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Insider Monkey Blog

Eli Lilly and Company (LLY): A Bull Case Theory

We came across a bullish thesis on Eli Lilly and Company (LLY) on Business Model Mastery’s Substack. In this article, we will summarize the bulls’ thesis on LLY.

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June 9 - News, Stock Analysis

Kingsway Financial Services Inc. (KFS): A Bull Case Theory

We came across a bullish thesis on Kingsway Financial Services Inc. (KFS) on The Hermit’s Substack. In this article, we will summarize the bulls’ thesis on KFS.

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June 9 - News, Stock Analysis

Crocs, Inc. (CROX): A Bull Case Theory

We came across a bullish thesis on Crocs, Inc. (CROX) on The Finance Corner’s Substack by Kostadin Ristovski.

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June 9 - News, Stock Analysis

Floor & Decor Holdings, Inc. (FND): A Bull Case Theory

We came across a bullish thesis on Floor & Decor Holdings, Inc. (FND) on Summit Stock’s Substack. In this article, we will summarize the bulls’ thesis on FND.

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June 9 - News, Stock Analysis

Hims & Hers Health, Inc. (HIMS): A Bull Case Theory

We came across a bullish thesis on Hims & Hers Health, Inc. (HIMS) on M. V. Cunha’s Substack. In this article, we will summarize the bulls’ thesis on HIMS.

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June 9 - News, Stock Analysis

Lemonade, Inc. (LMND): A Bull Case Theory

We came across a bullish thesis on Lemonade, Inc. (LMND) on Investment Ideas by Antonio’s Substack by Antonio Linares.

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June 9 - News, Stock Analysis

CoreWeave, Inc. (CRWV): A Bull Case Theory

We came across a bullish thesis on CoreWeave, Inc. (CRWV) on Outperforming the Market’s Substack by Simple Investing.

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June 9 - News, Stock Analysis

Airbnb, Inc. (ABNB): A Bear Case Theory

We came across a bearish thesis on Airbnb, Inc. (ABNB) on Wolf of Harcourt Street’s Substack. In this article, we will summarize the bears’ thesis on ABNB. Airbnb, Inc.

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June 9 - News, Stock Analysis

NIKE, Inc. (NKE): A Bull Case Theory

We came across a bullish thesis on NIKE, Inc. (NKE) on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on NKE. NIKE, Inc.

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June 9 - News, Stock Analysis

Strategy Incorporated (MSTR): A Bull Case Theory

We came across a bullish thesis on Strategy Incorporated (MSTR) on X.com by Chris Millas. In this article, we will summarize the bulls’ thesis on MSTR.

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June 9 - News, Stock Analysis

Jackson Financial Inc. (JXN): A Bull Case Theory

We came across a bullish thesis on Jackson Financial Inc. (JXN) on Miroslav Štěpánek's Substack. In this article, we will summarize the bulls’ thesis on JXN.

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June 9 - News, Stock Analysis

American Coastal Insurance Corporation (ACIC): A Bull Case Theory

We came across a bullish thesis on American Coastal Insurance Corporation (ACIC) on Miroslav Štěpánek’s Substack.

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June 9 - News, Stock Analysis

Northern Dynasty Minerals Ltd. (NAK): A Bull Case Theory

We came across a bullish thesis on Northern Dynasty Minerals Ltd. (NAK) on TripleS Special Situations’s Substack by Tiny Stock Ninja.

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June 9 - News, Stock Analysis

American Tower Corporation (AMT): A Bull Case Theory

We came across a bullish thesis on American Tower Corporation (AMT) on FindingMoats’ Substack. In this article, we will summarize the bulls’ thesis on AMT.

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June 9 - News, Stock Analysis

Advance Auto Parts, Inc. (AAP): A Bull Case Theory

We came across a bullish thesis on Advance Auto Parts, Inc. (AAP) on Deep Value Capital’s Substack. In this article, we will summarize the bulls’ thesis on AAP.

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June 9 - News, Stock Analysis

AST SpaceMobile, Inc. (ASTS): A Bull Case Theory

We came across a bullish thesis on AST SpaceMobile, Inc. (ASTS) on Chit Chat Stock’s Substack. In this article, we will summarize the bulls’ thesis on ASTS.

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June 9 - News, Stock Analysis

Barnes & Noble Education, Inc. (BNED): A Bear Case Theory

We came across a bearish thesis on Barnes & Noble Education, Inc. (BNED) on Monopolistic Investor’s Substack by Antoni Nabzdyk.

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June 9 - News, Stock Analysis

Helen of Troy Limited (HELE): A Bull Case Theory

We came across a bullish thesis on Helen of Troy Limited (HELE) on Value Investing subreddit by Individual_Buy7254.

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June 9 - News, Stock Analysis

Relay Therapeutics, Inc. (RLAY): A Bull Case Theory

We came across a bullish thesis on Relay Therapeutics, Inc. (RLAY) on Steve Wagner’s Substack. In this article, we will summarize the bulls’ thesis on RLAY.

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June 9 - News, Stock Analysis

Costco Wholesale Corporation (COST): A Bull Case Theory

We came across a bullish thesis on Costco Wholesale Corporation (COST) on Sanjiv’s Substack. In this article, we will summarize the bulls’ thesis on COST.

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June 9 - News, Stock Analysis

Oscar Health, Inc. (OSCR): A Bull Case Theory

We came across a bullish thesis on Oscar Health, Inc. (OSCR) on FJ Research’s Substack. In this article, we will summarize the bulls’ thesis on OSCR. Oscar Health, Inc.

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June 9 - News, Stock Analysis

Rubrik, Inc. (RBRK): A Bull Case Theory

We came across a bullish thesis on Rubrik, Inc. (RBRK) on Deep Value Returns’ Substack. In this article, we will summarize the bulls’ thesis on RBRK. Rubrik, Inc.

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June 9 - News, Stock Analysis

Here’s Why Polen U.S SMID Company Growth Strategy Exited its Position in Booz Allen Hamilton Holding Corporation (BAH)

Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.

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June 9 - Hedge Fund Investor Letters, News

Polen U.S SMID Company Growth Strategy Sold Charles River Laboratories International (CRL) for More Attractive Opportunities

Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.

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June 9 - Hedge Fund Investor Letters, News

Was Jim Cramer Right to Be Cautiously Bullish on Warby Parker (WRBY) Last Year?

We recently published a list of Jim Cramer Nailed These 11 Stock Predictions. In this article, we are going to take a look at where Warby Parker Inc.

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June 9 - News

Was Jim Cramer Right to Warn Investors Against Buying Beyond Meat (BYND) a Year Ago?

We recently published a list of Jim Cramer Nailed These 11 Stock Predictions. In this article, we are going to take a look at where Beyond Meat, Inc.

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June 9 - News

Was Jim Cramer Right Calling ServiceNow (NOW) an Exception to the Software Last Year?

We recently published a list of Jim Cramer Nailed These 11 Stock Predictions. In this article, we are going to take a look at where ServiceNow, Inc.

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June 9 - News

Was Jim Cramer Right Telling Investors to Trim KLA Corporation (KLAC) Last Year?

We recently published a list of Jim Cramer Nailed These 11 Stock Predictions.

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June 9 - News

Was Jim Cramer Right to Favor Another Stock Over Viking Therapeutics (VKTX)?

We recently published a list of Jim Cramer Nailed These 11 Stock Predictions. In this article, we are going to take a look at where Viking Therapeutics, Inc.

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June 9 - News

What Makes Comfort Systems USA (FIX) an Investment Bet?

Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.

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June 9 - Hedge Fund Investor Letters, News

Was Jim Cramer Right Backing Sunoco (SUN) as a Reliable Dividend Play Last Year?

We recently published a list of Jim Cramer Nailed These 11 Stock Predictions.

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June 9 - News

Was Jim Cramer Right to Tell Investors to Avoid Hawaiian Electric (HE) Completely?

We recently published a list of Jim Cramer Nailed These 11 Stock Predictions. In this article, we are going to take a look at where Hawaiian Electric Industries, Inc.

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June 9 - News

Was Jim Cramer Right Admitting He Underestimated Vistra (VST)’s AI Power Potential?

We recently published a list of Jim Cramer Nailed These 11 Stock Predictions. In this article, we are going to take a look at where Vistra Corp.

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June 9 - News

Polen U.S SMID Company Growth Strategy Reinitiated its Position in Wingstop (WING)?

Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.

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June 9 - Hedge Fund Investor Letters, News

Should You Consider Adding Manhattan Associates (MANH) to Your Portfolio?

Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.

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June 9 - Hedge Fund Investor Letters, News

Was Jim Cramer Right Choosing Constellation Energy (CEG) Over Vistra Last Year?

We recently published a list of Jim Cramer Nailed These 11 Stock Predictions.

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June 9 - News

What Makes Construction Partners (ROAD) a High-Growth Business?

Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.

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June 9 - Hedge Fund Investor Letters, News

Is Saia (SAIA) Benefitting from Structured Margin Expansion?

Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.

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June 9 - Hedge Fund Investor Letters, News

Here’s Why Progyny (PGNY) Rebounded in Q1

Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.

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June 9 - Hedge Fund Investor Letters, News

What Makes Paycom Software (PAYC) a Good Long-Term Business?

Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.

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June 9 - Hedge Fund Investor Letters, News

Should You Sell Your Holdings in Align Technology (ALGN)?

Polen Capital, an investment management company, released its “Polen US SMID Company Growth Strategy” first-quarter 2025 investor letter.

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June 9 - Hedge Fund Investor Letters, News

Scotiabank Trims GitLab (GTLB) PT, Maintains Outperform Rating

GitLab Inc. (NASDAQ:GTLB) is one of the 10 tech stocks on Wall Street's radar right now. On June 6, Scotiabank cut its price target on GitLab Inc.

Keep Reading →

June 9 - News

10 Tech Stocks on Wall Street’s Radar

On May 30, during an interview with CNBC, Siebert Financial CIO Mark Malek claimed that not all sectors react the same to market headlines.

Keep Reading →

June 9 - Hedge Funds, News

Cardio Diagnostics Holdings, Inc. (CDIO): A Bull Case Theory

We came across a bullish thesis on Cardio Diagnostics Holdings, Inc.(CDIO) on Stock Pursuit’s Substack. In this article, we will summarize the bulls’ thesis on CDIO.

Keep Reading →

June 9 - News, Stock Analysis

Entravision Communications Corporation (EVC): A Bull Case Theory

We came across a bullish thesis on Entravision Communications Corporation (EVC) on The Value Road's Substack. In this article, we will summarize the bulls’ thesis on EVC.

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June 9 - News, Stock Analysis

TransMedics Group, Inc. (TMDX): A Bull Case Theory

We came across a bullish thesis on TransMedics Group, Inc. (TMDX) on Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls’ thesis on TMDX.

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June 9 - News, Stock Analysis

Alphabet Inc. (GOOGL): A Bull Case Theory

We came across a bullish thesis on Alphabet Inc. (GOOGL) on Sergey’s Substack. In this article, we will summarize the bulls’ thesis on (GOOGL). Alphabet Inc.

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June 9 - News, Stock Analysis

RTX Corporation (RTX): A Bull Case Theory

We came across a bullish thesis on RTX Corporation (RTX) on Business Model Mastery Substack. In this article, we will summarize the bulls’ thesis on RTX.

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June 9 - News, Stock Analysis

Aris Water Solutions, Inc. (ARIS): A Bull Case Theory

We came across a bullish thesis on Aris Water Solutions, Inc. (ARIS) on DualEdgeInvest’s Substack. In this article, we will summarize the bulls’ thesis on ARIS.

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June 9 - News, Stock Analysis

Rayonier Advanced Materials Inc. (RYAM): A Bull Case Theory

We came across a bullish thesis on Rayonier Advanced Materials Inc. (RYAM) on Value Degen’s Substack. In this article, we will summarize the bulls’ thesis on RYAM.

Keep Reading →

June 9 - News, Stock Analysis

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