Unity Software Inc. (U): A Bull Case Theory
We came across a bullish thesis on Unity Software Inc. on Dragon's Den Investing’s Substack. In this article, we will summarize the bulls’ thesis on U.
Insider Monkey Blog
Solaris Energy Infrastructure, Inc. (SEI): A Bull Case Theory
We came across a bullish thesis on Solaris Energy Infrastructure, Inc. on MVC Investing’s Substack by M. V. Cunha.
Carvana Co. (CVNA): A Bear Case Theory
We came across a bearish thesis on Carvana Co. on The Small Cap Strategist’s Substack by Strategist, Legal Special Situations, and Architect.
NexGen Energy Ltd. (NXE): A Bull Case Theory
We came across a bullish thesis on NexGen Energy Ltd. on Value investing subreddit by MightBeneficial3302. In this article, we will summarize the bulls’ thesis on NXE.
Zeta Global Holdings Corp. (ZETA): A Bull Case Theory
We came across a bullish thesis on Zeta Global Holdings Corp. on Deep Value Returns’s Substack. In this article, we will summarize the bulls’ thesis on ZETA.
Tempus AI, Inc. (TEM): A Bull Case Theory
We came across a bullish thesis on Tempus AI, Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
SharkNinja, Inc. (SN): A Bull Case Theory
We came across a bullish thesis on SharkNinja, Inc. on Bullseye Picks’s Substack by Bullseye Investing. In this article, we will summarize the bulls’ thesis on SN.
PG&E Corporation (PCG): A Bull Case Theory
We came across a bullish thesis on Pacific Gas and Electric Company on Value investing subreddit by cameronreilly.
Bio-Techne Corporation (TECH): A Bull Case Theory
We came across a bullish thesis on Bio-Techne Corporation on Valueinvestorsclub.com by rab. In this article, we will summarize the bulls’ thesis on TECH.
Novo Nordisk A/S (NVO): A Bull Case Theory
We came across a bullish thesis on Novo Nordisk A/S on Value investing subreddit by Max-lindberg. In this article, we will summarize the bulls’ thesis on NVO.
Why These Energy Stocks are Losing This Week
The S&P energy index managed to outperform the S&P 500 over the last week with gains of almost 2.8% between November 26 and December 3, primarily due to an uptick in the global...
Hedge Fund Investor Letters Q3 2025
We will be sharing Q3 2025 hedge fund investor letters in this article.
A Closer Look at Alphabet (GOOG): The Impact of AI on Established Market Leaders
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Harding Loevner Global Equity’s Views on Vertex Pharmaceuticals Incorporated (VRTX)
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here are the Factors that Contributed to Sony Group Corp’s (SONY) Surge in Q3
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Accenture (ACN) Traded Down Despite Reporting Good Results
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Made Thermo Fisher Scientific (TMO) a Solid Performer in Q3?
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Elevance Health (ELV) an Investment Choice?
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Robust Demand Boosted Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q3
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Downward Revision Of Forecast Hit Globant S.A. (GLOB) in Q3
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Netflix (NFLX) Slid as Earnings Failed to Impress the Market
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Harding Loevner Global Equity Strategy’s Q3 2025 Investor Letter
Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter.
Should You Invest in Workiva (WK)?
13D Activist Fund is a mutual fund that focuses on companies invested in by shareholder activists. The fund released its Q3 2025 investor letter.
Do You Think Viasat (VSAT) is a Materially Misunderstood Business?
13D Activist Fund is a mutual fund that focuses on companies invested in by shareholder activists. The fund released its Q3 2025 investor letter.
13D Activist Fund Established a Position in TripAdvisor (TRIP) in Q3
13D Activist Fund is a mutual fund that focuses on companies invested in by shareholder activists. The fund released its Q3 2025 investor letter.
13D Activist Fund’s Updates on Performance Food Group Co. (PFGC)
13D Activist Fund is a mutual fund that focuses on companies invested in by shareholder activists. The fund released its Q3 2025 investor letter.
Merchants Bancorp (MBIN): A Bull Case Theory
We came across a bullish thesis on Merchants Bancorp on Valueinvestorsclub.com by LDMR.
MercadoLibre, Inc. (MELI): A Bull Case Theory
We came across a bullish thesis on MercadoLibre, Inc. on X.com by DG_Invests. In this article, we will summarize the bulls’ thesis on MELI.
Medpace Holdings, Inc. (MEDP): A Bull Case Theory
We came across a bullish thesis on Medpace Holdings, Inc. on Archive Invest’s Substack by Felix. In this article, we will summarize the bulls’ thesis on MEDP.
nCino, Inc. (NCNO): A Bull Case Theory
We came across a bullish thesis on nCino, Inc. on Valueinvestorsclub.com by coyote. In this article, we will summarize the bulls’ thesis on NCNO.
Coherent Corp. (COHR): A Bull Case Theory
We came across a bullish thesis on Coherent Corp. on Mispriced Assets’s Substack by Nick Nemeth. In this article, we will summarize the bulls’ thesis on COHR.
What Makes BILL Holdings (BILL) an Investment Choice?
13D Activist Fund is a mutual fund that focuses on companies invested in by shareholder activists. The fund released its Q3 2025 investor letter.
Star Bulk Carriers Corp. (SBLK): A Bull Case Theory
We came across a bullish thesis on Star Bulk Carriers Corp. on Valueinvestorsclub.com by rosie918.
SoFi Technologies, Inc. (SOFI): A Bull Case Theory
We came across a bullish thesis on SoFi Technologies, Inc. on Archive Invest’s Substack by Felix. In this article, we will summarize the bulls’ thesis on SOFI.
Cellebrite DI Ltd. (CLBT): A Bull Case Theory
We came across a bullish thesis on Cellebrite DI Ltd. on X.com by KairosPraxis. In this article, we will summarize the bulls’ thesis on CLBT.
Canadian Pacific Kansas City Limited (CP): A Bull Case Theory
We came across a bullish thesis on Canadian Pacific Kansas City Limited on Beat the TSX (BTSX-20)’s Substack by Beat the TSX-27 Strategy..
Edison International (EIX): A Bull Case Theory
We came across a bullish thesis on Edison International on Research Corner’s Substack by Qian Yuantian. In this article, we will summarize the bulls’ thesis on EIX.
Qualys, Inc. (QLYS): A Bull Case Theory
We came across a bullish thesis on Qualys, Inc. on Asymmetric Edge’s Substack. In this article, we will summarize the bulls’ thesis on QLYS.
Intuitive Machines, Inc. (LUNR): A Bull Case Theory
We came across a bullish thesis on Intuitive Machines, Inc. on Value investing subreddit by andthentherewastwo.
13D Activist Fund’s Q3 2025 Investor Letter
13D Activist Fund is a mutual fund that focuses on companies invested in by shareholder activists. The fund released its Q3 2025 investor letter.
Itron, Inc. (ITRI): A Bull Case Theory
We came across a bullish thesis on Itron, Inc. on Asymmetric Edge’s Substack. In this article, we will summarize the bulls’ thesis on ITRI.
Intuit Inc. (INTU): A Bull Case Theory
We came across a bullish thesis on Intuit Inc. on Asymmetric Edge’s Substack. In this article, we will summarize the bulls’ thesis on INTU.
West Pharmaceutical Services (WST) Rebounded in Q3
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
Here’s Why Cadence (CDNS) Surged in Q3
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
Marvell Technology (MRVL) Rose Following Management’s Reassurance on Data Center Revenue Growth
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
DoorDash, Inc. (DASH): A Bull Case Theory
We came across a bullish thesis on DoorDash, Inc. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on DASH.
Here are NVIDIA Corporation’s (NVDA) Growth Drivers
Brown Advisory, an investment management company, released its “Brown Advisory Large-Cap Growth Strategy” third-quarter 2025 investor letter.
CoreWeave, Inc. (CRWV): A Bull Case Theory
We came across a bullish thesis on CoreWeave, Inc. on Level-Headed Investing’s Substack by Bernardo. In this article, we will summarize the bulls’ thesis on CRWV.
Afya Limited (AFYA): A Bull Case Theory
We came across a bullish thesis on Afya Limited on Emerging Value’s Substack.
Allison Transmission Holdings, Inc. (ALSN): A Bull Case Theory
We came across a bullish thesis on Allison Transmission Holdings, Inc. on Divergent Capital’s Substack. In this article, we will summarize the bulls’ thesis on ALSN.
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