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Optimist Fund’s Investment Thesis for Affirm Holdings (AFRM)
Insider Monkey5d agoneutral
Optimist Fund’s Investment Thesis for Affirm Holdings (AFRM)

Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download here. Fund performance improved significantly in Q2, achieving a return of 36.3% as tensions in Iran eased. Since inception, it has met its goal of annualized returns of 16.5%. The outlook for the next […]

StockStory5d agoneutral
5 Insightful Analyst Questions From Occidental Petroleum’s Q2 Earnings Call

Occidental Petroleum delivered a quarter that surpassed Wall Street’s expectations, with management attributing the strong performance to operational efficiency gains and disciplined cost control across its U.S. and international assets. CEO Richard Jackson cited the company’s ability to drive down principal debt and enhance production efficiency, particularly in the Permian Basin, as central to the results. Additionally, the midstream and marketing segment benefited from gas marketing optimizat

United Airlines cargo chief Jan Krems to retire after storied career
FreightWaves5d agoneutral
United Airlines cargo chief Jan Krems to retire after storied career

United Airlines’ Cargo President Jan Krems is stepping down next month after a dozen years at the carrier and a reputation as one of the best air cargo executives of the past 40 years. The post United Airlines cargo chief Jan Krems to retire after storied career appeared first on FreightWaves.

Rockwell Automation’s (ROK) Strength Lies in Operations
Insider Monkey5d agoneutral
Rockwell Automation’s (ROK) Strength Lies in Operations

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]