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Insider Monkey Blog

What Makes Equitable Holdings (EQH) an Investment Bet?

The London Company, an investment management company, released “The London Company Large Cap Strategy” third-quarter 2025 investor letter.

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November 4 - Hedge Fund Investor Letters, News

London Company Large Cap Sold Its Holdings in Bruker Corporation (BRKR) in Q3

The London Company, an investment management company, released “The London Company Large Cap Strategy” third-quarter 2025 investor letter.

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November 4 - Hedge Fund Investor Letters, News

What Provides TE Connectivity Ltd. (TEL) a Sustained Growth and Margin Expansion?

The London Company, an investment management company, released “The London Company Large Cap Strategy” third-quarter 2025 investor letter.

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November 4 - Hedge Fund Investor Letters, News

Should You Hold Old Dominion Freight Line (ODFL)?

The London Company, an investment management company, released “The London Company Large Cap Strategy” third-quarter 2025 investor letter.

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November 4 - Hedge Fund Investor Letters, News

Progressive Corporation (PGR) Slipped Due to Investor Concerns

The London Company, an investment management company, released “The London Company Large Cap Strategy” third-quarter 2025 investor letter.

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November 4 - Hedge Fund Investor Letters, News

Here’s What Drove NewMarket Corporation’s (NEU) Strong Performance

The London Company, an investment management company, released “The London Company Large Cap Strategy” third-quarter 2025 investor letter.

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November 4 - Hedge Fund Investor Letters, News

Here’s What Lifted Alphabet (GOOG) in Q3?

The London Company, an investment management company, released “The London Company Large Cap Strategy” third-quarter 2025 investor letter.

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November 4 - Hedge Fund Investor Letters, News

The London Company Large Cap Strategy’s Q3 2025 Investor Letter

The London Company, an investment management company, released “The London Company Large Cap Strategy” third-quarter 2025 investor letter.

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November 4 - Hedge Fund Investor Letters, News

Here’s Why White Mountains Insurance Group Ltd (WTM) Fell in Q3

The London Company, an investment management company, released “The London Company Small Cap Strategy” third-quarter 2025 investor letter.

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November 4 - Hedge Fund Investor Letters, News

Newpark Resources, Inc. (NYSE:NR) Q3 2025 Earnings Call Transcript

Operator: Thank you for standing by. My name is Tina, and I will be your conference operator today.

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November 4 - News, Transcripts

Public Service Enterprise Group Incorporated (NYSE:PEG) Q3 2025 Earnings Call Transcript

Public Service Enterprise Group Incorporated (NYSE:PEG) Q3 2025 Earnings Call Transcript November 3, 2025Public Service Enterprise Group Incorporated beats earnings expectations...

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November 4 - News, Transcripts

Karyopharm Therapeutics Inc. (NASDAQ:KPTI) Q3 2025 Earnings Call Transcript

Karyopharm Therapeutics Inc. (NASDAQ:KPTI) Q3 2025 Earnings Call Transcript November 3, 2025Karyopharm Therapeutics Inc. misses on earnings expectations.

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November 4 - News, Transcripts

ON Semiconductor Corporation (NASDAQ:ON) Q3 2025 Earnings Call Transcript

ON Semiconductor Corporation (NASDAQ:ON) Q3 2025 Earnings Call Transcript November 3, 2025ON Semiconductor Corporation beats earnings expectations.

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November 4 - News, Transcripts

IRadimed Corporation (NASDAQ:IRMD) Q3 2025 Earnings Call Transcript

IRadimed Corporation (NASDAQ:IRMD) Q3 2025 Earnings Call Transcript November 3, 2025IRadimed Corporation beats earnings expectations.

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November 4 - News, Transcripts

Cipher Mining Inc. (NASDAQ:CIFR) Q3 2025 Earnings Call Transcript

Cipher Mining Inc. (NASDAQ:CIFR) Q3 2025 Earnings Call Transcript November 3, 2025Cipher Mining Inc. beats earnings expectations.

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November 4 - News, Transcripts

Kontoor Brands, Inc. (NYSE:KTB) Q3 2025 Earnings Call Transcript

Kontoor Brands, Inc. (NYSE:KTB) Q3 2025 Earnings Call Transcript November 3, 2025Kontoor Brands, Inc. beats earnings expectations.

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November 4 - News, Transcripts

Bruker Corporation (NASDAQ:BRKR) Q3 2025 Earnings Call Transcript

Bruker Corporation (NASDAQ:BRKR) Q3 2025 Earnings Call Transcript November 3, 2025Bruker Corporation beats earnings expectations.

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November 4 - News, Transcripts

Ares Management Corporation (NYSE:ARES) Q3 2025 Earnings Call Transcript

Ares Management Corporation (NYSE:ARES) Q3 2025 Earnings Call Transcript November 3, 2025Ares Management Corporation beats earnings expectations.

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November 4 - News, Transcripts

Should You Be Confident in Interparfums’ (IPAR) Growth Prospects?

The London Company, an investment management company, released “The London Company Small Cap Strategy” third-quarter 2025 investor letter.

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November 4 - Hedge Fund Investor Letters, News

Pediatrix Medical Group, Inc. (NYSE:MD) Q3 2025 Earnings Call Transcript

Pediatrix Medical Group, Inc. (NYSE:MD) Q3 2025 Earnings Call Transcript November 3, 2025Pediatrix Medical Group, Inc. beats earnings expectations.

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November 4 - News, Transcripts

Axsome Therapeutics, Inc. (NASDAQ:AXSM) Q3 2025 Earnings Call Transcript

Axsome Therapeutics, Inc. (NASDAQ:AXSM) Q3 2025 Earnings Call Transcript November 3, 2025Axsome Therapeutics, Inc. misses on earnings expectations.

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November 4 - News, Transcripts

Oxford Lane Capital Corp. (NASDAQ:OXLC) Q2 2026 Earnings Call Transcript

Operator: Good morning, and thank you for attending the Oxford Lane Capital Corp.

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November 4 - News, Transcripts

TG Therapeutics, Inc. (NASDAQ:TGTX) Q3 2025 Earnings Call Transcript

TG Therapeutics, Inc. (NASDAQ:TGTX) Q3 2025 Earnings Call Transcript November 3, 2025TG Therapeutics, Inc. beats earnings expectations.

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November 4 - News, Transcripts

Pinnacle West Capital Corporation (NYSE:PNW) Q3 2025 Earnings Call Transcript

Pinnacle West Capital Corporation (NYSE:PNW) Q3 2025 Earnings Call Transcript November 3, 2025Pinnacle West Capital Corporation beats earnings expectations.

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November 4 - News, Transcripts

Hess Midstream LP (NYSE:HESM) Q3 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen, and welcome to the Third Quarter 2025 Hess Midstream Conference Call. My name is Gigi, and I'll be your operator for today.

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November 4 - News, Transcripts

Napco Security Technologies, Inc. (NASDAQ:NSSC) Q1 2026 Earnings Call Transcript

Napco Security Technologies, Inc. (NASDAQ:NSSC) Q1 2026 Earnings Call Transcript November 3, 2025Napco Security Technologies, Inc. beats earnings expectations.

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November 4 - News, Transcripts

fuboTV Inc. (NYSE:FUBO) Q3 2025 Earnings Call Transcript

Operator: Thank you for standing by, and welcome to the fubo Third Quarter 2025 Earnings Conference Call.

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November 4 - News, Transcripts

Affiliated Managers Group, Inc. (NYSE:AMG) Q3 2025 Earnings Call Transcript

Affiliated Managers Group, Inc. (NYSE:AMG) Q3 2025 Earnings Call Transcript November 3, 2025Affiliated Managers Group, Inc. beats earnings expectations.

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November 4 - News, Transcripts

IDEXX Laboratories, Inc. (NASDAQ:IDXX) Q3 2025 Earnings Call Transcript

IDEXX Laboratories, Inc. (NASDAQ:IDXX) Q3 2025 Earnings Call Transcript November 3, 2025IDEXX Laboratories, Inc. beats earnings expectations.

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November 4 - News, Transcripts

L.B. Foster Company (NASDAQ:FSTR) Q3 2025 Earnings Call Transcript

L.B. Foster Company (NASDAQ:FSTR) Q3 2025 Earnings Call Transcript November 3, 2025L.B. Foster Company misses on earnings expectations.

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November 4 - News, Transcripts

ECARX Holdings, Inc. (NASDAQ:ECX) Q3 2025 Earnings Call Transcript

ECARX Holdings, Inc. (NASDAQ:ECX) Q3 2025 Earnings Call Transcript November 3, 2025ECARX Holdings, Inc. misses on earnings expectations.

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November 4 - News, Transcripts

Liquidia Corporation (NASDAQ:LQDA) Q3 2025 Earnings Call Transcript

Liquidia Corporation (NASDAQ:LQDA) Q3 2025 Earnings Call Transcript November 3, 2025Liquidia Corporation beats earnings expectations.

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November 4 - News, Transcripts

BioNTech SE (NASDAQ:BNTX) Q3 2025 Earnings Call Transcript

Operator: Welcome to BioNTech's Third Quarter 2025 Earnings Call. I will now hand the call over to Doug Maffei, Vice President, Strategy and Investor Relations.

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November 4 - News, Transcripts

Information Services Group, Inc. (NASDAQ:III) Q3 2025 Earnings Call Transcript

Information Services Group, Inc. (NASDAQ:III) Q3 2025 Earnings Call Transcript November 3, 2025Information Services Group, Inc. misses on earnings expectations.

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November 4 - News, Transcripts

Vertex, Inc. (NASDAQ:VERX) Q3 2025 Earnings Call Transcript

Vertex, Inc. (NASDAQ:VERX) Q3 2025 Earnings Call Transcript November 3, 2025Vertex, Inc. reports earnings inline with expectations.

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November 4 - News, Transcripts

Freshpet, Inc. (NASDAQ:FRPT) Q3 2025 Earnings Call Transcript

Operator: Greetings. Welcome to Freshpet's Third Quarter 2025 Earnings Call. [Operator Instructions] Please note today's conference is being recorded.

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November 4 - News, Transcripts

Affiliated Managers Group, Inc. (NYSE:MGR) Q3 2025 Earnings Call Transcript

Affiliated Managers Group, Inc. (NYSE:MGR) Q3 2025 Earnings Call Transcript November 3, 2025Affiliated Managers Group, Inc. beats earnings expectations.

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November 4 - News, Transcripts

Krystal Biotech, Inc. (NASDAQ:KRYS) Q3 2025 Earnings Call Transcript

Krystal Biotech, Inc. (NASDAQ:KRYS) Q3 2025 Earnings Call Transcript November 3, 2025Krystal Biotech, Inc. beats earnings expectations.

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November 4 - News, Transcripts

Ryanair Holdings plc (NASDAQ:RYAAY) Q2 2026 Earnings Call Transcript

Ryanair Holdings plc (NASDAQ:RYAAY) Q2 2026 Earnings Call Transcript November 3, 2025Ryanair Holdings plc beats earnings expectations.

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November 4 - News, Transcripts

BioCryst Pharmaceuticals, Inc. (NASDAQ:BCRX) Q3 2025 Earnings Call Transcript

BioCryst Pharmaceuticals, Inc. (NASDAQ:BCRX) Q3 2025 Earnings Call Transcript November 3, 2025BioCryst Pharmaceuticals, Inc. misses on earnings expectations.

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November 4 - News, Transcripts

LyondellBasell Industries N.V. (NYSE:LYB) Q3 2025 Earnings Call Transcript

LyondellBasell Industries N.V. (NYSE:LYB) Q3 2025 Earnings Call Transcript October 31, 2025LyondellBasell Industries N.V. beats earnings expectations.

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November 4 - News, Transcripts

Emerald Holding, Inc. (NYSE:EEX) Q3 2025 Earnings Call Transcript

Emerald Holding, Inc. (NYSE:EEX) Q3 2025 Earnings Call Transcript October 31, 2025Emerald Holding, Inc. misses on earnings expectations.

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November 4 - News, Transcripts

T. Rowe Price Group, Inc. (NASDAQ:TROW) Q3 2025 Earnings Call Transcript

T. Rowe Price Group, Inc. (NASDAQ:TROW) Q3 2025 Earnings Call Transcript October 31, 2025T. Rowe Price Group, Inc. beats earnings expectations.

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November 4 - News, Transcripts

RBC Bearings Incorporated (NYSE:RBC) Q2 2026 Earnings Call Transcript

RBC Bearings Incorporated (NYSE:RBC) Q2 2026 Earnings Call Transcript October 31, 2025RBC Bearings Incorporated beats earnings expectations.

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November 4 - News, Transcripts

Lear Corporation (NYSE:LEA) Q3 2025 Earnings Call Transcript

Operator: Good morning, everyone, and welcome to the Lear Corporation Third Quarter 2025 Earnings Conference Call.

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November 4 - News, Transcripts

Dominion Energy, Inc. (NYSE:D) Q3 2025 Earnings Call Transcript

Dominion Energy, Inc. (NYSE:D) Q3 2025 Earnings Call Transcript October 31, 2025Dominion Energy, Inc. beats earnings expectations.

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November 4 - News, Transcripts

Cboe Global Markets, Inc. (AMEX:CBOE) Q3 2025 Earnings Call Transcript

Cboe Global Markets, Inc. (AMEX:CBOE) Q3 2025 Earnings Call Transcript October 31, 2025Cboe Global Markets, Inc. beats earnings expectations.

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November 4 - News, Transcripts

The Marcus Corporation (NYSE:MCS) Q3 2025 Earnings Call Transcript

The Marcus Corporation (NYSE:MCS) Q3 2025 Earnings Call Transcript October 31, 2025The Marcus Corporation misses on earnings expectations.

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November 4 - News, Transcripts

Butterfly Network, Inc. (NYSE:BFLY) Q3 2025 Earnings Call Transcript

Butterfly Network, Inc. (NYSE:BFLY) Q3 2025 Earnings Call Transcript October 31, 2025Butterfly Network, Inc. misses on earnings expectations.

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November 4 - News, Transcripts

OneMain Holdings, Inc. (NYSE:OMF) Q3 2025 Earnings Call Transcript

OneMain Holdings, Inc. (NYSE:OMF) Q3 2025 Earnings Call Transcript October 31, 2025OneMain Holdings, Inc. beats earnings expectations.

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November 4 - News, Transcripts

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J.P. Morgan Lifts Natera, Inc. (NTRA) Target on Signatera Momentum

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