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Insider Monkey Blog

Bel Fuse Inc. (BELFA): A Bull Case Theory 

We came across a bullish thesis on Bel Fuse Inc. on Value & Error’s Substack. In this article, we will summarize the bulls’ thesis on BELFA.

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January 28 - News, Stock Analysis

Energy Fuels Inc. (UUUU): A Bull Case Theory 

We came across a bullish thesis on Energy Fuels Inc. on Arya’s Substack by Arya.

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January 28 - News, Stock Analysis

EPAM Systems, Inc. (EPAM): A Bull Case Theory 

We came across a bullish thesis on EPAM Systems, Inc. on Investing with Common Sense’s Substack. In this article, we will summarize the bulls’ thesis on EPAM.

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January 28 - News, Stock Analysis

Costco Wholesale Corporation (COST): A Bull Case Theory 

We came across a bullish thesis on Costco Wholesale Corporation on Investing with Common Sense’s Substack.

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January 28 - News, Stock Analysis

Gurhan Kiziloz Scales Nexus International Past $1.2 Billion in Revenue

In an industry where scale typically requires institutional backing, Nexus International reached $1.2 billion in revenue in 2025 without raising a dollar of external capital.

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January 28 - Business, News

The Honest Company (HNST) Declined Amid Mixed Earnings Results

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here.

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January 28 - Hedge Fund Investor Letters, News

Do You Believe in Dollar Tree’s (DLTR) Exceptional Earnings Growth?

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here.

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January 28 - Hedge Fund Investor Letters, News

Here’s Why Meridian Contrarian Fund is Holding a Large Stake in Penguin Solutions (PENG)

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” fourth-quarter 2025 investor letter. A copy of the same can be downloaded here.

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January 28 - Hedge Fund Investor Letters, News

Meridian Contrarian Fund’s Q4 2025 Investor Letter

Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” fourth-quarter 2025 investor letter. U.S.

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January 28 - Hedge Fund Investor Letters, News

LG Display Co., Ltd. (NYSE:LPL) Q4 2025 Earnings Call Transcript

Operator: Good morning and good evening. Thank you all for joining the conference call for the LG Display earnings results.

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January 28 - News, Transcripts

Seagate Technology Holdings plc (NASDAQ:STX) Q2 2026 Earnings Call Transcript

Seagate Technology Holdings plc (NASDAQ:STX) Q2 2026 Earnings Call Transcript January 27, 2026Seagate Technology Holdings plc beats earnings expectations.

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January 28 - News, Transcripts

Stride, Inc. (NYSE:LRN) Q2 2026 Earnings Call Transcript

Operator: As a reminder, all participant lines will be in the listen-only mode. There will be an opportunity for you to ask questions after the presentation concludes.

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January 28 - News, Transcripts

Hanmi Financial Corporation (NASDAQ:HAFC) Q4 2025 Earnings Call Transcript

Hanmi Financial Corporation (NASDAQ:HAFC) Q4 2025 Earnings Call Transcript January 27, 2026Hanmi Financial Corporation misses on earnings expectations.

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January 28 - News, Transcripts

PACCAR Inc (NASDAQ:PCAR) Q4 2025 Earnings Call Transcript

PACCAR Inc (NASDAQ:PCAR) Q4 2025 Earnings Call Transcript January 27, 2026PACCAR Inc reports earnings inline with expectations.

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January 28 - News, Transcripts

World Acceptance Corporation (NASDAQ:WRLD) Q3 2026 Earnings Call Transcript

World Acceptance Corporation (NASDAQ:WRLD) Q3 2026 Earnings Call Transcript January 27, 2026World Acceptance Corporation misses on earnings expectations.

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January 28 - News, Transcripts

RTX Corporation (NYSE:RTX) Q4 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen. And welcome to the RTX Fourth Quarter 2025 Earnings Conference Call. My name is Olivia, and I'll be your operator for today.

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January 28 - News, Transcripts

HCA Healthcare, Inc. (NYSE:HCA) Q4 2025 Earnings Call Transcript

HCA Healthcare, Inc. (NYSE:HCA) Q4 2025 Earnings Call Transcript January 27, 2026HCA Healthcare, Inc. beats earnings expectations.

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January 28 - News, Transcripts

Roper Technologies, Inc. (NASDAQ:ROP) Q4 2025 Earnings Call Transcript

Roper Technologies, Inc. (NASDAQ:ROP) Q4 2025 Earnings Call Transcript January 27, 2026Roper Technologies, Inc. beats earnings expectations.

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January 28 - News, Transcripts

Sysco Corporation (NYSE:SYY) Q2 2026 Earnings Call Transcript

Operator: Please standby, your meeting is about to begin. Good morning, everyone.

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January 28 - News, Transcripts

Manhattan Associates, Inc. (NASDAQ:MANH) Q4 2025 Earnings Call Transcript

Manhattan Associates, Inc. (NASDAQ:MANH) Q4 2025 Earnings Call Transcript January 27, 2026Manhattan Associates, Inc. beats earnings expectations.

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January 28 - News, Transcripts

NextEra Energy, Inc. (NYSE:NEE) Q4 2025 Earnings Call Transcript

NextEra Energy, Inc. (NYSE:NEE) Q4 2025 Earnings Call Transcript January 27, 2026NextEra Energy, Inc. misses on earnings expectations.

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January 28 - News, Transcripts

United Parcel Service, Inc. (NYSE:UPS) Q4 2025 Earnings Call Transcript

United Parcel Service, Inc. (NYSE:UPS) Q4 2025 Earnings Call Transcript January 27, 2026United Parcel Service, Inc. beats earnings expectations.

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January 28 - News, Transcripts

UnitedHealth Group Incorporated (NYSE:UNH) Q4 2025 Earnings Call Transcript

UnitedHealth Group Incorporated (NYSE:UNH) Q4 2025 Earnings Call Transcript January 27, 2026UnitedHealth Group Incorporated beats earnings expectations.

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January 28 - News, Transcripts

General Motors Company (NYSE:GM) Q4 2025 Earnings Call Transcript

General Motors Company (NYSE:GM) Q4 2025 Earnings Call Transcript January 27, 2026General Motors Company beats earnings expectations.

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January 28 - News, Transcripts

Union Pacific Corporation (NYSE:UNP) Q4 2025 Earnings Call Transcript

Union Pacific Corporation (NYSE:UNP) Q4 2025 Earnings Call Transcript January 27, 2026Union Pacific Corporation reports earnings inline with expectations.

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January 28 - News, Transcripts

Central Bancompany, Inc. Class A Common Stock (NASDAQ:CBC) Q4 2025 Earnings Call Transcript

Central Bancompany, Inc. Class A Common Stock (NASDAQ:CBC) Q4 2025 Earnings Call Transcript January 27, 2026Central Bancompany, Inc.

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January 28 - News, Transcripts

Hope Bancorp, Inc. (NASDAQ:HOPE) Q4 2025 Earnings Call Transcript

Hope Bancorp, Inc. (NASDAQ:HOPE) Q4 2025 Earnings Call Transcript January 27, 2026Hope Bancorp, Inc. beats earnings expectations.

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January 28 - News, Transcripts

Qorvo, Inc. (NASDAQ:QRVO) Q3 2026 Earnings Call Transcript

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

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January 28 - News, Transcripts

Enova International, Inc. (NYSE:ENVA) Q4 2025 Earnings Call Transcript

Enova International, Inc. (NYSE:ENVA) Q4 2025 Earnings Call Transcript January 27, 2026Enova International, Inc. beats earnings expectations.

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January 28 - News, Transcripts

Polaris Inc. (NYSE:PII) Q4 2025 Earnings Call Transcript

Operator: Good day. And welcome to the Polaris Fourth Quarter 2025 Earnings Call and Webcast. All participants will be in a listen-only mode.

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January 28 - News, Transcripts

Popular, Inc. (NASDAQ:BPOP) Q4 2025 Earnings Call Transcript

Operator: Hello, everybody, and welcome to the Popular, Inc. Fourth Quarter 2025 Earnings Call. My name is Elliot, and I will be coordinating your call today.

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January 28 - News, Transcripts

Commvault Systems, Inc. (NASDAQ:CVLT) Q3 2026 Earnings Call Transcript

Commvault Systems, Inc. (NASDAQ:CVLT) Q3 2026 Earnings Call Transcript January 27, 2026Commvault Systems, Inc. beats earnings expectations.

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January 28 - News, Transcripts

Invesco Ltd. (NYSE:IVZ) Q4 2025 Earnings Call Transcript

Operator: Welcome to Invesco Ltd.'s Fourth Quarter Earnings Conference Call. All participants will be in listen-only mode until the question and answer session.

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January 28 - News, Transcripts

Kimberly-Clark Corporation (NASDAQ:KMB) Q4 2025 Earnings Call Transcript

Kimberly-Clark Corporation (NASDAQ:KMB) Q4 2025 Earnings Call Transcript January 27, 2026Kimberly-Clark Corporation beats earnings expectations.

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January 28 - News, Transcripts

Nextpower Inc. (NASDAQ:NXT) Q3 2026 Earnings Call Transcript

Operator: Good afternoon, everyone, and thank you for standing by. My name is Kevin, and I will be your conference operator today. Today's call is being recorded.

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January 28 - News, Transcripts

Applied Industrial Technologies, Inc. (NYSE:AIT) Q2 2026 Earnings Call Transcript

Applied Industrial Technologies, Inc. (NYSE:AIT) Q2 2026 Earnings Call Transcript January 27, 2026Applied Industrial Technologies, Inc. beats earnings expectations.

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January 28 - News, Transcripts

Logitech International S.A. (NASDAQ:LOGI) Q3 2026 Earnings Call Transcript

Logitech International S.A. (NASDAQ:LOGI) Q3 2026 Earnings Call Transcript January 27, 2026Logitech International S.A. misses on earnings expectations.

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January 28 - News, Transcripts

American Airlines Group Inc. (NASDAQ:AAL) Q4 2025 Earnings Call Transcript

American Airlines Group Inc. (NASDAQ:AAL) Q4 2025 Earnings Call Transcript January 27, 2026American Airlines Group Inc. misses on earnings expectations.

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January 28 - News, Transcripts

F5, Inc. (NASDAQ:FFIV) Q1 2026 Earnings Call Transcript

Operator: Good afternoon, and welcome to the F5, Inc. First Quarter Fiscal 2026 Financial Results Conference Call. Also, today's conference is being recorded.

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January 28 - News, Transcripts

Northrop Grumman Corporation (NYSE:NOC) Q4 2025 Earnings Call Transcript

Northrop Grumman Corporation (NYSE:NOC) Q4 2025 Earnings Call Transcript January 27, 2026Northrop Grumman Corporation beats earnings expectations.

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January 28 - News, Transcripts

The Boeing Company (NYSE:BA) Q4 2025 Earnings Call Transcript

The Boeing Company (NYSE:BA) Q4 2025 Earnings Call Transcript January 27, 2026The Boeing Company beats earnings expectations.

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January 28 - News, Transcripts

Synchrony Financial (NYSE:SYF) Q4 2025 Earnings Call Transcript

Operator: Thank you for your continued patience. Your meeting will begin shortly. If you need assistance at any time, a member of our team will be happy to help you.

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January 28 - News, Transcripts

Camden National Corporation (NASDAQ:CAC) Q4 2025 Earnings Call Transcript

Camden National Corporation (NASDAQ:CAC) Q4 2025 Earnings Call Transcript January 27, 2026Camden National Corporation beats earnings expectations.

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January 28 - News, Transcripts

First BanCorp. (NYSE:FBP) Q4 2025 Earnings Call Transcript

Becky: Hello, and welcome everyone to the First BanCorp 4Q 2025 and Full Year 2025 Financial Results. My name is Becky, and I will be your operator today.

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January 28 - News, Transcripts

Community Bank System, Inc. (NYSE:CBU) Q4 2025 Earnings Call Transcript

Community Bank System, Inc. (NYSE:CBU) Q4 2025 Earnings Call Transcript January 27, 2026Community Bank System, Inc. misses on earnings expectations.

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January 28 - News, Transcripts

JetBlue Airways Corporation (NASDAQ:JBLU) Q4 2025 Earnings Call Transcript

JetBlue Airways Corporation (NASDAQ:JBLU) Q4 2025 Earnings Call Transcript January 27, 2026JetBlue Airways Corporation misses on earnings expectations.

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January 28 - News, Transcripts

Texas Instruments Incorporated (NASDAQ:TXN) Q4 2025 Earnings Call Transcript

Texas Instruments Incorporated (NASDAQ:TXN) Q4 2025 Earnings Call Transcript January 27, 2026Texas Instruments Incorporated misses on earnings expectations.

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January 28 - News, Transcripts

Atlas Copco AB (OTC:ATLKY) Q4 2025 Earnings Call Transcript

Peter Kinnart: Thank you, operator, and a very warm welcome to all of you attending this quarterly earnings call for the fourth quarter 2025.

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January 28 - News, Transcripts

RBB Bancorp (NASDAQ:RBB) Q4 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the RBB Bancorp Fourth Quarter 2025 Earnings Conference Call. [Operator Instructions]. And please note, this conference is being recorded.

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January 28 - News, Transcripts

Enterprise Financial Services Corp (NASDAQ:EFSC) Q4 2025 Earnings Call Transcript

Operator: Hello, and thank you for standing by. My name is Regina, and I will be your conference operator today.

Keep Reading →

January 28 - News, Transcripts

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