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Insider Monkey Blog

Hedge Fund and Insider Trading News: Steven Cohen, Ken Griffin, Warren Buffett, Davidson Kempner, Whale Rock Capital Management, Elliott Management, Balyasny Asset Management, Fir Tree, Carmax Inc (KMX), ATI Inc (ATI), and More

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

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October 8 - Hedge Funds, Insider Trading

Kimberly-Clark Corporation (KMB): A Bull Case Theory 

We came across a bullish thesis on Kimberly-Clark Corporation on Max Dividends’s Substack. In this article, we will summarize the bulls’ thesis on KMB.

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October 8 - News, Stock Analysis

Nuvation Bio Inc. (NUVB): A Bull Case Theory 

We came across a bullish thesis on Nuvation Bio Inc. on wallstreetbets subreddit by asagi_lumina. In this article, we will summarize the bulls’ thesis on NUVB.

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October 8 - News, Stock Analysis

Crocs, Inc. (CROX): A Bull Case Theory 

We came across a bullish thesis on Crocs, Inc. on slo capital’s Substack by Justin. In this article, we will summarize the bulls’ thesis on CROX.

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October 8 - News, Stock Analysis

Rubrik, Inc. (RBRK): A Bull Case Theory

We came across a bullish thesis on Rubrik, Inc. on Deep Value Returns’s Substack. In this article, we will summarize the bulls’ thesis on RBRK.

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October 8 - News, Stock Analysis

The Wendy’s Company (WEN): A Bull Case Theory 

We came across a bullish thesis on The Wendy’s Company on slo capital’s Substack by Justin. In this article, we will summarize the bulls’ thesis on WEN.

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October 8 - News, Stock Analysis

PayPal Holdings, Inc. (PYPL): A Bull Case Theory 

We came across a bullish thesis on PayPal Holdings, Inc. on Value Investing subreddit by strict_positive. In this article, we will summarize the bulls’ thesis on PYPL.

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October 8 - News, Stock Analysis

Charter Communications, Inc. (CHTR): A Bull Case Theory 

We came across a bullish thesis on Charter Communications, Inc. on Cornerstone Value’s Substack. In this article, we will summarize the bulls’ thesis on CHTR.

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October 8 - News

Golar LNG Limited (GLNG): A Bull Case Theory 

We came across a bullish thesis on Golar LNG Limited on X.com by gabcasla. In this article, we will summarize the bulls’ thesis on GLNG.

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October 8 - News, Stock Analysis

LPL Financial Holdings Inc. (LPLA): A Bull Case Theory 

We came across a bullish thesis on LPL Financial Holdings Inc. on investing subreddit by InternationalTop4495.

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October 8 - News, Stock Analysis

Walmart Inc. (WMT): A Bull Case Theory 

We came across a bullish thesis on Walmart Inc. on Compounding Dividends’s Substack by TJ Terwilliger. In this article, we will summarize the bulls’ thesis on WMT.

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October 8 - News, Stock Analysis

DLocal Limited (DLO): A Bull Case Theory 

We came across a bullish thesis on DLocal Limited on wallstreetbets subreddit by  Ok_Neat9473. In this article, we will summarize the bulls’ thesis on DLO.

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October 8 - News, Stock Analysis

PAR Technology Corporation (PAR): A Bull Case Theory 

We came across a bullish thesis on PAR Technology Corporation on Value Investing subreddit by Fluffy_Scheme9321.

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October 8 - News, Stock Analysis

PDD Holdings Inc. (PDD): A Bull Case Theory 

We came across a bullish thesis on PDD Holdings Inc. on Natan’s Substack. In this article, we will summarize the bulls’ thesis on PDD.

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October 8 - News, Stock Analysis

Meta Platforms, Inc. (META): A Bull Case Theory 

We came across a bullish thesis on Meta Platforms, Inc. on techcache’s Substack by Joe Albano. In this article, we will summarize the bulls’ thesis on META.

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October 8 - News, Stock Analysis

Nu Holdings Ltd. (NU): A Bull Case Theory 

We came across a bullish thesis on Nu Holdings Ltd. on PatchTogether Investing’s Substack. In this article, we will summarize the bulls’ thesis on NU.

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October 8 - News, Stock Analysis

CONMED Corporation (CNMD): A Bull Case Theory 

We came across a bullish thesis on CONMED Corporation on DeepValue Capital’s Substack. In this article, we will summarize the bulls’ thesis on CNMD.

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October 8 - News, Stock Analysis

NeoVolta Expands Portfolio With Neubau Energy Acquisition, Targeting Higher Revenues and Margins

NeoVolta Inc.

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October 8 - Press Releases

Should You Buy Pfizer (PFE) Before a Breakout Begins?

Analysts are getting excited about major healthcare stocks like Pfizer and expect a rally in the sector to begin soon.

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October 8 - News

Brown-Forman Corporation (BF-B): A Bull Case Theory 

We came across a bullish thesis on Brown-Forman Corporation on Jon’s Thoughts’s Substack by Jon Chu. In this article, we will summarize the bulls’ thesis on BF-B.

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October 8 - News, Stock Analysis

Collegium Pharmaceutical, Inc. (COLL): A Bull Case Theory

 We came across a bullish thesis on Collegium Pharmaceutical, Inc. on The Catholic Capitalist’s Substack by Logan Shearer.

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October 8 - News, Stock Analysis

Danaher Corporation (DHR): A Bull Case Theory 

We came across a bullish thesis on Danaher Corporation on Heavy Moat Investments’s Substack. In this article, we will summarize the bulls’ thesis on DHR.

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October 8 - News, Stock Analysis

Toast, Inc. (TOST): A Bull Case Theory 

We came across a bullish thesis on Toast, Inc. on Deep Value Returns’s Substack. In this article, we will summarize the bulls’ thesis on TOST.

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October 8 - News, Stock Analysis

Better Home & Finance Holding Company (BETR): A Bull Case Theory 

We came across a bullish thesis on Better Home & Finance Holding Company on Shareholdersunite Essentials’s Substack by Shareholdersunite.

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October 8 - News, Stock Analysis

Corporación América Airports S.A. (CAAP): A Bull Case Theory 

We came across a bullish thesis on Corporación América Airports S.A. on Value investing subreddit by Possible_Crow606.

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October 8 - News, Stock Analysis

Delek US Holdings, Inc. (DK): A Bull Case Theory 

We came across a bullish thesis on Delek US Holdings, Inc. on Value investing subreddit by MarketingReasonable4.

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October 8 - News, Stock Analysis

Harrow, Inc. (HROW): A Bull Case Theory

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

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October 8 - News, Stock Analysis

Permian Resources Corporation (PR): A Bear Case Theory 

We came across a bearish thesis on Permian Resources Corporation on Hunterbrook’s Substack. In this article, we will summarize the bulls’ thesis on PR.

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October 8 - News, Stock Analysis

Agree Realty Corporation (ADC): A Bull Case Theory 

We came across a bullish thesis on Agree Realty Corporation on Compounding Dividends’s Substack by TJ Terwilliger.

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October 8 - News, Stock Analysis

Applied Optoelectronics, Inc. (AAOI): A Bull Case Theory 

We came across a bullish thesis on Applied Optoelectronics, Inc. on Value Degen’s Substack’s Substack by Unemployed Value Degen.

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October 8 - News, Stock Analysis

NNN REIT, Inc. (NNN): A Bull Case Theory 

We came across a bullish thesis on NNN REIT, Inc. on Compounding Dividends’s Substack by TJ Terwilliger. In this article, we will summarize the bulls’ thesis on NNN.

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October 8 - News, Stock Analysis

Recursion Pharmaceuticals, Inc. (RXRX): A Bull Case Theory 

We came across a bullish thesis on Recursion Pharmaceuticals, Inc. on Emil Hartela Investing’s Substack by Emil.

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October 8 - News, Stock Analysis

Tempus AI, Inc. (TEM): A Bull Case Theory 

We came across a bullish thesis on Tempus AI, Inc. on Emil Hartela Investing’s Substack by Emil. In this article, we will summarize the bulls’ thesis on TEM.

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October 8 - News, Stock Analysis

Turning Point Brands, Inc. (TPB): A Bull Case Theory 

We came across a bullish thesis on Turning Point Brands, Inc. on Emil Hartela Investing’s Substack by Emil.

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October 8 - News, Stock Analysis

Financial Technology Shapes Tucson’s Small Business Landscape

Tucson’s small business community is no stranger to change, but the pace of innovation in financial technology is bringing new opportunities and challenges.

Keep Reading →

October 8 - Business, News

LiveRamp Holdings, Inc. (RAMP): A Bull Case Theory 

We came across a bullish thesis on LiveRamp Holdings, Inc. on Shareholdersunite Essentials’s Substack. In this article, we will summarize the bulls’ thesis on RAMP.

Keep Reading →

October 8 - News, Stock Analysis

Snap Inc. (SNAP): A Bull Case Theory 

We came across a bullish thesis on Snap Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares.

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October 8 - News, Stock Analysis

Tradeweb Markets Inc. (TW): A Bull Case Theory 

We came across a bullish thesis on Tradeweb Markets Inc. on R. Dennis’s Substack’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on TW.

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October 8 - News, Stock Analysis

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

 We came across a bullish thesis on VICI Properties Inc. on Pacific Northwest Edge’s Substack by David. In this article, we will summarize the bulls’ thesis on VICI.

Keep Reading →

October 8 - News, Stock Analysis

Simpson Manufacturing Co., Inc. (SSD): A Bull Case Theory 

We came across a bullish thesis on Simpson Manufacturing Co., Inc. on Beeli Capital’s Substack by Andrew Beeli.

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October 8 - News, Stock Analysis

Yext, Inc. (YEXT): A Bull Case Theory 

We came across a bullish thesis on Yext, Inc. on Show me the incentives...’s Substack. In this article, we will summarize the bulls’ thesis on YEXT.

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October 8 - News, Stock Analysis

Rapid7, Inc. (RPD): A Bull Case Theory 

We came across a bullish thesis on Rapid7, Inc. on Show me the incentives...’s Substack. In this article, we will summarize the bulls’ thesis on RPD.

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October 8 - News, Stock Analysis

Madison Square Garden Sports Corp (MSGS): A Bull Case Theory

We came across a bullish thesis on Madison Square Garden Sports Corp on Open Insights's Substack.

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October 8 - News, Stock Analysis

Palm Valley Capital Fund Added LKQ (LKQ) on a Dip

Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” third-quarter 2025 investor letter. A copy of the letter can be...

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October 8 - Hedge Fund Investor Letters, News

Goldman Sachs Reiterates Its Buy Rating on The Walt Disney Company (DIS) with a $152 PT

Ahead of the entertainment behemoth’s next earnings announcement, Goldman Sachs reiterated its Buy rating on The Walt Disney Company (NYSE:DIS) on September 29.

Keep Reading →

October 8 - News

Should You be Confident in Robert Half (RHI)?

Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” third-quarter 2025 investor letter. A copy of the letter can be...

Keep Reading →

October 8 - Hedge Fund Investor Letters, News

Is Avista Corporation (AVA) an Attractively Priced Stock?

Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” third-quarter 2025 investor letter. A copy of the letter can be...

Keep Reading →

October 8 - Hedge Fund Investor Letters, News

Palm Valley Capital Fund Sold Seaboard Corporation (SEB) as It Exceeded the Valuation

Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” third-quarter 2025 investor letter. A copy of the letter can be...

Keep Reading →

October 8 - Hedge Fund Investor Letters, News

Analyst With $100 Price Target on Nike (NKE) Explains Why He Likes The Stock

Matt Boss, JPMorgan retail analyst, recently explained in a program on CNBC why he believes Nike Inc (NYSE:NKE) shares have more upside.

Keep Reading →

October 8 - News

Cramer Endorsed ONEOK as it Completes $3 Billion Public Offering

On August 12, 2025, ONEOK, Inc. (NYSE:OKE) announced the completion of its $3 billion public offering.

Keep Reading →

October 8 - News

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New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

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Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

Moderna, Inc. (MRNA) Reports Strong H5 Avian Flu Vaccine Data Despite HHS Funding Cut

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12 Countries with the Highest Bond Yields in the World

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20 Countries with the Most Battle Tanks in the World

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12 Best Nasdaq Stocks Under $20 to Buy Now

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10 Best Low Beta Tech Stocks to Buy According to Analysts

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