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Insider Monkey Blog

Alphabet (GOOG) is Gaining from Double Tailwinds

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” A copy of ...

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March 16 - Hedge Fund Investor Letters, News

Emerald Growth Equity Strategy Sold Revvity (RVTY) in Q4

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” A copy of ...

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March 16 - Hedge Fund Investor Letters, News

Emerald Wealth Partners – Growth Equity Strategy’s Q4 2025 Investor Letter

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” In 2025, the...

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March 16 - Hedge Fund Investor Letters, News

Mayville Engineering (MEC) Gained from Its Accu-Fab Acquisition

Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the fourth quarter of 2025.

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March 16 - Hedge Fund Investor Letters, News

What Makes Donnelley Financial Solutions (DFIN) an Attractive Investment Choice?

Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the fourth quarter of 2025.

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March 16 - Hedge Fund Investor Letters, News

RAM Smid Composite Trimmed Its Position in Lakeland Industries (LAKE) Ahead of Its FY3Q26 Report

Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the fourth quarter of 2025.

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March 16 - Hedge Fund Investor Letters, News

Rewey Asset Management’s Q4 2025 Investor Letter

Rewey Asset Management, an investment management firm, released its “RAM Smid Composite” investor letter for the fourth quarter of 2025.

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March 16 - Hedge Fund Investor Letters, News

Artisan Value Fund’s Views on PayPal Holdings (PYPL)

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Value Fund”.  A copy of the letter can be downloaded here...

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March 16 - Hedge Fund Investor Letters, News

A Mix of Cyclical and Structural Demand Headwinds Hurt Diageo (DEO)

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Value Fund”.  A copy of the letter can be downloaded here...

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March 16 - Hedge Fund Investor Letters, News

Here’s What Allows Union Pacific (UNP) to Sustain High Margins During Challenges

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Value Fund”.  A copy of the letter can be downloaded here...

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March 16 - Hedge Fund Investor Letters, News

What Makes Airbnb (ABNB) an Attractive Investment?

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Value Fund”.  A copy of the letter can be downloaded here...

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March 16 - Hedge Fund Investor Letters, News

5 AI Stocks That Will Skyrocket

Networking solutions and services provider Arista Networks (NYSE:ANET) announced on the 12th that it had formed a new agreement to form a new optics module.

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March 16 - News

12 AI Stocks That Will Skyrocket

In an appearance on CNBC's Market Movers, the network's Seema Mody commented on the recent trend in the AI industry where executives at the top companies are being shuffled.

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March 16 - News

Fiserv (FISV) Tanked as It Missed Earnings Expectations

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Value Fund”.  A copy of the letter can be downloaded here...

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March 16 - Hedge Fund Investor Letters, News

Here’s Why Merck (MRK) Surged in Q4

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Value Fund”.  A copy of the letter can be downloaded here...

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March 16 - Hedge Fund Investor Letters, News

Alphabet (GOOG) Gained from Its Shift in the AI Race from Being “Hunted” to Being a “Hunter”

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Value Fund”.  A copy of the letter can be downloaded here...

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March 16 - Hedge Fund Investor Letters, News

Lam Research (LCRX) Gained From Strong Demand Uptick

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Value Fund”.  A copy of the letter can be downloaded here...

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March 16 - Hedge Fund Investor Letters, News

Artisan Value Fund’s Q4 2025 Investor Letter

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Value Fund”.  The Fund seeks to invest in undervalued companies...

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March 16 - Hedge Fund Investor Letters, News

Madison Small Cap Fund’s Standout Performer: Ciena Corp (CIEN)

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Small Cap Fund”. A copy of the letter can be downloaded here.

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March 16 - Hedge Fund Investor Letters, News

Here’s Why Primo Brands (PRMB) Stock Dropped 50%

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Small Cap Fund”. A copy of the letter can be downloaded here.

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March 16 - Hedge Fund Investor Letters, News

Encompass Health Corp. (EHC) Declined in Q4 Despite Strong Fundamentals

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Small Cap Fund”. A copy of the letter can be downloaded here.

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March 16 - Hedge Fund Investor Letters, News

Here’s Why Madison Small Cap Decided to Step Back from Cogent Communications Holdings (CCOI)

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Small Cap Fund”. A copy of the letter can be downloaded here.

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March 16 - Hedge Fund Investor Letters, News

Madison Small Cap Fund Exited Confluent (CFLT) Following Acquisition Announcement

Madison Investments, an investment advisor, released its fourth-quarter 2025 investor letter for “Madison Small Cap Fund”. A copy of the letter can be downloaded here.

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March 16 - Hedge Fund Investor Letters, News

Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy

Ark Invest CEO Cathie Wood quickly became a Wall Street favorite back in the pandemic days with her disruptive investing and impressive returns.

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March 16 - Hedge Funds, News

Cathie Wood 2026 Portfolio: 5 Best Stocks to Buy

In this article, we will list the Cathie Wood 2026 Portfolio: 5 Best Stocks to Buy.

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March 16 - News

5 Best Regulated Electric Stocks to Buy According to Hedge Funds

In this article, we will list the 5 Best Regulated Electric Stocks to Buy According to Hedge Funds.

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March 16 - News

10 Best Regulated Electric Stocks to Buy According to Hedge Funds

On February 26, A&O Shearman published its outlook on the U.S.

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March 16 - Hedge Funds, News

BTIG Cuts AeroVironment, Inc. (AVAV)’s Price Target To $330, Maintains Buy Rating

AeroVironment, Inc.

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March 16 - News

Is Kratos Defense & Security Solutions, Inc. (KTOS) The Best Drone Stock To Buy For The Next 3 Years?

Kratos Defense & Security Solutions, Inc.

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March 16 - News

NTCSA Signs Helicopter Purchase Agreement with Textron Inc. (TXT)

Textron Inc.

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March 16 - News

L3Harris Technologies (LHX) In Focus As Middle East Crisis Pushes Investors Towards Defense Sector

L3Harris Technologies, Inc.

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March 16 - News

Lockheed Martin Corporation (LMT) Secures $111.5 Million Naval Contract Order

Lockheed Martin Corporation (NYSE:LMT) is among the 8 Best Drone Stocks to Buy for the Next 3 Years. On March 12, the Department of War (DOW) announced that the company was awarded...

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March 16 - News

Morgan Stanley Lifts Price Target on Honeywell International Inc. (HON) to $245, Reiterates Equal Weight Rating

Honeywell International Inc.

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March 16 - News

Analysts See 11% Upside To RTX Corporation (RTX)

RTX Corporation (NYSE:RTX) is among the 8 Best Drone Stocks to Buy for the Next 3 Years. According to a report on TipRanks, Morgan Stanley analyst Kristine Liwag reiterated the...

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March 16 - News

The Boeing Company (BA) Awarded $2.34 Billion Air Force Contract Modification

The Boeing Company (NYSE:BA) is among the 8 Best Drone Stocks to Buy for the Next 3 Years. According to a March 12 press release from the Department of War, the company has been...

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March 16 - News

15 Best Growth Stocks to Buy and Hold for the Long Term

On March 13, the S&P 500 dipped, while oil prices rose as investors expected more developments in the Iran war.

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March 16 - Hedge Funds, News

5 Best Growth Stocks to Buy and Hold for the Long Term

In this article, we will take a look at the 5 Best Growth Stocks to Buy and Hold for the Long Term.

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March 16 - News

8 Best Drone Stocks to Buy for the Next 3 Years

Swarms of AI-powered drones and loitering munitions have filled the skies of the Middle East, as the Iran-US-Israeli war crosses 15 days and spreads to countries in the Gulf Cooperation...

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March 16 - Hedge Funds, News

5 Best Drone Stocks to Buy for the Next 3 Years

In this article we will list the 5 Best Drone Stocks to Buy for the Next 3 Years.

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March 16 - News

Truist Reaffirms Buy Rating for Nvidia (NVDA)

On March 10, Truist maintained its Buy rating on NVIDIA Corporation (NASDAQ:NVDA) ahead of the company’s annual GPU Technology Conference next week.

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March 15 - News

Is Cintas Corporation (CTAS) A Good Stock To Buy Now?

Is CTAS a good stock to buy now? We came across a bullish thesis on Cintas Corporation on Compounding Quality’s Substack.

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March 15 - News, Stock Analysis

Is Arm Holdings plc (ARM) A Good Stock To Buy Now? 

Is ARM a good stock to buy? We came across a bullish thesis on Arm Holdings plc on Compounding Your Wealth’s Substack by Sergey.

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March 15 - News, Stock Analysis

Is Comcast Corporation (CMCSA) A Good Stock To Buy Now?

Is CMCSA a good stock to buy? We came across a bullish thesis on Comcast Corporation on Fixed Income Beacon’s Substack.

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March 15 - News, Stock Analysis

Is General Mills, Inc. (GIS) A Good Stock To Buy Now?

Is GIS a good stock to buy? We came across a bullish thesis on General Mills, Inc. on Compounding Quality’s Substack.

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March 15 - News, Stock Analysis

Is Robinhood Markets, Inc. (HOOD) A Good Stock To Buy Now?

Is HOOD a good stock to buy? We came across a bullish thesis on Robinhood Markets, Inc. on The AI Architect’s Substack.

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March 15 - News, Stock Analysis

Is H&R Block, Inc. (HRB) A Good Stock To Buy?

Is HRB a good stock to buy? We came across a bullish thesis on H&R Block, Inc. on Compounding Quality’s Substack.

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March 15 - News, Stock Analysis

Is Lumentum Holdings Inc. (LITE) A Good Stock To Buy Now?

Is LITE a good stock to buy? We came across a bullish thesis on Lumentum Holdings Inc. on Deep Value Returns’s Substack.

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March 15 - News, Stock Analysis

Is LyondellBasell Industries N.V. (LYB) A Good Stock To Buy Now?

Is LYB a good stock to buy? We came across a bullish thesis on LyondellBasell Industries N.V. on Compounding Quality’s Substack.

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March 15 - News, Stock Analysis

Is Redwire Corporation (RDW) A Good Stock To Buy Now?

Is RDW a good stock to buy? We came across a bullish thesis on Redwire Corporation on Danny’s Substack by Danny Green.

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March 15 - News, Stock Analysis

Is Zoetis Inc. (ZTS) A Good Stock To Buy Now?

Is ZTS a good stock to buy now? We came across a bullish thesis on Zoetis Inc. on Rebound Capital’s Substack.

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March 15 - News, Stock Analysis

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Lists

25 Countries with the Highest Debt to GDP Ratios

25 Countries with the Highest Debt to GDP Ratios

15 States with the Most Gun Violence in the US

15 States with the Most Gun Violence in the US

9 Undervalued Chemical Stocks to Buy According to Hedge Funds

9 Undervalued Chemical Stocks to Buy According to Hedge Funds

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7 Most Promising Psychedelic Stocks According to Hedge Funds

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7 Cheap Pharmaceutical Stocks to Buy According to Hedge Funds

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15 Innovative Healthcare Stocks to Buy According to Analysts

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9 High Growth Small Cap Stocks That Are Profitable

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20 Most Profitable Stocks of the Last 20 Years

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15 High Growth Mid-Cap Stocks to Buy

Top 10 Oncology Stocks to Buy Now

Top 10 Oncology Stocks to Buy Now

10 Best Investments During A Recession

10 Best Investments During A Recession

7 Best Rare Earth Stocks to Buy According to Hedge Funds

7 Best Rare Earth Stocks to Buy According to Hedge Funds

Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

11 Best Cancer Stocks to Buy Right Now

11 Best Cancer Stocks to Buy Right Now

40 Most Unfriendly Countries in the World

40 Most Unfriendly Countries in the World

30 Unhappiest Countries in the World in 2025

30 Unhappiest Countries in the World in 2025

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

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

5 Countries with the Most Beautiful Women in the World

5 Countries with the Most Beautiful Women in the World

20 Countries with the Most Beautiful Women in the World

20 Countries with the Most Beautiful Women in the World

20 US Cities with the Highest Homeless Population Per Capita

20 US Cities with the Highest Homeless Population Per Capita

20 Countries with the Highest Homeless Population

20 Countries with the Highest Homeless Population

12 Countries with the Highest Bond Yields in the World

12 Countries with the Highest Bond Yields in the World

20 Countries with the Most Battle Tanks in the World

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

10 Worst Performing Currencies of 2024

10 Worst Performing Currencies of 2024

15 States with the Best Weed in America

15 States with the Best Weed in America

16 Countries with the Largest Proven Oil Reserves in the World

16 Countries with the Largest Proven Oil Reserves in the World

16 Highest Quality Chocolate Brands in the US

16 Highest Quality Chocolate Brands in the US

20 Countries with the Strongest Armies in the World

20 Countries with the Strongest Armies in the World

Top 13 English Speaking Countries in Asia

Top 13 English Speaking Countries in Asia

20 States with Highest Female to Male Ratio in the US

20 States with Highest Female to Male Ratio in the US

40 Best Places to Visit in Europe Before You Die

40 Best Places to Visit in Europe Before You Die

20 States with the Lowest Life Expectancy in the US

20 States with the Lowest Life Expectancy in the US

25 Cities with the Highest Homeless Population in the World

25 Cities with the Highest Homeless Population in the World

20 Countries With The Best English Accent in The World

20 Countries With The Best English Accent in The World

30 Cities with the Highest Weed Consumption in the US

30 Cities with the Highest Weed Consumption in the US

25 Countries with the Highest Alcohol Consumption per Capita

25 Countries with the Highest Alcohol Consumption per Capita

10 Best Gold Stocks Under $30

10 Best Gold Stocks Under $30

10 Best Genomics Stocks To Buy Right Now

10 Best Genomics Stocks To Buy Right Now

20 Countries with the Best Economy in the World in 2024

20 Countries with the Best Economy in the World in 2024

30 Cheapest Countries in the World in 2024

30 Cheapest Countries in the World in 2024

15 Healthiest Countries in Europe

15 Healthiest Countries in Europe

15 Healthiest Countries In Africa

15 Healthiest Countries In Africa

25 Most Tropical Cities in the US

25 Most Tropical Cities in the US

15 Most Underrated States in the US

15 Most Underrated States in the US

13 Best Cheap Perfumes for Women That Smell Amazing

13 Best Cheap Perfumes for Women That Smell Amazing

Best Cheap Perfume for Women That Smells Amazing

Best Cheap Perfume for Women That Smells Amazing

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