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Insider Monkey Blog

Here’s Why Giverny Capital Asset Management Sold Its Stake in M&T Bank Corporation (MTB)

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2025 investor letter.

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August 6 - Hedge Fund Investor Letters, News

Will Kinsale Capital Group (KNSL) be Able to Win Over Time?

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2025 investor letter.

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August 6 - Hedge Fund Investor Letters, News

What Makes Fiserv (FI) an Investment Bet?

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2025 investor letter.

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August 6 - Hedge Fund Investor Letters, News

Giverny Capital Asset Management: Projected Rate Competition May Diminish Profitability for The Progressive Corporation (PGR)

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2025 investor letter.

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August 6 - Hedge Fund Investor Letters, News

Investors’ Concerns Over AI Challenges Alphabet’s (GOOG) Market Position

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2025 investor letter.

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August 6 - Hedge Fund Investor Letters, News

Giverny Capital Asset Management’s Q2 2025 Investor Letter

Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2025 investor letter.

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August 6 - Hedge Fund Investor Letters, News

Into the Volatile Crypto Waters – What Every Newbie Needs to Know in 2025

You may have heard that crypto is highly volatile, or that crypto crashes can cause investors to lose all their money.

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August 6 - Bitcoin, Ethereum and Other Cryptocurrencies, News

Fiserv (FI) Slid Due to Decelerated Growth in its Clover Payment Services Product Line

Kovitz Investment Group Partners, LLC, an investment management company, released its “Kovitz Core Equity Strategy” second-quarter 2025 investor letter.

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August 6 - Hedge Fund Investor Letters, News

Oracle (ORCL) Climbed as Multiple Tailwinds Align

Kovitz Investment Group Partners, LLC, an investment management company, released its “Kovitz Core Equity Strategy” second-quarter 2025 investor letter.

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August 6 - Hedge Fund Investor Letters, News

Microsoft (MSFT) Surged on Accelerated Azure Revenue Growth

Kovitz Investment Group Partners, LLC, an investment management company, released its “Kovitz Core Equity Strategy” second-quarter 2025 investor letter.

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August 6 - Hedge Fund Investor Letters, News

Who’s Winning, Who’s Lagging, and Who’s Profiting from Australia’s 5G Rollout

Australia has moved past the standard 5G coverage maps and telco bragging rights to a competitive race that produces real-world results. The network transformation ...

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August 6 - Business, News

Dana Incorporated (NYSE:DAN) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to Dana Incorporated. Second Quarter 2025 Financial Webcast and Conference Call.

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August 6 - News, Transcripts

Haleon plc (NYSE:HLN) Q2 2025 Earnings Call Transcript

Jo Russell: Good morning, everyone, and welcome to Haleon's Half Year 2025 Results Q&A Conference Call.

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August 6 - News, Transcripts

Great Elm Capital Corp. (NASDAQ:GECC) Q2 2025 Earnings Call Transcript

Great Elm Capital Corp. (NASDAQ:GECC) Q2 2025 Earnings Call Transcript August 5, 2025Great Elm Capital Corp. beats earnings expectations.

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August 6 - News, Transcripts

Oaktree Specialty Lending Corporation (NASDAQ:OCSL) Q3 2025 Earnings Call Transcript

Oaktree Specialty Lending Corporation (NASDAQ:OCSL) Q3 2025 Earnings Call Transcript August 5, 2025Oaktree Specialty Lending Corporation misses on earnings expectations.

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August 6 - News, Transcripts

InfuSystem Holdings, Inc. (AMEX:INFU) Q2 2025 Earnings Call Transcript

InfuSystem Holdings, Inc. (AMEX:INFU) Q2 2025 Earnings Call Transcript August 5, 2025InfuSystem Holdings, Inc. beats earnings expectations.

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August 6 - News, Transcripts

Shift4 Payments, Inc. (NYSE:FOUR) Q2 2025 Earnings Call Transcript

Shift4 Payments, Inc. (NYSE:FOUR) Q2 2025 Earnings Call Transcript August 5, 2025Shift4 Payments, Inc. misses on earnings expectations.

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August 6 - News, Transcripts

Ocular Therapeutix, Inc. (NASDAQ:OCUL) Q2 2025 Earnings Call Transcript

Ocular Therapeutix, Inc. (NASDAQ:OCUL) Q2 2025 Earnings Call Transcript August 5, 2025Ocular Therapeutix, Inc. misses on earnings expectations.

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August 6 - News, Transcripts

Gartner, Inc. (NYSE:IT) Q2 2025 Earnings Call Transcript

David Cohen: Good morning, everyone. Welcome to Gartner's Second Quarter 2025 Earnings Call. I'm David Cohen, SVP of Investor Relations.

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August 6 - News, Transcripts

Harmony Biosciences Holdings, Inc. (NASDAQ:HRMY) Q2 2025 Earnings Call Transcript

Harmony Biosciences Holdings, Inc. (NASDAQ:HRMY) Q2 2025 Earnings Call Transcript August 5, 2025Harmony Biosciences Holdings, Inc. misses on earnings expectations.

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August 6 - News, Transcripts

Neuronetics, Inc. (NASDAQ:STIM) Q2 2025 Earnings Call Transcript

Neuronetics, Inc. (NASDAQ:STIM) Q2 2025 Earnings Call Transcript August 5, 2025Neuronetics, Inc. misses on earnings expectations.

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August 6 - News, Transcripts

National Retail Properties, Inc. (NYSE:NNN) Q2 2025 Earnings Call Transcript

National Retail Properties, Inc. (NYSE:NNN) Q2 2025 Earnings Call Transcript August 5, 2025National Retail Properties, Inc. misses on earnings expectations.

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August 6 - News, Transcripts

Great Lakes Dredge & Dock Corporation (NASDAQ:GLDD) Q2 2025 Earnings Call Transcript

Great Lakes Dredge & Dock Corporation (NASDAQ:GLDD) Q2 2025 Earnings Call Transcript August 5, 2025Great Lakes Dredge & Dock Corporation beats earnings expectations.

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August 6 - News, Transcripts

Curis, Inc. (NASDAQ:CRIS) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to Curis' Second Quarter 2025 Business Update Call.

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August 6 - News, Transcripts

LGI Homes, Inc. (NASDAQ:LGIH) Q2 2025 Earnings Call Transcript

Operator: Welcome to the LGI Homes Second Quarter 2025 Conference Call.

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August 6 - News, Transcripts

908 Devices Inc. (NASDAQ:MASS) Q2 2025 Earnings Call Transcript

908 Devices Inc. (NASDAQ:MASS) Q2 2025 Earnings Call Transcript August 5, 2025908 Devices Inc. misses on earnings expectations.

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August 6 - News, Transcripts

Driven Brands Holdings Inc. (NASDAQ:DRVN) Q2 2025 Earnings Call Transcript

Driven Brands Holdings Inc. (NASDAQ:DRVN) Q2 2025 Earnings Call Transcript August 5, 2025Driven Brands Holdings Inc. misses on earnings expectations.

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August 6 - News, Transcripts

DigitalOcean Holdings, Inc. (NYSE:DOCN) Q2 2025 Earnings Call Transcript

DigitalOcean Holdings, Inc. (NYSE:DOCN) Q2 2025 Earnings Call Transcript August 5, 2025DigitalOcean Holdings, Inc. misses on earnings expectations.

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August 6 - News, Transcripts

Blade Air Mobility, Inc. (NASDAQ:BLDE) Q2 2025 Earnings Call Transcript

Blade Air Mobility, Inc. (NASDAQ:BLDE) Q2 2025 Earnings Call Transcript August 5, 2025Blade Air Mobility, Inc. misses on earnings expectations.

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August 6 - News, Transcripts

Azenta, Inc. (NASDAQ:AZTA) Q3 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the Azenta Q3 2025 Financial Results. [Operator Instructions] As a reminder, this conference is being recorded, Tuesday, August 5, 2025.

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August 6 - News, Transcripts

Sachem Capital Corp. (AMEX:SACH) Q2 2025 Earnings Call Transcript

Sachem Capital Corp. (AMEX:SACH) Q2 2025 Earnings Call Transcript August 5, 2025Sachem Capital Corp. misses on earnings expectations.

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August 6 - News, Transcripts

Surgery Partners, Inc. (NASDAQ:SGRY) Q2 2025 Earnings Call Transcript

Surgery Partners, Inc. (NASDAQ:SGRY) Q2 2025 Earnings Call Transcript August 5, 2025Surgery Partners, Inc. beats earnings expectations.

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August 6 - News, Transcripts

Avanos Medical, Inc. (NYSE:AVNS) Q2 2025 Earnings Call Transcript

Avanos Medical, Inc. (NYSE:AVNS) Q2 2025 Earnings Call Transcript August 5, 2025Avanos Medical, Inc. misses on earnings expectations.

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August 6 - News, Transcripts

Northwest Natural Holding Company (NYSE:NWN) Q2 2025 Earnings Call Transcript

Northwest Natural Holding Company (NYSE:NWN) Q2 2025 Earnings Call Transcript August 5, 2025Northwest Natural Holding Company beats earnings expectations.

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August 6 - News, Transcripts

Henry Schein, Inc. (NASDAQ:HSIC) Q2 2025 Earnings Call Transcript

Henry Schein, Inc. (NASDAQ:HSIC) Q2 2025 Earnings Call Transcript August 5, 2025Henry Schein, Inc. misses on earnings expectations.

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August 6 - News, Transcripts

Eaton Corporation plc (NYSE:ETN) Q2 2025 Earnings Call Transcript

Eaton Corporation plc (NYSE:ETN) Q2 2025 Earnings Call Transcript August 5, 2025Eaton Corporation plc beats earnings expectations.

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August 6 - News, Transcripts

Yum! Brands, Inc. (NYSE:YUM) Q2 2025 Earnings Call Transcript

Yum! Brands, Inc. (NYSE:YUM) Q2 2025 Earnings Call Transcript August 5, 2025Yum! Brands, Inc. misses on earnings expectations.

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August 6 - News, Transcripts

Chunghwa Telecom Co., Ltd. (NYSE:CHT) Q2 2025 Earnings Call Transcript

Chunghwa Telecom Co., Ltd. (NYSE:CHT) Q2 2025 Earnings Call Transcript August 5, 2025Chunghwa Telecom Co., Ltd. beats earnings expectations.

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August 6 - News, Transcripts

Fidelity National Information Services, Inc. (NYSE:FIS) Q2 2025 Earnings Call Transcript

Fidelity National Information Services, Inc. (NYSE:FIS) Q2 2025 Earnings Call Transcript August 5, 2025Fidelity National Information Services, Inc.

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August 6 - News, Transcripts

Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Q2 2025 Earnings Call Transcript

Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX) Q2 2025 Earnings Call Transcript August 5, 2025Recursion Pharmaceuticals, Inc. misses on earnings expectations.

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August 6 - News, Transcripts

Cummins Inc. (NYSE:CMI) Q2 2025 Earnings Call Transcript

Operator: Greetings. Welcome to Cummins Inc. Second Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this conference is being recorded.

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August 6 - News, Transcripts

Spire Inc. (NYSE:SR) Q3 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Spire Q3 FY '25 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

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August 6 - News, Transcripts

Leidos Holdings, Inc. (NYSE:LDOS) Q2 2025 Earnings Call Transcript

Leidos Holdings, Inc. (NYSE:LDOS) Q2 2025 Earnings Call Transcript August 5, 2025Leidos Holdings, Inc. misses on earnings expectations.

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August 6 - News, Transcripts

Duke Energy Corporation (NYSE:DUK) Q2 2025 Earnings Call Transcript

Duke Energy Corporation (NYSE:DUK) Q2 2025 Earnings Call Transcript August 5, 2025Duke Energy Corporation beats earnings expectations.

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August 6 - News, Transcripts

Orthofix Medical Inc. (NASDAQ:OFIX) Q2 2025 Earnings Call Transcript

Orthofix Medical Inc. (NASDAQ:OFIX) Q2 2025 Earnings Call Transcript August 5, 2025Orthofix Medical Inc. misses on earnings expectations.

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August 6 - News, Transcripts

Westlake Corporation (NYSE:WLK) Q2 2025 Earnings Call Transcript

Westlake Corporation (NYSE:WLK) Q2 2025 Earnings Call Transcript August 5, 2025Westlake Corporation misses on earnings expectations.

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August 6 - News, Transcripts

Molson Coors Beverage Company (NYSE:TAP) Q2 2025 Earnings Call Transcript

Molson Coors Beverage Company (NYSE:TAP) Q2 2025 Earnings Call Transcript August 5, 2025Molson Coors Beverage Company beats earnings expectations.

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August 6 - News, Transcripts

Cushman & Wakefield plc (NYSE:CWK) Q2 2025 Earnings Call Transcript

Cushman & Wakefield plc (NYSE:CWK) Q2 2025 Earnings Call Transcript August 5, 2025Cushman & Wakefield plc beats earnings expectations.

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August 6 - News, Transcripts

Core Molding Technologies, Inc. (AMEX:CMT) Q2 2025 Earnings Call Transcript

Core Molding Technologies, Inc. (AMEX:CMT) Q2 2025 Earnings Call Transcript August 5, 2025Core Molding Technologies, Inc. beats earnings expectations.

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August 6 - News, Transcripts

Frontdoor, Inc. (NASDAQ:FTDR) Q2 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the Frontdoor Incorporated Second Quarter 2025 Earnings Conference Call.

Keep Reading →

August 6 - News, Transcripts

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