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Insider Monkey Blog

Voya MidCap Opportunities Fund’s Q4 2025 Investor Letter

Voya Investment Management’s Voya MidCap Opportunities Fund released its Q4 2025 investor letter, titled "Seeking a More Favorable Risk/Return Trade-off”, outlining a quarter...

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January 19 - Hedge Fund Investor Letters

Baird Chautauqua International and Global Growth Funds’ Q4 2025 Investor Letter

Chautauqua Capital Management, a division of Baird Asset Management, is a boutique investment firm that released its fourth-quarter 2025 investor letter for the “Baird Chautauqua...

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January 19 - Hedge Fund Investor Letters

Here’s Why Hayward Holdings Inc. (HAYW) Looks Undervalued After the Recent Selloff

Fiduciary Management Inc, an Investment Counsel, released its Q4 2025 investor letter.

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January 19 - Hedge Fund Investor Letters, News

Accenture PLC (ACN) Trades at a Discount Despite Strong Cash Flow Profile

Fiduciary Management Inc, an Investment Counsel, released its Q4 2025 investor letter.

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January 19 - Hedge Fund Investor Letters, News

Here’s Wedgewood Partners’ Investment Thesis for Chubb Limited (CB)

Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter.

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January 19 - Hedge Fund Investor Letters, News

What Makes Amazon (AMZN) an Attractive Long-Term Investment Opportunity?

Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter.

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January 19 - Hedge Fund Investor Letters, News

Accelerated AI Spending Hit Meta Platforms (META)

Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter.

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January 19 - Hedge Fund Investor Letters, News

Apple (AAPL) Achieved an Adjusted EPS Growth of +13%

Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter.

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January 19 - Hedge Fund Investor Letters, News

Old Dominion Freight Line (ODFL) Benefited From Investors’ Shift to Cyclical Sectors

Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter.

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January 19 - Hedge Fund Investor Letters, News

Taiwan Semiconductor Manufacturing (TSM): “Enabler of the AI Era.”

Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter.

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January 19 - Hedge Fund Investor Letters, News

Does Edwards Lifesciences (EW) Have Strong Double-Digit Earnings Potential?

Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter.

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January 19 - Hedge Fund Investor Letters, News

Do You Believe in the Growth Potential of Motorola (MSI)?

Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter.

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January 19 - Hedge Fund Investor Letters, News

Wedgewood Partners’ Trimmed Its Holdings in PayPal Holdings (PYPL)

Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter.

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January 19 - Hedge Fund Investor Letters, News

Should You Expect Increased Earnings Growth in Tractor Supply Company (TSCO)?

Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter.

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January 19 - Hedge Fund Investor Letters, News

Strong Growth in Google Services Lifted Alphabet (GOOG)

Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter.

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January 19 - Hedge Fund Investor Letters, News

Wedgewood Partners’ Q4 2025 Investor Letter

Wedgewood Partners, an investment management company, released its fourth-quarter 2025 investor letter.

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January 19 - Hedge Fund Investor Letters, News

Riverwater Micro Opportunities Strategy’s Overview on Douglas Dynamics (PLOW)

Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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January 19 - Hedge Fund Investor Letters, News

Here’s Why Riverwater Partners Micro Opportunities Strategy Exited National CineMedia (NCMI)

Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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January 19 - Hedge Fund Investor Letters, News

What Makes Natural Gas Services (NGS) a Unique Bet?

Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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January 19 - Hedge Fund Investor Letters, News

Limoneira (LMNR): Near-Term Result Masks Long-Term Potential

Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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January 19 - Hedge Fund Investor Letters, News

IRadimed Corporation (IRMD): Accelerating with Solid Capital Return

Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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January 19 - Hedge Fund Investor Letters, News

American Vanguard Corp. (AVD) Slid Despite Clear Operational Improvement

Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here.

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January 19 - Hedge Fund Investor Letters, News

Riverwater Partners Micro Opportunities Strategy’s Q4 2025 Investor Letter

Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q4 2025 investor letter.

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January 19 - Hedge Fund Investor Letters, News

rilliant Earth Group, Inc. (BRLT), Ring Pop Reveal Limited-Edition Capsule Collection

On December 8, 2025, Brilliant Earth Group, Inc. (NASDAQ:BRLT) unveiled a limited-edition jewelry capsule collection in collaboration with Ring Pop, as reported by TheFly.

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January 19 - Hedge Funds, News

Northland Initiates Coverage of Movado Group, Inc. (MOV)

On January 7, 2026, Northland began covering Movado Group, Inc. (NYSE:MOV) with an Outperform rating and a $30 price target, as reported by TheFly.

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January 19 - News

Goldman Sachs Starts Covering Signet Jewelers Limited (SIG)

As reported by TheFly, Goldman Sachs started covering Signet Jewelers Limited (NYSE:SIG) on December 11, 2025, with a Neutral rating and a price objective of $96.

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January 19 - News

Cantor Fitzgerald Keeps a Neutral Rating on Etsy, Inc. (ETSY)

On January 8, 2026, TheFly reported that Cantor Fitzgerald reduced its Etsy, Inc. (NYSE:ETSY) price objective from $64 to $55. It kept a Neutral rating on the stock.

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January 19 - News

Morgan Stanley Maintains Coverage of eBay Inc. (EBAY)

On January 13, 2026, TheFly reported that Morgan Stanley boosted its price target for eBay Inc. (NASDAQ:EBAY) to $112 from $102, keeping an Overweight rating.

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January 19 - News

Wells Fargo Keeps an Overweight Rating on Amazon.com, Inc. (AMZN)

On January 12, 2026, TheFly reported that Wells Fargo kept its Overweight rating and boosted its price goal on Amazon.com, Inc. (NASDAQ:AMZN) to $301 from $295.

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January 19 - News

RBC Capital Retains an Outperform Rating on Walmart Inc. (WMT)

RBC Capital upgraded its price target for Walmart Inc.

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January 19 - News

Jim Cramer on Starbucks: “I Think That Brian Niccol Is Going to Pull Off This Turnaround”

Starbucks Corporation (NASDAQ:SBUX) is one of the stocks Jim Cramer put under a microscope.

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January 19 - News

Jim Cramer on Autodesk: “We’re Going to Stay Away From the Love Canal That is Enterprise Software”

Autodesk, Inc. (NASDAQ:ADSK) is one of the stocks Jim Cramer put under a microscope.

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January 19 - News

Jim Cramer on Royal Gold: “It’s a Very, Very Good Company”

Royal Gold, Inc. (NASDAQ:RGLD) is one of the stocks Jim Cramer put under a microscope. Noting that they are up 40% in the stock, a caller inquired about RGLD.

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January 19 - News

Jim Cramer Says “Cava Is a Buy, Buy, Buy”

CAVA Group, Inc. (NYSE:CAVA) is one of the stocks Jim Cramer put under a microscope.

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January 19 - News

Jim Cramer on Origin Bancorp: “If It Pulls Back, I Would Buy More”

Origin Bancorp, Inc.

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January 19 - News

Jim Cramer Datadog: “We’re Going to Stay Away From These Enterprise Software Companies”

Datadog, Inc.

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January 19 - News

Jim Cramer on Banco Santander: “I’m Redoubling My Efforts to Tell You to Buy It Right Now”

Banco Santander, S.A. (NYSE:SAN) is one of the stocks Jim Cramer put under a microscope.

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January 19 - News

Jim Cramer on Rubrik: “You’re Basically Getting That Fantastic Quarter for Free”

“Sometimes, when you report a truly great quarter, your stock soars, and then a few days later, comes right back down.

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January 19 - News

Jim Cramer on GE Vernova: “It’s One of My Absolute Favorite Stocks”

GE Vernova Inc. (NYSE:GEV) is one of the stocks Jim Cramer put under a microscope.

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January 19 - News

Jim Cramer on Texas Pacific: “We’re Not Inclined to Like the Oil Stocks This Year”

“Well, you know, look, we recommended the stock a couple years ago. We had a good run. We’re not inclined to like the oil stocks this year.

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January 19 - News

Jim Cramer on Babcock & Wilcox: “It’s Highly Speculative”

Babcock & Wilcox Enterprises, Inc. (NYSE:BW) is one of the stocks Jim Cramer put under a microscope.

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January 19 - News

Jim Cramer on Arm Holdings: “I Would Hold It”

Arm Holdings plc (NASDAQ:ARM) is one of the stocks Jim Cramer put under a microscope.

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January 19 - News

Jim Cramer on Apple: “It Worries Me That the Buyers Haven’t Figured Out to Buy It Yet”

“One listen to the words of Taiwan Semi, one gander at the transcript tells you that it’s worth buying Meta… as well as Apple, which was down today because expensive phones...

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January 19 - News

Jim Cramer Highlightes Lowe’s 52-Week High Despite the “God-Awful Environment”

“What else? Housing stocks are moving up not long ago after getting hit with mass downgrades. There’s a thaw going on as supply has arrived to quell demand.

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January 19 - News

Jim Cramer Says Texas Roadhouse Is “Breaking Out to the Upside”

“We had a monster move in the small caps as Russell 2000 broke out with space, alternative power… and of course quantum computing and nuclear power adjacencies all back in...

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January 19 - News

Jim Cramer on Goldman and Other Major Banks: “It Takes a Lot to Get These Stocks Out of Their Tailspin”

“The banks rebounded because of beautiful pristine blowouts from BlackRock, from Goldman Sachs, my alma mater, and Morgan Stanley… I told you earlier this week that we needed...

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January 19 - News

Jim Cramer Says “Taiwan Semi Made Mincemeat of the Skeptics Who’ve Been Doubting AI’s Staying Power”

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the stocks Jim Cramer put under a microscope.

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January 19 - News

13 Best Dividend Kings to Buy in 2026

Dividend Kings are the rare companies that have increased their dividends for 50 straight years or more.

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January 19 - Dividend Stocks, Hedge Funds, News

What Makes Crown Holdings (CCK) an Attractive Bet in the Current Environment?

Upslope Capital Management, an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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January 19 - Hedge Fund Investor Letters, News

Is HIVE Digital Technologies Ltd (HIVE) One of the Best Cryptocurrency and Blockchain Stocks to Buy Now?

HIVE Digital Technologies Ltd (NASDAQ:HIVE) is one of the best cryptocurrency and blockchain stocks to buy now.

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January 19 - News

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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

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10 Best Low Beta Tech Stocks to Buy According to Analysts

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16 Highest Quality Chocolate Brands in the US

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Top 13 English Speaking Countries in Asia

Top 13 English Speaking Countries in Asia

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20 States with Highest Female to Male Ratio in the US

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40 Best Places to Visit in Europe Before You Die

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20 States with the Lowest Life Expectancy in the US

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25 Countries with the Highest Alcohol Consumption per Capita

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10 Best Gold Stocks Under $30

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10 Best Genomics Stocks To Buy Right Now

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25 Most Tropical Cities in the US

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15 Most Underrated States in the US

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Top 20 U.S. Cities with the Highest Murders in 2024

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26 Most Dangerous Prisons In The World

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Top 10 Affordable Cities to Live in the US in 2024

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20 Budget-Friendly Corporate Gifts for Employees

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30 US Cities With Highest Homicide Rates In 2024

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