Author's note: I present an update my best small and mid-cap stock ideas that insiders are buying only to subscribers of my exclusive marketplace, The Insiders Forum . Our model portfolio has roughly doubled the return of its benchmark, the Russell 2000, since its launch. To join our community and gain access to our market beating returns, just click HERE .Shares of payments and financial services technology concern Fiserv, Inc. ( FISV ) have cratered approximately 70% after setting an all-time high in Marc ...

Core Insights - Marvell Technology, Inc. (MRVL) has experienced a significant rally since its low in April 2025, driven by previous concerns regarding tariffs and competition from China [2] Company Overview - Marvell Technology operates in the fabless semiconductor sector, focusing on developing and selling semiconductor solutions [2] Investment Strategy - The Insiders Forum, managed by Bret Jensen, specializes in small and mid-cap stocks with significant insider purchases, aiming to outperform the Russell 2000 benchmark [2]

Group 1 - The Insiders Forum focuses on small and mid-cap stocks that are being purchased by insiders, aiming to outperform the Russell 2000 benchmark over time [2][4] - The portfolio managed by Bret Jensen consists of 12-25 top stocks across various sectors that are attractively valued and have seen significant recent insider purchases [2][4] - The model portfolio has achieved double the return of its benchmark, the Russell 2000, since its launch [1][2]

Group 1 - A top-performing Japanese fund managed by Asset Management One Co. is looking to invest in small and mid-cap stocks as valuations become more attractive, particularly those with price-to-earnings ratios below 20 times and solid growth potential [1][2] - The fund has achieved a 39% return this year, significantly outperforming the Topix index's 15% return, driven by strong performances from its top holdings, including Fujikura Ltd. and Kandenko Co. [2] - Fujikura shares have surged over 1,000% since the fund began investing in February 2024, attributed to increased capital spending in the AI sector, although high valuations have led to caution regarding further investments [3] Group 2 - AI stocks are noted to be vulnerable to sudden corrections, as evidenced by the "DeepSeek Shock" earlier in the year, yet the fund maintains its positions in AI-related stocks with a long-term outlook of two to three years [4] - The fund is considering adding regional bank stocks due to improved margin prospects following an increase in real wages, which supports the case for a potential rate hike [5] - Higher interest rates could pose risks to smaller companies with weaker financial foundations, highlighting the importance of careful stock selection [5]

Group 1 - Rapid7, Inc. (NASDAQ: RPD) shares have declined 85% from their all-time high in 2021, indicating a significant drop in valuations and expectations for the company and the cybersecurity industry [2] - The company is experiencing rapidly decelerating top-line growth, which raises concerns about its future performance [2] Group 2 - The Insiders Forum focuses on small and mid-cap stocks that have seen significant insider purchases, aiming to outperform the Russell 2000 benchmark over time [2]

Company Overview - Sonoco Products Company (NYSE: SON) has seen its shares decline by 35% since reaching an all-time high four years ago, amid ongoing uncertainty regarding its multi-year transformation [2]. Investment Strategy - The Insiders Forum focuses on small and mid-cap stocks that are being actively purchased by insiders, aiming to outperform the Russell 2000 benchmark over time [2]. - The portfolio managed by The Insiders Forum consists of 12-25 top stocks across various sectors that are attractively valued and have experienced significant recent insider purchases [2].