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Insider Monkey Blog

Wasatch Small Cap Growth Strategy Lowered Clearwater Analytics Holdings’ (CWAN) Weight

Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” second-quarter 2025 investor letter.

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August 5 - Hedge Fund Investor Letters, News

Here’s What Caused BellRing Brands’ (BRBR) Sell-Off in Q2

Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” second-quarter 2025 investor letter.

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August 5 - Hedge Fund Investor Letters, News

Wasatch Small Cap Growth Strategy’s Q2 2025 Investor Letter

Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” second-quarter 2025 investor letter. U.S.

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August 5 - Hedge Fund Investor Letters, News

Here’s Why Starbucks (SBUX) Retreated in Q2

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q2 2025 investor letter.

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August 5 - Hedge Fund Investor Letters, News

PepsiCo (PEP) Slid on Concerns Over Slowing U.S. Consumption and Rising Competitive Pressure

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q2 2025 investor letter.

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August 5 - Hedge Fund Investor Letters, News

Increased Investor Confidence and Better Than Expected Results Boosted Microsoft (MSFT) in Q2

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q2 2025 investor letter.

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August 5 - Hedge Fund Investor Letters, News

Do You Believe in Apple’s (AAPL) Long-Term Compelling Value Proposition?

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q2 2025 investor letter.

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August 5 - Hedge Fund Investor Letters, News

RiverPark Large Growth Fund: Uber Technologies (UBER) was a Standout Performer During Q2

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q2 2025 investor letter.

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August 5 - Hedge Fund Investor Letters, News

Here’s Why UnitedHealth Group (UNH) Sold Off Sharply in Q2

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q2 2025 investor letter.

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August 5 - Hedge Fund Investor Letters, News

Favorable Market Response Lifted Meta Platforms (META)

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q2 2025 investor letter.

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August 5 - Hedge Fund Investor Letters, News

Morgan Stanley Upholds Overweight for Microsoft (MSFT), Lifts PT to $582

Microsoft Corporation (NASDAQ:MSFT) is one of the AI Stocks Making Waves on Wall Street.  On July 31, Morgan Stanley analyst Keith Weiss raised the price target on the stock...

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August 5 - News

Morgan Stanley Boosts Meta Target to $850—Here’s Why

Meta Platforms, Inc.

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August 5 - News

Nvidia (NVDA) Gets Vote of Confidence From Citi as AI Capex Set to Soar

NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Making Waves on Wall Street.  On July 31, Citi reiterated Nvidia and Broadcom as Buy and Advanced Micro Devices as Neutral...

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August 5 - News

Apple (AAPL) Reiterated as Hold by Jefferies Amid iPhone 17 Price Hike Expectations

Apple Inc.

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August 5 - News

Analysts Say Tesla’s (TSLA) Real Value May Lie in the Story, Not the Numbers

Tesla, Inc. (NASDAQ:TSLA) is one of the AI Stocks Making Waves on Wall Street.  On July 31, Wolfe Research analyst Emmanuel Rosner reiterated a “Peerperform” rating on the...

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August 5 - News

Benchmark Stays Bullish on Qualcomm (QCOM) —Here’s Why

QUALCOMM Incorporated (NASDAQ:QCOM) is one of the AI Stocks Making Waves on Wall Street.  On July 31, Benchmark analyst Cody Acree reiterated a “Buy” rating on the stock...

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August 5 - News

Palo Alto’s (PANW) Bold CyberArk Acquisition Raises Eyebrows—and a Downgrade

Palo Alto Networks, Inc.

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August 5 - News

Arm Holdings (ARM) Delivers ‘Respectable’ Quarter—But Investors Wanted More

Arm Holdings plc (NASDAQ:ARM) is one of the AI Stocks Making Waves on Wall Street.  On July 31, Benchmark analyst Cody Acree reiterated a Hold rating on the stock without a ...

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August 5 - News

SoundHound (SOUN) and Acrelec Are Taking Drive-Thrus Into the Future

SoundHound AI, Inc.

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August 5 - News

11 Most Undervalued Semiconductor Stocks to Buy According to Analysts

According to Capgemini, building semiconductor manufacturing supply chain resilience is becoming important, with companies mitigating geopolitical risks and rising chip demand...

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August 4 - Hedge Funds, News

15 Stocks in Jim Cramer’s Game Plan for This Week

On Friday’s episode of Mad Money, host Jim Cramer shared his thoughts on another intense week during earnings season as he turned his attention to several known companies that...

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August 4 - Hedge Funds, News

10 Best Agriculture Technology Stocks to Buy Now

Around 75% of the world’s land is already degraded, and unless we reverse course, up to 90% could be degraded by 2050, according to UNESCO and the UNCCD.

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August 4 - Hedge Funds, News

10 Stocks Bleeding Early

Ten stocks led a lackluster performance on Monday, defying a broader market optimism, amid a series of company-specific news that included dismal earnings and a lower growth outlook...

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August 4 - Market Movers, News

10 Stocks Surprise With Double-Digit Gains; 4 Hit Record Highs

Ten stocks kicked off the trading week, soaring by double digits on Monday, mirroring a broader market optimism as investors shrugged off market uncertainties while taking advantage...

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August 4 - Market Movers, News

Colgate-Palmolive Company (CL): A Bull Case Theory

We came across a bullish thesis on Colgate-Palmolive Company on Investing Lawyer’s Substack. In this article, we will summarize the bulls’ thesis on CL.

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August 4 - News, Stock Analysis

Shift4 Payments, Inc. (FOUR): A Bull Case Theory

We came across a bullish thesis on Shift4 Payments, Inc. on The Reservist’s Substack by Yehoshua Zlotogorski.

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August 4 - News, Stock Analysis

Main Street Capital Corporation (MAIN): A Bull Case Theory

We came across a bullish thesis on Main Street Capital Corporation on Investing Lawyer’s Substack. In this article, we will summarize the bulls’ thesis on MAIN.

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August 4 - News, Stock Analysis

Mobileye Global Inc. (MBLY): A Bull Case Theory

We came across a bullish thesis on Mobileye Global Inc. on The Reservist’s Substack by Yehoshua Zlotogorski.

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August 4 - News, Stock Analysis

Paymentus Holdings, Inc. (PAY): A Bull Case Theory

We came across a bullish thesis on Paymentus Holdings, Inc. on Stay Invested’s Substack by Denis Gorbunov. In this article, we will summarize the bulls’ thesis on PAY.

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August 4 - News, Stock Analysis

The Procter & Gamble Company (PG): A Bull Case Theory

We came across a bullish thesis on The Procter & Gamble Company on Investing Lawyer’s Substack. In this article, we will summarize the bulls’ thesis on PG.

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August 4 - News, Stock Analysis

Sociedad Química y Minera de Chile S.A. (SQM): A Bull Case Theory

We came across a bullish thesis on Sociedad Química y Minera de Chile S.A. on ARX Global’s Substack. In this article, we will summarize the bulls’ thesis on SQM.

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August 4 - News, Stock Analysis

VICI Properties Inc. (VICI): A Bull Case Theory

We came across a bullish thesis on VICI Properties Inc. on The Financial Pen’s Substack. In this article, we will summarize the bulls’ thesis on VICI.

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August 4 - News, Stock Analysis

AutoNation, Inc. (AN): A Bull Case Theory

We came across a bullish thesis on AutoNation, Inc. on UnlearningCFA’s Blog’s Substack by UnlearningCFA. In this article, we will summarize the bulls’ thesis on AN.

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August 4 - News, Stock Analysis

Deere & Company (DE): A Bull Case Theory

We came across a bullish thesis on Deere & Company on Max Dividends’s Substack by Max Dividends and Serhio MaxDividends.

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August 4 - News, Stock Analysis

Hasbro, Inc. (HAS): A Bull Case Theory

We came across a bullish thesis on Hasbro, Inc. on Sleepysol’s Newsletter’s Substack by Sleepysol. In this article, we will summarize the bulls’ thesis on HAS.

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August 4 - News, Stock Analysis

Power Solutions International, Inc. (PSIX): A Bull Case Theory

We came across a bullish thesis on Power Solutions International, Inc. on Sunday's Idea Brunch’s Substack by Edwin Dorsey.

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August 4 - News, Stock Analysis

Reddit, Inc. (RDDT): A Bull Case Theory

We came across a bullish thesis on Reddit, Inc. on Sleepysol’s Newsletter’s Substack by Sleepysol. In this article, we will summarize the bulls’ thesis on RDDT.

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August 4 - News, Stock Analysis

Unity Software Inc. (U): A Bull Case Theory

We came across a bullish thesis on Unity Software Inc. on TickerTango’s Substack by Michel. In this article, we will summarize the bulls’ thesis on U.

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August 4 - News, Stock Analysis

Veeva Systems Inc. (VEEV): A Bull Case Theory

We came across a bullish thesis on Veeva Systems Inc. on Quality Stocks’ Substack. In this article, we will summarize the bulls’ thesis on VEEV.

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August 4 - News, Stock Analysis

Harmony Biosciences Holdings, Inc. (HRMY): A Bull Case Theory

We came across a bullish thesis on Harmony Biosciences Holdings, Inc. on In. Specter’s Substack. In this article, we will summarize the bulls’ thesis on HRMY.

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August 4 - News, Stock Analysis

Valaris Limited (VAL): A Bull Case Theory

We came across a bullish thesis on Valaris Limited on Valueinvesting subreddit by Rich_Okra5720. In this article, we will summarize the bulls’ thesis on VAL.

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August 4 - News, Stock Analysis

Zeta Global Holdings Corp. (ZETA): A Bull Case Theory

We came across a bullish thesis on Zeta Global Holdings Corp. on Investment Ideas by Antonio’s Substack by Antonio Linares.

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August 4 - News, Stock Analysis

Abercrombie & Fitch Co. (ANF): A Bull Case Theory

We came across a bullish thesis on Abercrombie & Fitch Co. on Trendinvest’s Substack by Makios. In this article, we will summarize the bulls’ thesis on ANF.

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August 4 - News, Stock Analysis

Kinder Morgan, Inc. (KMI): A Bull Case Theory

We came across a bullish thesis on Kinder Morgan, Inc. on Stock Picker's Journey’s Substack by Gregg Jahnke. In this article, we will summarize the bulls’ thesis on KMI.

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August 4 - News, Stock Analysis

ON Semiconductor Corporation (ON): A Bull Case Theory

We came across a bullish thesis on ON Semiconductor Corporation on CopyCat Invest’s Substack. In this article, we will summarize the bulls’ thesis on ON.

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August 4 - News, Stock Analysis

Roblox Corporation (RBLX): A Bull Case Theory

We came across a bullish thesis on Roblox Corporation on TickerTrends Research’s Substack by TickerTrends. In this article, we will summarize the bulls’ thesis on RBLX.

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August 4 - News, Stock Analysis

Tractor Supply Company (TSCO): A Bull Case Theory

We came across a bullish thesis on Tractor Supply Company on Matt McClintock Retail/Consumer Research - M Squared Capital ’s Substack by Matthew McClintock.

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August 4 - News, Stock Analysis

Acuren Corporation (TIC): A Bull Case Theory

We came across a bullish thesis on Acuren Corporation on Pound the Rock Investing’s Substack. In this article, we will summarize the bulls’ thesis on TIC.

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August 4 - News, Stock Analysis

Veris Residential, Inc. (VRE): A Bull Case Theory

We came across a bullish thesis on Veris Residential, Inc. on Real Assets, Real Value’s Substack by Real Assets Value.

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August 4 - News, Stock Analysis

YETI Holdings, Inc. (YETI): A Bull Case Theory

We came across a bullish thesis on YETI Holdings, Inc. on TickerTrends Research’s Substack by TickerTrends. In this article, we will summarize the bulls’ thesis on YETI.

Keep Reading →

August 4 - News, Stock Analysis

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