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Insider Monkey Blog

Management’s Confidence Boosted Arch Capital Group Ltd. (ACGL)

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

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February 10 - Hedge Fund Investor Letters, News

Fair Isaac Corporation (FICO) Gained from Strong Results and Improved Guidance

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

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February 10 - Hedge Fund Investor Letters, News

Mettler-Toledo International (MTD) Surged Due to Increased Optimism in Life Sciences Tools Companies

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

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February 10 - Hedge Fund Investor Letters, News

IT Datacom Segment Supported Amphenol Corporation’s (APH) Better-Than-Expected Earnings

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

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February 10 - Hedge Fund Investor Letters, News

Why These Energy Stocks are Gaining This Week

The surge was primarily driven by rising crude oil prices amid ongoing tensions between Washington and Tehran, as markets weighed the risk of the US imposing further sanctions...

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February 10 - Hedge Funds, Industries, Market Movers, News

Here’s Why Veeva Systems (VEEV) Traded Down in Q4

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

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February 10 - Hedge Fund Investor Letters, News

Baron Asset Fund’s Q4 2025 Investor Letter

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

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February 10 - Hedge Fund Investor Letters, News

Rowan Street Capital’s New Addition: Tesla (TSLA)

Rowan Street Capital, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 10 - Hedge Fund Investor Letters, News

Here’s Rowan Street Capital’s Investment Journey with The Trade Desk (TTD)

Rowan Street Capital, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 10 - Hedge Fund Investor Letters, News

Rowan Street Capital: Meta Platforms (META) Illustrates the Power of Compounding

Rowan Street Capital, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 10 - Hedge Fund Investor Letters, News

Shopify (SHOP) Stock Surge Validates Rowan Street Capital’s Thesis

Rowan Street Capital, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here.

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February 10 - Hedge Fund Investor Letters, News

SK Telecom Co.,Ltd (NYSE:SKM) Q4 2025 Earnings Call Transcript

Tae Hee Kim: Good afternoon. I am Tae-hee Kim, IRO of SK Telecom. Let us begin the earnings conference call for fiscal year 2025.

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February 10 - News, Transcripts

ORIX Corporation (NYSE:IX) Q3 2026 Earnings Call Transcript

Sachiko Nakane: It's time to begin. Thank you for joining us despite your busy schedule today for ORIX's earnings call for 9 months ended December 31, 2025.

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February 10 - News, Transcripts

Motorcar Parts of America, Inc. (NASDAQ:MPAA) Q3 2026 Earnings Call Transcript

Motorcar Parts of America, Inc. (NASDAQ:MPAA) Q3 2026 Earnings Call Transcript February 9, 2026Motorcar Parts of America, Inc. misses on earnings expectations.

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February 10 - News, Transcripts

DBS Group Holdings Ltd (OTC:DBSDY) Q4 2025 Earnings Call Transcript

DBS Group Holdings Ltd (OTC:DBSDY) Q4 2025 Earnings Call Transcript February 9, 2026DBS Group Holdings Ltd misses on earnings expectations.

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February 10 - News, Transcripts

Dynatrace, Inc. (NYSE:DT) Q3 2026 Earnings Call Transcript

Operator: Welcome to Dynatrace, Inc.'s Fiscal Third Quarter 2026 Earnings Call. At this time, all participants will be in listen-only mode.

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February 10 - News, Transcripts

Kyndryl Holdings, Inc. (NYSE:KD) Q3 2026 Earnings Call Transcript

Kyndryl Holdings, Inc. (NYSE:KD) Q3 2026 Earnings Call Transcript February 9, 2026Kyndryl Holdings, Inc. misses on earnings expectations.

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February 10 - News, Transcripts

The Hain Celestial Group, Inc. (NASDAQ:HAIN) Q2 2026 Earnings Call Transcript

The Hain Celestial Group, Inc. (NASDAQ:HAIN) Q2 2026 Earnings Call Transcript February 9, 2026The Hain Celestial Group, Inc. reports earnings inline with expectations.

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February 10 - News, Transcripts

Simpson Manufacturing Co., Inc. (NYSE:SSD) Q4 2025 Earnings Call Transcript

Simpson Manufacturing Co., Inc. (NYSE:SSD) Q4 2025 Earnings Call Transcript February 9, 2026Simpson Manufacturing Co., Inc. beats earnings expectations.

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February 10 - News, Transcripts

Pagaya Technologies Ltd. (NASDAQ:PGY) Q4 2025 Earnings Call Transcript

Pagaya Technologies Ltd. (NASDAQ:PGY) Q4 2025 Earnings Call Transcript February 9, 2026Pagaya Technologies Ltd. beats earnings expectations.

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February 10 - News, Transcripts

Amkor Technology, Inc. (NASDAQ:AMKR) Q4 2025 Earnings Call Transcript

Amkor Technology, Inc. (NASDAQ:AMKR) Q4 2025 Earnings Call Transcript February 9, 2026Amkor Technology, Inc. beats earnings expectations.

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February 10 - News, Transcripts

Sally Beauty Holdings, Inc. (NYSE:SBH) Q1 2026 Earnings Call Transcript

Sally Beauty Holdings, Inc. (NYSE:SBH) Q1 2026 Earnings Call Transcript February 9, 2026Sally Beauty Holdings, Inc. beats earnings expectations.

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February 10 - News, Transcripts

Sally Beauty Holdings, Inc. (NYSE:SBH) Q1 2026 Earnings Call Transcript

Sally Beauty Holdings, Inc. (NYSE:SBH) Q1 2026 Earnings Call Transcript February 9, 2026Sally Beauty Holdings, Inc. beats earnings expectations.

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February 10 - News, Transcripts

Anavex Life Sciences Corp. (NASDAQ:AVXL) Q1 2026 Earnings Call Transcript

Anavex Life Sciences Corp. (NASDAQ:AVXL) Q1 2026 Earnings Call Transcript February 9, 2026Anavex Life Sciences Corp. beats earnings expectations.

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February 10 - News, Transcripts

Upwork Inc. (NASDAQ:UPWK) Q4 2025 Earnings Call Transcript

Operator: Hello, and thank you for standing by. Welcome to Upwork Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.

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February 10 - News, Transcripts

ZoomInfo Technologies Inc. (NASDAQ:GTM) Q4 2025 Earnings Call Transcript

ZoomInfo Technologies Inc. (NASDAQ:GTM) Q4 2025 Earnings Call Transcript February 9, 2026ZoomInfo Technologies Inc. misses on earnings expectations.

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February 10 - News, Transcripts

Sohu.com Limited (NASDAQ:SOHU) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and good evening. Thank you for joining Sohu.com Limited's Fourth Quarter 2025 Earnings Conference Call.

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February 10 - News, Transcripts

PowerFleet, Inc. (NASDAQ:AIOT) Q3 2026 Earnings Call Transcript

PowerFleet, Inc. (NASDAQ:AIOT) Q3 2026 Earnings Call Transcript February 9, 2026PowerFleet, Inc. misses on earnings expectations.

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February 10 - News, Transcripts

Apollo Global Management, Inc. (NYSE:APO) Q4 2025 Earnings Call Transcript

Apollo Global Management, Inc. (NYSE:APO) Q4 2025 Earnings Call Transcript February 9, 2026Apollo Global Management, Inc. beats earnings expectations.

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February 10 - News, Transcripts

ON Semiconductor Corporation (NASDAQ:ON) Q4 2025 Earnings Call Transcript

ON Semiconductor Corporation (NASDAQ:ON) Q4 2025 Earnings Call Transcript February 9, 2026ON Semiconductor Corporation misses on earnings expectations.

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February 10 - News, Transcripts

Edgewell Personal Care Company (NYSE:EPC) Q1 2026 Earnings Call Transcript

Edgewell Personal Care Company (NYSE:EPC) Q1 2026 Earnings Call Transcript February 9, 2026Edgewell Personal Care Company beats earnings expectations.

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February 10 - News, Transcripts

Ichor Holdings, Ltd. (NASDAQ:ICHR) Q4 2025 Earnings Call Transcript

Ichor Holdings, Ltd. (NASDAQ:ICHR) Q4 2025 Earnings Call Transcript February 9, 2026Ichor Holdings, Ltd. beats earnings expectations.

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February 10 - News, Transcripts

monday.com Ltd. (NASDAQ:MNDY) Q4 2025 Earnings Call Transcript

Operator: Good day. My name is Desiree, and I'll be your conference operator today.

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February 10 - News, Transcripts

Outdoor Holding Company (NASDAQ:POWW) Q3 2026 Earnings Call Transcript

Outdoor Holding Company (NASDAQ:POWW) Q3 2026 Earnings Call Transcript February 9, 2026Outdoor Holding Company beats earnings expectations.

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February 10 - News, Transcripts

Curbline Properties Corp. (NYSE:CURB) Q4 2025 Earnings Call Transcript

Curbline Properties Corp. (NYSE:CURB) Q4 2025 Earnings Call Transcript February 9, 2026Curbline Properties Corp. misses on earnings expectations.

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February 10 - News, Transcripts

Universal Corporation (NYSE:UVV) Q3 2026 Earnings Call Transcript

Universal Corporation (NYSE:UVV) Q3 2026 Earnings Call Transcript February 9, 2026Universal Corporation misses on earnings expectations.

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February 10 - News, Transcripts

Chegg, Inc. (NYSE:CHGG) Q4 2025 Earnings Call Transcript

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

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February 10 - News, Transcripts

Proficient Auto Logistics, Inc. Common Stock (NASDAQ:PAL) Q4 2025 Earnings Call Transcript

Proficient Auto Logistics, Inc. Common Stock (NASDAQ:PAL) Q4 2025 Earnings Call Transcript February 9, 2026Proficient Auto Logistics, Inc.

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February 10 - News, Transcripts

Cleveland-Cliffs Inc. (NYSE:CLF) Q4 2025 Earnings Call Transcript

Cleveland-Cliffs Inc. (NYSE:CLF) Q4 2025 Earnings Call Transcript February 9, 2026Cleveland-Cliffs Inc. beats earnings expectations.

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February 10 - News, Transcripts

Becton, Dickinson and Company (NYSE:BDX) Q1 2026 Earnings Call Transcript

Becton, Dickinson and Company (NYSE:BDX) Q1 2026 Earnings Call Transcript February 9, 2026Becton, Dickinson and Company beats earnings expectations.

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February 10 - News, Transcripts

Banco Bradesco S.A. (NYSE:BBD) Q4 2025 Earnings Call Transcript

Banco Bradesco S.A. (NYSE:BBD) Q4 2025 Earnings Call Transcript February 6, 2026Banco Bradesco S.A. reports earnings inline with expectations.

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February 10 - News, Transcripts

State Bank of India (OTC:SBKFF) Q3 2026 Earnings Call Transcript

Pawan Kedia: Good evening, ladies and gentlemen. I'm Pawan Kumar, General Manager, Performance Planning and Review Department of the bank.

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February 10 - News, Transcripts

Encompass Health Corporation (NYSE:EHC) Q4 2025 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen. Welcome to today's Encompass Health Fourth Quarter 2025 Earnings Conference Call.

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February 10 - News, Transcripts

Camden Property Trust (NYSE:CPT) Q4 2025 Earnings Call Transcript

Kimberly Callahan: Good morning, and welcome to Camden Property Trust's Fourth Quarter 2025 Earnings Conference Call.

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February 10 - News, Transcripts

Strategy Inc (NASDAQ:MSTR) Q4 2025 Earnings Call Transcript

Shirish Jajodia: Hello, everyone, and good evening. I'm Shirish Jajodia, Corporate Treasurer and Head of Investor Relations at Strategy.

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February 10 - News, Transcripts

Magnolia Oil & Gas Corporation (NYSE:MGY) Q4 2025 Earnings Call Transcript

Operator: Good morning, everyone, and thank you for participating in Magnolia Oil & Gas Corporation's Fourth Quarter 2025 Earnings Conference Call.

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February 10 - News, Transcripts

Phillips Edison & Company, Inc. (NASDAQ:PECO) Q4 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to Phillips Edison & Company's Fourth Quarter 2025 Earnings Call. Please note that this call is being recorded.

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February 10 - News, Transcripts

Inotiv, Inc. (NASDAQ:NOTV) Q1 2026 Earnings Call Transcript

Operator: Good day, everyone, and welcome to the Inotiv First Quarter 2026 Earnings Call. [Operator Instructions] Please be advised that today's call is being recorded.

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February 10 - News, Transcripts

Itaú Unibanco Holding S.A. (NYSE:ITUB) Q4 2025 Earnings Call Transcript

Gustavo Rodrigues: [Interpreted] Hello. Good morning, everyone.

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February 10 - News, Transcripts

Rowan Street Capital’s Q4 2025 Investor Letter

Rowan Street Capital, an investment management company, released its Q4 2025 investor letter.

Keep Reading →

February 10 - Hedge Fund Investor Letters, News

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