10 Best Mortgage Finance Stocks To Buy According to Billionaires
Mortgage finance companies sit between people who want to buy homes and the money that pays for them.
Insider Monkey Blog
Microsoft (MSFT) Built a $100B Azure. Can It Outrun Its Own Spending?
When Microsoft (NASDAQ:MSFT) reports again later this month, one line will draw more attention than the rest: how fast Azure grew.
Lockheed Martin (LMT) Trades Below Its Historical Average: Bargain or Defense Trap?
A year ago, Lockheed Martin (NYSE:LMT) was a defense giant paying for its own mistakes.
Ford (F) Is Freeing Itself From EV Overhangs. Is the Stock a Buy at 6x Earnings?
Ford (NYSE:F) has spent the past year cutting loose the costliest pieces of its electric-vehicle bet, and the payoff is already showing up in its gas, hybrid, and commercial businesses...
Amazon (AMZN) Has a $25B Chip Business. Is the Cash Burn Worth It?
Most people think of Amazon (NASDAQ:AMZN) as the place their packages come from.
Is Cameco (CCJ) a Buy Before the Westinghouse Spin-Off?
Cameco’s mines had a solid second quarter of 2026. Its headline profit didn’t look that way.
General Motors (GM) Raised Guidance Twice This Year. Why Is the Stock Still So Cheap?
General Motors (NYSE:GM) has raised its full-year profit outlook twice this year. Its stock still trades at a multiple most companies would consider an insult.
What is Union Pacific’s (UNP) Economic Moat, and is it Widening or Narrowing?
Union Pacific Corporation (NYSE:UNP) closed at $282.36 on October 13.
Marsh McLennan (MRSH) vs Aon (AON): Which Insurance Broker is a Better Buy?
Marsh & McLennan Companies, Inc. (NYSE:MRSH) closed at $177.01 on October 13.
What is American Water Works’ (AWK) Economic Moat, and is it Widening or Narrowing?
American Water Works Company, Inc. (NYSE:AWK) closed at $130.05 on October 13.
Pitney Bowes (PBI) vs. BRC and ACCO: Can Stronger Cash Flow Extend the Turnaround Into Sustainable Growth?
Is PBI a good stock to buy? We came across a bullish thesis on Pitney Bowes Inc. on Hidden Rock Capital's Newsletter’s Substack by Hidden Rock Capital.
Adobe (ADBE) vs. ADSK and CRM: Can Firefly and GenStudio Turn AI Into Sustained Growth?
Is ADBE a good stock to buy? We came across a bullish thesis on Adobe Inc. on Astute Optics - US’s Substack. In this article, we will summarize the bulls’ thesis on ADBE.
Airbnb (ABNB) vs. EXPE and TCOM: Can Double-Digit Growth Offset Rising Regulatory Pressure?
Is ABNB a good stock to buy? We came across a bullish thesis on Airbnb, Inc. on Astute Optics - US’s Substack.
Autodesk (ADSK) vs. PTC and TRMB: Can Cloud and AI Investments Drive Faster Earnings Growth?
Is ADSK a good stock to buy? We came across a bullish thesis on Autodesk, Inc. on Astute Optics - US’s Substack.
American Electric Power (AEP) vs. SO and DUK: Can Its 56 GW Demand Pipeline Drive Earnings Growth?
Is AEP a good stock to buy? We came across a bullish thesis on American Electric Power Company, Inc. on Astute Optics - US’s Substack.
Astera Labs (ALAB) vs. CRDO and MRVL: Can Surging AI Demand Outpace Valuation Risks?
Is ALAB a good stock to buy? We came across a bullish thesis on Astera Labs, Inc. on Astute Optics - US’s Substack.
Alnylam Pharmaceuticals (ALNY) vs. IONS and ARWR: Can Pipeline Growth Restore Confidence After the Guidance Cut?
Is ALNY a good stock to buy? We came across a bullish thesis on Alnylam Pharmaceuticals, Inc. on Astute Optics - US’s Substack.
AppLovin (APP) vs. U and TTD: Can AXON’s AI Advantage Outpace Execution Risks?
Is APP a good stock to buy? We came across a bullish thesis on AppLovin Corporation on Astute Optics - US’s Substack.
Baker Hughes (BKR) vs. SLB and HAL: Can IET Growth and LNG Demand Drive a Stronger Earnings Cycle?
Is BKR a good stock to buy? We came across a bullish thesis on Baker Hughes Company on Astute Optics - US’s Substack.
Costco (COST) vs. WMT and BJ: Can New Warehouses and Digital Growth Drive Further Upside?
Is COST a good stock to buy? We came across a bullish thesis on Costco Wholesale Corporation on Astute Optics - US’s Substack.
Copart (CPRT) vs. RBA and KAR: Can Its Debt-Free Balance Sheet and ACV Deal Drive a Recovery?
Is CPRT a good stock to buy? We came across a bullish thesis on Copart, Inc. on Astute Optics - US’s Substack.
Coca-Cola Europacific Partners (CCEP) vs. COKE and PEP: Can New Products and Pricing Power Drive Stronger Returns?
Is CCEP a good stock to buy? We came across a bullish thesis on Coca-Cola Europacific Partners PLC on Astute Optics - US’s Substack.
Constellation Energy (CEG) vs. VST and TLN: Can Nuclear Power and AI Demand Drive Earnings Growth?
Is CEG a good stock to buy? We came across a bullish thesis on Constellation Energy Corporation on Astute Optics - US’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.
Baillie Gifford International Alpha Strategy’s Q3 2026 Investor Letter
Baillie Gifford & Co, an independent investment management firm, released its third-quarter 2026 investor letter for “International Alpha Strategy”.
Guinness Greater China Fund’s Q3 2026 Investor Letter
Guinness Global Investors recently released its "Greater China Fund" Q3 2026 investor letter.
Corning (GLW): Fiber-Optic Demand Intact Despite Near-Term Guidance Friction
Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Long-Term Value Strategy”. The letter can be downloaded here.
The Long-Term Investment Case for Lumentum (LITE)
Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Long-Term Value Strategy”. The letter can be downloaded here.
Polaris (PII): Short Initiation Amid Fading Restocking Tailwinds and Flaw in 2027 Consensus
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” third-quarter 2026 investor letter. The letter can be downloaded here.
Reaves Long-Term Value Wrap Strategy’s Q3 2026 Investor Letter
Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Long-Term Value Strategy”.
Bristlemoon Global Fund’s Q3 2026 Investor Letter
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” third-quarter 2026 investor letter.
Azincourt Energy Reports Initial Results from Drilling at Snegamook Uranium Deposit
Vancouver, British Columbia, October 14th, 2026, FinanceWire Vancouver, British Columbia–(October 14, 2026) – AZINCOURT ENERGY CORP.
Mastercard (MA): Why Pure-Play Payment Networks Offer Defensive Superiority?
Jenga Investment Partners, a London-based investment management firm, released its Q3 2026 investor letter. A copy of the letter can be downloaded here.
Visa (V) Benefits from High Margins with Minimal Credit Exposure
Jenga Investment Partners, a London-based investment management firm, released its Q3 2026 investor letter. A copy of the letter can be downloaded here.
How Subscription Models Insulate FactSet Research Systems (FDS)?
Jenga Investment Partners, a London-based investment management firm, released its Q3 2026 investor letter. A copy of the letter can be downloaded here.
Evaluating the Growth Runway for Intuit (INTU)
Jenga Investment Partners, a London-based investment management firm, released its Q3 2026 investor letter. A copy of the letter can be downloaded here.
Why S&P Global (SPGI) Thrives Across Market Cycles?
Jenga Investment Partners, a London-based investment management firm, released its Q3 2026 investor letter. A copy of the letter can be downloaded here.
Capitalizing on Adobe’s (ADBE) High-Margin Platform and Free Cash Flow Generation
Jenga Investment Partners, a London-based investment management firm, released its Q3 2026 investor letter. A copy of the letter can be downloaded here.
IBM: Is Customer Financing Flattering Its Cash Recovery?
International Business Machines Corporation (NYSE:IBM) generated $7.77 billion of first-half 2026 operating cash flow, up from $6.07 billion a year earlier.
Jenga Investment Partners’ Q3 2026 Investor Letter
Jenga Investment Partners, a London-based investment management firm, released its Q3 2026 investor letter.
Cisco (CSCO): Can Its Earnings Recovery Turn Into Lasting Cash Growth?
Cisco Systems, Inc. (NASDAQ:CSCO) has an opportunity to turn artificial-intelligence infrastructure spending and network upgrades into stronger cash generation.
Shift4 Payments, Inc. (FOUR) Is a New Position in Sirmium Capital’s Portfolio
Sirmium Capital recently released its quarterly Q3 2026 investor letter. A copy of the letter can be downloaded here.
National Grid (NGG) Makes $1.75 Billion Bet on US Data Center Power Demand
Guinness Global Investors recently released its "Global Real Assets Fund" August 2026 investor letter. A copy of the letter can be downloaded here.
Nasdaq (NDAQ) Can Index Growth Hold Up Without a Rising Market?
Nasdaq, Inc. (NASDAQ:NDAQ) is attracting more money into investment products tracking its indexes.
Kaspi.kz JSC (KSPI) Offers Exposure to Digital Finance and E-Commerce in Kazakhstan
Sirmium Capital recently released its quarterly Q3 2026 investor letter. A copy of the letter can be downloaded here.
Grab Holdings Limited (GRAB) Benefits From Its Mapping Technology, Says Sirmium Capital
Sirmium Capital recently released its quarterly Q3 2026 investor letter. A copy of the letter can be downloaded here.
Netflix, Inc. (NFLX) Has Growth Opportunities Beyond Subscribers, Says Sirmium Capital
Sirmium Capital recently released its quarterly Q3 2026 investor letter. A copy of the letter can be downloaded here.
Why Sirmium Capital Increased Its Stake in dLocal Limited (DLO)
Sirmium Capital recently released its quarterly Q3 2026 investor letter. A copy of the letter can be downloaded here.
Linde plc (LIN) Adds Exposure to Industrial Gases and Secular Growth Trends
Sirmium Capital recently released its quarterly Q3 2026 investor letter. A copy of the letter can be downloaded here.
ASML Holding N.V. (ASML) Gains 9.4% as AI-Driven Demand Boosts Confidence in Lithography Equipment
Liontrust Investment Partners recently released its "GF European Strategic Equity Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Resource Center
