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Insider Monkey Blog

Viavi Solutions Inc. (VIAV): A Bull Case Theory 

We came across a bullish thesis on Viavi Solutions Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.

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December 18 - News, Stock Analysis

Viking Therapeutics, Inc. (VKTX): A Bull Case Theory 

We came across a bullish thesis on Viking Therapeutics, Inc. on Alpha Talon Investment Research’s Substack by AT Investment Research.

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December 18 - News, Stock Analysis

Xeris Biopharma Holdings, Inc. (XERS): A Bull Case Theory 

We came across a bullish thesis on Xeris Biopharma Holdings, Inc. on Alpha Talon Investment Research’s Substack by AT Investment Research and Rudy Does Research.

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December 18 - News, Stock Analysis

Ciena Corporation (CIEN): A Bull Case Theory 

We came across a bullish thesis on Ciena Corporation on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.

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December 18 - News, Stock Analysis

CommScope Holding Company, Inc. (COMM): A Bull Case Theory 

We came across a bullish thesis on CommScope Holding Company, Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.

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December 18 - News, Stock Analysis

Fabrinet (FN): A Bull Case Theory 

We came across a bullish thesis on Fabrinet on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.

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December 18 - News, Stock Analysis

Levi Strauss & Co. (LEVI): A Bull Case Theory 

We came across a bullish thesis on Levi Strauss & Co. on Paradox’s Substack by Paradox Intelligence.

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December 18 - News, Stock Analysis

MACOM Technology Solutions Holdings, Inc. (MTSI): A Bull Case Theory

 We came across a bullish thesis on MACOM Technology Solutions Holdings, Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.

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December 18 - News, Stock Analysis

Norwegian Cruise Line Holdings Ltd. (NCLH): A Bull Case Theory 

We came across a bullish thesis on Norwegian Cruise Line Holdings Ltd. on Guardian Research’s Substack.

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December 18 - News, Stock Analysis

RadNet, Inc. (RDNT): A Bear Case Theory 

We came across a bearish thesis on RadNet, Inc. on Hunterbrook’s Substack. In this article, we will summarize the bulls’ thesis on RDNT.

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December 18 - News, Stock Analysis

TransAlta Corporation (TAC): A Bull Case Theory 

We came across a bullish thesis on TransAlta Corporation on Stockdrifts Research’s Substack.

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December 18 - News, Stock Analysis

BWX Technologies, Inc. (BWXT): A Bull Case Theory 

We came across a bullish thesis on BWX Technologies, Inc. on X.com by @TheValueist.

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December 18 - News, Stock Analysis

Constellation Energy Corporation (CEG): A Bull Case Theory 

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

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December 18 - News, Stock Analysis

Kulicke and Soffa Industries, Inc. (KLIC): A Bull Case Theory 

We came across a bullish thesis on Kulicke and Soffa Industries, Inc. on X.com by @ContrarianCurse. In this article, we will summarize the bulls’ thesis on KLIC.

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December 18 - News, Stock Analysis

Harley-Davidson, Inc. (HOG): A Bull Case Theory 

We came across a bullish thesis on Harley-Davidson, Inc. on Levered Longhorn substack.

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December 18 - News, Stock Analysis

T1 Energy Inc. (TE): A Bull Case Theory 

We came across a bullish thesis on T1 Energy Inc. on Stockdrifts Research’s Substack.

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December 18 - News, Stock Analysis

10 Best Performing Electrical Infrastructure Stocks in 2025

The fundamental goal of dozens of electrical utility companies is to produce and provide electricity to customers.

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December 18 - Hedge Funds, News

Our Favorite CBD Gummies for 2026 (Joy Organics)

CBD gummies have quickly evolved from a niche wellness item to one of the most talked-about supplement categories going into 2026.

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December 18 - News, Press Releases

Rigetti Computing, Inc. (RGTI): A Bear Case Theory 

We came across a bearish thesis on Rigetti Computing, Inc. on wallstreetbets subreddit by  dnr41418.

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December 18 - News, Stock Analysis

Vertiv Holdings Co (VRT): A Bull Case Theory 

We came across a bullish thesis on Vertiv Holdings Co on X.com by @TheValueist.

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December 18 - News, Stock Analysis

The Cheesecake Factory Incorporated (CAKE): A Bull Case Theory 

We came across a bullish thesis on The Cheesecake Factory Incorporated on Stock Picker's Journey’s Substack by Gregg Jahnke.

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December 18 - News, Stock Analysis

Baxter International Inc. (BAX): A Bull Case Theory 

We came across a bullish thesis on Baxter International Inc. on Value investing subreddit by Mr-Gambini. In this article, we will summarize the bulls’ thesis on BAX.

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December 18 - News, Stock Analysis

Compass, Inc. (COMP): A Bull Case Theory 

We came across a bullish thesis on Compass, Inc. on Valueinvestorsclub.com by TooCheapToIgnore.

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December 18 - News, Stock Analysis

Dream Finders Homes, Inc. (DFH): A Bear Case Theory 

We came across a bearish thesis on Dream Finders Homes, Inc. on Valueinvestorsclub.com by Woodrow. In this article, we will summarize the bulls’ thesis on DFH.

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December 18 - News, Stock Analysis

Dycom Industries, Inc. (DY): A Bear Case Theory 

We came across a bearish thesis on Dycom Industries, Inc. on Valueinvestorsclub.com by Coffee capital.

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December 18 - News, Stock Analysis

First Watch Restaurant Group, Inc. (FWRG): A Bear Case Theory 

We came across a bearish thesis on First Watch Restaurant Group, Inc. on Valueinvestorsclub.com by anonymouscashflow.

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December 18 - News, Stock Analysis

Hexcel Corporation (HXL): A Bull Case Theory 

We came across a bullish thesis on Hexcel Corporation on Valueinvestorsclub.com by ElCid.

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December 18 - News, Stock Analysis

JOYY Inc. (JOYY): A Bull Case Theory 

We came across a bullish thesis on JOYY Inc. on Stocks subreddit by afwaefsegs9397. In this article, we will summarize the bulls’ thesis on JOYY.

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December 18 - News, Stock Analysis

Liberty Energy Inc. (LBRT): A Bull Case Theory 

We came across a bullish thesis on Liberty Energy Inc. on Valueinvestorsclub.com by Mason.

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December 18 - News, Stock Analysis

AZZ Inc. (AZZ): A Bull Case Theory 

We came across a bullish thesis on AZZ Inc. on Shareholdersunite Essentials’s Substack by Shareholdersunite.

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December 18 - News, Stock Analysis

Comfort Systems USA, Inc. (FIX): A Bull Case Theory

 We came across a bullish thesis on Comfort Systems USA, Inc. on X.com by @TheValueist. In this article, we will summarize the bulls’ thesis on FIX.

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December 18 - News, Stock Analysis

Hut 8 Corp. (HUT): A Bull Case Theory 

We came across a bullish thesis on Hut 8 Corp. on The Analyst's Journal’s Substack by A_Capital.

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December 18 - News, Stock Analysis

NRG Energy, Inc. (NRG): A Bull Case Theory 

We came across a bullish thesis on NRG Energy, Inc. on X.com by @TheValueist. In this article, we will summarize the bulls’ thesis on NRG.

Keep Reading →

December 18 - News, Stock Analysis

EchoStar Corporation (SATS): A Bull Case Theory 

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

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December 18 - News, Stock Analysis

Semtech Corporation (SMTC): A Bull Case Theory 

We came across a bullish thesis on Semtech Corporation on X.com by @TheValueist.

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December 18 - News, Stock Analysis

SPS Commerce, Inc. (SPSC): A Bull Case Theory 

We came across a bullish thesis on SPS Commerce, Inc. on Heavy Moat Investments’s Substack.

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December 18 - News, Stock Analysis

Tilray Brands, Inc. (TLRY): A Bear Case Theory 

We came across a bearish thesis on Tilray Brands, Inc. on The Dutch Investors’s Substack.

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December 18 - News, Stock Analysis

Slots, Blackjack or Live Dealer? The Easiest Way to Pick the Right Game for The Right Budget

Online casino play is already a big part of regulated US gaming: the American Gaming Association reported 2024 iGaming revenue of $8.41B, up 28.7% year over year, across seven...

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December 18 - Business, News

Roblox Corp (RBLX) is Gaining Market Share. Here’s Why

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter.

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December 18 - Hedge Fund Investor Letters, News

DexCom (DXCM) Fell Due to Modest Guidance

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter.

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December 18 - Hedge Fund Investor Letters, News

Here’s What Hit Chipotle Mexican Grill (CMG) in Q3

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter.

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December 18 - Hedge Fund Investor Letters, News

Verisk Analytics (VRSK) Fell Following the Quarterly Results

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter.

Keep Reading →

December 18 - Hedge Fund Investor Letters, News

Comfort Systems (FIX) Rose Following Strong Demand

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter.

Keep Reading →

December 18 - Hedge Fund Investor Letters, News

Brown Advisory Mid-Cap Growth Strategy Sold Figma (FIG) on Strength

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter.

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December 18 - Hedge Fund Investor Letters, News

What Makes Carvana (CVNA) an Investment Bet?

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter.

Keep Reading →

December 18 - Hedge Fund Investor Letters, News

Here’s Why Brown Advisory Mid-Cap Growth Strategy Initiated a Position in DraftKings (DKNG)

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter.

Keep Reading →

December 18 - Hedge Fund Investor Letters, News

Brown Advisory Mid-Cap Growth Strategy’s Q3 2025 Investor Letter

Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 investor letter.

Keep Reading →

December 18 - Hedge Fund Investor Letters, News

Parnassus Value Equity Fund Sold D.R. Horton (DHI) for Strategic Reorientation

Parnassus Investments, an investment management firm, released its “Parnassus Value Equity Fund” third-quarter 2025 investor letter.

Keep Reading →

December 18 - Hedge Fund Investor Letters, News

What Makes Stryker Corp. (SYK) a High-Quality, Defensive Compounder?

Parnassus Investments, an investment management firm, released its “Parnassus Value Equity Fund” third-quarter 2025 investor letter.

Keep Reading →

December 18 - Hedge Fund Investor Letters, News

Can Abbott Laboratories (ABT) Deliver Resilient Returns in the Long Term?

Parnassus Investments, an investment management firm, released its “Parnassus Value Equity Fund” third-quarter 2025 investor letter.

Keep Reading →

December 18 - Hedge Fund Investor Letters, News

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