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Insider Monkey Blog

Schlumberger Limited (SLB) Slid Due to Multiple Headwinds

First Eagle Investments, an investment management company, released its “First Eagle Global Fund” second-quarter 2025 investor letter.

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August 29 - Hedge Fund Investor Letters, News

Consistent, Robust Sales Boosted Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q2

First Eagle Investments, an investment management company, released its “First Eagle Global Fund” second-quarter 2025 investor letter.

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August 29 - Hedge Fund Investor Letters, News

Becton, Dickinson and Company (BDX) Generated Lower-Than-Expected Revenue in Q2

First Eagle Investments, an investment management company, released its “First Eagle Global Fund” second-quarter 2025 investor letter.

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August 29 - Hedge Fund Investor Letters, News

Meta Platforms (META) Rose on Strong Revenue and Earnings

First Eagle Investments, an investment management company, released its “First Eagle Global Fund” second-quarter 2025 investor letter.

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August 29 - Hedge Fund Investor Letters, News

Oracle Corporation (ORCL) Benefited From Strong Cloud Operations

First Eagle Investments, an investment management company, released its “First Eagle Global Fund” second-quarter 2025 investor letter.

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August 29 - Hedge Fund Investor Letters, News

First Eagle Global Fund’s Q2 2025 Investor Letter

First Eagle Investments, an investment management company, released its “First Eagle Global Fund” second-quarter 2025 investor letter.

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August 29 - Hedge Fund Investor Letters, News

Nexus International Turns Compliance Into a $546M Growth Engine

In global gaming, regulation is often seen as a hurdle. For Nexus International, led by CEO Gurhan Kiziloz, it has become a growth engine.

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August 29 - Business, News

Gurhan Kiziloz’s Self-Funded Nexus Hits $546M, Cracks Global Top 100

In an industry often defined by headline-making IPOs and billion-dollar venture rounds, Gurhan Kiziloz has taken a different path.

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August 29 - Business, News

Artisan Mid Cap Value Fund Increased Its Holdings in Lineage (LINE)

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second-quarter 2025 investor letter.

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August 29 - Hedge Fund Investor Letters, News

Should You Continue to Hold LKQ Corporation (LKQ)?

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second-quarter 2025 investor letter.

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August 29 - Hedge Fund Investor Letters, News

nVent Electric plc (NVT) Rose on Demand Uptick

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second-quarter 2025 investor letter.

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August 29 - Hedge Fund Investor Letters, News

What Makes Pinterest (PINS) an Interesting Investment?

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second-quarter 2025 investor letter.

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August 29 - Hedge Fund Investor Letters, News

Ferguson Enterprises (FERG) Surged Due to Improved Market Sentiment

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second-quarter 2025 investor letter.

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August 29 - Hedge Fund Investor Letters, News

Artisan Mid Cap Value Fund Sold The Kroger Co. (KR) For Better Opportunities

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second-quarter 2025 investor letter.

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August 29 - Hedge Fund Investor Letters, News

Align Technology (ALGN) Rose Following the Pause of Reciprocal Tariffs

Artisan Partners, an investment management company, released its “Artisan Mid Cap Value Fund” second-quarter 2025 investor letter.

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August 29 - Hedge Fund Investor Letters, News

Sibanye Stillwater Limited (NYSE:SBSW) Q2 2025 Earnings Call Transcript

Neal John Froneman: Ladies and gentlemen, good morning, good afternoon, and good evening. A very warm welcome to our H1 2025 results presentation.

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August 29 - News, Transcripts

PureTech Health plc (NASDAQ:PRTC) Q2 2025 Earnings Call Transcript

PureTech Health plc (NASDAQ:PRTC) Q2 2025 Earnings Call Transcript August 28, 2025PureTech Health plc beats earnings expectations.

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August 29 - News, Transcripts

Best Buy Co., Inc. (NYSE:BBY) Q2 2026 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. Welcome to Best Buy's Second Quarter Fiscal '26 Earnings Conference Call.

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August 29 - News, Transcripts

Harmony Gold Mining Company Limited (NYSE:HMY) Q4 2025 Earnings Call Transcript

Harmony Gold Mining Company Limited (NYSE:HMY) Q4 2025 Earnings Call Transcript August 28, 2025Harmony Gold Mining Company Limited reports earnings inline with expectations.

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August 29 - News, Transcripts

Movado Group, Inc. (NYSE:MOV) Q2 2026 Earnings Call Transcript

Movado Group, Inc. (NYSE:MOV) Q2 2026 Earnings Call Transcript August 28, 2025Movado Group, Inc. misses on earnings expectations.

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August 29 - News, Transcripts

Autodesk, Inc. (NASDAQ:ADSK) Q2 2026 Earnings Call Transcript

Operator: Thank you for standing by, and welcome to Autodesk Second Quarter and Full Year Fiscal 2026 Earnings Conference Call.

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August 29 - News, Transcripts

Edap Tms S.a. (NASDAQ:EDAP) Q2 2025 Earnings Call Transcript

Edap Tms S.a. (NASDAQ:EDAP) Q2 2025 Earnings Call Transcript August 28, 2025Edap Tms S.a. misses on earnings expectations.

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August 29 - News, Transcripts

Build-A-Bear Workshop, Inc. (NYSE:BBW) Q2 2025 Earnings Call Transcript

Build-A-Bear Workshop, Inc. (NYSE:BBW) Q2 2025 Earnings Call Transcript August 28, 2025Build-A-Bear Workshop, Inc. beats earnings expectations.

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August 29 - News, Transcripts

Elastic N.V. (NYSE:ESTC) Q1 2026 Earnings Call Transcript

Operator: Good day, and welcome to the Elastic N.V. First Quarter Fiscal 2026 Earnings Results Conference Call.

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August 29 - News, Transcripts

Affirm Holdings, Inc. (NASDAQ:AFRM) Q4 2025 Earnings Call Transcript

Affirm Holdings, Inc. (NASDAQ:AFRM) Q4 2025 Earnings Call Transcript August 28, 2025Affirm Holdings, Inc. beats earnings expectations.

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August 29 - News, Transcripts

Dollar General Corporation (NYSE:DG) Q2 2025 Earnings Call Transcript

Dollar General Corporation (NYSE:DG) Q2 2025 Earnings Call Transcript August 28, 2025Dollar General Corporation beats earnings expectations.

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August 29 - News, Transcripts

DICK’S Sporting Goods, Inc. (NYSE:DKS) Q2 2025 Earnings Call Transcript

DICK'S Sporting Goods, Inc. (NYSE:DKS) Q2 2025 Earnings Call Transcript August 28, 2025DICK'S Sporting Goods, Inc. beats earnings expectations.

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August 29 - News, Transcripts

Cheche Group Inc. (NASDAQ:CCG) Q2 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Cheche Group First Half 2025 Earnings Conference Call. [Operator Instructions]. Please note, today's event is being recorded.

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August 29 - News, Transcripts

SentinelOne, Inc. (NYSE:S) Q2 2026 Earnings Call Transcript

Operator: Hello, and welcome to the SentinelOne Q2 FY 2026 Earnings Conference Call. [Operator Instructions] Also, as a reminder, this conference is being recorded today.

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August 29 - News, Transcripts

Burlington Stores, Inc. (NYSE:BURL) Q2 2025 Earnings Call Transcript

Burlington Stores, Inc. (NYSE:BURL) Q2 2025 Earnings Call Transcript August 28, 2025Burlington Stores, Inc. beats earnings expectations.

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August 29 - News, Transcripts

Baozun Inc. (NASDAQ:BZUN) Q2 2025 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen, and thank you for standing by for Baozun's Second Quarter 2025 Earnings Conference Call.

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August 29 - News, Transcripts

Victoria’s Secret & Co. (NYSE:VSCO) Q2 2025 Earnings Call Transcript

Victoria's Secret & Co. (NYSE:VSCO) Q2 2025 Earnings Call Transcript August 28, 2025Victoria's Secret & Co. beats earnings expectations.

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August 29 - News, Transcripts

Petco Health and Wellness Company, Inc. (NASDAQ:WOOF) Q2 2025 Earnings Call Transcript

Petco Health and Wellness Company, Inc. (NASDAQ:WOOF) Q2 2025 Earnings Call Transcript August 28, 2025Petco Health and Wellness Company, Inc. beats earnings expectations.

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August 29 - News, Transcripts

The Toronto-Dominion Bank (NYSE:TD) Q3 2025 Earnings Call Transcript

The Toronto-Dominion Bank (NYSE:TD) Q3 2025 Earnings Call Transcript August 28, 2025The Toronto-Dominion Bank beats earnings expectations.

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August 29 - News, Transcripts

CNFinance Holdings Limited (NYSE:CNF) Q2 2025 Earnings Call Transcript

Operator: Good day, and welcome to the CNFinance Holdings Limited First Half of 2025 Financial Results Conference Call.

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August 29 - News, Transcripts

Harmony Gold Mining Company Limited (NYSE:HMY) Q4 2025 Earnings Call Transcript

Harmony Gold Mining Company Limited (NYSE:HMY) Q4 2025 Earnings Call Transcript August 28, 2025Harmony Gold Mining Company Limited reports earnings inline with expectations.

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August 29 - News, Transcripts

Ulta Beauty, Inc. (NASDAQ:ULTA) Q2 2025 Earnings Call Transcript

Operator: Good afternoon, everyone. My name is [ Leila, ] and I will be your conference operator today.

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August 29 - News, Transcripts

Aurora Mobile Limited (NASDAQ:JG) Q2 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to Aurora Mobile Second Quarter 2025 Earnings Conference Call.

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August 29 - News, Transcripts

Hormel Foods Corporation (NYSE:HRL) Q3 2025 Earnings Call Transcript

Hormel Foods Corporation (NYSE:HRL) Q3 2025 Earnings Call Transcript August 28, 2025Hormel Foods Corporation misses on earnings expectations.

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August 29 - News, Transcripts

Canadian Imperial Bank of Commerce (NYSE:CM) Q3 2025 Earnings Call Transcript

Canadian Imperial Bank of Commerce (NYSE:CM) Q3 2025 Earnings Call Transcript August 28, 2025Canadian Imperial Bank of Commerce beats earnings expectations.

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August 29 - News, Transcripts

Dell Technologies Inc. (NYSE:DELL) Q2 2026 Earnings Call Transcript

Dell Technologies Inc. (NYSE:DELL) Q2 2026 Earnings Call Transcript August 28, 2025Dell Technologies Inc. beats earnings expectations.

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August 29 - News, Transcripts

Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) Q2 2025 Earnings Call Transcript

Ollie's Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) Q2 2025 Earnings Call Transcript August 28, 2025Ollie's Bargain Outlet Holdings, Inc. beats earnings expectations.

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August 29 - News, Transcripts

The Gap, Inc. (NYSE:GAP) Q2 2025 Earnings Call Transcript

Operator: Good afternoon, ladies and gentlemen. I would like to welcome everyone to The Gap, Inc. Second Quarter 2025 Earnings Conference Call.

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August 29 - News, Transcripts

IREN Ltd. (NASDAQ:IREN) Q4 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the IREN FY 2025 Results Conference Call.

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August 29 - News, Transcripts

Marvell Technology, Inc. (NASDAQ:MRVL) Q2 2026 Earnings Call Transcript

Marvell Technology, Inc. (NASDAQ:MRVL) Q2 2026 Earnings Call Transcript August 28, 2025Marvell Technology, Inc. misses on earnings expectations.

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August 29 - News, Transcripts

Lucky Strike Entertainment Corporation (NYSE:LUCK) Q4 2025 Earnings Call Transcript

Lucky Strike Entertainment Corporation (NYSE:LUCK) Q4 2025 Earnings Call Transcript August 28, 2025Lucky Strike Entertainment Corporation misses on earnings expectations.

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August 29 - News, Transcripts

Bath & Body Works, Inc. (NYSE:BBWI) Q2 2025 Earnings Call Transcript

Bath & Body Works, Inc. (NYSE:BBWI) Q2 2025 Earnings Call Transcript August 28, 2025Bath & Body Works, Inc. reports earnings inline with expectations.

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August 29 - News, Transcripts

Malibu Boats, Inc. (NASDAQ:MBUU) Q4 2025 Earnings Call Transcript

Malibu Boats, Inc. (NASDAQ:MBUU) Q4 2025 Earnings Call Transcript August 28, 2025Malibu Boats, Inc. misses on earnings expectations.

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August 29 - News, Transcripts

Li Auto Inc. (NASDAQ:LI) Q2 2025 Earnings Call Transcript

Operator: Hello, ladies and gentlemen. Thank you for standing by for Li Auto's Second Quarter 2025 Earnings Conference Call.

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August 29 - News, Transcripts

Genesco Inc. (NYSE:GCO) Q2 2026 Earnings Call Transcript

Operator: Greetings, and welcome to the Genesco Inc. Q2 Fiscal Year 2026 Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.

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August 29 - News, Transcripts

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