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Insider Monkey Blog

Sands Capital Global Growth Strategy’s Q2 2025 Investor Letter

Sands Capital, an investment management company, released its “Sands Capital Global Growth Fund” second-quarter 2025 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Bausch Health Companies Inc. (BHC) Acquires DURECT in $413 Million Deal to Tackle Alcoholic Hepatitis

Bausch Health Companies Inc.

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September 16 - News

Organon & Co. (OGN) Wins FDA Nod for Biosimilars to Prolia and Xgeva

Organon & Co.

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September 16 - News

Viatris Inc. (VTRS) Enters $515M IV Iron Market With FDA Green Light

Viatris Inc.

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September 16 - News

Jazz Pharmaceuticals plc (JAZZ) Wins FDA Nod for Modeyso in Rare Pediatric Brain Tumors

Jazz Pharmaceuticals plc (NASDAQ:JAZZ), a global biopharmaceutical leader, develops and commercializes therapies for complex conditions in oncology, neuroscience, and sleep medicine...

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September 16 - News

Dental Giant DENTSPLY SIRONA Inc. (XRAY) Keeps Wellspect Unit Amid Strong Market Potential

DENTSPLY SIRONA Inc.

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September 16 - News

Here’s What Makes Cloudflare (NET) Worth Holding Long-Term

Sands Capital, an investment management company, released its “Sands Capital Global Growth Strategy” second-quarter 2025 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Perrigo Company plc (PRGO) Sells Dermacosmetics Unit in €327M Deal

Perrigo Company plc (NYSE:PRGO), a global healthcare supplier, specializes in over-the-counter (OTC) and self-care products, generic prescription pharmaceuticals, and active pharmaceutical...

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September 16 - News

Royalty Pharma plc (RPRX) Reports 20% Portfolio Growth, Posts $727M in Q2 Receipts

Royalty Pharma plc (NASDAQ:RPRX), a biopharmaceutical company specializing in acquiring and managing royalties from marketed drugs, continues to demonstrate strong growth and ...

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September 16 - News

Bristol-Myers Squibb Company (BMY)-BioNTech Lung Cancer Therapy Shows 76% Tumor Reduction

Bristol-Myers Squibb Company (NYSE:BMY), a global biopharmaceutical leader, specializes in oncology, immunology, cardiovascular, hematology, and neuroscience therapies, with blockbuster...

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September 16 - News

Visa (V) Fell Amid a Broader Selloff in The Card Network

Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q2 2025 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Teva Pharmaceutical Industries Limited (TEVA)’s Emrusolmin Gains FDA Fast Track for Multiple System Atrophy

Teva Pharmaceutical Industries Limited (NYSE:TEVA), a global pharmaceutical company, continues its transition from a generics-focused firm to a biopharmaceutical leader.

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September 16 - News

Phase 3 Data Supports FDA Approval for Pfizer Inc. (PFE)’s 2025–2026 COVID-19 Vaccine

Pfizer Inc. (NYSE:PFE), a global pharmaceutical leader, continues to advance innovative medicines and vaccines across oncology, immunology, rare diseases, and more.

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September 16 - News

Universal Health Services, Inc. (UHS) Q2 Revenue Climbs Nearly 10% on Medicaid Boosts

Universal Health Services, Inc.

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September 16 - News

Teleflex Incorporated (TFX) Plans 2026 Split into Two Independent Companies

Teleflex Incorporated (NYSE:TFX) tops our list for being one of the cheap healthcare stocks.

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September 16 - News

Here’s Sands Capital Select Growth Strategy’s Views on Shopify (SHOP)

Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q2 2025 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Increased Customer Confidence Boosted Broadcom (AVGO) in Q2

Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q2 2025 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Is Ultragenyx Pharmaceutical (RARE) a Compelling Long-Term Opportunity?

Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q2 2025 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Is Arthur J. Gallagher (AJG) Positioned for Long-Term Growth?

Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q2 2025 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Sands Capital Select Growth Strategy Sold Uber Technologies (UBER) due to Heightened Uncertainty

Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q2 2025 investor letter.

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September 16 - Hedge Fund Investor Letters, News

What Makes Carvana (CVNA) an Investment Bet?

Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q2 2025 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Sands Capital Select Growth Strategy Q2 2025 Investor Letter

Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q2 2025 investor letter. U.S.

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September 16 - Hedge Fund Investor Letters, News

Here’s Why Carvana’s (CVNA) Management Reiterated Their Outlook

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

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September 16 - Hedge Fund Investor Letters, News

Wayfair (W): The Tide Is Finally Turning

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

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September 16 - Hedge Fund Investor Letters, News

7 Stocks That Could 10X in the Next 3 Years

On September 15, Tom Lee, the head of research at Fundstrat Global Advisors, appeared on a CNBC interview to share his insights ahead of the rate cut decision.

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September 16 - Hedge Funds, News

Revolve (RVLV) Declined Due to Management’s Comments

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

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September 16 - Hedge Fund Investor Letters, News

Infinity Natural Resources (INR) Fell This Week. Here is Why.

The share price of Infinity Natural Resources, Inc.

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September 16 - News

enCore Energy (EU): Among the Energy Stocks that Fell This Week

enCore Energy Corp. (NASDAQ:EU) announced a significant leadership change last week, appointing Kevin Kremke as Chief Financial Officer effective October 1, 2025. Mr.

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September 16 - News

Here is Why Kodiak Gas Services (KGS) Fell Recently

The share price of Kodiak Gas Services, Inc.

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September 16 - News

Here is Why Cactus (WHD) Fell Recently

Cactus, Inc. (NYSE:WHD) faced downward pressure after it was revealed last week that William D.

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September 16 - News

Delek US Holdings (DK) Falls After a Strong Rally

The share price of Delek US Holdings, Inc.

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September 16 - News

YPF Sociedad Anónima (YPF) Falls Amid Uncertainty in Argentina

YPF Sociedad Anónima (NYSE:YPF) was among the Argentinian stocks that plunged heavily last week after President Javier Milei’s party lost by a landslide in local elections, ...

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September 16 - News

Empire Petroleum (EP) Dipped Recently. Here’s Why.

The share price of Empire Petroleum Corporation (NYSEAMERICAN:EP) fell by 18.15% between September 5 and September 12, 2025, putting it among the Energy Stocks that Lost the Most...

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September 16 - News

Transportadora de Gas del Sur (TGS): Among the Argentinian Stocks that Slumped Recently

The share price of Transportadora de Gas del Sur S.A.

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September 16 - News

NextDecade (NEXT) Slumps Following FID on Rio Grande Train 4

The share price of NextDecade Corporation (NASDAQ:NEXT) fell by 36.01% between September 5 and September 12, 2025, putting it among the Energy Stocks that Lost the Most This Week...

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September 16 - News

New Fortress Energy (NFE) Slumped Following Disastrous Q2 Results

The share price of New Fortress Energy Inc.

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September 16 - News

10 AI Stocks Analysts Say You Should Watch Closely

In recent news, it has come to light that Nvidia's RTX6000D, its newest artificial intelligence chip custom-made for the Chinese market, has seen only tepid demand.

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September 16 - Hedge Funds, Industries, News, Tech

Jim Cramer Weighed In on These 11 Stocks

“Their best days are behind them.

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September 16 - Hedge Funds, News

12 Stocks on Jim Cramer’s Radar

“Maybe today was a well-deserved breather for the bulls.

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September 16 - Hedge Funds, News

Jim Cramer Commented on These 10 Stocks

“The cynics just can’t believe what’s happening in this market.

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September 16 - Hedge Funds, News

Optimist Fund’s Investment Thesis for ThredUp (TDUP) is Paying Off

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

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September 16 - Hedge Fund Investor Letters, News

Optimist Fund’s Q2 2025 Investor Letter

Optimist Fund, an investment management company, released its second-quarter 2025 investor letter.

Keep Reading →

September 16 - Hedge Fund Investor Letters, News

Clearbridge Small Cap Strategy Believes in AGCO Corporation’s (AGCO) Overseas Sales Expansion

ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Strategy” second-quarter 2025 investor letter.

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September 16 - Hedge Fund Investor Letters, News

Clearbridge Small Cap Strategy Exited Its Stake in Abacus Global Management (ABL) in Q2

ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Strategy” second-quarter 2025 investor letter.

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September 16 - Hedge Fund Investor Letters, News

IREN Ltd. (IREN) Hits Fresh High as Analyst Turns Bullish

In other developments, IREN Ltd.

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September 16 - News

Lyft Inc. (LYFT) Sets New Record High as California Bill Raises Rosy EBITDA Prospects

Shares of Lyft Inc.

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September 16 - News

Cameco Corp. (CCJ) Hits New 52-Week High on US Uranium Support, Slovakian Firm Deal

Cameco Corp.

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September 16 - News

NexGen (NXE) Ends Losing Streak as US Govt Urges Uranium Expansion

NexGen snapped a two-day losing streak on Monday, jumping 10.62 percent to close at $8.44 apiece as investors welcomed the US government’s backing for the expansion of uranium...

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September 16 - News

Uranium Energy (UEC) Reaches Fresh High on Uranium Boom

We recently published All-Time High Fever: 10 Stocks Soaring and Breaking Records. Uranium Energy Corp.

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September 16 - News

Pony AI (PONY) Jumps as Investors Bet on Beijing Intervention on Weak Economy

Shares of Pony AI grew by 10.94 percent on Monday to close at $16.63 apiece, alongside its Chinese counterparts, as investors placed bets on Beijing’s intervention to turn around...

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September 16 - News

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

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20 Countries with the Most Beautiful Women in the World

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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

12 Best Nasdaq Stocks Under $20 to Buy Now

12 Best Nasdaq Stocks Under $20 to Buy Now

10 Best Low Beta Tech Stocks to Buy According to Analysts

10 Best Low Beta Tech Stocks to Buy According to Analysts

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Top 13 English Speaking Countries in Asia

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20 States with Highest Female to Male Ratio in the US

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25 Countries with the Highest Alcohol Consumption per Capita

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10 Best Gold Stocks Under $30

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