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Unlocking Alibaba’s (BABA) Transformation Beyond Distribution
Insider Monkey5d agoneutral
Unlocking Alibaba’s (BABA) Transformation Beyond Distribution

JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January 3, 2023, the fund has returned 109.7%, compared with 94.4% for the S&P 500. Additionally, please […]

Investing.com5d agobearish
Riot, NIQ surge, On Holding tumbles premarket

Investing.com - U.S. stock futures were little changed on Tuesday, as fading hopes for a deal to reopen the Strait of Hormuz kept oil prices elevated, while investors looked ahead to key U.S. inflation data for fresh clues on the Federal Reserve’s interest rate path.

Curreen Capital: TriNet (TNET) is a “Crazy-Cheap” Turnaround
Insider Monkey5d agoneutral
Curreen Capital: TriNet (TNET) is a “Crazy-Cheap” Turnaround

Investment management company Curreen Capital released its second-quarter 2026 Investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund returned 22.26% compared to 15.20% for the S&P 500 Index. The performance was driven by active special case investments, including buying a tender offer, a merger-spinoff, and investments in […]

Operational Recovery Positions Advance Auto Parts (AAP) for Gains
Insider Monkey5d agoneutral
Operational Recovery Positions Advance Auto Parts (AAP) for Gains

Investment management company Curreen Capital released its second-quarter 2026 Investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund returned 22.26% compared to 15.20% for the S&P 500 Index. The performance was driven by active special case investments, including buying a tender offer, a merger-spinoff, and investments in […]