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Insider Monkey Blog

Baron Partners Fund is Leveraging IDEXX Laboratories’ (IDXX) Long-Term Growth Drivers

Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Partners Fund”. A copy of the letter can be downloaded here.

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February 11 - Hedge Fund Investor Letters, News

Gartner (IT) Fell Following a Slowdown in Contract Value

Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Partners Fund”. A copy of the letter can be downloaded here.

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February 11 - Hedge Fund Investor Letters, News

Investors’ Optimism is Fueling The Charles Schwab Corporation’s (SCHW) Performance

Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Partners Fund”. A copy of the letter can be downloaded here.

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February 11 - Hedge Fund Investor Letters, News

Red Rock Resorts (RRR) is Capitalizing on Its Durango Property

Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Partners Fund”. A copy of the letter can be downloaded here.

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February 11 - Hedge Fund Investor Letters, News

Baron Partners Fund Trimmed Tesla (TSLA) Despite Increased Confidence

Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Partners Fund”. A copy of the letter can be downloaded here.

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February 11 - Hedge Fund Investor Letters, News

Baron Partners Fund’s Q4 2025 Investor Letter

Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Partners Fund”.

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February 11 - Hedge Fund Investor Letters, News

ITI and Westcliff University Announce Partnership to Offer Accredited Master’s in Trading Degree

The International Trading Institute (ITI) and Westcliff University have announced a new academic partnership to offer a Master’s in Trading degree taught by ITI and awarded ...

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February 11 - Press Releases

Matrix Asset Management Sold Fiserv (FISV) Following an Unexpected Earnings Miss

Matrix Asset Advisors, an asset management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 11 - Hedge Fund Investor Letters, News

Should You Be Optimistic on Texas Instruments’ (TXN) Growth Potential?

Matrix Asset Advisors, an asset management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 11 - Hedge Fund Investor Letters, News

Matrix Asset Management’s Q4 2025 Investor Letter

Matrix Asset Advisors, an asset management company, released its Q4 2025 investor letter. The stock market hit a new all-time high in the fourth quarter of 2025, rising +2.66...

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February 11 - Hedge Fund Investor Letters, News

Netflix (NFLX) Plunged Due to Investors’ Concerns Over Acquisition Pricing

LVS Advisory, a New York City-based full-service investment firm, recently released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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February 11 - Hedge Fund Investor Letters, News

Jumia Technologies AG (NYSE:JMIA) Q4 2025 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen. Thank you for standing by. Welcome to Jumia's Results Conference Call for the Fourth Quarter of 2025.

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February 11 - News, Transcripts

Robinhood Markets, Inc. (NASDAQ:HOOD) Q4 2025 Earnings Call Transcript

Robinhood Markets, Inc. (NASDAQ:HOOD) Q4 2025 Earnings Call Transcript February 10, 2026Robinhood Markets, Inc. beats earnings expectations.

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February 11 - News, Transcripts

Lyft, Inc. (NASDAQ:LYFT) Q4 2025 Earnings Call Transcript

Erin Brewer: Good afternoon, everyone. This is Erin Brewer. Welcome to Lyft, Inc.'s fourth quarter and full year 2025 earnings call.

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February 11 - News, Transcripts

Advanced Energy Industries, Inc. (NASDAQ:AEIS) Q4 2025 Earnings Call Transcript

Advanced Energy Industries, Inc. (NASDAQ:AEIS) Q4 2025 Earnings Call Transcript February 10, 2026Advanced Energy Industries, Inc. beats earnings expectations.

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February 11 - News, Transcripts

Sequans Communications S.A. (NYSE:SQNS) Q4 2025 Earnings Call Transcript

Operator: Welcome to the Fourth Quarter and Full Year Sequans Earnings Conference Call 2025. My name is Shannon. I'll be your operator for today's call.

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February 11 - News, Transcripts

Xylem Inc. (NYSE:XYL) Q4 2025 Earnings Call Transcript

Operator: Good day, everyone, and welcome to Xylem's Fourth Quarter 2025 Results Conference Call. All participants will be in a listen-only mode.

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February 11 - News, Transcripts

Zillow Group, Inc. Class C (NASDAQ:Z) Q4 2025 Earnings Call Transcript

Zillow Group, Inc. Class C (NASDAQ:Z) Q4 2025 Earnings Call Transcript February 10, 2026Zillow Group, Inc. Class C misses on earnings expectations.

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February 11 - News, Transcripts

Duke Energy Corporation (NYSE:DUK) Q4 2025 Earnings Call Transcript

Duke Energy Corporation (NYSE:DUK) Q4 2025 Earnings Call Transcript February 10, 2026Duke Energy Corporation beats earnings expectations.

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February 11 - News, Transcripts

Vestis Corporation (NYSE:VSTS) Q1 2026 Earnings Call Transcript

Operator: Thank you for your continued patience. Your meeting will begin shortly.

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February 11 - News, Transcripts

Gilat Satellite Networks Ltd. (NASDAQ:GILT) Q4 2025 Earnings Call Transcript

Gilat Satellite Networks Ltd. (NASDAQ:GILT) Q4 2025 Earnings Call Transcript February 10, 2026Gilat Satellite Networks Ltd. beats earnings expectations.

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February 11 - News, Transcripts

IRadimed Corporation (NASDAQ:IRMD) Q4 2025 Earnings Call Transcript

IRadimed Corporation (NASDAQ:IRMD) Q4 2025 Earnings Call Transcript February 10, 2026IRadimed Corporation beats earnings expectations.

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February 11 - News, Transcripts

Klaviyo, Inc. (NYSE:KVYO) Q4 2025 Earnings Call Transcript

Krista: Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today.

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February 11 - News, Transcripts

Teradata Corporation (NYSE:TDC) Q4 2025 Earnings Call Transcript

Teradata Corporation (NYSE:TDC) Q4 2025 Earnings Call Transcript February 10, 2026Teradata Corporation beats earnings expectations.

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February 11 - News, Transcripts

Ares Commercial Real Estate Corporation (NYSE:ACRE) Q4 2025 Earnings Call Transcript

Ares Commercial Real Estate Corporation (NYSE:ACRE) Q4 2025 Earnings Call Transcript February 10, 2026Ares Commercial Real Estate Corporation beats earnings expectations.

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February 11 - News, Transcripts

CVS Health Corporation (NYSE:CVS) Q4 2025 Earnings Call Transcript

CVS Health Corporation (NYSE:CVS) Q4 2025 Earnings Call Transcript February 10, 2026CVS Health Corporation beats earnings expectations.

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February 11 - News, Transcripts

Quest Diagnostics Incorporated (NYSE:DGX) Q4 2025 Earnings Call Transcript

Quest Diagnostics Incorporated (NYSE:DGX) Q4 2025 Earnings Call Transcript February 10, 2026Quest Diagnostics Incorporated misses on earnings expectations.

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February 11 - News, Transcripts

The Coca-Cola Company (NYSE:KO) Q4 2025 Earnings Call Transcript

The Coca-Cola Company (NYSE:KO) Q4 2025 Earnings Call Transcript February 10, 2026The Coca-Cola Company beats earnings expectations.

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February 11 - News, Transcripts

Saia, Inc. (NASDAQ:SAIA) Q4 2025 Earnings Call Transcript

Operator: Good day. And welcome to Saia, Inc. Fourth Quarter 2025 Earnings Conference Call. All participants will be in a listen-only mode.

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February 11 - News, Transcripts

Upstart Holdings, Inc. (NASDAQ:UPST) Q4 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to the Upstart Fourth Quarter and Full Year 2025 Earnings Call.

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February 11 - News, Transcripts

Genasys Inc. (NASDAQ:GNSS) Q1 2026 Earnings Call Transcript

Genasys Inc. (NASDAQ:GNSS) Q1 2026 Earnings Call Transcript February 10, 2026Genasys Inc. misses on earnings expectations.

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February 11 - News, Transcripts

MNTN Inc. (NYSE:MNTN) Q4 2025 Earnings Call Transcript

Operator: Hello, and welcome to the MNTN Inc. Fourth Quarter and Full Year 2025 Results Conference Call.

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February 11 - News, Transcripts

Edwards Lifesciences Corporation (NYSE:EW) Q4 2025 Earnings Call Transcript

Edwards Lifesciences Corporation (NYSE:EW) Q4 2025 Earnings Call Transcript February 10, 2026Edwards Lifesciences Corporation misses on earnings expectations.

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February 11 - News, Transcripts

Rapid7, Inc. (NASDAQ:RPD) Q4 2025 Earnings Call Transcript

Operator: Good day, everyone. My name is Kehaylani, and I will be your conference operator today.

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February 11 - News, Transcripts

Gilead Sciences, Inc. (NASDAQ:GILD) Q4 2025 Earnings Call Transcript

Gilead Sciences, Inc. (NASDAQ:GILD) Q4 2025 Earnings Call Transcript February 10, 2026Gilead Sciences, Inc. beats earnings expectations.

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February 11 - News, Transcripts

InMode Ltd. (NASDAQ:INMD) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to InMode Ltd.'s fourth quarter and full year 2025 earnings conference call. All participants will be in listen-only mode.

Keep Reading →

February 11 - News, Transcripts

Electromed, Inc. (AMEX:ELMD) Q2 2026 Earnings Call Transcript

Operator: Good day, and welcome to the Electromed, Inc. Second Quarter Fiscal Year 2026 Earnings Conference Call. All participants will be in listen-only mode.

Keep Reading →

February 11 - News, Transcripts

DuPont de Nemours, Inc. (NYSE:DD) Q4 2025 Earnings Call Transcript

DuPont de Nemours, Inc. (NYSE:DD) Q4 2025 Earnings Call Transcript February 10, 2026DuPont de Nemours, Inc. misses on earnings expectations.

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February 11 - News, Transcripts

Organigram Global Inc. (NASDAQ:OGI) Q1 2026 Earnings Call Transcript

Organigram Global Inc. (NASDAQ:OGI) Q1 2026 Earnings Call Transcript February 10, 2026Organigram Global Inc. misses on earnings expectations.

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February 11 - News, Transcripts

Spotify Technology S.A. (NYSE:SPOT) Q4 2025 Earnings Call Transcript

Spotify Technology S.A. (NYSE:SPOT) Q4 2025 Earnings Call Transcript February 10, 2026Spotify Technology S.A. beats earnings expectations.

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February 11 - News, Transcripts

Lattice Semiconductor Corporation (NASDAQ:LSCC) Q4 2025 Earnings Call Transcript

Lattice Semiconductor Corporation (NASDAQ:LSCC) Q4 2025 Earnings Call Transcript February 10, 2026Lattice Semiconductor Corporation reports earnings inline with expectations.

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February 11 - News, Transcripts

XPLR Infrastructure, LP (NYSE:XIFR) Q4 2025 Earnings Call Transcript

XPLR Infrastructure, LP (NYSE:XIFR) Q4 2025 Earnings Call Transcript February 10, 2026XPLR Infrastructure, LP beats earnings expectations.

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February 11 - News, Transcripts

NMI Holdings, Inc. (NASDAQ:NMIH) Q4 2025 Earnings Call Transcript

NMI Holdings, Inc. (NASDAQ:NMIH) Q4 2025 Earnings Call Transcript February 10, 2026NMI Holdings, Inc. beats earnings expectations.

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February 11 - News, Transcripts

Masco Corporation (NYSE:MAS) Q4 2025 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen. Welcome to Masco Corporation's Fourth Quarter and Full Year 2025 Conference Call.

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February 11 - News, Transcripts

Ecolab Inc. (NYSE:ECL) Q4 2025 Earnings Call Transcript

Operator: Greetings. Welcome to Ecolab Fourth Quarter 2025 Earnings Release Conference Call. At this time, all participants are in listen-only mode.

Keep Reading →

February 11 - News, Transcripts

Axalta Coating Systems Ltd. (NYSE:AXTA) Q4 2025 Earnings Call Transcript

Axalta Coating Systems Ltd. (NYSE:AXTA) Q4 2025 Earnings Call Transcript February 10, 2026Axalta Coating Systems Ltd. misses on earnings expectations.

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February 11 - News, Transcripts

Canaan Inc. (NASDAQ:CAN) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, welcome to Canaan Inc. Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.

Keep Reading →

February 11 - News, Transcripts

Red Rock Resorts, Inc. (NASDAQ:RRR) Q4 2025 Earnings Call Transcript

Red Rock Resorts, Inc. (NASDAQ:RRR) Q4 2025 Earnings Call Transcript February 10, 2026Red Rock Resorts, Inc. beats earnings expectations.

Keep Reading →

February 11 - News, Transcripts

Incyte Corporation (NASDAQ:INCY) Q4 2025 Earnings Call Transcript

Incyte Corporation (NASDAQ:INCY) Q4 2025 Earnings Call Transcript February 10, 2026Incyte Corporation misses on earnings expectations.

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February 11 - News, Transcripts

Entegris, Inc. (NASDAQ:ENTG) Q4 2025 Earnings Call Transcript

Operator: All sides on hold, we'd like to thank you for your patience. Please continue to stand by. You're all set on hold. We'd like to thank you for your patience.

Keep Reading →

February 11 - News, Transcripts

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