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Insider Monkey Blog

Vertex Pharmaceuticals Presents “Unprecedented” Data for T1D Cell Therapy Zimislecel, Shows Durable Benefit

Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) is one of the best biotech stocks to invest in now.

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June 24 - News

SpringWorks Therapeutics Nears EU Approval for First Desmoid Tumor Therapy, Nirogacestat

SpringWorks Therapeutics Inc. (NASDAQ:SWTX) is one of the best biotech stocks to invest in now.

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June 24 - News

Amicus Therapeutics Publishes Positive PROPEL Study Data for Pompe Disease Treatment

Amicus Therapeutics Inc. (NASDAQ:FOLD) is one of the best biotech stocks to invest in now.

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June 24 - News

BP plc Finalizes Investment Decision for $2.9 Billion Shah Deniz Compression Project in Azerbaijan

On June 3, 2025, a final investment decision has been reached by the Shah Deniz consortium for the expansion of the Shah Deniz gas field for the Shah Deniz Compression (SDC) project...

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June 24 - News

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

We came across a bullish thesis on British American Tobacco p.l.c. (BTI) on Next Gen Investors Endowment’s Substack by Judah Kang.

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June 24 - News, Stock Analysis

Texas Instruments Incorporated (TXN): A Bull Case Theory

We came across a bullish thesis on Texas Instruments Incorporated (TXN) on Next Gen Investors Endowment’s Substack by Judah Kang.

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June 24 - News, Stock Analysis

Joint Stock Company Kaspi.kz (KSPI): A Bull Case Theory

We came across a bullish thesis on Joint Stock Company Kaspi.kz (KSPI) on Vidette Capital Research’s Substack by Tristan Unger.

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June 24 - News, Stock Analysis

CorMedix Inc. (CRMD): A Bull Case Theory

We came across a bullish thesis on CorMedix Inc. (CRMD) on Archetype Capital’s Substack. In this article, we will summarize the bulls’ thesis on CRMD. CorMedix Inc.

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June 24 - News, Stock Analysis

Super Group (SGHC) Limited (SGHC): A Bull Case Theory

We came across a bullish thesis on Super Group (SGHC) Limited (SGHC) on Archetype Capital’s. In this article, we will summarize the bulls’ thesis on SGHC.

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June 24 - News, Stock Analysis

Sirius XM Holdings Inc. (SIRI): A Bull Case Theory

We came across a bullish thesis on Sirius XM Holdings Inc. (SIRI) on Value Investing Subreddit by nymbaseball29.

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June 24 - News, Stock Analysis

QUALCOMM Incorporated (QCOM): A Bull Case Theory

We came across a bullish thesis on QUALCOMM Incorporated (QCOM) on Investing Intel’s Substack. In this article, we will summarize the bulls’ thesis on QCOM.

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June 24 - News, Stock Analysis

Coupang, Inc. (CPNG): A Bull Case Theory

We came across a bullish thesis on Coupang, Inc. (CPNG) on GabGrowth’s Substack. In this article, we will summarize the bulls’ thesis on CPNG. Coupang, Inc.

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June 24 - News, Stock Analysis

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

We came across a bullish thesis on Brown-Forman Corporation (BF-B) on Moram Capital’s Substack. In this article, we will summarize the bulls’ thesis on BF-B.

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June 24 - News, Stock Analysis

Golar LNG Limited (GLNG): A Bull Case Theory

We came across a bullish thesis on Golar LNG Limited (GLNG) on unPopular Investing’s Substack. In this article, we will summarize the bulls’ thesis on GLNG.

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June 24 - News, Stock Analysis

Ibotta, Inc. (IBTA): A Bear Case Theory

We came across a bearish thesis on Ibotta, Inc. (IBTA) on The Bear Cave’s Substack by Edwin Dorsey. In this article, we will summarize the bears’ thesis on IBTA.

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June 24 - News, Stock Analysis

Danaher Corporation (DHR): A Bull Case Theory

We came across a bullish thesis on Danaher Corporation (DHR) on FluentInQuality’s Substack. In this article, we will summarize the bulls’ thesis on DHR.

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June 24 - News, Stock Analysis

The Vita Coco Company, Inc. (COCO): A Bull Case Theory

We came across a bullish thesis on The Vita Coco Company, Inc. (COCO) on Hidden Market Gems’ Substack. In this article, we will summarize the bulls’ thesis on COCO.

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June 24 - News, Stock Analysis

Cadence Design Systems, Inc. (CDNS): A Bull Case Theory

We came across a bullish thesis on Cadence Design Systems, Inc. (CDNS) on Compound & Fire’s Substack. In this article, we will summarize the bulls’ thesis on CDNS.

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June 24 - News, Stock Analysis

Roblox Corporation (RBLX): A Bull Case Theory

We came across a bullish thesis on Roblox Corporation (RBLX) on SuperJoost’s Substack In this article, we will summarize the bulls’ thesis on RBLX.

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June 24 - News, Stock Analysis

Comstock Resources, Inc. (CRK): A Bull Case Theory

We came across a bullish thesis on Comstock Resources, Inc. (CRK) on Deep Value Capital’s Substack. In this article, we will summarize the bulls’ thesis on CRK.

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June 24 - News, Stock Analysis

Zscaler, Inc. (ZS): A Bull Case Theory

We came across a bullish thesis on Zscaler, Inc. (ZS) on Hidden Market Gems’ Substack. In this article, we will summarize the bulls’ thesis on ZS. Zscaler, Inc.

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June 24 - News, Stock Analysis

Hess Corporation (HES): A Bull Case Theory

We came across a bullish thesis on Hess Corporation (HES) on Hidden Market Gems’ Substack. In this article, we will summarize the bulls’ thesis on HES.

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June 24 - News, Stock Analysis

Celanese Corporation (CE): A Bull Case Theory

We came across a bullish thesis on Celanese Corporation (CE) on Hidden Market Gems’ Substack. In this article, we will summarize the bulls’ thesis on CE.

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June 24 - News, Stock Analysis

Early Retirement Portfolio: Top 15 Stock Picks

This week, Federal Reserve officials have the opportunity to discuss their views on interest rate trends, the effects of tariffs, and the economic effects of the Middle East crisis...

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June 24 - Hedge Funds, News, Retirement

AppLovin Corp.(APP) Drops 10.9% W/W on Misrepresentation Claims

AppLovin dropped its share prices by 10.9 percent week-on-week, ending last Friday at $324.7 versus the $364.49 close on June 13, as investor sentiment was largely dented by Culper...

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June 24 - News

Bitdeer (BTDR) Falls 11% W/W on Drop in Bitcoin Prices

Bitdeer Technologies slashed its share prices by 11 percent in just a week’s trading, from $12.68 on June 13 to $11.28 last Friday, tracking the week-on-week drop in Bitcoin...

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June 24 - News

Peloton Interactive (PTON) Declines 11.2% W/W as 2 Execs Unload Stake

Peloton Interactive dropped its share prices by 11.2 percent week-on-week, from $6.96 on June 13 to $6.18 last Friday, following two of its executives’ disposition of shares...

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June 24 - News

Transocean (RIG) Falters 12.3% W/W as Exec Disposes of Shares

Transocean Ltd.

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June 24 - News

ADMA Biologics (ADMA) Drops 14.7% W/W as 3 Execs Unload Portfolios

ADMA Biologics fell by 14.7 percent week-on-week, closing Friday at $17.74 versus the $20.81 on June 13, as investors took path from three of its executives’ recent disposition...

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June 24 - News

Chime Financial (CHYM) Loses 15% W/W as Senate Passes Stablecoin Bill

Chime Financial marked its first week as a publicly listed company in the negative territory, having lost 15 percent to close Friday at $29.53 versus the $34.79 finish on June...

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June 24 - News

Redwire Corp.(RDW) Drops 16.9% W/W on Profit-Taking

Redwire fell by 16.9 percent week-on-week, from $19.08 on June 13 to $15.86 last Friday, as investors resorted to profit-taking while repositioning portfolios ahead of its presentation...

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June 24 - News

First Solar (FSLR) Falls 17% as Tax Credit Cut Fears Linger

First Solar, Inc. (NASDAQ:FSLR) dropped its share prices by 17 percent last week, finishing Friday at $145 versus $175.2 on June 13, as investors continued to unload positions...

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June 24 - News

Enphase Energy (ENPH) Nosedives 21.38% W/W on Tax Credit Phase-Out

Enphase Energy, Inc. (NASDAQ:ENPH) fell by 21.38 percent week-on-week to end Friday’s trading at $35.85 versus the $45.6 on June 13, as investors sold off positions amid proposals...

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June 24 - News

Sarepta Therapeutics (SRPT) Tumbles 44% W/W as Analyst Cuts Price Target by 63%

In a market note, Oppenheimer significantly lowered its price target for Sarepta Therapeutics, Inc. (NASDAQ:SRPT) to $45 from $123 previously, marking a 63-percent downside.

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June 24 - News

Here’s Why Diamond Hill Capital Long-Short Strategy Initiated a Short Position in eBay (EBAY)

Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 24 - Hedge Fund Investor Letters, News

PENN Entertainment, Inc. (PENN): A Bull Case Theory

We came across a bullish thesis on PENN Entertainment, Inc. (PENN) on Value Investing Subreddit by nymbaseball29.

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June 24 - News, Stock Analysis

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

We came across a bullish thesis on Toast, Inc. (TOST) on Denis Gorbunov's Substack. In this article, we will summarize the bulls’ thesis on TOST. Toast, Inc.

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June 24 - News, Stock Analysis

Doximity, Inc. (DOCS): A Bull Case Theory

We came across a bullish thesis on Doximity, Inc. (DOCS) on Denis Gourbnov’s Substack. In this article, we will summarize the bulls’ thesis on DOCS. Doximity, Inc.

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June 24 - News, Stock Analysis

The Charles Schwab Corporation (SCHW): A Bull Case Theory

We came across a bullish thesis on The Charles Schwab Corporation (SCHW) on Cosmic Capital’s Substack. In this article, we will summarize the bulls’ thesis on SCHW.

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June 24 - News, Stock Analysis

American Eagle Outfitters, Inc. (AEO): A Bull Case Theory

We came across a bullish thesis on American Eagle Outfitters, Inc. (AEO) on Value Degen’s Substack. In this article, we will summarize the bulls’ thesis on AEO.

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June 24 - News, Stock Analysis

Sprouts Farmers Market, Inc. (SFM): A Bull Case Theory

We came across a bullish thesis on Sprouts Farmers Market, Inc. (SFM) on Sanjiv’s Substack. In this article, we will summarize the bulls’ thesis on SFM.

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June 24 - News, Stock Analysis

ACM Research, Inc. (ACMR): A Bull Case Theory

We came across a bullish thesis on ACM Research, Inc. (ACMR) on Dragon Invest’s Substack. In this article, we will summarize the bulls’ thesis on ACMR.

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June 24 - News, Stock Analysis

What Makes Salesforce (CRM) an Investment Bet?

Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 24 - Hedge Fund Investor Letters, News

Grab Holdings Limited (GRAB): A Bull Case Theory

We came across a bullish thesis on Grab Holdings Limited (GRAB) on GabGrowth’s Substack. In this article, we will summarize the bulls’ thesis on GRAB.

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June 24 - News, Stock Analysis

Benzinga Partners with WNSTN to Power Benzinga AI Across Its Platform

WNSTN, a global pioneer in AI-driven financial technology solutions, has announced a strategic partnership with Benzinga, a leading provider of financial data, news, and market...

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June 24 - Press Releases

Duolingo, Inc. (DUOL): A Bull Case Theory

We came across a bullish thesis on Duolingo, Inc. (DUOL) on The Dutch Investor’s Substack. In this article, we will summarize the bulls’ thesis on DUOL. Duolingo, Inc.

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June 24 - News, Stock Analysis

UL Solutions Inc. (ULS): A Bull Case Theory

We came across a bullish thesis on UL Solutions Inc. (ULS) on Kairos Research’s Substack. In this article, we will summarize the bulls’ thesis on ULS. UL Solutions Inc.

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June 24 - News, Stock Analysis

Do You Believe in the Long-Term Growth Opportunity of Ulta Beauty (ULTA)?

Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 24 - Hedge Fund Investor Letters, News

Edwards Lifesciences Corporation (EW): A Bull Case Theory

We came across a bullish thesis on Edwards Lifesciences Corporation (EW) on DIY Investor’s Substack. In this article, we will summarize the bulls’ thesis on EW.

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June 24 - News, Stock Analysis

MarketAxess Holdings Inc. (MKTX): A Bull Case Theory

We came across a bullish thesis on MarketAxess Holdings Inc. (MKTX) on DIY Investor’s Substack. In this article, we will summarize the bulls’ thesis on MKTX.

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June 24 - News, Stock Analysis

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