3+ day, 11+ hour ago  (1267+ words) Is'NET'a good stock to buy?'We came across a'bullish'thesis'on Cloudflare, Inc. on Compounding Your Wealth's Substack by Sergey. In this article, we will summarize the bulls' thesis on NET. Cloudflare, Inc.'s share was trading at $204. 81 as of April 20th. NET's…...

2+ week, 19+ hour ago  (291+ words) Oakmark Funds, advised by'Harris Associates, released its "Oakmark Global Select Fund" first-quarter 2026 investor letter. It is a non-diversified fund that focuses on long-term capital appreciation by investing in common stocks of U. S. and non-U. S. companies. In the first quarter, the fund…...

1+ week, 2+ hour ago  (513+ words) Montaka Global Investments, an investment management company, released its first-quarter 2026 investor letter. The March quarter was dominated by Iran's geopolitical conflict, which sharply revised stocks' valuation multiples. In Q1, the portfolio holdings declined due to valuation changes, but the firm trusts…...

1+ week, 15+ hour ago  (1334+ words) Investment management company'Vulcan Value Partners'recently released its first-quarter 2026 investor letter.'A copy of the letter can be downloaded here. The firm focuses on improving long-term returns and lowering risk over short-term results. In the quarter, the Large Cap Composite (Net)…...

16+ hour, 37+ 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....

16+ hour, 39+ 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....

16+ hour, 38+ 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....

1+ day, 2+ hour 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,…...

1+ day, 18+ 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…...

1+ day, 13+ hour ago  (64+ words) Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter....