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 ...
Insider Monkey

Value Investing Legend Howard Marks Is Buying This Stock Down 30%. Should You Buy?

Billionaire Howard Marks is one of the most respected value investors alive. He co-founded Oaktree Capital and is famous for his investor memos, the ones Warren Buffett says he reads first. His fund ...

Forget AI Stocks: Value Investing Giant Seth Klarman Is Loading Up on Genuine Parts (GPC)

Klarman’s Baupost Group increased its position in Genuine Parts Company (NYSE: GPC) by 89% in the second quarter, ending June with 2.82 million shares worth about $332.3 million, according to its ...

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 ...

Mission Produce (AVO): Understanding The Long-Term Upside Ahead of Q3 Results

Mission Produce gets about 85% of revenue from avocados, and a price collapse is impacting sales. A supply glut from Mexico, not weak demand, drove the pricing headwinds, but a recovery in prices is ...

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.

Why Is Baron Small Cap Fund Buying Wingstop (WING) Again?

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 ...

London Company Income Equity Strategy Reduced TE Connectivity Ltd. (TEL) Holdings for Strategic Positioning

The London Company, an investment management company, released its second-quarter 2026 investor letter for its “The London Company Income Equity Strategy”. A copy of the letter can be downloaded ...

Could Planet Fitness (PLNT) Rebound Despite Slower Member 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 ...

Vertiv Holdings (VRT) Well Positioned for Key Tech Transitions

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 ...

Cognex Corp’s (CGNX) Elevated Growth Supported by Cost Discipline and Sales Strength

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 ...