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Insider Monkey Blog

RELX PLC (RELX): A Bull Case Theory

We came across a bullish thesis on RELX PLC on Hidden Market Gems’s Substack. In this article, we will summarize the bulls’ thesis on RELX.

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August 4 - News, Stock Analysis

SoFi Technologies, Inc. (SOFI): A Bull Case Theory

We came across a bullish thesis on SoFi Technologies, Inc. on Daniel Romero’s Substack. In this article, we will summarize the bulls’ thesis on SOFI.

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August 4 - News, Stock Analysis

Constellation Brands, Inc. (STZ): A Bull Case Theory

We came across a bullish thesis on Constellation Brands, Inc. on Valueinvesting subreddit by raytoei. In this article, we will summarize the bulls’ thesis on STZ.

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August 4 - News, Stock Analysis

WPP plc (WPP): A Bull Case Theory

We came across a bullish thesis on WPP plc on Waterboy’s Substack by Waterboy. In this article, we will summarize the bulls’ thesis on WPP.

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August 4 - News, Stock Analysis

Banco BBVA Argentina S.A. (BBAR): A Bull Case Theory

We came across a bullish thesis on Banco BBVA Argentina S.A. on Jeremie Boyer’s Substack. In this article, we will summarize the bulls’ thesis on BBAR.

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August 4 - News, Stock Analysis

Banco Macro S.A. (BMA): A Bull Case Theory

We came across a bullish thesis on Banco Macro S.A. on Jeremie Boyer’s Substack. In this article, we will summarize the bulls’ thesis on BMA.

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August 4 - News, Stock Analysis

Burford Capital Limited (BUR): A Bull Case Theory

We came across a bullish thesis on Burford Capital Limited on Coughlin Capital’s Substack by Brian Coughlin. In this article, we will summarize the bulls’ thesis on BUR.

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August 4 - News, Stock Analysis

Lithia Motors, Inc. (LAD): A Bull Case Theory

We came across a bullish thesis on Lithia Motors, Inc. on Valueinvesting subreddit by Yo_Biff. In this article, we will summarize the bulls’ thesis on LAD.

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August 4 - News, Stock Analysis

Limbach Holdings, Inc. (LMB): A Bull Case Theory

We came across a bullish thesis on Limbach Holdings, Inc.  on Brian’s Substack by Brian Flasker. In this article, we will summarize the bulls’ thesis on LMB.

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August 4 - News, Stock Analysis

Novo Nordisk A/S (NVO): A Bull Case Theory

We came across a bullish thesis on Novo Nordisk A/S on Valueinvesting subreddit by Menu-Quirky. In this article, we will summarize the bulls’ thesis on NVO.

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August 4 - News, Stock Analysis

Albemarle Corporation (ALB): A Bull Case Theory

We came across a bullish thesis on Albemarle Corporation on The Musings of Ozz’s Substack by Christopher De Ozz.

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August 4 - News, Stock Analysis

Compañía Cervecerías Unidas S.A. (CCU): A Bull Case Theory

We came across a bullish thesis on Compañía Cervecerías Unidas S.A.  on Cayucos Capital’s Substack. In this article, we will summarize the bulls’ thesis on CCU.

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August 4 - News, Stock Analysis

Hims & Hers Health, Inc. (HIMS): A Bull Case Theory

We came across a bullish thesis on Hims & Hers Health, Inc. on The Musings of Ozz’s substack by Christopher De Ozz.

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August 4 - News, Stock Analysis

Opendoor Technologies Inc. (OPEN): A Bull Case Theory

We came across a bullish thesis on Opendoor Technologies Inc. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on OPEN.

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August 4 - News, Stock Analysis

Ultragenyx Pharmaceutical Inc. (RARE): A Bull Case Theory

We came across a bullish thesis on Ultragenyx Pharmaceutical Inc. on Valueinvesting subreddit by bluespacecolombo.

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August 4 - News, Stock Analysis

Smith Douglas Homes Corp. (SDHC): A Bear Case Theory

We came across a bearish thesis on Smith Douglas Homes Corp. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on SDHC.

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August 4 - News, Stock Analysis

Shake Shack Inc. (SHAK): A Bear Case Theory

We came across a bearish thesis on Shake Shack Inc. on Valueinvesting subreddit by stressed_senior110. In this article, we will summarize the bulls’ thesis on SHAK.

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August 4 - News, Stock Analysis

Symbotic Inc. (SYM): A Bull Case Theory

We came across a bullish thesis on Symbotic Inc. on Valueinvesting subreddit by jackandjillonthehill. In this article, we will summarize the bulls’ thesis on SYM.

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August 4 - News, Stock Analysis

Builders FirstSource, Inc. (BLDR): A Bull Case Theory

We came across a bullish thesis on Builders FirstSource, Inc. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on BLDR.

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August 4 - News, Stock Analysis

Brookfield Corporation (BN): A Bull Case Theory

We came across a bullish thesis on Brookfield Corporation on Capitalist Letters’s Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on BN.

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August 4 - News, Stock Analysis

Hedge Fund and Insider Trading News: Ray Dalio, Warren Buffett, Jim Cramer, Elliott Management, Marshall Wace, Alden Global Capital, Schonfeld Strategic Advisors, First Business Financial Services Inc (FBIZ), Tofutti Brands Inc (TOFB), and More

You may be concerned about the recent declines in AI stocks such as NVDA.

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August 4 - Hedge Funds, Insider Trading

Robinhood Markets, Inc. (HOOD): A Bear Case Theory

We came across a bearish thesis on Robinhood Markets, Inc. on SixSigmaCapital: Navigating the Financial Markets’s Substack by SixSigmaCapital.

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August 4 - News, Stock Analysis

IDT Corporation (IDT): A Bull Case Theory

We came across a bullish thesis on IDT Corporation on Polymath Investor’s Substack by Polymath Investor and James Emanuel.

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August 4 - News, Stock Analysis

Kohl’s Corporation (KSS): A Bull Case Theory

We came across a bullish thesis on Kohl’s Corporation on Valueinvesting subreddit by Friendly-Excuse400. In this article, we will summarize the bulls’ thesis on KSS.

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August 4 - News, Stock Analysis

LyondellBasell Industries N.V. (LYB): A Bull Case Theory

We came across a bullish thesis on LyondellBasell Industries N.V. on DeepValue Capital’s Substack. In this article, we will summarize the bulls’ thesis on LYB.

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August 4 - News, Tech

Thermo Fisher Scientific Inc. (TMO): A Bull Case Theory

We came across a bullish thesis on Thermo Fisher Scientific Inc. on Rijnberk InvestInsights’s Substack by Daan | InvestInsights.

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August 4 - News, Stock Analysis

Dave Inc. (DAVE): A Bull Case Theory

We came across a bullish thesis on Dave Inc. on Komodo Capital’s Substack. In this article, we will summarize the bulls’ thesis on DAVE.

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August 4 - News, Stock Analysis

Bumble Inc. (BMBL): A Bull Case Theory

We came across a bullish thesis on Bumble Inc. Valueinvesting subreddit by HaywardUCuddleme. In this article, we will summarize the bulls’ thesis on BMBL.

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August 4 - News, Stock Analysis

Clarivate Plc (CLVT): A Bull Case Theory

We came across a bullish thesis on Clarivate Plc on Valueinvestorsclub.com by sediment. In this article, we will summarize the bulls’ thesis on CLVT.

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August 4 - News, Stock Analysis

Grab Holdings Limited (GRAB): A Bull Case Theory

We came across a bullish thesis on Grab Holdings Limited on Chit Chat Stock’s Substack by Ryan Henderson. In this article, we will summarize the bulls’ thesis on GRAB.

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August 4 - News, Stock Analysis

IES Holdings, Inc. (IESC): A Bull Case Theory

We came across a bullish thesis on IES Holdings, Inc. on Valueinvestorsclub.com by BSCM753. In this article, we will summarize the bulls’ thesis on IESC.

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August 4 - News, Stock Analysis

JPMorgan Chase & Co. (JPM): A Bull Case Theory

We came across a bullish thesis on JPMorgan Chase & Co. on Long-term Investing’s Substack by Sanjiv. In this article, we will summarize the bulls’ thesis on JPM.

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August 4 - News, Stock Analysis

Joint Stock Company Kaspi.kz (KSPI): A Bull Case Theory

We came across a bullish thesis on Joint Stock Company Kaspi.kz on Peter’s Substack by Peter Thomason. In this article, we will summarize the bulls’ thesis on KSPI.

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August 4 - News, Stock Analysis

Philip Morris International Inc. (PM): A Bull Case Theory

We came across a bullish thesis on Philip Morris International Inc. on Recital’s Substack by Anthony Yiu. In this article, we will summarize the bulls’ thesis on PM.

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August 4 - News, Stock Analysis

QuidelOrtho Corporation (QDEL): A Bull Case Theory

We came across a bullish thesis on QuidelOrtho Corporation on Valueinvestorsclub.com by Novana. In this article, we will summarize the bulls’ thesis on QDEL.

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August 4 - News, Stock Analysis

Sibanye Stillwater Limited (SBSW): A Bull Case Theory

We came across a bullish thesis on Sibanye Stillwater Limited on Valueinvestorsclub.com by walter99. In this article, we will summarize the bulls’ thesis on SBSW.

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August 4 - News, Stock Analysis

Biogen Inc. (BIIB): A Bull Case Theory

We came across a bullish thesis on Biogen Inc. on r/Valueinvesting subreddit by U/Lobyous. In this article, we will summarize the bulls’ thesis on BIIB.

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August 4 - News, Stock Analysis

Chipotle Mexican Grill, Inc. (CMG): A Bull Case Theory

We came across a bullish thesis on Chipotle Mexican Grill, Inc. on r/Valueinvesting subreddit by u/anonymous_sheep1.

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August 4 - News, Stock Analysis

HCA Healthcare, Inc. (HCA): A Bull Case Theory

We came across a bullish thesis on HCA Healthcare, Inc. on Valueinvesting subreddit by DividendKing47. In this article, we will summarize the bulls’ thesis on HCA.

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August 4 - News, Stock Analysis

The Coca-Cola Company (KO): A Bull Case Theory

We came across a bullish thesis on The Coca-Cola Company on Valueinvesting subreddit by indian_coder. In this article, we will summarize the bulls’ thesis on KO.

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August 4 - News, Stock Analysis

Green Brick Partners, Inc. (GRBK): A Bull Case Theory

We came across a bullish thesis on Green Brick Partners, Inc. on Valueinvesting subreddit by Neat_Dream3630. In this article, we will summarize the bulls’ thesis on GRBK.

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August 4 - News, Stock Analysis

Palantir Technologies Inc. (PLTR): A Bear Case Theory

We came across a bearish thesis on Palantir Technologies Inc. on Valueinvesting subreddit by smltc. In this article, we will summarize the bulls’ thesis on PLTR.

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August 4 - News, Stock Analysis

V.F. Corporation (VFC): A Bull Case Theory

We came across a bullish thesis on V.F. Corporation on Valueinvesting subreddit by Stevieboydaprince. In this article, we will summarize the bulls’ thesis on VFC. V.F.

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August 4 - News, Stock Analysis

Zimmer Biomet Holdings, Inc. (ZBH): A Bull Case Theory

We came across a bullish thesis on Zimmer Biomet Holdings, Inc. on Valueinvesting subreddit by KnowledgePatient7813.

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August 4 - News, Stock Analysis

Lyft, Inc. (LYFT): A Bull Case Theory

We came across a bullish thesis on Lyft, Inc. on Valueinvesting subreddit by InternationalTop4495. In this article, we will summarize the bulls’ thesis on LYFT.

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August 4 - News, Stock Analysis

Gurhan Kiziloz’s Nexus International Leans on Brazil as Cornerstone of $1.5B Growth Strategy

For Nexus International, Brazil isn’t just a new market. It’s the axis around which the company’s entire 2025 revenue strategy turns.

Keep Reading →

August 4 - Business, News

10 AI Stocks Analysts Are Watching Closely

Instead of reliance on one stock, the  firm believes it is better to watch the Philadelphia Semiconductor Index (SOX), which includes multiple AI-related chipmakers such as AMD...

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August 4 - Hedge Funds, Industries, News, Tech

Jim Cramer Spoke About These 18 Stocks

“This may mark a whole new phase of the bull market, the phase of ludicrous valuations. The year of marvelous thinking will be gone.

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August 4 - Hedge Funds, News

10 AI Stocks Making Waves on Wall Street

According to Morgan Stanley, 60% of CIOs anticipate having generative AI workloads in production by end-2025.

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August 4 - Hedge Funds, Industries, News, Tech

10 Best Farmland and Agriculture Stocks to Buy According to Billionaires

A Research and Markets report valued the global agriculture market at $14.36 trillion in 2024.

Keep Reading →

August 4 - Hedge Funds, News

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