UBS Upgrades JFrog (FROG) to Buy with $60 Price Target on Demand Strength
On March 24, UBS upgraded JFrog Ltd.
Insider Monkey Blog
Hedge Fund Investor Letters Q4 2025
We will be sharing Q4 2025 hedge fund investor letters in this article.
Barclays PLC (BCS) Rose on Earnings Beat Driven by Investment Banking Strength
Ariel Investments, an investment management company, released its "Ariel International Fund" fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Inspire Medical (INSP) is Gaining Strength from Its Product Offering and Differentiation
Mairs & Power, an investment advisor, released the fourth-quarter 2025 investor letter for the “Mairs & Power Small Cap Fund.” A copy of the letter can be downloaded here.
Is Taiwan Semiconductor (TSM) The Best Undervalued AI Stock to Buy Now?
We just covered the 10 Best Stocks to Buy According to Billionaire Ken Griffin.
Mairs & Power Small Cap Fund Expects MGP Ingredients’ (MGPI) Cyclical Pressures to Ease
Mairs & Power, an investment advisor, released the fourth-quarter 2025 investor letter for the “Mairs & Power Small Cap Fund.” A copy of the letter can be downloaded here.
nVent Electric plc (NVT) Rallied on Surging Data Center Demand
Mairs & Power, an investment advisor, released the fourth-quarter 2025 investor letter for the “Mairs & Power Small Cap Fund.” A copy of the letter can be downloaded here.
Medpace Holdings (MEDP) Benefited From GLP-1 Strength
Mairs & Power, an investment advisor, released the fourth-quarter 2025 investor letter for the “Mairs & Power Small Cap Fund.” A copy of the letter can be downloaded here.
Alphabet (GOOGL) is a Top AI Stock Pick of Billionaire Ken Griffin in 2026 – Should You Buy?
Alphabet (NASDAQ:GOOGL) shares are down about 7% so far this year and some believe now is the right time to pile into the stock to benefit from its long-term growth catalysts.
What Makes Bentley Systems (BSY) an Investment Choice?
Mairs & Power, an investment advisor, released the fourth-quarter 2025 investor letter for the “Mairs & Power Small Cap Fund.” A copy of the letter can be downloaded here.
Mairs & Power Small Cap Fund’s Q4 2025 Investor Letter
Mairs & Power, an investment advisor, released the fourth-quarter 2025 investor letter for the “Mairs & Power Small Cap Fund.” In 2025, artificial intelligence (AI) and market...
Copart (CPRT) Slid on Decline in its Key Insurance Customers Volume
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here...
What Makes Wingstop (WING) an Investment Choice?
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here...
Rubrik (RBRK) Gains Confidence Boost from Insider Buying Activity
On April 2, Rubrik Inc.
Clearbridge Investments Select Strategy’s Q4 2025 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Select Strategy” Q4 2025 investor letter. In the fourth quarter of 2025, U.S.
Robust and Consistent Results Boosted Wix (WIX) in the Quarter
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for November 2025.
Is Microsoft (MSFT) The Best AI Stock to Buy on the Dip?
We just covered the 10 Best Stocks to Buy According to Billionaire Ken Griffin.
Workiva (WK) Holds Top Investment Position in Lakehouse Global Growth Fund
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for November 2025.
Pinterest (PINS) Sold Off Despite Strong Results
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for November 2025.
Lakehouse Global Growth Fund’s Q4 2025 Investor Letter
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for November 2025.
Is First Solar, Inc. (FSLR) A Good Stock To Buy Now?
Is FSLR a good stock to buy? We came across a bearish thesis on First Solar, Inc. on Monopolistic Investor’s Substack by Antoni Nabzdyk.
Is The Coca-Cola Company (KO) A Good Stock To Buy Now?
Is KO a good stock to buy? We came across a bullish thesis on The Coca-Cola Company on r/dividends by IWantToPlayGame.
Is Globant S.A. (GLOB) A Good Stock To Buy Now?
Is GLOB a good stock to buy? We came across a bullish thesis on Globant S.A. on MTC’s Substack. In this article, we will summarize the bulls’ thesis on GLOB.
Is TD SYNNEX Corporation (SNX) A Good Stock To Buy Now?
Is SNX a good stock to buy? We came across a bearish thesis on TD SYNNEX Corporation on Monopolistic Investor’s Substack by Antoni Nabzdyk.
Is Extra Space Storage Inc. (EXR) A Good Stock To Buy Now?
Is EXR a good stock to buy? We came across a bullish thesis on Extra Space Storage Inc. on Compounding Dividends’s Substack by TJ Terwilliger.
Is Eos Energy Enterprises, Inc. (EOSE) A Good Stock To Buy Now?
Is EOSE a good stock to buy? We came across a bullish thesis on Eos Energy Enterprises, Inc. on MTC’s Substack.
Is Astera Labs, Inc. (ALAB) A Good Stock To Buy Now?
Is ALAB a good stock to buy? We came across a bullish thesis on Astera Labs, Inc. on MTC’s Substack.
Is Medline Inc. (MDLN) A Good Stock To Buy Now?
Is MDLN a good stock to buy? We came across a bullish thesis on Medline Inc. on The Pursuit of Compounding’s Substack.
Is Oklo Inc. (OKLO) A Good Stock To Buy Now?
Is OKLO a good stock to buy? We came across a bullish thesis on Oklo Inc. on MTC’s Substack. In this article, we will summarize the bulls’ thesis on OKLO.
Is Ondas Inc. (ONDS) A Good Stock To Buy Now?
Is ONDS a good stock to buy? We came across a bullish thesis on Ondas Inc. on r/AssymetricAlpha by mtc-creative.
Is Palo Alto Networks, Inc. (PANW) A Good Stock To Buy Now?
Is PANW a good stock to buy? We came across a bullish thesis on Palo Alto Networks, Inc. on MTC’s Substack.
Is NVIDIA (NVDA) Still The Best AI Stock to Buy in 2026?
Despite bubble fears, NVIDIA (NASDAQ:NVDA) continues to see strong demand for its AI chips thanks to its industry dominance.
7 Ridiculously Cheap Stocks to Buy According to Wall Street Analysts
On March 30, Reuters reported that all the major U.S. indexes fell on Monday after the U.S. President issued new warnings to Iran.
5 Ridiculously Cheap Stocks to Buy According to Wall Street Analysts
In this piece we will look at the 5 Ridiculously Cheap Stocks to Buy According to Wall Street Analysts.
Trump Administration’s Tariff Fraud Crackdown Is Changing the Risk Landscape for Importers
Trade policy under the Trump administration was often discussed in terms of tariffs, negotiations, and geopolitical strategy.
Here’s Why MARA Holdings (MARA) is on the Contributors’ List of American Century Investments Small Cap Value Fund
American Century Investments, an investment management company, released its fourth-quarter 2025 investor letter for the “American Century Investments Small Cap Value Fund.” ...
Amkor Technology (AMKR) Gained from Growing AI Packaging Solutions and Recovery Signals
American Century Investments, an investment management company, released its fourth-quarter 2025 investor letter for the “American Century Investments Small Cap Value Fund.” ...
Here’s Why American Century Investments Small Cap Value Fund Exited Patrick Industries (PATK)
American Century Investments, an investment management company, released its fourth-quarter 2025 investor letter for the “American Century Investments Small Cap Value Fund.” ...
Here’s Why Bath & Body Works (BBWI) Detracted in Q4
American Century Investments, an investment management company, released its fourth-quarter 2025 investor letter for the “American Century Investments Small Cap Value Fund.” ...
EVERTEC (EVTC) Slid Despite Solid Results
American Century Investments, an investment management company, released its fourth-quarter 2025 investor letter for the “American Century Investments Small Cap Value Fund.” ...
American Century Investments Small Cap Value Fund’s Q4 2025 Investor Letter
American Century Investments, an investment management company, released its fourth-quarter 2025 investor letter for the “American Century Investments Small Cap Value Fund.” ...
Latitude Investment Management’s Q4 2025 Investor Letter
Latitude Investment Management, an investment management firm, released its fourth-quarter 2025 investor letter.
Billionaire David Tepper’s 10 Small and Midcap Stock Picks with Huge Upside Potential
David Tepper, the founder of Appaloosa Management and owner of the Carolina Panthers, is widely regarded as one of the greatest hedge fund managers of his generation.
Billionaire David Tepper’s 5 Small and Midcap Stock Picks with Huge Upside Potential
In this article, we will list Billionaire David Tepper's 5 small and midcap stock picks with huge upside potential.
5 Stocks Jim Cramer Talked About & Commented On SpaceX’s IPO
In this article, we will discuss: 5 Stocks Jim Cramer Talked About & Commented On SpaceX's IPO.
9 Stocks Jim Cramer Talked About & Commented On SpaceX’s IPO
In this article, we will discuss: 9 Stocks Jim Cramer Talked About & Commented On SpaceX's IPO.
7 Worst Performing Agentic AI Stocks So Far in 2026
Agentic AI’s performance so far in 2026 looks mixed rather than clearly strong or clearly weak. On the positive side, enterprise adoption appears to be moving beyond pilots.
5 Worst Performing Agentic AI Stocks So Far in 2026
In this article, we will list the 5 Worst Performing Agentic AI Stocks So Far in 2026.
Jim Cramer Says “I Don’t Think There’s a Compelling AI Disruption Case Against Shopify”
Shopify Inc. (NASDAQ:SHOP) is among the stocks in focus as Jim Cramer reviewed the S&P 500’s top performers and the Nasdaq 100’s biggest laggards for the first quarter.
Jim Cramer Discusses the Possibility of “End of Adobe’s Design Dominance”
Adobe Inc. (NASDAQ:ADBE) is among the stocks in focus as Jim Cramer reviewed the S&P 500’s top performers and the Nasdaq 100’s biggest laggards for the first quarter.
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