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Insider Monkey Blog

Avantor, Inc. (AVTR): A Bull Case Theory

We came across a bullish thesis on Avantor, Inc. on Valueinvestorsclub.com by Teton0321. In this article, we will summarize the bulls’ thesis on AVTR.

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July 24 - News, Stock Analysis

British American Tobacco p.l.c. (BTI): A Bull Case Theory

We came across a bullish thesis on British American Tobacco p.l.c. on Coughlin Capital’s Substack by Brian Coughlin.

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July 24 - News, Stock Analysis

CrowdStrike Holdings, Inc. (CRWD): A Bull Case Theory

We came across a bullish thesis on CrowdStrike Holdings, Inc. on Business Ontology’s Substack by Lorenzo Bastianelli.

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July 24 - News, Stock Analysis

Abbott Laboratories (ABT): A Bull Case Theory

We came across a bullish thesis on Abbott Laboratories on r/ValueInvesting subreddit by anonymous_sheep1. In this article, we will summarize the bulls’ thesis on ABT.

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July 24 - News, Stock Analysis

Curtiss-Wright Corporation (CW): A Bull Case Theory

We came across a bullish thesis on Curtiss-Wright Corporation on VantagePointAI’s Substack. In this article, we will summarize the bulls’ thesis on CW.

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July 24 - News, Stock Analysis

Jabil Inc. (JBL): A Bull Case Theory

We came across a bullish thesis on Jabil Inc. on VantagePointAI’s Substack. In this article, we will summarize the bulls’ thesis on JBL.

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July 24 - News, Stock Analysis

The Mosaic Company (MOS): A Bull Case Theory

We came across a bullish thesis on The Mosaic Company on VantagePointAI’s Substack. In this article, we will summarize the bulls’ thesis on MOS.

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July 24 - News, Stock Analysis

NVIDIA Corporation (NVDA): A Bull Case Theory

We came across a bullish thesis on NVIDIA Corporation on VantagePointAI’s Substack. In this article, we will summarize the bulls’ thesis on NVDA.

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July 24 - News, Stock Analysis

Rigetti Computing, Inc. (RGTI): A Bull Case Theory

We came across a bullish thesis on Rigetti Computing, Inc. on Topstocktrader’s Substack. In this article, we will summarize the bulls’ thesis on RGTI.

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July 24 - News, Stock Analysis

Netflix, Inc. (NFLX): A Bull Case Theory

We came across a bullish thesis on Netflix, Inc. on Swiss Transparent Portfolio’s Substack. In this article, we will summarize the bulls’ thesis on NFLX.

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July 24 - News, Stock Analysis

SentinelOne, Inc. (S): A Bull Case Theory

We came across a bullish thesis on SentinelOne, Inc. on Shareholdersunite Essentials’s Substack by Shareholdersunite.

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July 24 - News, Stock Analysis

ABM Industries Incorporated (ABM): A Bull Case Theory

We came across a bullish thesis on ABM Industries Incorporated on Valueinvestorsclub.com by thecoyelf. In this article, we will summarize the bulls’ thesis on ABM.

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July 24 - News, Stock Analysis

The Boeing Company (BA)’s Going To “Have A Fantastic Quarter,” Says Jim Cramer

The Boeing Company (NYSE:BA), one of the two major aircraft manufacturers in the Western world, has seen its shares gain 32.9% year-to-date.

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July 24 - News

Netflix, Inc. (NFLX): “I Felt Bad” About The Earnings Call, Says Jim Cramer

Netflix, Inc. (NASDAQ:NFLX) is one of the most frequently discussed stocks on Cramer’s show.

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July 24 - News

Dollar Tree, Inc. (DLTR): People “Huddled” Around It Are Mistaken, Says Jim Cramer

Dollar Tree, Inc. (NASDAQ:DLTR) is a discount retailer whose shares have performed well in 2025 and have gained 49% year-to-date.

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July 24 - News

Arvinas, Inc. (ARVN): A Bull Case Theory

This stock is one of several featured in our latest research.

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July 24 - News, Stock Analysis

Exagen Inc. (XGN): A Bull Case Theory

This stock is one of several featured in our latest research.

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July 24 - News, Stock Analysis

AAON, Inc. (AAON): A Bull Case Theory

We came across a bullish thesis on AAON, Inc.  on Kairos Research’substack. In this article, we will summarize the bulls’ thesis on AAON. AAON, Inc.

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July 24 - News, Stock Analysis

Argan, Inc. (AGX): A Bull Case Theory

We came across a bullish thesis on Argan, Inc. on Beating The Tide: Stock Picks That Outperform’s Substack by George Atuan, CFA.

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July 24 - News, Stock Analysis

Centene Corporation (CNC): A Bull Case Theory

We came across a bullish thesis on Centene Corporation on Waterboy’s Substack. In this article, we will summarize the bulls’ thesis on CNC.

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July 24 - News, Stock Analysis

Clearwater Analytics (CWAN) Fell on Market Concerns

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Alphabet Inc. (GOOGL): I Was “Small Minded” For Selling, Says Jim Cramer

Alphabet Inc. (NASDAQ:GOOGL) is a stock that Cramer has admitted to being wrong about.

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July 24 - News

Warner Bros. Discovery, Inc. (WBD): I Don’t Think The Split Up Will Be Good, Says Jim Cramer

Warner Bros. Discovery, Inc. (NASDAQ:WBD) is a media and entertainment company whose shares have gained 20% year-to-date. The stock.

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July 24 - News

Here’s Why Globant (GLOB) Traded Down in Q2

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Verizon Communications Inc. (VZ): They’re Optimistic And That’s Terrific, Says Jim Cramer

Verizon Communications Inc. (NYSE:VZ) is one of the largest telecommunications carriers in America.

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July 24 - News

Should You Hold Ryan Specialty Holdings (RYAN)?

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Vertiv Holdings Co (VRT) Benefited from Accelerated Demand

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Molina Healthcare, Inc. (MOH): A Bull Case Theory

We came across a bullish thesis on Molina Healthcare, Inc. on Sherwood Investment Letter’s Substack by Joel Sherwood.

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July 24 - News, Stock Analysis

The Estée Lauder Companies Inc. (EL): A Bull Case Theory

We came across a bullish thesis on The Estée Lauder Companies Inc. on 2x2 Capital’s Substack by Maaiz Khan. In this article, we will summarize the bulls’ thesis on EL.

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July 24 - News, Stock Analysis

Strong Results Boosted Cloudflare (NET) in Q2

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

11 Best Shipping and Container Stocks to Invest in Now

According to a report by Mordor Intelligence, the global container shipping market is worth $119.65 billion as of 2025.

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July 24 - Hedge Funds, News

Datadog, Inc. (DDOG): A Bull Case Theory

We came across a bullish thesis on Datadog, Inc. on Business Invest’s Substack by Francesco Ferrari. In this article, we will summarize the bulls’ thesis on DDOG.

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July 24 - News, Stock Analysis

Global Payments Inc. (GPN): A Bull Case Theory

We came across a bullish thesis on Global Payments Inc. on Bob’s Payment Stock’s Substack by Bob Hammel. In this article, we will summarize the bulls’ thesis on GPN.

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July 24 - News, Stock Analysis

Honeywell International Inc. (HON): A Bull Case Theory

We came across a bullish thesis on Honeywell International Inc. on Dragon Invest Global’s Substack by Dragon Invest.

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July 24 - News, Stock Analysis

Otis Worldwide Corporation (OTIS): A Bull Case Theory

We came across a bullish thesis on Otis Worldwide Corporation on Bob’s Payment Stock’s Substack by Bob Hammel.

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July 24 - News, Stock Analysis

AT&T Inc. (T): “I’ve Been Telling People To Buy,” Says Jim Cramer

AT&T Inc. (NYSE:T) is a major American telecommunications carrier.

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July 24 - News

REGENXBIO Inc. (RGNX): A Bull Case Theory

This stock is one of several featured in our latest research.

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July 24 - News, Stock Analysis

Cytek Biosciences, Inc. (CTKB): A Bull Case Theory

This stock is one of several featured in our latest research.

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July 24 - News, Stock Analysis

Palantir Technologies (PLTR) Surged Due to Revenue Expansion

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Angi Inc. (ANGI): A Bull Case Theory

This stock is one of several featured in our latest research.

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July 24 - News, Stock Analysis

Tesla, Inc. (TSLA): Vehicle Deliveries Are “Irrelevant,” Says Jim Cramer

Tesla, Inc. (NASDAQ:TSLA) is one of Cramer’s most frequently discussed stocks.

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July 24 - News

Texas Instruments Incorporated (TXN): “They’re So Good,” Says Jim Cramer

[caption id="attachment_1420244" align="aligncenter" width="2309"] Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place...

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July 24 - News

Alger Mid Cap Focus Fund’s Q2 2025 Investor Letter

Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Here’s What Drives Meta Platforms’ (META) Growth

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Analyst Says Taiwan Semiconductor (TSM) Among the Best AI Stocks to Buy on the Dip

Lucas Downey from MoneyFlows said in a recent program on Schwab Network that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best AI stocks to buy...

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July 24 - News

Analyst Sees 30% Earnings Growth for Netflix(NFLX) in 2025, Says ‘Premium Multiple’ Justified

Robert Fishman, MoffettNathanson analyst, said in a recent program on CNBC that he’s expecting 30% earnings growth for Netflix Inc (NASDAQ:NFLX) this year and believes the company...

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July 24 - News

Here’s What Supports Netflix’s (NFLX) Long-Term Growth

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

Growth in Azure Lifted Microsoft Corporation (MSFT) in Q2

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2025 investor letter.

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July 24 - Hedge Fund Investor Letters, News

CareCloud, Inc. (CCLD): A Bull Case Theory

This stock is one of several featured in our latest research.

Keep Reading →

July 24 - News, Stock Analysis

BlackSky Technology Inc. (BKSY): A Bull Case Theory

This stock is one of several featured in our latest research.

Keep Reading →

July 24 - News, Stock Analysis

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