What Makes Alcon (ALC) a Bullish Bet?
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Blowing Past the Street: 3 Stocks Beating EPS Estimates
Nearly seven in 10 S&P 500 companies have exceeded revenue expectations, while earlier FactSet data showed that 77 percent beat revenue estimates - well above the historical five- and 10-year averages...
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Latest Insider Purchases
Goh bought 5,220,000 Cch Holdings Ltd shares at $0.28
Opaleye bought 11,608 Grace Therapeutics Inc. shares at $2.09
Bienaime bought 900 Ascendis Pharma A/S shares at $246.91
Bienaime bought 1,100 Ascendis Pharma A/S shares at $245.85
Sawtelle bought 17,000 Compass Diversified Holdings shares at $12.42
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Goh sold 4,872,500 Cch Holdings Ltd shares at $0.28
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Pittas sold 300 Eurodry Ltd. shares at $39.50
Pariaros sold 2,700 Eurodry Ltd. shares at $42.00
Plakantonaki sold 10,825 Star Bulk Carriers Corp. shares at $29.82
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Is Intercontinental Exchange (ICE) a Simple, Durable Business Misunderstood by Market?
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
S&P Global (SPGI) Positioned to Unlock Growth Potential Amid AI Fears
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Multi Year Growth Runway Fuels Visa’s (V) Bullish Case
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Stable Growth Trajectory Positions Mastercard (MA) for Strong Returns
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Buybacks and EPS Growth Strengthens Restaurant Brands International’s (QSR) Upside
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Serve Robotics (SERV) Turns To Grubhub After Losing Uber Eats Deal
On August 17, Serve Robotics (NASDAQ:SERV) said it is partnering with Grubhub to fulfill orders on the food delivery platform using its sidewalk robots.
Alibaba (BABA) Cashes Out Of Gaming To Double Down On AI
On August 17, Alibaba Group (NYSE:BABA) agreed to hand its entire stake in game studio Lingxi Games to private equity firm Trustar Capital, a deal a person familiar with the matter says will net the Chinese...
Casella Waste Systems (CWST) Offers Durable Potential Beyond Market Concerns
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
The Fund Sold Floor & Decor (FND) as Housing Demand Stayed Weak
Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Small Cap Fund".
Can Applied Aerospace & Defense (AADX) Convert Its Backlog Into Durable Earnings Growth?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Freedom Holding Marks New Türkiye Milestone as Freedom Yatırım Secures Brokerage License
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Philip Morris International (PM) vs. Altria Group (MO): Which Tobacco Dividend Fits Your Portfolio
Philip Morris International Inc. (NYSE:PM) and Altria Group, Inc. (NYSE:MO) often come up in the same conversation when investors look for tobacco dividend stocks.
UnitedHealth Group (UNH) vs. Eli Lilly and Company (LLY): Which Healthcare Stock Offers the Better Dividend?
UnitedHealth Group Incorporated (NYSE:UNH) and Eli Lilly and Company (NYSE:LLY) both have respectable dividend records, but the two companies are at different stages of their dividend journeys.
PPG Industries (PPG) is an Underrated Dividend Stock Worth a Closer Look
PPG Industries, Inc. (NYSE:PPG) has spent decades building a dividend record that is difficult to ignore.
Stanley Black & Decker (NYSE:SWK)'s 58-Year Dividend Streak is Hard to Ignore
Stanley Black & Decker, Inc. (NYSE:SWK) isn't usually the first name that comes to mind when investors talk about dividend stocks. Still, its record is difficult to overlook.
This Dividend Stock Has a Realistic Shot at Becoming a Dividend King
Aflac Incorporated (NYSE:AFL) has built an impressive dividend track record over the years.
Automatic Data Processing (ADP) Dividend Outlook: Strong Fundamentals, Modest Yield
Automatic Data Processing, Inc. (NASDAQ:ADP) has quietly built one of the better dividend records in the market. The company has now increased its dividend for 51 straight years.
McDonald’s is One Dividend Hike Away from Becoming a Dividend King
McDonald's Corporation (NYSE:MCD) is just one dividend increase away from becoming a Dividend King.
Johnson & Johnson's Dividend Looks Well Positioned for the Long Term
Johnson & Johnson (NYSE:JNJ) continues to stand out as a dividend stock for investors who value dependable income and a long track record of growth.
Badger Meter is Quietly Building a Strong Dividend Growth Record
Badger Meter, Inc. (NYSE:BMI)'s latest dividend increase is a positive signal for income-focused investors, even though the stock is not a traditional high-yield dividend play.
Kimberly-Clark (KMB): An Overlooked Dividend King Income Investors Should Know
Kimberly-Clark Corporation (NASDAQ:KMB) is not usually the first name that comes up when investors discuss Dividend Kings. Its track record says it probably should be.
Medtronic plc (MDT) is Closing in on Dividend King Status
Medtronic plc (NYSE:MDT) is now just one dividend increase away from becoming a Dividend King.
PepsiCo (PEP)'s Dividend is Strong but the Stock Needs a Turnaround
PepsiCo, Inc. (NASDAQ:PEP)'s recent stock performance has been a letdown for shareholders.
Why Procter & Gamble Remains a Dividend Powerhouse After 70 Years
The Procter & Gamble Company (NYSE:PG) has reached a milestone that very few companies can match.
Amylyx (AMLX) Climbs to Fresh High as Avexitide Moves Closer to Commercialization
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T-Mobile (TMUS), The Market's Favorite Telecom Just Got Downgraded — and the Reason Should Worry Bulls
For a decade, T-Mobile US, Inc. (NASDAQ:TMUS) has been one of the most preferred stocks in the telecom industry.
Bill Gates and Warren Buffett's Berkshire Portfolios Have This One Non-AI Stock in Common
The latest 13F filings show that Bill Gates' foundation trust and Warren Buffett's Berkshire Hathaway, now run by Greg Abel, had one stock in common in their portfolios as of the end of the second quarter...
Baidu Q2 Revenue Misses as Advertising Slides—Is the AI Thesis Still Intact?
Underneath the advertising decline, the company’s AI-related businesses stood out. Baidu’s AI Cloud Infrastructure revenue rose 50% year-over-year to RMB7.3 billion.
Billionaire Dan Loeb Is Buying This Boring Non-AI Stock the Market Is Ignoring
Performance Food Group is one of the largest food distributors in North America. It buys food, drinks, and supplies from thousands of vendors and sends them to places that sell food away from home.
Algonquin Power (AQN) Bets Big on a US Move While Earnings Slip
On August 7, Algonquin Power & Utilities (NYSE:AQN) held its second-quarter earnings call, and the story split cleanly in two.
Hedge Fund Investor Letters Q2 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
Billionaire Howard Marks Just Bought This Beaten-Down Indian Stock. Don’t Miss The Opportunity
Billionaire Howard Marks' Oaktree Capital recently disclosed a new position in MakeMyTrip (NASDAQ:MMYT). The fund bought a stake worth about $52.4 million.
Baron Capital Adds Blackstone Digital Infrastructure Trust (BXDC) on Strong Leadership and Robust Pipeline
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Michael Burry is Bullish on This Beaten-Down Healthcare Stock. Time to Buy?
Zoetis (NYSE:ZTS) is an animal health company. Michael Burry is long the stock, several media outlets reported, citing his Substack disclosures. The stock is down about 40% so far this year.
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