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Insider Monkey Blog

Here’s Why Medpace (MEDP) Shares Roared in 2025

Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here...

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January 30 - Hedge Fund Investor Letters, News

Giverny Capital Asset Management’s Q4 2025 Investor Letter

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

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January 30 - Hedge Fund Investor Letters, News

Increased Investor Optimism Lifted Alphabet (GOOGL) in Q4

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Global Value Fund.” A copy of the letter can...

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January 30 - Hedge Fund Investor Letters, News

Here’s What Boosted Ericsson (ERIC) in Q4

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Global Value Fund.” A copy of the letter can...

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January 30 - Hedge Fund Investor Letters, News

Hotchkis & Wiley Global Value Fund’s Q4 2025 Investor Letter

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Global Value Fund.” The Fund outperformed the...

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January 30 - Hedge Fund Investor Letters, News

Does Workday (WDAY) Offer a Compelling Risk/Reward Opportunity?

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Large Cap Disciplined Value Fund.” A copy of...

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January 30 - Hedge Fund Investor Letters, News

F5 (FFIV) Fell Following a Hacker Breach Confirmation

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Large Cap Disciplined Value Fund.” A copy of...

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January 30 - Hedge Fund Investor Letters, News

Here’s What Hit Fiserv (FISV) in Q4

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Large Cap Disciplined Value Fund.” A copy of...

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January 30 - Hedge Fund Investor Letters, News

General Motors (GM) Gained After Raising Full-Year Outlook

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Large Cap Disciplined Value Fund.” A copy of...

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January 30 - Hedge Fund Investor Letters, News

Positive Sentiments Drove FedEx (FDX) Stock Gains

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Large Cap Disciplined Value Fund.” A copy of...

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January 30 - Hedge Fund Investor Letters, News

Warner Bros. Discovery (WBD) Rallied Due to a Bidding War

Hotchkis & Wiley, an investment management company, released its fourth-quarter 2025 investor letter for the “Hotchkis & Wiley Large Cap Disciplined Value Fund.” A copy of...

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January 30 - Hedge Fund Investor Letters, News

Texas Instruments (TXN) “is Crushing it,” Says Jim Cramer

Texas Instruments Incorporated (NASDAQ:TXN) is a semiconductor manufacturing company that makes and power controllers, signal processors, and other chips.

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January 30 - News

“Nike (NKE)’s Moves in China Will Lead to a Turn,” Says Jim Cramer

Athletic apparel giant NIKE, Inc. (NYSE:NKE)’s shares are down by 14% over the past year and are flat year-to-date.

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January 30 - News

Jim Cramer Shares Key Insights About NVIDIA Corporation (NVDA)’s China Sales

In this episode, Cramer ended up discussing NVIDIA Corporation (NASDAQ:NVDA) in detail after quite some time.

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January 30 - News

Jim Cramer Doesn’t Want to Call the Bottom on Broadcom (AVGO)

Broadcom Inc. (NASDAQ:AVGO) is another key player in the AI industry. It is a semiconductor designer whose chips are used in a wide variety of applications. Broadcom Inc.

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January 30 - News

Western Digital (WDC) & Shortages Are on Jim Cramer’s Mind

Computer storage products provider Western Digital Corporation (NASDAQ:WDC)’s shares are among the top performers in the market.

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January 30 - News

Micron (MU) & Shortages Are on Jim Cramer’s Mind

Memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU) shares have performed well over the year as they are up by 387%.

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January 30 - News

Sandisk (SNDK) & Shortages Are on Jim Cramer’s Mind

Computer memory storage manufacturer Sandisk Corporation (NASDAQ:SNDK)’s shares are among the top performers on the market as they are up by triple-digit percentage since early...

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January 30 - News

Advanced Micro Devices (AMD) CEO Just “Keeps Winning,” Says Jim Cramer

Advanced Micro Devices Inc. (NASDAQ:AMD)’s shares are up by 115% over the past year and by13% year-to-date.

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January 30 - News

ServiceNow (NOW) CEO Just Doesn’t Miss Quarters, Says Jim Cramer

Software-as-a-service (SaaS) firm ServiceNow, Inc. (NYSE:NOW)’s shares have struggled amidst a broader downturn for the enterprise software sector in today’s AI era.

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January 30 - News

Cullen/Frost Bankers, Inc. (NYSE:CFR) Q4 2025 Earnings Call Transcript

Cullen/Frost Bankers, Inc. (NYSE:CFR) Q4 2025 Earnings Call Transcript January 29, 2026Cullen/Frost Bankers, Inc. beats earnings expectations.

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January 30 - News, Transcripts

PulteGroup, Inc. (NYSE:PHM) Q4 2025 Earnings Call Transcript

PulteGroup, Inc. (NYSE:PHM) Q4 2025 Earnings Call Transcript January 29, 2026PulteGroup, Inc. misses on earnings expectations.

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January 30 - News, Transcripts

Roche Holding AG (OTC:RHHBY) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, welcome to Roche's Full Year Results Webinar 2025. My name is [ Henrik, ] and I'm the technical operator for today's call.

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January 30 - News, Transcripts

Parker-Hannifin Corporation (NYSE:PH) Q2 2026 Earnings Call Transcript

Parker-Hannifin Corporation (NYSE:PH) Q2 2026 Earnings Call Transcript January 29, 2026Parker-Hannifin Corporation beats earnings expectations.

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January 30 - News, Transcripts

A. O. Smith Corporation (NYSE:AOS) Q4 2025 Earnings Call Transcript

A. O. Smith Corporation (NYSE:AOS) Q4 2025 Earnings Call Transcript January 29, 2026A. O. Smith Corporation beats earnings expectations.

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January 30 - News, Transcripts

CNX Resources Corporation (NYSE:CNX) Q4 2025 Earnings Call Transcript

CNX Resources Corporation (NYSE:CNX) Q4 2025 Earnings Call Transcript January 29, 2026CNX Resources Corporation beats earnings expectations.

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January 30 - News, Transcripts

DXC Technology Company (NYSE:DXC) Q3 2026 Earnings Call Transcript

DXC Technology Company (NYSE:DXC) Q3 2026 Earnings Call Transcript January 29, 2026DXC Technology Company beats earnings expectations.

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January 30 - News, Transcripts

Civista Bancshares, Inc. (NASDAQ:CIVB) Q4 2025 Earnings Call Transcript

Civista Bancshares, Inc. (NASDAQ:CIVB) Q4 2025 Earnings Call Transcript January 29, 2026Civista Bancshares, Inc. misses on earnings expectations.

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January 30 - News, Transcripts

OSI Systems, Inc. (NASDAQ:OSIS) Q2 2026 Earnings Call Transcript

Operator: Good day, and welcome to the OSI Systems, Inc. Second Quarter 2026 Conference Call. At this time, all participants are in a listen-only mode.

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January 30 - News, Transcripts

The Sherwin-Williams Company (NYSE:SHW) Q4 2025 Earnings Call Transcript

The Sherwin-Williams Company (NYSE:SHW) Q4 2025 Earnings Call Transcript January 29, 2026The Sherwin-Williams Company beats earnings expectations.

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January 30 - News, Transcripts

Lazard Ltd (NYSE:LAZ) Q4 2025 Earnings Call Transcript

Operator: Two outsides on hold. Like to thank you for your patience. Please continue to stand by. Your formal program will begin here shortly. Your meeting is about to begin.

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January 30 - News, Transcripts

Dow Inc. (NYSE:DOW) Q4 2025 Earnings Call Transcript

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

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January 30 - News, Transcripts

Deutsche Bank AG (NYSE:DB) Q4 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, welcome to the Q4 2025 Analyst Conference call and live webcast. I'm Moore, the Chorus Call operator.

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January 30 - News, Transcripts

Tractor Supply Company (NASDAQ:TSCO) Q4 2025 Earnings Call Transcript

Tractor Supply Company (NASDAQ:TSCO) Q4 2025 Earnings Call Transcript January 29, 2026Tractor Supply Company misses on earnings expectations.

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January 30 - News, Transcripts

CSW Industrials, Inc. (NYSE:CSW) Q3 2026 Earnings Call Transcript

CSW Industrials, Inc. (NYSE:CSW) Q3 2026 Earnings Call Transcript January 29, 2026CSW Industrials, Inc. misses on earnings expectations.

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January 30 - News, Transcripts

Southside Bancshares, Inc. (NASDAQ:SBSI) Q4 2025 Earnings Call Transcript

Southside Bancshares, Inc. (NASDAQ:SBSI) Q4 2025 Earnings Call Transcript January 29, 2026Southside Bancshares, Inc. misses on earnings expectations.

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January 30 - News, Transcripts

Mastercard Incorporated (NYSE:MA) Q4 2025 Earnings Call Transcript

Mastercard Incorporated (NYSE:MA) Q4 2025 Earnings Call Transcript January 29, 2026Mastercard Incorporated beats earnings expectations.

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January 30 - News, Transcripts

Caterpillar Inc. (NYSE:CAT) Q4 2025 Earnings Call Transcript

Operator: Welcome to the Fourth Quarter 2025 Caterpillar Earnings Conference Call. Please be advised that today's conference is being recorded.

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January 30 - News, Transcripts

Western Digital Corporation (NASDAQ:WDC) Q2 2026 Earnings Call Transcript

Western Digital Corporation (NASDAQ:WDC) Q2 2026 Earnings Call Transcript January 29, 2026Western Digital Corporation beats earnings expectations.

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January 30 - News, Transcripts

ING Groep N.V. (NYSE:ING) Q4 2025 Earnings Call Transcript

Operator: Good morning. This is Laura, welcoming you to ING's 4Q 2025 Conference Call.

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January 30 - News, Transcripts

Bankwell Financial Group, Inc. (NASDAQ:BWFG) Q4 2025 Earnings Call Transcript

Bankwell Financial Group, Inc. (NASDAQ:BWFG) Q4 2025 Earnings Call Transcript January 29, 2026Bankwell Financial Group, Inc. misses on earnings expectations.

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January 30 - News, Transcripts

Bread Financial Holdings, Inc. (NYSE:BFH) Q4 2025 Earnings Call Transcript

Bread Financial Holdings, Inc. (NYSE:BFH) Q4 2025 Earnings Call Transcript January 29, 2026Bread Financial Holdings, Inc. beats earnings expectations.

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January 30 - News, Transcripts

ManpowerGroup Inc. (NYSE:MAN) Q4 2025 Earnings Call Transcript

Operator: Welcome to ManpowerGroup's Fourth Quarter Earnings Results Conference Call. You will be put into listen-only mode until the question and answer session time begins.

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January 30 - News, Transcripts

Carpenter Technology Corporation (NYSE:CRS) Q2 2026 Earnings Call Transcript

Carpenter Technology Corporation (NYSE:CRS) Q2 2026 Earnings Call Transcript January 29, 2026Carpenter Technology Corporation beats earnings expectations.

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January 30 - News, Transcripts

Deckers Outdoor Corporation (NYSE:DECK) Q3 2026 Earnings Call Transcript

Deckers Outdoor Corporation (NYSE:DECK) Q3 2026 Earnings Call Transcript January 29, 2026Deckers Outdoor Corporation beats earnings expectations.

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January 30 - News, Transcripts

Allegro MicroSystems, Inc. (NASDAQ:ALGM) Q3 2026 Earnings Call Transcript

Allegro MicroSystems, Inc. (NASDAQ:ALGM) Q3 2026 Earnings Call Transcript January 29, 2026Allegro MicroSystems, Inc. beats earnings expectations.

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January 30 - News, Transcripts

TAL Education Group (NYSE:TAL) Q3 2026 Earnings Call Transcript

Operator: Ladies and gentlemen, good day and thank you for standing by. Welcome to the TAL Education Group's fiscal twenty twenty six Third Quarter Earnings Conference Call.

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January 30 - News, Transcripts

STMicroelectronics N.V. (NYSE:STM) Q4 2025 Earnings Call Transcript

STMicroelectronics N.V. (NYSE:STM) Q4 2025 Earnings Call Transcript January 29, 2026STMicroelectronics N.V. misses on earnings expectations.

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January 30 - News, Transcripts

Royal Caribbean Cruises Ltd. (NYSE:RCL) Q4 2025 Earnings Call Transcript

Royal Caribbean Cruises Ltd. (NYSE:RCL) Q4 2025 Earnings Call Transcript January 29, 2026Royal Caribbean Cruises Ltd. reports earnings inline with expectations.

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January 30 - News, Transcripts

MarineMax, Inc. (NYSE:HZO) Q1 2026 Earnings Call Transcript

MarineMax, Inc. (NYSE:HZO) Q1 2026 Earnings Call Transcript January 29, 2026MarineMax, Inc. misses on earnings expectations.

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January 30 - News, Transcripts

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