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Insider Monkey Blog

No Outside Capital, No Compromise: How Gurhan Kiziloz Built Nexus International to $848M YTD

In a sector where scale is often preceded by dilution, and where venture funding is seen less as an option than a prerequisite, Nexus International has taken a strikingly different...

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October 31 - Business, News

Gurhan Kiziloz’s $200 Million Push Builds Spartans.com Into a Global Flagship

When Gurhan Kiziloz committed $200 million to develop Spartans.com, it wasn’t a gamble on visibility; it was an investment in infrastructure.

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October 31 - Business, News

Strong Results and Optimistic Guidance Lifted Ciena (CIEN) in Q3

Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” third-quarter 2025 investor letter.

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October 31 - Hedge Fund Investor Letters, News

Aristotle Small/Mid Cap Equity Strategy’s Q3 2025 Investor Letter

Aristotle Capital Boston, LLC, an investment advisor, released its “Small/Mid Cap Equity Strategy” third-quarter 2025 investor letter. U.S.

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October 31 - Hedge Fund Investor Letters, News

Here’s Why Bretton Fund Sold Union Pacific Corporation (UNP)

Bretton Capital Management, an investment management company, released the “Bretton Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 31 - Hedge Fund Investor Letters, News

Bretton Fund Increased Its Position in UnitedHealth (UNH) in Q3

Bretton Capital Management, an investment management company, released the “Bretton Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 31 - Hedge Fund Investor Letters, News

Favorable Antitrust Ruling Supported Alphabet (GOOG) in Q3

Bretton Capital Management, an investment management company, released the “Bretton Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 31 - Hedge Fund Investor Letters, News

Bretton Fund’s Q3 2025 Investor Letter

Bretton Capital Management, an investment management company, released the “Bretton Fund” third-quarter 2025 investor letter.

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October 31 - Hedge Fund Investor Letters, News

Here are Updates on Mama’s Creations’ (MAMA) Acquisition

Immersion Investment Partners, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 31 - Hedge Fund Investor Letters, News

Here are Immersion Investment Partners’ Updates on Celsius Holdings (CELH)

Immersion Investment Partners, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 31 - Hedge Fund Investor Letters, News

Immersion Investment Partners’ Q3 2025 Investor Letter

Immersion Investment Partners, an investment management company, released its third-quarter 2025 investor letter.

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October 31 - Hedge Fund Investor Letters, News

Here’s Why NZS Capital Believes in the Strong Growth Potential of SailPoint (SAIL)

NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” third-quarter 2025 investor letter.

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October 31 - Hedge Fund Investor Letters, News

The Tech Moat: Analyzing the Long-Term Competitive Advantage of AWS vs. Microsoft Azure

We're past the point of asking if the cloud market is a good bet for investors. The sheer amount of revenue it generates has settled that discussion.

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October 31 - Business, News

NZS Capital’s Q3 2025 Investor Letter

NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” third-quarter 2025 investor letter.

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October 31 - Hedge Fund Investor Letters, News

Optimist Fund Trimmed Its Position in Fiverr International Ltd. (FVRR). Here’s Why

Optimist Fund, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 31 - Hedge Fund Investor Letters, News

Analyst Says She Likes Meta Platforms (META) Valuation Amid ‘Decade of Efficiency’

We recently published 10 Stocks Moving on Buzzing News as Analyst Issues Strong Warning About AI Valuations. Meta Platforms, Inc.

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October 31 - News

Analyst Says This Quantum Computing Stock’s Valuation ‘Makes No Sense’

Bryn Talkington, Managing Partner of Requisite Capital Management, explained in a recent program on CNBC why she sold her position in IONQ Inc (NYSE:IONQ), a quantum computing...

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October 31 - News

Analyst Says This is a Top Data Center Stock Amid ‘Record’ Orders, $8.5 Billion Backlog

Stephanie Link, Chief Investment Strategist and Portfolio Manager at Hightower, recently made some bullish comments about Vertiv during a CNBC program.

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October 31 - News

Monday.com (MNDY) Slipped Following the Reduction in Revenue Guidance

Optimist Fund, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 31 - Hedge Fund Investor Letters, News

Optimist Fund Exited Its Position in Revolve (RVLV) in Q3

Optimist Fund, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 31 - Hedge Fund Investor Letters, News

Medpace Holdings (MEDP) Generated Strong Results in Q3

Optimist Fund, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 31 - Hedge Fund Investor Letters, News

Does Carvana (CVNA) Have a Large Runway for Expansion?

Optimist Fund, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 31 - Hedge Fund Investor Letters, News

Do You Believe in the Upside Potential of ThredUp (TDUP)?

Optimist Fund, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 31 - Hedge Fund Investor Letters, News

Wayfair (W) Rallied with Top Results

Optimist Fund, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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October 31 - Hedge Fund Investor Letters, News

Optimist Fund’s Q3 2025 Investor Letter

Optimist Fund, an investment management company, released its third-quarter 2025 investor letter.

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October 31 - Hedge Fund Investor Letters, News

Apple Inc. (NASDAQ:AAPL) Q4 2025 Earnings Call Transcript

Suhasini Chandramouli: Good afternoon, and welcome to the Apple Q4 Fiscal Year 2025 Earnings Conference Call. My name is Suhasini Chandramouli, Director of Investor Relations.

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October 31 - News, Transcripts

Amazon.com, Inc. (NASDAQ:AMZN) Q3 2025 Earnings Call Transcript

Operator: Thank you for standing by. Good day, everyone, and welcome to the Amazon.com Third Quarter 2025 Financial Results Teleconference.

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October 31 - News, Transcripts

SK Telecom Co.,Ltd (NYSE:SKM) Q3 2025 Earnings Call Transcript

SK Telecom Co.,Ltd (NYSE:SKM) Q3 2025 Earnings Call Transcript October 30, 2025SK Telecom Co.,Ltd misses on earnings expectations.

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October 31 - News, Transcripts

ASE Technology Holding Co., Ltd. (NYSE:ASX) Q3 2025 Earnings Call Transcript

ASE Technology Holding Co., Ltd. (NYSE:ASX) Q3 2025 Earnings Call Transcript October 30, 2025ASE Technology Holding Co., Ltd. beats earnings expectations.

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October 31 - News, Transcripts

Chipotle Mexican Grill, Inc. (NYSE:CMG) Q3 2025 Earnings Call Transcript

Chipotle Mexican Grill, Inc. (NYSE:CMG) Q3 2025 Earnings Call Transcript October 29, 2025Chipotle Mexican Grill, Inc. beats earnings expectations.

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October 31 - News, Transcripts

MercadoLibre, Inc. (NASDAQ:MELI) Q3 2025 Earnings Call Transcript

Richard Cathcart: Hello, everyone, and welcome to the MercadoLibre Earnings Conference Call for the quarter ended September 30, 2025. Thank you for joining us.

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October 31 - News, Transcripts

NiSource Inc. (NYSE:NI) Q3 2025 Earnings Call Transcript

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

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October 31 - News, Transcripts

TransMedics Group, Inc. (NASDAQ:TMDX) Q3 2025 Earnings Call Transcript

TransMedics Group, Inc. (NASDAQ:TMDX) Q3 2025 Earnings Call Transcript October 29, 2025TransMedics Group, Inc. beats earnings expectations.

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October 31 - News, Transcripts

Impinj, Inc. (NASDAQ:PI) Q3 2025 Earnings Call Transcript

Andy Cobb: Thank you, Gary. Good afternoon, and thank you all for joining us to discuss Impinj's third quarter 2025 results.

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October 31 - News, Transcripts

ServiceNow, Inc. (NYSE:NOW) Q3 2025 Earnings Call Transcript

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

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October 31 - News, Transcripts

AtriCure, Inc. (NASDAQ:ATRC) Q3 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to AtriCure's Third Quarter 2025 Earnings Conference Call. This call is being recorded for replay purposes.

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October 31 - News, Transcripts

Starbucks Corporation (NASDAQ:SBUX) Q4 2025 Earnings Call Transcript

Starbucks Corporation (NASDAQ:SBUX) Q4 2025 Earnings Call Transcript October 29, 2025Starbucks Corporation misses on earnings expectations.

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October 31 - News, Transcripts

Meta Platforms, Inc. (NASDAQ:META) Q3 2025 Earnings Call Transcript

Meta Platforms, Inc. (NASDAQ:META) Q3 2025 Earnings Call Transcript October 29, 2025Meta Platforms, Inc. beats earnings expectations.

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October 31 - News, Transcripts

Alphabet Inc. (NASDAQ:GOOGL) Q3 2025 Earnings Call Transcript

Operator: Welcome, everyone. Thank you for standing by for the Alphabet Third Quarter 2025 Earnings Conference Call.

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October 31 - News, Transcripts

Boot Barn Holdings, Inc. (NYSE:BOOT) Q2 2026 Earnings Call Transcript

Boot Barn Holdings, Inc. (NYSE:BOOT) Q2 2026 Earnings Call Transcript October 29, 2025Boot Barn Holdings, Inc. beats earnings expectations.

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October 31 - News, Transcripts

Vanda Pharmaceuticals Inc. (NASDAQ:VNDA) Q3 2025 Earnings Call Transcript

Vanda Pharmaceuticals Inc. (NASDAQ:VNDA) Q3 2025 Earnings Call Transcript October 29, 2025Vanda Pharmaceuticals Inc. misses on earnings expectations.

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October 31 - News, Transcripts

C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) Q3 2025 Earnings Call Transcript

C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) Q3 2025 Earnings Call Transcript October 29, 2025C.H. Robinson Worldwide, Inc. beats earnings expectations.

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October 31 - News, Transcripts

BridgeBio Pharma, Inc. (NASDAQ:BBIO) Q3 2025 Earnings Call Transcript

BridgeBio Pharma, Inc. (NASDAQ:BBIO) Q3 2025 Earnings Call Transcript October 29, 2025BridgeBio Pharma, Inc. misses on earnings expectations.

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October 31 - News, Transcripts

Guardant Health, Inc. (NASDAQ:GH) Q3 2025 Earnings Call Transcript

Operator: Good afternoon. Thank you for attending the Guardant Health Q3 2025 Earnings Call. My name is Cameron, and I'll be your moderator for today.

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October 31 - News, Transcripts

Teladoc Health, Inc. (NYSE:TDOC) Q3 2025 Earnings Call Transcript

Teladoc Health, Inc. (NYSE:TDOC) Q3 2025 Earnings Call Transcript October 29, 2025Teladoc Health, Inc. beats earnings expectations.

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October 31 - News, Transcripts

Sprouts Farmers Market, Inc. (NASDAQ:SFM) Q3 2025 Earnings Call Transcript

Sprouts Farmers Market, Inc. (NASDAQ:SFM) Q3 2025 Earnings Call Transcript October 29, 2025Sprouts Farmers Market, Inc. beats earnings expectations.

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October 31 - News, Transcripts

Moelis & Company (NYSE:MC) Q3 2025 Earnings Call Transcript

Matthew Tsukroff: Good afternoon and thank you for joining us for Moelis & Company's Third Quarter 2025 Financial Results Conference Call.

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October 31 - News, Transcripts

Canadian Pacific Kansas City Ltd. (NYSE:CP) Q3 2025 Earnings Call Transcript

Canadian Pacific Kansas City Ltd. (NYSE:CP) Q3 2025 Earnings Call Transcript October 29, 2025Canadian Pacific Kansas City Ltd. misses on earnings expectations.

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October 31 - News, Transcripts

FinWise Bancorp (NASDAQ:FINW) Q3 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the FinWise Bancorp Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note, this conference is being recorded.

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October 31 - News, Transcripts

OPKO Health, Inc. (NASDAQ:OPK) Q3 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to the OPKO Health Third Quarter 2025 Financial Results Conference Call.

Keep Reading →

October 31 - News, Transcripts

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