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Insider Monkey Blog

Baron Real Estate Fund Trimmed American Tower Corporation (AMT) to Manage the Position Size

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 4 - Hedge Fund Investor Letters, News

Here’s Why Baron Real Estate Fund Sold Extra Space Storage (EXR) in Q2

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 4 - Hedge Fund Investor Letters, News

Here’s Why Baron Real Estate Fund is Excited about BXP’s (BXP) Prospects

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 4 - Hedge Fund Investor Letters, News

Here’s Why Baron Real Estate Fund Bought Airbnb (ABNB)

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 4 - Hedge Fund Investor Letters, News

Independence Realty Trust (IRT) Traded Down in Q2 Due to Economic Concerns

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 4 - Hedge Fund Investor Letters, News

Canada Goose Holdings Inc. (NYSE:GOOS) Q1 2026 Earnings Call Transcript

Operator: Hello, and thank you for standing by. My name is Tiffany, and I will be your conference operator today.

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August 4 - News, Transcripts

Grab Holdings Limited (NASDAQ:GRAB) Q2 2025 Earnings Call Transcript

Grab Holdings Limited (NASDAQ:GRAB) Q2 2025 Earnings Call Transcript July 31, 2025Grab Holdings Limited reports earnings inline with expectations.

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August 4 - News, Transcripts

Prologis (PLD) Slid Due to a Slower Leasing Environment

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 4 - Hedge Fund Investor Letters, News

Churchill Downs Incorporated (CHDN) Sold Off Following Earnings Release

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 4 - Hedge Fund Investor Letters, News

Is Brookfield Asset Management Ltd. (BAM) Attractively Valued?

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 4 - Hedge Fund Investor Letters, News

Here’s What Contributes to Brookfield Corporation’s (BN) Significant Opportunities for Growth

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 4 - Hedge Fund Investor Letters, News

Baron Real Estate Fund’s Q2 2025 Investor Letter

Baron Funds, an investment management company, released its “Baron Real Estate Fund” second-quarter 2025 investor letter.

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August 4 - Hedge Fund Investor Letters, News

Should You Be Confident in Casey’s General Stores (CASY)?

Third Point Management, a New York-based investment advisor, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 4 - Hedge Fund Investor Letters, News

What Makes Rocket Companies (RKT) a Lucrative Investment?

Third Point Management, a New York-based investment advisor, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 4 - Hedge Fund Investor Letters, News

Third Point Management’s Q2 2025 Investor Letter

Third Point Management, a New York-based investment advisor, released its second-quarter 2025 investor letter.

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August 4 - Hedge Fund Investor Letters, News

APi Group (APG) Investment: A Success in Safety and Growth

Greystone Capital Management, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 4 - Hedge Fund Investor Letters, News

Greystone Capital Partners’ Comment on Natural Resource Partners (NRP)

Greystone Capital Management, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 4 - Hedge Fund Investor Letters, News

Greystone Capital Management’s Q2 2025 Investor Letter

Greystone Capital Management, an investment management company, released its second-quarter 2025 investor letter.

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August 4 - Hedge Fund Investor Letters, News

A Confluence of Catalysts Drove Aristotle Capital’s Global Equity Composite to Build a Position in Capital One Financial Corporation (COF)

Aristotle Capital Management, LLC, an investment management firm, released its “Global Equity Strategy” investor letter for the second quarter of 2025.

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August 4 - Hedge Fund Investor Letters, News

Broad-Based Growth Drivers Lifted Cameco Corporation (CCJ) in Q2

Aristotle Capital Management, LLC, an investment management firm, released its “Global Equity Strategy” investor letter for the second quarter of 2025.

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August 4 - Hedge Fund Investor Letters, News

ChipMOS TECHNOLOGIES (IMOS) Reports its Unaudited Consolidated Revenue for June 2025 and for Q2 2025

ChipMOS TECHNOLOGIES INC. (NASDAQ:IMOS) is one of the Best Semiconductor Stocks to Buy Under $20.

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August 4 - News

Aehr Test Systems, Inc. (NASDAQ:AEHR) Receives Follow-on Orders

Aehr Test Systems, Inc. (NASDAQ:AEHR) is one of the Best Semiconductor Stocks to Buy Under $20.

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August 4 - News

Navitas Semiconductor (NVTS) Announces that Xiaomi’s Next-generation 90W GaN Charger To Be Powered by Its GaNSense Control ICs

Navitas Semiconductor Corporation (NASDAQ:NVTS) is one of the Best Semiconductor Stocks to Buy Under $20.

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August 3 - News

Himax Technologies (HIMX) and Rabboni Co. Jointly Announce Unveiling of bboni Ai

Himax Technologies, Inc. (NASDAQ:HIMX) is one of the Best Semiconductor Stocks to Buy Under $20. On July 14, Himax Technologies, Inc. (NASDAQ:HIMX) and Rabboni Co., Ltd.

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August 3 - News

Cohu (COHU) Releases Results for Q2 2025

Cohu, Inc. (NASDAQ:COHU) is one of the Best Semiconductor Stocks to Buy Under $20.

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August 3 - News

ASE Technology Holding (ASX) Sees Unaudited Net Revenues Growth of 7.5% YoY in Q2 2025

ASE Technology Holding Co., Ltd. (NYSE:ASX) is one of the Best Semiconductor Stocks to Buy Under $20.

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August 3 - News

United Microelectronics (UMC) Released Q2 2025 Results, Utilization Rate Rises to 76%

United Microelectronics Corporation (NYSE:UMC) is one of the Best Semiconductor Stocks to Buy Under $20.

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August 3 - News

Susquehanna Lifts PT on MaxLinear (MXL) Stock

MaxLinear, Inc. (NASDAQ:MXL) is one of the Best Semiconductor Stocks to Buy Under $20.

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August 3 - News

Vishay Intertechnology (VSH) Introduces New Series of Uni/bidirectional 1500 W Surface-mount PAR® TVS in SMB (DO-214AA) Package

Vishay Intertechnology, Inc. (NYSE:VSH) is one of the Best Semiconductor Stocks to Buy Under $20.

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August 3 - News

Intel (INTC) Plans to Separate Networking and Communications Unit Into Stand-alone Company, Highlights Reuters

Intel Corporation (NASDAQ:INTC) is one of the Best Semiconductor Stocks to Buy Under $20.

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August 3 - News

MercadoLibre, Inc. (MELI): A Bull Case Theory

We came across a bullish thesis on MercadoLibre, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on MELI.

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August 3 - News, Stock Analysis

Option Care Health, Inc. (OPCH): A Bull Case Theory

We came across a bullish thesis on Option Care Health, Inc. on Brian’s Substack by Brian Flasker. In this article, we will summarize the bulls’ thesis on OPCH.

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August 3 - News, Stock Analysis

Photronics, Inc. (PLAB): A Bull Case Theory

We came across a bullish thesis on Photronics, Inc. on Enterprising Investor’s Substack by Tyler Moody. In this article, we will summarize the bulls’ thesis on PLAB.

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August 3 - News, Stock Analysis

Snap-on Incorporated (SNA): A Bull Case Theory

We came across a bullish thesis on Snap-on Incorporated on The Reservist’s Substack by Yehoshua Zlotogorski. In this article, we will summarize the bulls’ thesis on SNA.

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August 3 - News, Stock Analysis

Brown & Brown, Inc. (BRO): A Bull Case Theory

We came across a bullish thesis on Brown & Brown, Inc. on FlueintinQuality’s Substack. In this article, we will summarize the bulls’ thesis on BRO.

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August 3 - News, Stock Analysis

Steel Dynamics, Inc. (STLD): A Bull Case Theory

We came across a bullish thesis on Steel Dynamics, Inc.  on Stock Picker’s Journey’s Substack by Gregg Jahnke.

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August 3 - News, Stock Analysis

12 Best Undervalued UK Stocks to Buy According to Analysts

On July 14, Equity released its UK outlook for Q3 2025, noting that the market entered the third quarter at a turning point with steady growth and IMF upgrades.

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August 3 - Hedge Funds, News

10 Best Semiconductor Stocks to Buy Under $20

According to Capgemini's research on semiconductor market trends, companies continue to expect demand for semiconductors to rise by 15% by 2026.

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August 3 - Hedge Funds, News

10 Best Performing Crypto Stocks So Far in 2025

Cryptocurrency prices have staged a powerful comeback in 2025. In early April, when President Donald Trump announced massive tariffs, the crypto market looked ready to sink.

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August 3 - Hedge Funds, News

11 Cheap Pharmaceutical Stocks to Buy Now

The White House announced on Thursday that President Trump sent 17 major pharmaceutical companies letters delineating the steps they should take to decrease the prices of US prescription...

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August 3 - Hedge Funds, News

10 Best Strong Buy Penny Stocks to Buy Now

On July 28, Alan Rechtschaffen, UBS Global Wealth senior portfolio manager, appeared on CNBC’s ‘Money Movers’ to talk about the markets, his Fed outlook, and more.

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August 3 - Hedge Funds, News

Alphatec (ATEC) Soars 27% on Raised Growth Outlook

Alphatec Holdings jumped by 27.26 percent week-on-week as investor sentiment was bolstered by a higher growth outlook despite a weak earnings performance in the second quarter...

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August 3 - News

Reddit (RDDT) Climbs 26% on Strong Earnings

In its updated report, Reddit, Inc. (NYSE:RDDT) said it swung to a net income of $89 million from a $10 million net loss in the same period last year, while revenues expanded...

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August 3 - News

Indivior Plc (INDV) Jumps 22.8% on Impressive Earnings, Outlook

In an updated report last week, Indivior PLC (NASDAQ:INDV) said that it swung to a net income of $18 million in the second quarter of the year from a $97 million net loss in ...

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August 3 - News

Nexus International Reports $546M in H1 Revenue, Doubling Last Year’s Growth Rate

In a market where many tech firms chase visibility through aggressive fundraising, Nexus International has taken a markedly different approach and the numbers speak for themselves...

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August 3 - Business, News

Applied Digital (APLD) Jumps 16% on New Multi-Billion Dollar Contract

Applied Digital grew its share prices by 16.46 percent in just the past five days of trading, as investors cheered its expanded collaboration with CoreWeave Inc.

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August 3 - News

Nexus International Hits $546M in H1, Gurhan Kiziloz’s Self-Funded Strategy Pays Off

Gurhan Kiziloz has never raised a cent from investors. Not because he couldn’t, but because he chose not to.

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August 3 - Business, News

Chart Industries (GTLS) Soars 15.7% on $13-Billion Merger, Impressive Earnings

Chart Industries jumped by 15.70 percent week-on-week over twin news of a $13.6 billion merger with Baker Hughes and an impressive earnings performance in the past quarter of ...

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August 3 - News

nVent Electric (NVT) Climbs Over 14% on Raised Sales Growth

Encouraged by strong sales and order volumes during the past quarters, nVent Electric plc (NYSE:NVT) raised its sales growth for full-year 2025 to 24 to 26 percent, from the ...

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August 3 - News

eBay Inc. (EBAY) Touches New High on Strong Q2, Outlook

Ecommerce platform eBay Inc. (NASDAQ:EBAY) jumped by 12.66 percent week-on-week to hit a new all-time high as investor sentiment was boosted by an impressive earnings performance...

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August 3 - News

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