10 Best Autonomous Vehicle Stocks To Buy backed by Hedge Funds
A Goldman Sachs 2026 industry forecast projects a $415 billion global robotaxi market and a $560 billion autonomous-trucking market by 2035.
Insider Monkey Blog
Michael Burry Portfolio: Top 5 Stock Picks
Michael Burry always gets attention with his stock picks and market calls.
Michael Burry Portfolio: Top 10 Stock Picks
Michael Burry always gets attention with his stock picks and market calls.
Precipio Announces Q3-2026 Shareholder Update Call
Conference Call will be held on November 10th, 2026, at 5:00 PM EST NEW HAVEN, CT – Specialty cancer diagnostics company Precipio, Inc.
5 Best Cybersecurity Stocks to Buy: Picked By Hedge Funds
Previously we covered the 10 Best Cybersecurity Stocks to Buy According to Analysts. In this article we are going to take a look at hedge funds' top cybersecurity stock picks.
10 Best Cybersecurity Stocks to Buy: Picked By Hedge Funds
Previously we covered the 10 Best Cybersecurity Stocks to Buy According to Analysts. In this article we are going to take a look at hedge funds' top cybersecurity stock picks.
5 Fastest-Growing AI Stocks to Buy Now
AI stocks have been some of the market’s biggest winners in 2026. By early October, chip stocks alone had soared more than 80% for the year.
10 Fastest-Growing AI Stocks to Buy Now
AI stocks have been some of the market’s biggest winners in 2026. By early October, chip stocks alone had soared more than 80% for the year.
Arista Networks (ANET) vs. CSCO and AVGO: Is AI Data Center Expansion Creating a Long-Term Networking Winner?
Is ANET a good stock to buy? We came across a bullish thesis on Arista Networks, Inc. on TradersPro’s Substack.
BILL Holdings (BILL) vs. INTU and PYPL: Can Its Financial Workflow Platform Become a Long-Term Compounder?
Is BILL a good stock to buy? We came across a bullish thesis on BILL Holdings, Inc. on TradersPro’s Substack.
Deckers Outdoor (DECK) vs. ONON and NKE: Can UGG and HOKA Growth Drive a Major Re-Rating?
Is DECK a good stock to buy? We came across a bullish thesis on Deckers Outdoor Corporation on r/ValueInvesting by u/rain_maker15.
Edison International (EIX) vs. PCG and SRE: Is Wildfire Fear Creating a Deep Value Opportunity in California Utilities?
Is EIX a good stock to buy? We came across a bullish thesis on Edison International on r/ValueInvesting by u/WestCoastInvestor.
Exelixis (EXEL) vs. BMRN and NBIX: Can CABOMETYX and Pipeline Growth Revive Investor Confidence?
Is EXEL a good stock to buy? We came across a bullish thesis on Exelixis, Inc. on TradersPro’s Substack. In this article, we will summarize the bulls’ thesis on EXEL.
GFL Environmental (GFL) vs. RSG and WCN: Is GFL’s Landfill Network Undervalued Despite Execution Risks?
Is GFL a good stock to buy? We came across a bullish thesis on GFL Environmental Inc. on TradersPro’s Substack.
PepsiCo (PEP) vs. KO and MDLZ: Is Its Beverage-and-Snacks Strategy Creating a Stronger Defensive Business?
Is PEP a good stock to buy? We came across a bullish thesis on PepsiCo, Inc. on Investing Lawyer’s Substack.
Zoetis (ZTS) vs. IDXX and ELAN: Is Valuation Compression Creating a Rare Opportunity in Animal Health?
Is ZTS a good stock to buy? We came across a bullish thesis on Zoetis Inc. on D Invests’s Substack.
Hedge Fund Investor Letters Q3 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
First Solar (FSLR) Faces Interest Rate Pressure Despite Strong Margins and Backlog, Ariel Global Fund Says
Ariel Investments, an investment management company, released its "Ariel Global Fund" Q3 2026 investor letter.
Delek US Holdings (DK) Outperforms as Surging Crack Spreads and SRE Grant Drive Upside
The Easterly Snow Capital Small Cap Value Fund is a U.S. open-end equity mutual fund managed by Easterly Asset Management, sub-advised by Snow Capital Management.
United Parcel Service (UPS) Attracts Ariel Global Fund on Margin Recovery and Efficiency Potential
Ariel Investments, an investment management company, released its "Ariel Global Fund" Q3 2026 investor letter.
QUALCOMM (QCOM) Offers AI, Automotive, and Edge-Computing Growth Potential, Ariel Global Fund Says
Ariel Investments, an investment management company, released its "Ariel Global Fund" Q3 2026 investor letter.
Axalta Coating Systems Ltd. (AXTA) Merger With Akzo Nobel Offers Cost-Saving Potential, Ariel Global Fund Says
Ariel Investments, an investment management company, released its "Ariel Global Fund" Q3 2026 investor letter.
Dynatrace, Inc. (DT) Rises on Strong Results and AI-Driven Demand, Ariel Global Fund Says
Ariel Investments, an investment management company, released its "Ariel Global Fund" Q3 2026 investor letter.
Multi-Year Contracts and Sticky Client Relationships Provide Durable Foundation for SEI Corp. (SEIC)
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Why Bell Global Equities Fund Sold Tractor Supply Company (TSCO) and Reallocated Capital to TJX
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
The TJX Companies (TJX) Draws Bell Global Equities Fund After a Sharp Share Price Decline
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Lincoln Electric Holdings (LECO) Emerges as a New Investment After Share Price Weakness
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Bell Global Equities Fund Pushes Back on AI Disruption Fears Surrounding LPL Financial Holdings (LPLA)
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Autodesk (ADSK) Could Turn AI Disruption Concerns Into an Opportunity, Bell Global Equities Fund Says
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Why Bell Global Equities Fund Continues to Favor Taiwan Semiconductor Manufacturing Company (TSM)
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Keysight Technologies (KEYS) Benefits From AI Infrastructure Demand as Bell Global Equities Fund Sees Long-Term Growth
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Sterling Infrastructure (STRL): Scale and Expertise in Mission-Critical Data Center Projects Support Thesis
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Rollins (ROL) Pressured by Slower Residential Organic Growth and Margin Headwinds
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Bell Global Equities Fund Exits Aon (AON) After USI Acquisition Raises Financial and Execution Risks
Bell Global Equities Fund, managed by Bell Asset Management, released its Q3 2026 investor letter.
Guidewire Software (GWRE): AI Adoption and Cloud Momentum Drive Stellar Q4 Results
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Standex International Corp. (SXI): Secular Tailwinds in Grid Infrastructure and Electrification Power Long-Term Outlook
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
What Makes MACOM Technology Solutions Holdings (MTSI) a Strong Bet?
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Here’s What Strengthen Investment Case for Cognex (CGNX)
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Construction Partners (ROAD): Paving Through the Rain with a Record Backlog
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Conestoga Capital Advisors SMid Cap Strategy’s Q3 2026 Investor Letter
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter.
Better-Than-Expected Results and Solid Outlook Fuel Abercrombie & Fitch (ANF) Share Gains
The Easterly Snow Capital Small Cap Value Fund is a U.S. open-end equity mutual fund managed by Easterly Asset Management, sub-advised by Snow Capital Management.
Easterly Snow Small Cap Value Fund’s Q3 2026 Investor Letter
The Easterly Snow Capital Small Cap Value Fund is a U.S. open-end equity mutual fund managed by Easterly Asset Management, sub-advised by Snow Capital Management.
Robust Demand Across BioPharma and NGS Applications Elevates Twist Bioscience Corp.’s (TWST) Growth Profile
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Conestoga Capital Advisors Micro Cap Strategy’s Q3 2026 Investor Letter
Conestoga Capital Advisors released its third-quarter 2026 investor letter, outlining a shifting macroeconomic backdrop for small-cap equities.
Accelerating AI Revenue and Raised Full-Year Outlook Drive Five9’s (FIVN) Outperformance
Polen Capital Management LLC released its “Polen 5Perspectives Small Growth Strategy” Q2 2026 investor letter. The letter can be downloaded here.
Enterprise AI Adoption and Channel Partnerships Accelerate RingCentral’s (RNG) Growth Profile
Polen Capital Management LLC released its “Polen 5Perspectives Small Growth Strategy” Q2 2026 investor letter. The letter can be downloaded here.
Brookdale Senior Living (BKD): Favorable Senior Housing Demographics Reaffirm Long-Term Thesis
Polen Capital Management LLC released its “Polen 5Perspectives Small Growth Strategy” Q2 2026 investor letter. The letter can be downloaded here.
Polen 5Perspectives Small Growth Strategy’s Q3 2026 Investor Letter
Polen Capital Management, LLC released its “Polen 5Perspectives Small Growth Strategy” Q2 2026 investor letter.
Vulcan Value Partners is Expanding its TransDigm Group Incorporated (TDG) Position Amid Q3 Price Weakness
Investment management company Vulcan Value Partners recently released its third-quarter 2026 investor letter. The letter can be downloaded here.
Intuit (INTU): Exiting Amid AI-Driven Business Model Uncertainty
Matrix Asset Advisors, an asset management company, released its Q3 2026 investor letter. The letter can be downloaded here. U.S.
Hedge Fund Resource Center
