Investor Letters, News

Phinia (PHIN) Stood Resilient Amid Weak End Markets

Voss Capital, LLC, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 28 - Hedge Fund Investor Letters, News

Is Cellebrite (CLBT) Poised to Re-Accelerate in 2026?

Voss Capital, LLC, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 28 - Hedge Fund Investor Letters, News

Here’s Voss Capital’s Update on Genius Sports (GENI)

Voss Capital, LLC, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 28 - Hedge Fund Investor Letters, News

Jim Cramer Said AI Is A “Souped-Up Google” As He Discussed These 11 Stocks

In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed market and industry doubts about AI.

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August 28 - News

Voss Capital’s Q2 2025 Investor Letter

Voss Capital, LLC, an investment management company, released its second-quarter 2025 investor letter.

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August 28 - Hedge Fund Investor Letters, News

What Makes Axon Enterprise (AXON) the Premier Operating System For Public Safety?

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” second-quarter 2025 investor letter.

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August 28 - Hedge Fund Investor Letters, News

Tradeweb Markets (TW) Shares Pulled Back Despite Solid Fundamentals

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” second-quarter 2025 investor letter.

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August 28 - Hedge Fund Investor Letters, News

MercadoLibre (MELI) Rose due to Robust Performance And Operating Margins

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” second-quarter 2025 investor letter.

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August 28 - Hedge Fund Investor Letters, News

How Artificial Intelligence Shapes the Future of Financial Market Analysis

Artificial intelligence is rapidly transforming the way investors analyze financial markets, unlocking new possibilities for data-driven decision-making.

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August 28 - Business, News

What Makes Carvana Co. (CVNA) a Good Investment?

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” second-quarter 2025 investor letter.

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August 28 - Hedge Fund Investor Letters, News

Better-Than-Anticipated Results Lifted Vistra Corp. (VST) in Q2

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” second-quarter 2025 investor letter.

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August 28 - Hedge Fund Investor Letters, News

Do You Believe in the Long-Term Growth Potential of Hilton Worldwide Holdings (HLT)?

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” second-quarter 2025 investor letter.

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August 28 - Hedge Fund Investor Letters, News

Here’s Why Roblox (RBLX) is a Relative Performance Headwind for the ClearBridge Mid Cap Growth Strategy

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” second-quarter 2025 investor letter.

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August 28 - Hedge Fund Investor Letters, News

ClearBridge Mid Cap Growth Strategy Exited Palantir Technologies (PLTR) as It Left the Benchmark

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” second-quarter 2025 investor letter.

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August 28 - Hedge Fund Investor Letters, News

ClearBridge Investments Mid Cap Growth Strategy’s Q2 2025 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” second-quarter 2025 investor letter.

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August 28 - Hedge Fund Investor Letters, News

Verizon (VZ) Expands Global Connectivity With New Prepaid 5G Plans on Total Wireless, Simple Mobile

Verizon Communications Inc. (NYSE:VZ) ranks among the best 5G stocks to buy now. Verizon Communications Inc.

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August 28 - News

Morgan Stanley Maintains Equalweight on Skyworks (SWKS), Cuts Price Target Amid Broadcom Content Loss

Skyworks Solutions, Inc. (NASDAQ:SWKS) ranks among the best 5G stocks to buy now. Morgan Stanley retained its Equalweight rating on Skyworks Solutions, Inc.

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August 28 - News

American Tower (AMT) Exceeds Q2 Estimates, Raises Guidance on 5G Rollout and Currency Gains

American Tower Corporation (NYSE:AMT) ranks among the best 5G stocks to buy now.

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August 28 - News

Crown Castle (CCI) Outlook Brightens as BMO Lifts Target Amid Fiber Sale Plans

Crown Castle Inc. (NYSE:CCI) ranks among the best 5G stocks to buy now. On August 19, BMO Capital raised its price target for Crown Castle Inc.

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August 28 - News

Qualcomm (QCOM) Pushes 5G Innovation With New Snapdragon Wearable Platforms and Broader Market Strategy

QUALCOMM Incorporated (NASDAQ:QCOM) ranks among the best 5G stocks to buy now. QUALCOMM Incorporated (NASDAQ:QCOM) shared its strategic vision at the J.P.

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August 28 - News

T-Mobile (TMUS) Beats Q2 Estimates With Strong 5G Growth and Satellite Service Expansion

T-Mobile US, Inc. (NYSE:TMUS) ranks among the best 5G stocks to buy now. On August 21, T-Mobile US, Inc.

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August 28 - News

Analysts Bullish on Marvell Technology (MRVL) as Hyperscalers Cloud Demand

Marvell Technology, Inc. (NASDAQ:MRVL) ranks among the best 5G stocks to buy now.

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August 28 - News

Comcast (CMCSA) Stock Price Target Raised as Broadband and Streaming Businesses Gain Momentum

Comcast Corporation (NASDAQ:CMCSA) ranks among the best 5G stocks to buy now.

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August 28 - News

AT&T (T) Embraces AI and Fiber Expansion to Strengthen Network Performance

AT&T Inc. (NYSE:T) ranks among the best 5G stocks to buy now. At the KeyBanc Capital Markets Technology Leadership Forum on August 11, AT&T Inc.

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August 28 - News

Mizuho Keeps Outperform on Advanced Micro Devices (AMD) and Boosts Earnings Projections

Advanced Micro Devices, Inc. (NASDAQ:AMD) ranks among the best 5G stocks to buy now. On August 15, Mizuho maintained its Outperform rating on Advanced Micro Devices, Inc.

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August 28 - News

NVIDIA (NVDA) Projects $54 Billion Q3 Revenue Despite H2O Chip Export Restrictions to China

NVIDIA Corporation (NASDAQ:NVDA) ranks among the best 5G stocks to buy now.

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August 28 - News

Nightclubs and Sports Bars Aid RCI Hospitality’s (RICK) Q3 2025 Profit Growth

RCI Hospitality Holdings, Inc. (NASDAQ:RICK) ranks among the best sin stocks to buy right now. RCI Hospitality Holdings, Inc.

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August 28 - News

Jefferies Raises Tilray (TLRY) Price Target on Potential Cannabis Rescheduling

Tilray Brands, Inc. (NASDAQ:TLRY) ranks among the best sin stocks to buy right now. On August 25, Jefferies lifted its price target for Tilray Brands, Inc.

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August 28 - News

British American Tobacco (BTI) Plans Disposable Vape in U.S. Amid Rising Demand

British American Tobacco Plc (NYSE:BTI) ranks among the best sin stocks to buy right now.

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August 28 - News

HSBC Maintains Buy Rating on FEMSA (FMX) Amid CEO Succession Plans

Fomento Económico Mexicano, S.A.B. de C.V. (NYSE:FMX) ranks among the best sin stocks to buy right now.

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August 28 - News

Brown-Forman (BF-B) Outlook Improves as UBS Adjusts EPS and Price Target

Brown-Forman Corporation (NYSE:BF-B) ranks among the best sin stocks to buy right now.

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August 28 - News

Stifel Analysts Cite Attractive Setup for Penn Entertainment (PENN) Despite Macroeconomic Uncertainty

Penn Entertainment, Inc. (NASDAQ:PENN) ranks among the best sin stocks to buy right now. Following a tour to Penn Entertainment, Inc.

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August 28 - News

Wynn Resorts (WYNN) Posts Record Q2 EBITDAR with Strong Vegas Casino Revenue Growth

Wynn Resorts, Limited (NASDAQ:WYNN) ranks among the best sin stocks to buy right now.

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August 28 - News

Tobacco Giant Altria (MO) Increases Dividend as Stifel Maintains Positive Outlook

Altria Group, Inc. (NYSE:MO) ranks among the best sin stocks to buy right now. Stifel maintained a Buy rating on Altria Group, Inc.

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August 28 - News

Benchmark Maintains Buy on DraftKings (DKNG) Amid Prediction Market Plans

DraftKings Inc. (NASDAQ:DKNG) ranks among the best sin stocks to buy right now. On August 22, Benchmark maintained a Buy rating and a $53 price target for DraftKings Inc.

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August 28 - News

Benchmark Maintains Buy on Flutter Entertainment (FLUT) Amid 2025 CME Group Partnership

Flutter Entertainment plc (NYSE:FLUT) ranks among the best sin stocks to buy right now.

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August 28 - News

Here’s Why T-Mobile US (TMUS) Traded Lower in Q2

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” second-quarter 2025 investor letter. A copy of the letter can...

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August 28 - Hedge Fund Investor Letters, News

JPMorgan Chase (JPM) Rose on Renewed Investor Optimism

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” second-quarter 2025 investor letter. A copy of the letter can...

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August 28 - Hedge Fund Investor Letters, News

Here’s What Pulled Down UnitedHealth (UNH) in Q2

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” second-quarter 2025 investor letter. A copy of the letter can...

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August 28 - Hedge Fund Investor Letters, News

8 Best Diversified Bank Stocks to Invest in Right Now

Given their consistent profitability and long-term dividends, banks are considered "certainty assets" in the context of slow global development and mounting volatility, which ...

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August 28 - Hedge Funds, News

13 Best Long-Term Stocks to Invest in According to Warren Buffett

Warren Buffett’s long-term investing philosophy is rooted in patience, quality, and understanding.

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August 28 - Hedge Funds, News

After $546M H1, Nexus Bets on Compliance and Crypto to Break Into the Top 30

In online gaming, the most valuable feature is not a slick bet builder or a catchy banner; it is permission.

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August 28 - Business, News

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