News
Polen Capital Focus Growth Strategy's Q1 2026 Investor Letter
6+ hour, 11+ min ago (217+ words) Polen Capital, an investment management company, released its "Polen Focus Growth Strategy" first-quarter 2026 investor letter. The first quarter of 2026 was highly volatile for US equities, driven by AI disruption concerns and the US-Israel conflict in Iran and the Middle East....
What Makes Alphabet (GOOG) a Long-Term Holding?
6+ hour, 12+ min ago (441+ words) Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here....
Microsoft (MSFT) Slipped in Q1 Despite Revenue Growth of 15%
6+ hour, 11+ min ago (607+ words) Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here....
Cloudflare (NET): The Best Edge Computing Stock to Buy Right Now
15+ hour, 38+ min ago (589+ words) Insider Monkey Published on April 29, 2026 at 2: 29 am by Jeff Lewis in News On April 14, 2026, Piper Sandler upgraded Cloudflare, Inc. (NYSE: NET) to Overweight from Neutral with a $222 price target. The firm highlighted the company's positioning across multiple areas, including Delivery,…...
Hotchkis & Wiley Large Cap Fundamental Value Fund Q1 2026 Investor Letter
1+ day, 7+ hour ago (220+ words) Hotchkis & Wiley, an investment management company, released its first-quarter 2026 investor letter for the "Hotchkis & Wiley Large Cap Fundamental Value Fund." In Q1 2026, the S&P 500 Index declined by -4. 4%, driven by geopolitical uncertainty and AI investment themes. Brent crude oil surged over…...
Wedgewood Partners" Q1 2026 Investor Letter
1+ day, 3+ hour ago (64+ words) Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter....
Ariel Fund's Q1 2026 Investor Letter
2+ day, 7+ hour ago (429+ words) Ariel Investments, an investment management company, released its "Ariel Fund" Q1 2026 Investor Letter. The fund declined 1. 48% in the quarter, underperforming both the Russell 2500 Value and Russell 2000 Value indices, which returned 4. 77% and 4. 96%, respectively. The S&P 500 posted its worst quarterly decline since…...
Marex (MRX) Shares Appreciated About 38% in Q1
2+ day, 5+ hour ago (405+ words) Praetorian Capital, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here....
Rising AI Fears Hurt Co Star Group (CSGP) in Q1
2+ day, 4+ hour ago (589+ words) Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Focused Growth Fund”. A copy of the letter can be downloaded here....
Conestoga Capital Advisors Small Cap Strategy's Q1 2026 Investor Letter
2+ day, 4+ hour ago (132+ words) Conestoga Capital Advisors, an asset management company, released its first-quarter 2026 investor letter....