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Affiliation
Insider Monkey
Dr. Ian Dogan, Founder of Insider Monkey
Title
Portfolio Manager
Company Name
Insider Monkey
Company Website
http://www.insidermonkey.com/
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Insider Monkey
, Insider Monkey
Was Artisan Partners Right About Selling BNTX?
One of the fun things we like to do is to publish look back articles. A year ago Artisan Artisan Partners , a high value-added investment management firm, published its ‘Artisan Mid Cap Fund’ third quarter 2021 investor letter – a copy of which can ...
Dec 15, 2022
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Insider Monkey
, Insider Monkey
10 Best Stocks to Buy Now According to Jeffrey Diehl's Adams Street Partners
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In this article, we will be taking a look at some of the top stocks in the portfolio of Jeffrey Diehl. To skip our analysis of Jeffrey Diehl’s profile, investment strategy, and 13F holdings, you can go directly to see the 5 Best Stocks to Buy Now ...
Oct 04, 2022
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Insider Monkey
, Insider Monkey
Jeffrey Talpins’ Top Stock Picks
If you are looking for the best ideas for your portfolio you may want to consider some of Jeffrey Talpins’ third quarter top stock picks. For those of you who never heard of Jeffrey Talpins, we’ll provide some basic background. He is the founder and ...
Dec 05, 2018
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Insider Monkey
, Insider Monkey
MGM Growth Properties LLC (NYSE:MGP): Are Hedge Funds Right About This Stock?
Is MGM Growth Properties LLC (NYSE: MGP ) a good bet right now? We like to analyze hedge fund sentiment before doing days of in-depth research. We do so because hedge funds and other elite investors have numerous Ivy league graduates, expert network ...
Dec 03, 2018
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Insider Monkey
, Insider Monkey
Is Hostess Brands, Inc. (NASDAQ:TWNK) A Good Stock To Buy?
Is Hostess Brands, Inc. (NASDAQ: TWNK ) a good place to invest some of your money right now? We can gain invaluable insight to help us answer that question by studying the investment trends of top investors, who employ world-class Ivy League ...
Dec 03, 2018
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Insider Monkey
, Insider Monkey
What??? Are Hedge Fund Hotels Really Getting Liquidated?
We have been covering hedge funds for the last 8 years and noticed that for the most part financial journalists love to bash hedge funds. When the bull market is raging, they say hedge funds suck because they underperform the market. Now that there ...
Oct 28, 2018
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Insider Monkey
, Insider Monkey
Does Seth Klarman Has Any Plans Regarding Viasat Inc (VSAT) At All?
Seth Klarman's Baupost controls more than 23% of Viasat Inc (NASDAQ:VSAT)'s outstanding shares. Baupost has been a decade long investor in this sleepy stock. Viasat Inc's shares trade pretty much at the same price they were trading 5 years ago. This ...
Oct 05, 2018
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Insider Monkey
, Insider Monkey
Qurate Retail (QRTEA), Keurig Dr Pepper (KDP), Macquarie (MIC): Insider Buys of the Week
Insider buying spiked to 82 purchases on Friday, the second-most active day for insider buying in the past two months, though insider sales outpaced insider buying at a 3:1 pace during the last week. With stocks having returned to record highs and ...
Sep 03, 2018
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Insider Monkey
, Insider Monkey
XPO Logistics Inc (XPO): Here’s Why Mar Vista Investment Partners Likes It
Mar Vista Investment Partners , a California-based minority-owned investment management firm, is bullish on XPO Logistics Inc (NYSE: XPO ). In its Q4 investor letter – you can download a copy below – the firm discussed its investment thesis on XPO, ...
Mar 12, 2018
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Insider Monkey
, Insider Monkey
CarMax, Inc (KMX): Why Mar Vista Investment Partners Loves This Stock
Mar Vista Investment Partners is a California-based investment management firm that recently published its Q4 investor letter (you can download a copy here ). The investor discussed its investment thesis on two companies, XPO Logistics and CarMax, ...
Mar 12, 2018
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Insider Monkey
, Insider Monkey
Iqvia Holdings Inc (IQV): Why RiverPark Loves This Health Care Services Company
RiverPark is bullish on Iqvia Holdings Inc (NYSE: IQV ) in which the fund started a new position during the fourth quarter of 2017. In its Long/Short Opportunity Fund Q4 Investor Letter , RiverPark discussed its investment thesis on Iqvia Holdings ...
Feb 18, 2018
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Insider Monkey
, Insider Monkey
UnitedHealth Group Inc (UNH): Here’s Why RiverPark Bought Shares In Q4
RiverPark opened a small position in UnitedHealth Group Inc (NYSE: UNH ) during the fourth quarter. In its Long/Short Opportunity Fund Q4 Investor Letter , the fund discussed its investment thesis on UnitedHealth, noting that the company is well- ...
Feb 18, 2018
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Insider Monkey
, Insider Monkey
Aspen Insurance Holdings Limited (AHL): Here’s Why Third Avenue Bought Shares
Third Avenue Management added Aspen Insurance Holdings Limited (NYSE: AHL ) to its portfolio during the fourth quarter as part of its small cap investment strategy. The fund recently published its Q4 Small Cap Investor Letter in which it discussed ...
Feb 12, 2018
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Insider Monkey
, Insider Monkey
Playa Hotels & Resorts NV (PLYA): Dane Capital Sees Strong Long-Term Growth
Dane Capital sees a strong long-term growth for Playa Hotels & Resorts NV (NASDAQ: PLYA ) , a $1.7-billion market cap operator of hotels and resorts. In its Q4 investor letter , Dane Capital discussed its investment thesis on Playa Hotels and Resorts ...
Feb 12, 2018
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Insider Monkey
, Insider Monkey
Limbach Holdings, Inc. (LMB): Dane Capital Expects ‘Significant Upside’ to Shares In 2018
Dane Capital Management recently published its Q4 investor letter in which the fund discussed its investment thesis on Limbach Holdings, Inc. (NASDAQ: LMB ) , a $104-million market cap mechanical and electrical contractor. Dane Capital is optimistic ...
Feb 12, 2018
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Insider Monkey
, Insider Monkey
Tidewater Inc. (TDW): Why Third Avenue Management Likes It
Third Avenue Management is bullish on Tidewater Inc. (NYSE: TDW ) , a $560-million market cap provider of offshore service vessels and marine support services, based in New Orleans, Louisiana. In its Q4 Small Cap Investor Letter , the fund shared its ...
Feb 12, 2018
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Insider Monkey
, Insider Monkey
Why Upslope Capital Is Bullish On Bemis Company, Inc. (BMS)
Upslope Capital is bullish on Bemis Company, Inc. (NYSE: BMS ) , a manufacturer of packaging products headquartered in Neenah, Wisconsin. In its Q4 investor letter (you can download a copy here ), the investment firm discussed its investment thesis ...
Feb 12, 2018
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Insider Monkey
, Insider Monkey
Upslope Capital Opens Short Position In Crown Holdings, Inc. (CCK)
Upslope Capital recently published its Q4 investor letter in which the investment firm discussed important changes to its portfolio positions during the quarter. Among the key changes is initiating a short position in Crown Holdings, Inc. (NYSE: CCK ...
Feb 12, 2018
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Insider Monkey
, Insider Monkey
Top Performing Fund Goes Short On Sanderson Farms, Inc. (SAFM)
Wolf Hill Capital is bearish on Sanderson Farms, Inc. (NASDAQ: SAFM ) , the third-largest domestic poultry producer in the United States. The top-performing fund believes that SAFM and other chicken processors are "over-earning based on unsustainably ...
Feb 12, 2018
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Insider Monkey
, Insider Monkey
Constellium NV (CSTM): Why Wolf Hill Capital Loves This Aluminum Stock
Wolf Hill Capital is bullish on Constellium NV (NYSE: CSTM ) , a Netherlands-based developer of aluminum products. Constellium had a solid year in 2017, with the company’s share price surging more than 70%. The aluminum industry has struggled lately ...
Feb 05, 2018
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Insider Monkey
, Insider Monkey
Archrock Partners LP (APLP): Wolf Hill Sees ‘Substantial Upside’ For Combined Company
Wolf Hill Capital recently published its Q4 investor letter in which the fund discussed Archrock Partners LP (NASDAQ: APLP ) , Constellium and other companies. We’ve already covered Constellium and in this article we’re going to take a look at Wolf ...
Feb 05, 2018
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Insider Monkey
, Insider Monkey
Celgene Corporation (CELG): Here’s What Polen Capital Thinks About It
Florida-based Polen Capital sees value in Celgene Corporation (NASDAQ: CELG ), which struggled during the past year. The biotechnology company dropped nearly 10% in 2017. Polen Capital, however, is still confident about Celgene, and in its Q4 ...
Jan 30, 2018
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Insider Monkey
, Insider Monkey
Nike Inc (NKE) Could Deliver Mid-Teens EPS Growth Over Long Term: Polen Capital
Florida-based investment management firm Polen Capital is bullish on Nike Inc (NYSE: NKE ) . In its Q4 letter to investors (you can download a copy here ), Polen Capital said that Nike rebounded in the fourth quarter, gaining more than 20% after a ...
Jan 30, 2018
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Insider Monkey
, Insider Monkey
Regeneron Pharmaceuticals Inc (REGN)’s Dupixent Has Multi-Billion-Dollar Potential: Polen Capital
Florida-based investment manager Polen Capital is bullish on Regeneron Pharmaceuticals Inc (NASDAQ: REGN ) , a New York-based biotech company with six FDA-approved medicines and numerous product candidates in a range of diseases, including asthma, ...
Jan 30, 2018
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Insider Monkey
, Insider Monkey
Celgene Corporation (CELG) Offers Compelling Growth Opportunity: Wedgewood
Missouri-based investment firm Wedgewood Partners loves Celgene Corporation (NASDAQ: CELG ) , an $81-billion global biopharmaceutical company whose shares lost nearly 10% of their value in 2017. In its Q4 investor letter (you can download a copy here ...
Jan 25, 2018
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Under the Micro(cap) Scope
Sponsored By Diamond Hill
Unlock the overlooked potential of microcap investing. In our latest insight, Under the Micro(cap) Scope, we explore why this expansive and under-researched market segment offers unique opportunities for long-term, active investors. (8 min read)
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