Michael Burry Disagrees With Hedge Funds Over Flutter (FLUT)
Flutter Entertainment (NYSE: FLUT), parent of FanDuel, is having a rough year. The stock is down 57% year to date. The latest quarterly results didn't help.
Posts Tagged ‘Daily Newsletter’
Analyst Sees Trouble Brewing Beneath Disney (DIS) Numbers; Is Warner Bros (WBD) Any Better?
Investors are assessing Walt Disney (NYSE: DIS) latest results, which were mixed and most of the limelight went to the boost that came due to Toy Story 5.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Navigating Alphabet’s (GOOGL) AI Frontier
Bronte Capital, an investment management company, released its “Amalthea Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Forgent Power Solutions (FPS) is Positioning for Long-Term Success through Innovation and Growth
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Jack Henry & Associates (JKHY) Fell Despite Robust Results
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Graco (GGG) Slid Despite Healthy Profitability and Improving Backlog Trends
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Tyler Technologies’ (TYL) Maintains Strong Long-Term Growth Outlook Despite Exaggerated AI Concerns
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Conestoga Capital Advisors Finds Rollins (ROL) Appealing Despite Concerns
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Investors’ Confidence in Bio-Techne Corp. (TECH) Strengthens as Headwind Eases
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Broad-Based Growth Lifted West Pharmaceuticals (WST) in Q2
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Conestoga Capital Advisors Exited Crane NXT Co. (CXT) Amid Rising Integration Challenges
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Badger Meter’s (BMI) Revenue Contraction Signals Demand Air Pocket
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Life Science Funding Weakness Hit Azenta’s (AZTA) Outlook
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Understanding The Descartes Systems Group’s (DSGX) Recent Stock Decline Despite Impressive Revenue
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
CCC Intelligent Solutions Holdings (CCC) Performance Solid, But Prospective Returns Dwindle
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
BlackLine (BL) Exits Reflect Adoption Concerns
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Does FirstService Corp. (FSV) Have an Attractive Runway for Continued Growth?
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Balchem Corp.’s (BCPC) 8% Top-Line Growth Proves Resilience Amid Macro Risk
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
SiteOne Landscape Supply (SITE) Positioned to Capture Market Share Despite Near Term Slowdown
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Increased Bookings Reinforce Novanta’s (NOVT) Broadening Organic Momentum
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Here’s What Boosted Legence Corp. (LGN) in Q2
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
LeMaitre Vascular (LMAT) Hit by Profit Taking
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Mercury Systems’ (MRCY) Turnaround Gains Traction With Accelerated Growth
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Digi International (DGII) Strengthens on Record Revenue
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Salesforce (CRM) Declined as Market Questions SaaS Resilience
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market...
Taiwan Semiconductor Manufacturing Company (TSM) Raised Its 2026 Outlook as AI Demand Accelerated
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market...
Is Booking Holdings (BKNG) a Buying Opportunity as AI Fears Weigh on the Stock?
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market...
Antipodes Exited Sanofi (SNY) After Repeated Pipeline Setbacks
Antipodes Partners published its "Antipodes Global Strategy" second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market ...
Earnings Standouts: 52 Stocks Outperforming Wall Street Estimates
Research by the Bank for International Settlements said that equity markets tend to already price in earnings expectations well before official results are announced.
10 Blue Chip Stocks Jim Cramer is Crazy About
CNBC's Jim Cramer discusses dozens of stocks daily.
Why Wall Street Prices Coca-Cola and PepsiCo Differently
Warren Buffett once said his favorite holding period is "forever," and he was probably talking about Coca-Cola (NYSE:KO) when he said it.
Why Hedge Funds Prefer Robinhood (HOOD) Stock Over SoFi
You probably think of Robinhood (NASDAQ:HOOD) as the free stock trading app, or maybe the crypto one. That's not really the story anymore.
Regal Rexnord Corporation (RRX) Rises on Strong Results
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
Here’s Why Kodiak Gas Services (KGS) Belongs at the Core of Infrastructure Portfolios
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Verisk Analytics (VRSK) an Undervalued Data Monopoly in Insurance?
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
Can Huntington Ingalls (HII) Overcome Margin Pressure and Contract Challenges?
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
Illumina (ILMN) Rose on Strong Clinical Momentum
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
Diamond Hill Is Betting on Veralto’s (VLTO) Resilient Business Model
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
Could Centene (CNC) Be Entering a Major Margin Recovery?
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
Equifax’s (EFX) Essential Datasets Drive Consistent Growth
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Mid Cap Strategy”.
AAON’s (AAON) Growth Strategy Positions It for Long-Term Strength
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Perimeter Solutions (PRM) Looks Attractive Due To Its Niche Dominance and Cash Flow Predictability
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
What Makes Knowles Corp. (KN) a Bullish Bet?
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Matador Resources Co.’s (MTDR) Disciplined Capital Allocation and Growth Strategy Support Long Term Shareholder Value
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
What Makes Magnolia Oil & Gas Corp. (MGY) a Strong Investment Bet?
Conestoga Capital Advisors, an asset management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Allegiant Travel (ALGT)–Sun Country Merger Poised to Enhance Operational Synergies
Legacy Ridge Capital Management, a Colorado-based hedge fund, released its mid-2026 investor letter. A copy of the letter can be downloaded here.
Legacy Ridge Capital Partners’ Exit from Summit Midstream Corporation (SMC) Marks End of a Costly Mistake
Legacy Ridge Capital Management, a Colorado-based hedge fund, released its mid-2026 investor letter. A copy of the letter can be downloaded here.
Here’s How Navient Corporation’s (NAVI) Leadership Is Setting Up a Re-Rating
Gator Capital Management, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Here’s Why Emerald Wealth Partners Cut Its Shell (SHEL) Stake
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the "Focused Equity Strategy." A copy of the...
Hedge Fund Resource Center
