Billionaire Peter Thiel's Fund Is Betting on the Grid Behind AI: 2 Energy Stock Picks
Peter Thiel is a billionaire investor who co-founded PayPal and Palantir.
Billionaires Were Buying These Two Nancy Pelosi AI Stocks
Latest filings of Nancy Pelosi show the politician's spouse piled into Intel Corporation (NASDAQ:INTC) and Bloom Energy Corporation (NYSE:BE).
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Aerospace and Defense Management Teams Meet Investors at Gabelli's September 9 and 10 Events in New York City
Two Days in New York City: the Defending Our Nation Leadership Forum on September 9 and the 32nd Annual Gabelli Aerospace & Defense Symposium on September 10 Attend In Person Both Days, with an Invitation...
Royalty Pharma (RPRX) Bets $100M On A Blood Disorder Breakthrough
On August 12, Royalty Pharma (NASDAQ:RPRX) agreed to pay Zealand Pharma $100 million for the rights to future royalties on rusfertide, an experimental treatment for a rare blood disorder called polycythemia...
A Landmark Deal Just Rewired Martin Marietta's (MLM) Growth Engine
On August 21, Martin Marietta Materials (NYSE:MLM) completed its combination with Lhoist North America, a subsidiary of Lhoist Group and one of the country's leading producers of lime and industrial mineral...
Sprouts Farmers Market (SFM) Stock Has Crashed: Is It a Buy Now?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
UGI Corp (UGI) Trades at Just 11x Earnings: Is It a Buy?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why RLI Corp (RLI) Remains a Top Specialty Insurance Stock
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
JBT Marel (JBTM): A Food Processing Equipment Stock With Consistent Growth
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Unitil (UTL) Could Deliver 5%-7% Annual EPS Growth
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Bank of N.T. Butterfield (NTB): A Caribbean Banking Stock Trading Below 10x Earnings
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why InterDigital (IDCC) Could Be a Hidden Gem in Wireless Technology
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Vontier (VNT) Could Be an Overlooked Value Stock
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why ePlus (PLUS) Could Benefit From Rising Corporate IT Spending
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Synaptics (SYNA) Agrees to $7 Billion Deal With Onsemi: What Investors Should Know
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Arrow Electronics (ARW) Trades at 10x Earnings: Is This Semiconductor Recovery Stock a Buy?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Littelfuse (LFUS) Is Emerging as an AI Infrastructure Winner
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Fabrinet (FN): A Hidden AI Infrastructure Stock to Watch
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
TD SYNNEX (SNX): How Its Data Center Business Is Driving Growth
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Vishay Intertechnology (VSH) Could Benefit From the Electronics Recovery
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Qorvo (QRVO) Agreed to Be Acquired by Skyworks
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Graphic Packaging (GPK): Can Its Paper Packaging Business Drive a Turnaround?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Concentrix (CNXC): Can AI Turnaround This Cheap Customer Experience Stock?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Upbound Group (UPBD) Could Be an Undervalued Stock to Watch
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
FDA Approval Marks A Turning Point For BeOne Medicines (ONC)
On August 25, BeOne Medicines (NASDAQ:ONC) said the FDA approved TEVIMBRA in combination with ZIIHERA and chemotherapy as a first-line treatment for HER2-positive gastroesophageal adenocarcinoma, a hard...
Archer-Daniels-Midland (ADM) Bets Big On Oilseed Crush Capacity
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ThinkMarkets Expands Weekend Trading Offering, Launches Weekend League Competition
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RISE Robotics Awarded $100,000 MassVentures Grant to Accelerate Commercialization of Beltdraulic Technology
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TrustFinance Community Choice Awards 2026 Opens Global Voting
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Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Alphabet (GOOG) Reports Strong Growth Fueled by AI Demand and Cloud Revenue
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
Agentforce: Scaling the Next Generation of Salesforce (CRM)
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
Investing in ExxonMobil Holdings Corporation (XOM): A Case for Long-Term Growth and Returns
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
HCA Healthcare (HCA) Navigates Patient Volume Challenges While Reporting Growth
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
Charter Communications (CHTR) Strengthens Market Position Amid Fierce Competition
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
Elevance Health (ELV) Soars as Investors Gain Confidence in Profitability
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here.
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