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Multiple Compression Pulls Back Shopify (SHOP) in Q2
Insider Monkey24d agoneutral
Multiple Compression Pulls Back Shopify (SHOP) in Q2

Baron Capital, an investment management company, released its second-quarter 2026 investor letter for its “Baron Fifth Avenue Growth Fund”. The letter can be downloaded here. The fund achieved a strong quarter, gaining 24.6% (Institutional Shares), outperforming the Russell 1000 Growth Index (16.7%) and the S&P 500 (15.2%). Year to date, it’s up 11.7%, surpassing its benchmarks. […]

Investing.com24d agoneutral
Gap taps Coach architect Reed Krakoff for $29.95-$498 handbag line

Tapestry (NYSE: TPR), whose Coach brand Krakoff himself helped build, is the most direct equity expression of that competitive pressure. Coach accounts for the majority of Tapestry’s revenue, and any meaningful share Gap captures in the accessible-luxury bag segment would come at the expense of Tapestry’s core customer. Tapestry shares were indicated down about 1.9% ahead of Tuesday’s NYSE open, per Investing.com data, extending a 17.6% slide over the prior 30 days — a decline the broader market

Liberty Capital Corp. (GLIBK): Reassessing Catalysts, Sentiment, and Governance
Insider Monkey24d agoneutral
Liberty Capital Corp. (GLIBK): Reassessing Catalysts, Sentiment, and Governance

Brennan Asset Management recently released its Q2 2026 investor letter. The letter can be downloaded here. Investors were optimistic about a potential truce with Iran, highlighted by a mid-June memorandum for negotiations on regional security and sanctions, causing oil prices to drop and the market to rally. Despite geopolitical uncertainties, investors remain focused on a surge […]

Hennessy Equity and Income Fund Sold Equitable Holdings (EQH) Position Amid Inconsistent Earnings
Insider Monkey25d agoneutral
Hennessy Equity and Income Fund Sold Equitable Holdings (EQH) Position Amid Inconsistent Earnings

Hennessy Fund’s Q2 2026 investor letter for the Hennessy Equity and Income Fund. The letter can be downloaded here. The letter discusses portfolio changes, emphasizing opportunities in equity and fixed income markets that can withstand economic uncertainty. The portfolio held businesses with a 23.0% pre-tax return on invested capital versus 16.1% for the S&P 500. The letter […]

1 Services Stock on Our Watchlist and 2 We Question
StockStory25d agoneutral
1 Services Stock on Our Watchlist and 2 We Question

Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. Furthermore, the demand for their offerings is rising as more clients outsource non-core functions, a trend that has enabled the industry to return 20% over the past six months. At the same time, the S&P 500 was up 12.1%.