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Insider Monkey Blog

ClearBridge Large Cap Growth Strategy’s Thoughts on Eli Lilly and Company (LLY)

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” fourth-quarter 2025 investor letter.

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January 8 - Hedge Fund Investor Letters, News

Here’s What Makes Arista Networks (ANET) an Investment Bet?

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” fourth-quarter 2025 investor letter.

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January 8 - Hedge Fund Investor Letters, News

Here’s Why ClearBridge Large Cap Growth Strategy Chose Chipotle Mexican Grill (CMG)

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” fourth-quarter 2025 investor letter.

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January 8 - Hedge Fund Investor Letters, News

Here’s What Hampered Eaton’s (ETN) Price Rise

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” fourth-quarter 2025 investor letter.

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January 8 - Hedge Fund Investor Letters, News

ClearBridge Investments Large Cap Growth Strategy’s Q4 2025 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” fourth-quarter 2025 investor letter.

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January 8 - Hedge Fund Investor Letters, News

Here’s Broadcom’s (AVGO) Role in the AI Market

ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” fourth-quarter 2025 investor letter.

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January 8 - Hedge Fund Investor Letters, News

Albertsons Companies, Inc. (NYSE:ACI) Q3 2026 Earnings Call Transcript

Albertsons Companies, Inc. (NYSE:ACI) Q3 2026 Earnings Call Transcript January 7, 2026Albertsons Companies, Inc. beats earnings expectations.

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January 8 - News, Transcripts

Albertsons Companies, Inc. (NYSE:ACI) Q3 2025 Earnings Call Transcript

Albertsons Companies, Inc. (NYSE:ACI) Q3 2025 Earnings Call Transcript January 7, 2026Albertsons Companies, Inc. beats earnings expectations.

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January 8 - News, Transcripts

Applied Digital Corporation (NASDAQ:APLD) Q2 2026 Earnings Call Transcript

Operator: Good afternoon, and welcome to Applied Digital's Fiscal Second Quarter 2026 Conference Call. My name is Konstantin, and I will be your operator for today.

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January 8 - News, Transcripts

Resources Connection, Inc. (NASDAQ:RGP) Q2 2026 Earnings Call Transcript

Resources Connection, Inc. (NASDAQ:RGP) Q2 2026 Earnings Call Transcript January 7, 2026Resources Connection, Inc. beats earnings expectations.

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January 8 - News, Transcripts

Apogee Enterprises, Inc. (NASDAQ:APOG) Q3 2026 Earnings Call Transcript

Apogee Enterprises, Inc. (NASDAQ:APOG) Q3 2026 Earnings Call Transcript January 7, 2026Apogee Enterprises, Inc. misses on earnings expectations.

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January 8 - News, Transcripts

Kura Sushi USA, Inc. (NASDAQ:KRUS) Q1 2026 Earnings Call Transcript

Kura Sushi USA, Inc. (NASDAQ:KRUS) Q1 2026 Earnings Call Transcript January 7, 2026Kura Sushi USA, Inc. misses on earnings expectations.

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January 8 - News, Transcripts

Cal-Maine Foods, Inc. (NASDAQ:CALM) Q2 2026 Earnings Call Transcript

Cal-Maine Foods, Inc. (NASDAQ:CALM) Q2 2026 Earnings Call Transcript January 7, 2026Cal-Maine Foods, Inc. beats earnings expectations.

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January 8 - News, Transcripts

MSC Industrial Direct Co., Inc. (NYSE:MSM) Q1 2026 Earnings Call Transcript

MSC Industrial Direct Co., Inc. (NYSE:MSM) Q1 2026 Earnings Call Transcript January 7, 2026MSC Industrial Direct Co., Inc. beats earnings expectations.

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January 8 - News, Transcripts

UniFirst Corporation (NYSE:UNF) Q1 2026 Earnings Call Transcript

UniFirst Corporation (NYSE:UNF) Q1 2026 Earnings Call Transcript January 7, 2026UniFirst Corporation misses on earnings expectations.

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January 8 - News, Transcripts

Franklin Covey Co. (NYSE:FC) Q1 2026 Earnings Call Transcript

Franklin Covey Co. (NYSE:FC) Q1 2026 Earnings Call Transcript January 7, 2026Franklin Covey Co. misses on earnings expectations.

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January 8 - News, Transcripts

Penguin Solutions, Inc. (NASDAQ:PENG) Q1 2026 Earnings Call Transcript

Penguin Solutions, Inc. (NASDAQ:PENG) Q1 2026 Earnings Call Transcript January 6, 2026Penguin Solutions, Inc. beats earnings expectations.

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January 8 - News, Transcripts

AAR Corp. (NYSE:AIR) Q2 2026 Earnings Call Transcript

Operator: Hello, and thank you for standing by. Welcome to AAR Corp's second quarter fiscal year 2026 Earnings Conference Call.

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January 8 - News, Transcripts

ClearBridge Dividend Strategy’s Review of its Investment in Oracle (ORCL)

ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” fourth-quarter 2025 investor letter.

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January 8 - Hedge Fund Investor Letters, News

ClearBridge Investments Dividend Strategy’s Q4 2025 Investor Letter

ClearBridge Investments, an investment management company, released its “ClearBridge Dividend Strategy” fourth-quarter 2025 investor letter.

Keep Reading →

January 8 - Hedge Fund Investor Letters, News

Elevance Health (ELV) Fell Due to Reduced Guidance

Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” third-quarter 2025 investor letter.

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January 8 - Hedge Fund Investor Letters, News

Progressive Corporation (PGR) Traded Down Despite Reporting Strong Earnings

Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” third-quarter 2025 investor letter.

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January 8 - Hedge Fund Investor Letters, News

Jim Cramer on Immunome: “If You Want to Speculate on It, Fine”

Immunome, Inc.

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January 8 - News

Jim Cramer on Voyager Technologies: “I Think It’s a Very Good Speculation”

Voyager Technologies, Inc. (NYSE:VOYG) is one of the stocks Jim Cramer offered insights on.

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January 8 - News

Jim Cramer on Costco: “We Would Have Sold All of It, But the Company’s Too Good”

“We sold some Costco for the Charitable Trust.

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January 8 - News

Jim Cramer on Snowflake: “I Think the Stock Is, Quite Frankly, a Buy”

“I have to tell you, I thought the quarter wasn’t that bad… I was quite surprised about the negative reaction.

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January 8 - News

Jim Cramer on Affirm: “I Think That Stock Is Going to Par, Which Is Genuine Wall Street Gibberish for $100”

“Oh, you should buy more…. I think that stock is going to par, which is genuine Wall Street gibberish for $100. It’s at $80 right now. Max Levchin, genius.

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January 8 - News

Jim Cramer on ServiceNow: “It Still Has a High Price-to-Earnings Multiple”

ServiceNow, Inc. (NYSE:NOW) is one of the stocks Jim Cramer offered insights on.

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January 8 - News

Jim Cramer on Johnson & Johnson: “I Think It’s a Terrific Entry Point”

Johnson & Johnson (NYSE:JNJ) is one of the stocks Jim Cramer offered insights on.

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January 8 - News

Jim Cramer on Capital One: “It’s Not Too Late to Buy the Stock”

Capital One Financial Corporation (NYSE:COF) is one of the stocks Jim Cramer offered insights on.

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January 8 - News

Jim Cramer on Goldman Sachs: “That’s Worth Buying”

“Take Goldman Sachs. I’ve been shouting from the rooftops that this will be the year of mergers and acquisitions, not to mention gigantic equity offerings.

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January 8 - News

Jim Cramer Calls JPMorgan “Outrageously Cheap Versus the Rest of the Market”

“Look, I think this kind of trading is really ill- advised. Long-term, I believe it’s going to give you suboptimal returns.

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January 8 - News

Jim Cramer Explains the Risks and Reality of Chevron’s Venezuela Exposure

“You have Chevron with its Venezuelan interest, it’s held for ages.

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January 8 - News

Jim Cramer Highlights Halliburton as a Speculative Venezuela Rebuild Play

Halliburton Company (NYSE:HAL) is one of the stocks Jim Cramer offered insights on.

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January 8 - News

Jim Cramer Says Refiners Like Valero as Potential Winners From Venezuelan Oil

Valero Energy Corporation (NYSE:VLO) is one of the stocks Jim Cramer offered insights on.

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January 8 - News

Jim Cramer Says “Nokia Is Tough Because It’s Up Against Apple”

“Oh, Nokia is tough… Nokia is very tough. And I’ll tell you why Nokia is tough because it’s up against Apple. It’s up against a lot of different great companies.

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January 8 - News

Jim Cramer on DENTSPLY SIRONA: “I Think It Absolutely Represents Some Value Here”

DENTSPLY SIRONA Inc. (NASDAQ:XRAY) is one of the stocks Jim Cramer offered insights on.

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January 8 - News

Jim Cramer Says Citigroup Will “Continue Its Resurrection From the Dead”

“Or how about Citi, which was up huge in the last year, but still only sells for 12 times this year’s earnings estimates.

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January 8 - News

Jim Cramer Says “The Trade Desk Still Needs to Figure Out Where It Fits in the World”

“Now, who’s on the losing side of the ledger? Actually, some very famous companies that we used to talk about all the time.

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January 8 - News

Jim Cramer Says “Atlassian’s Really in the Crosshairs”

“Third worst performing in the Nasdaq-100 was a company called Atlassian, symbol… TEAM, down over 33%.

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January 8 - News

Here’s What Lifted Oracle (ORCL) in Q3

Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” third-quarter 2025 investor letter.

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January 8 - Hedge Fund Investor Letters, News

Jim Cramer on Paypal: “The Company’s Been Late to New Technologies”

PayPal Holdings, Inc. (NASDAQ:PYPL) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on.

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January 8 - News

Jim Cramer on Copart: “Too Soon to Stick Your Neck Out”

Copart, Inc. (NASDAQ:CPRT) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on.

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January 8 - News

Jim Cramer on Charter Communications: “Tough to Be a Cable Company in These Days”

“Second worst stock in the Nasdaq-100 was Charter Communications that tumbled 39% last year. Now, this is a secularly challenged cable business.

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January 8 - News

Jim Cramer Says “Strategy Has Become Nothing More Than a Leveraged Bet on Bitcoin”

“Alright, how about the worst performers in the Nasdaq-100 last year? At the very bottom of the index was Strategy… formerly known as Micro Strategy, which ended the year ...

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January 8 - News

Jin Cramer on Intel: “I Am Confident It Is Indeed Headed in the Right Direction”

Intel Corporation (NASDAQ:INTC) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer showed a bullish sentiment toward the company in the long term.

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January 8 - News

Jim Cramer Says “You Have to Expect Companies Like KLA to Keep Racking Up Big Orders” At This Point

KLA Corporation (NASDAQ:KLAC) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on.

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January 8 - News

Jim Cramer Says He “Can’t Name a Single Competitor to AppLovin”

AppLovin Corporation (NASDAQ:APP) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on.

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January 8 - News

Jim Cramer on Palantir: “I See No Reason to Back Away From It Now”

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on.

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January 8 - News

Jim Cramer on Insmed: “This One Is Worth Keeping an Eye On”

Insmed Incorporated (NASDAQ:INSM) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on.

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January 8 - News

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