What Makes AerCap Holdings N.V. (AER) a High-Quality Compounder?
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Value Investors Say S&P Global (SPGI) is a Better Buy Than SpaceX (SPCX)
Value investing communities on Reddit and other notable platforms have been pounding the table on SPGI. They say it's a better investment than SPCX.
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L1 Capital International Sees Intuit’s (INTU) Decline as Market’s Overreaction
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Intercontinental Exchange (ICE) Trading at a Compelling Valuation?
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why You Should Be Optimistic in Amazon.com’s (AMZN) Outlook?
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Nvidia (NVDA) Strengthens with Improving AI Capabilities and Stronger Capital Expenditure
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Here’s Why This Fund Sold Salesforce (CRM) in Q2
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Here’s Why This Fund Divested CDW Corporation (CDW)
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Jacob Andreou: “Microsoft (MSFT) Needs to Lift Its Game and Execute Better to Clear the Higher Bar"
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
L1 Capital International’s Q2 2026 Investor Letter
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter.
Investors' Concerns Hurt Insmed Incorporated (INSM) Despite Better-Than-Expected Results
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
GFL Environmental (GFL) Slid Following the Deal Reveal
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Longer-Term Opportunity Overshadows Karman Holdings’ (KRMN) Near-Term Concerns
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Alger Mid Cap Focus Fund’s Q2 2026 Investor Letter
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” second-quarter 2026 investor letter.
NexGen Energy Ltd. (NXE) Fell Due to Risk-Off Sentiment in the Commodity Market
L1 Capital, an investment management firm, released its “L1 Long Short Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Copper Price Rally Powers Hudbay Minerals (HBM) in Q2
L1 Capital, an investment management firm, released its “L1 Long Short Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
James Hardie Industries plc (JHX) Recovered Following Easing Middle East Conflict and Strong Outlook
L1 Capital, an investment management firm, released its “L1 Long Short Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
L1 Long Short Fund’s Q2 2026 Investor Letter
L1 Capital, an investment management firm, released its “L1 Long Short Fund” second-quarter 2026 investor letter.
Do You Believe in the Upside Potential of Madison Air Solutions (MAIR)?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Multiple Headwinds Hurt Option Care Health (OPCH)
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Trump Media (DJT) Climbs on Paid Early-Access to Market-Moving Posts
Trump Media & Technology Group Corp.
Venture Global (VG) Soars as Geopolitical Tensions Fuel Natural Gas Rally
On Friday, Kuwait—one of the world’s 10 largest oil producers—said that Iran damaged a power and water desalination plant following a missile attack, sparking a fire that affected a large number...
Why IBM Stock Crashed 25% Even as AI Spending Exploded
International Business Machines Corporation (NYSE:IBM) lost 25.2% on July 14, erasing about $68 billion in market value in the stock’s worst session on record.
Aehr Test (AEHR) Rockets as Traders Buy Into Triple Revenue Growth Outlook
Shares in Aehr Test Systems Inc.
Is Automatic Data Processing (ADP) A Better Stock Than PAYX and WDAY
Is ADP a good stock to buy? We came across a bullish thesis on Automatic Data Processing, Inc. on Contrarian Indicator’s Substack by Cameron Fen.
SpaceX (SPCX) Loses Its IPO Premium as a Bigger Supply Test Looms
With investors increasingly questioning whether massive AI and infrastructure spending will generate adequate returns, Space Exploration Technologies Corp (NASDAQ:SPCX) has become one of the stocks caught...
Analog Devices (ADI) at $375: Are Investors Paying an AI Premium for Industrial Tech?
Is ADI a good stock to buy? We came across a bullish thesis on Analog Devices, Inc. on Contrarian Indicator’s Substack by Cameron Fen. In this article, we will summarize the bulls’ thesis on ADI.
Trevi Therapeutics (TRVI) Soars as Haduvio Taps Into $15B Addressable Market
Trevi Therapeutics grew its share prices by 9.85 percent on Friday to finish at $19.07 apiece, after management underscored strong clinical trial results from its treatment candidate for chronic cough...
Netflix, Inc. (NFLX) Is Sinking After Earnings — Should You Buy the Dip?
Netflix, Inc. (NASDAQ:NFLX) reported fiscal Q2 2026 earnings after market close on July 16.
Sellas Life (SLS) Climbs 12% Ahead of 'Potentially Company-Defining' Clinical Trial Result
Sellas Life Sciences bounced back by 12.26 percent on Friday to close at $13.19 apiece, as investors positioned portfolios ahead of a potentially company-defining clinical data release, supported by takeover...
ManpowerGroup (MAN) Rockets to Fresh High on Better-Than-Expected Q2
ManpowerGroup saw its share price climb to a four-year high on Thursday, after the global staffing company delivered better-than-expected second-quarter results, bolstering investor optimism that hiring...
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Here are the Compelling Reasons to Own Extreme Networks (EXTR)
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded fhere.
Is Encompass Health (EHC) an Attractive Long-Term Bet?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Do You Think Shake Shack (SHAK) Offers Attractive Value Amid Sell-off?
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Here’s Why Simply Good Foods (SMPL) is Struggling
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
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