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Insider Monkey Blog

What Makes HNI Corporation (HNI) a Good Investment?

Middle Coast Investing, an investment advisor firm, released its fourth-quarter 2025 investor letter. 2025 was a good year for the firm as well as for the broader market.

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January 14 - Hedge Fund Investor Letters, News

Middle Coast Investing’s Q4 2025 Investor Letter

Middle Coast Investing, an investment advisor firm, released its fourth-quarter 2025 investor letter. 2025 was a good year for the firm as well as for the broader market.

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January 14 - Hedge Fund Investor Letters, News

Will Gartner (IT) be Able to Reaccelerate Its Organic Growth?

Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” fourth-quarter 2025 investor letter. The fund’s objective is long-term capital appreciation...

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January 14 - Hedge Fund Investor Letters, News

NovaGold Resources’ Donlin Gold LLC Signs a Non-Binding Natural Gas LOI with Glenfarne Alaska LNG

All five analysts covering NovaGold Resources Inc.

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January 14 - News

Is Alamos Gold Inc. (NYSE:AGI) the Best Precious Metal Stocks to Buy After the U.S. Venezuela Mission?

On December 22, Alamos Gold Inc. (NYSE:AGI) reported that the Toronto Stock Exchange (TSX) had accepted its notice to renew a Normal Course Issue Bid.

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January 14 - News

H.C. Wainwright Increases PT on Endeavour Silver Corp. From $11 to $14.50, Keeps Buy Rating

On January 9, H.C. Wainwright increased the price target on Endeavour Silver Corp. (NYSE:EXK) from $11 to $14.50, keeping the Buy rating, as reported by TheFly.

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January 14 - News

McEwen Inc. (NYSE:MUX) Plans to Begin Construction at El Gallo Mine in Mid-2026

On December 16, McEwen Inc. (NYSE:MUX) announced that the Mexican government had granted the extension of the Environmental Impact Assessment for the El Gallo Mine.

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January 14 - News

Why Are Analysts Positive on Perpetua Resources Corp. (NASDAQ:PPTA)?

Over the last six months, Perpetua Resources Corp. (NASDAQ:PPTA) shares have soared by over 107% as of January 9.

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January 14 - News

Analysts Remain Bullish on Coeur Mining as CDE Shares Spiked Over 215% During Last Six Months

In the last year, Coeur Mining, Inc. (NYSE:CDE) shares have spiked over 215% as of January 9.

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January 14 - News

Analysts Still See Potential In Wheaton Precious Metals (WPM) as Stock Skyrockets Over 129% In One Year

Over the one-year period as of January 9, Wheaton Precious Metals Corp. (NYSE:WPM) has skyrocketed over 129%.

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January 14 - News

Here’s What Supports Mondelez International’s (MDLZ) Dominant Growth in the Industry

Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” fourth-quarter 2025 investor letter. The fund’s objective is long-term capital appreciation...

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January 14 - Hedge Fund Investor Letters, News

Will Alibaba Group (BABA) be Able to Leverage Its Capabilities?

Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” fourth-quarter 2025 investor letter. The fund’s objective is long-term capital appreciation...

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January 14 - Hedge Fund Investor Letters, News

Oakmark Global Fund’s Q4 2025 Investor Letter

Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” fourth-quarter 2025 investor letter.

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January 14 - Hedge Fund Investor Letters, News

Here’s Why Oakmark Select Fund Backs Targa Resources (TRGP)

Oakmark Funds, advised by Harris Associates, released its “Oakmark Select Fund” fourth-quarter 2025 investor letter. Oakmark Select Fund is a non-diversified fund that aims...

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January 14 - Hedge Fund Investor Letters, News

Paycom Software (PAYC) Fell Along with Peers

Oakmark Funds, advised by Harris Associates, released its “Oakmark Select Fund” fourth-quarter 2025 investor letter. Oakmark Select Fund is a non-diversified fund that aims...

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January 14 - Hedge Fund Investor Letters, News

Oakmark Select Fund’s Q4 2025 Investor Letter

Oakmark Funds, advised by Harris Associates, released its “Oakmark Select Fund” fourth-quarter 2025 investor letter.

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January 14 - Hedge Fund Investor Letters, News

Fiserv (FISV) Fell on a Weak Earnings Report

Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” fourth-quarter 2025 investor letter. The objective of the fund is to deliver capital appreciation...

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January 14 - Hedge Fund Investor Letters, News

Will AerCap Holdings (AER) Benefit from Secular Growth in Global Travel Demand?

Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” fourth-quarter 2025 investor letter. The objective of the fund is to deliver capital appreciation...

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January 14 - Hedge Fund Investor Letters, News

Willis Lease Finance Corporation (WLFC): A Bull Case Theory

We came across a bullish thesis on Willis Lease Finance Corporation on Noor’s Substack. In this article, we will summarize the bulls’ thesis on WLFC.

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January 14 - News, Stock Analysis

What Makes Amrize (AMRZ) a Strong Investment?

Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” fourth-quarter 2025 investor letter. The objective of the fund is to deliver capital appreciation...

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January 14 - Hedge Fund Investor Letters, News

First Solar, Inc. (FSLR): A Bull Case Theory

We came across a bullish thesis on First Solar, Inc. on r/Valueinvesting by u/sagotici. In this article, we will summarize the bulls’ thesis on FSLR.

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January 14 - News, Stock Analysis

Pinterest, Inc. (PINS): A Bull Case Theory

We came across a bullish thesis on Pinterest, Inc. on Investing With Purpose’s Substack. In this article, we will summarize the bulls’ thesis on PINS.

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January 14 - News, Stock Analysis

Western Digital Corporation (WDC): A Bull Case Theory

We came across a bullish thesis on Western Digital Corporation on The Simple Side’s Substack. In this article, we will summarize the bulls’ thesis on WDC.

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January 14 - News, Stock Analysis

ADMA Biologics, Inc. (ADMA): A Bull Case Theory

We came across a bullish thesis on ADMA Biologics, Inc. on Stockmindsweb’s YouTube Channel. In this article, we will summarize the bulls’ thesis on ADMA.

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January 14 - News, Stock Analysis

Viper Energy, Inc. (VNOM): A Bull Case Theory

We came across a bullish thesis on Viper Energy, Inc. on LLVI Capital’s Substack. In this article, we will summarize the bulls’ thesis on VNOM.

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January 14 - News, Stock Analysis

Futu Holdings Limited (FUTU): A Bull Case Theory

We came across a bullish thesis on Futu Holdings Limited on r/Valueinvesting by Glad-River7299. In this article, we will summarize the bulls’ thesis on FUTU.

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January 14 - News, Stock Analysis

Zillow Group, Inc. (ZG): A Bear Case Theory 

We came across a bearish thesis on Zillow Group, Inc. on investing subreddit by Guy_PCS. In this article, we will summarize the bears’ thesis on ZG.

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January 14 - News, Stock Analysis

MSCI Inc. (MSCI): A Bull Case Theory

We came across a bullish thesis on MSCI Inc. on Dividendology’s YouTube Channel. In this article, we will summarize the bulls’ thesis on MSCI.

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January 14 - News, Stock Analysis

Caterpillar Inc. (CAT): A Bull Case Theory

We came across a bullish thesis on Caterpillar Inc. on Chip Stock Investor’s YouTube channel. In this article, we will summarize the bulls’ thesis on CAT.

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January 14 - News, Stock Analysis

Oakmark Fund Added CDW (CDW) Citing Diverse Growth Signals

Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” fourth-quarter 2025 investor letter. The objective of the fund is to deliver capital appreciation...

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January 14 - Hedge Fund Investor Letters, News

Funderblu Launches Comprehensive Evaluation Suite Featuring Industry-First Gen Z Plan

Funderblu has announced the launch of its proprietary trading firm, offering traders access to trading capital through a structured, performance-based evaluation process.

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January 14 - Press Releases

Warner Bros Discovery (WBD) Surged Following Acquisition Offers from Multiple Parties

Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” fourth-quarter 2025 investor letter. The objective of the fund is to deliver capital appreciation...

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January 14 - Hedge Fund Investor Letters, News

Oakmark Fund’s Q4 2025 Investor Letter

Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” fourth-quarter 2025 investor letter.

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January 14 - Hedge Fund Investor Letters, News

Factors Led Mar Vista’s U.S. Quality Strategy’s New Addition: Taiwan Semiconductor (TSM)

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S.

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January 14 - Hedge Fund Investor Letters, News

Here’s What Dragged Linde plc (LIN) in Q4

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S.

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January 14 - Hedge Fund Investor Letters, News

Do You Believe in the Long-Term Growth Potential of Netflix (NFLX)?

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S.

Keep Reading →

January 14 - Hedge Fund Investor Letters, News

Here’s What Hit Microsoft (MSFT) in Q4

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S.

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January 14 - Hedge Fund Investor Letters, News

Here’s Why Mar Vista’s U.S. Quality Strategy Decided to Sell Roper Technologies (ROP)

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S.

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January 14 - Hedge Fund Investor Letters, News

JPMorgan Chase & Co. (NYSE:JPM) Q4 2025 Earnings Call Transcript

JPMorgan Chase & Co. (NYSE:JPM) Q4 2025 Earnings Call Transcript January 13, 2026JPMorgan Chase & Co. beats earnings expectations.

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January 14 - News, Transcripts

The Bank of New York Mellon Corporation (NYSE:BK) Q4 2025 Earnings Call Transcript

The Bank of New York Mellon Corporation (NYSE:BK) Q4 2025 Earnings Call Transcript January 13, 2026The Bank of New York Mellon Corporation beats earnings expectations.

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January 14 - News, Transcripts

Delta Air Lines, Inc. (NYSE:DAL) Q4 2025 Earnings Call Transcript

Delta Air Lines, Inc. (NYSE:DAL) Q4 2025 Earnings Call Transcript January 13, 2026Delta Air Lines, Inc. beats earnings expectations.

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January 14 - News, Transcripts

Concentrix Corporation (NASDAQ:CNXC) Q4 2025 Earnings Call Transcript

Concentrix Corporation (NASDAQ:CNXC) Q4 2025 Earnings Call Transcript January 13, 2026Concentrix Corporation beats earnings expectations.

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January 14 - News, Transcripts

Park Aerospace Corp. (NYSE:PKE) Q3 2026 Earnings Call Transcript

Shamali: Good morning. My name is Shamali. And I will be your conference operator today. At this time, I would like to welcome everyone to the Park Aerospace Corp.

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January 14 - News, Transcripts

Concrete Pumping Holdings, Inc. (NASDAQ:BBCP) Q4 2025 Earnings Call Transcript

Concrete Pumping Holdings, Inc. (NASDAQ:BBCP) Q4 2025 Earnings Call Transcript January 13, 2026Concrete Pumping Holdings, Inc. beats earnings expectations.

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January 14 - News, Transcripts

Phoenix Education Partners, Inc (NYSE:PXED) Q1 2026 Earnings Call Transcript

Phoenix Education Partners, Inc (NYSE:PXED) Q1 2026 Earnings Call Transcript January 13, 2026Phoenix Education Partners, Inc beats earnings expectations.

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January 14 - News, Transcripts

Danaher (DHR) Rebounded on Accelerated Demand

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S.

Keep Reading →

January 14 - Hedge Fund Investor Letters, News

Is Equinox Gold (EQX) the Best Precious Metal Stock to Buy After the U.S. Venezuela Mission?

Over the last six months, Equinox Gold Corp. (NYSE:EQX) has skyrocketed by over 141% as of January 9.

Keep Reading →

January 14 - News

Venture Global (VG) Jumps 6.8% on Strong Energy Demand

Venture Global rallied for a second day on Tuesday, clocking 6.78 percent gains to close at $7.88 apiece as investors resumed buying positions amid the stronger demand for energy...

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January 14 - News

Intel Corp. (INTC) Soars to New Record High as Analyst Posts Bullish Outlook

In a market report, KeyBanc issued an “overweight” recommendation on shares of Intel Corporation (NASDAQ:INTC) and Advanced Micro Devices Inc.

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January 14 - News

Option Care (OPCH) Runs to Near Record on Preliminary FY25 Results

At intra-day trading, the stock jumped to as much as $35.47—just 6 cents shy of its 52-week high of $35.53.

Keep Reading →

January 14 - News

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