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Insider Monkey Blog

Here’s Artisan Value Fund’s Comment on Meta Platforms (META)

Artisan Partners, an investment management company, released its “Artisan Value Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 21 - Hedge Fund Investor Letters, News

Demand Uptick Lifted Booking Holdings (BKNG) in Q2

Artisan Partners, an investment management company, released its “Artisan Value Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 21 - Hedge Fund Investor Letters, News

Multiple Catalysts Prompted Artisan Value Fund to Add ASML Holding N.V. (ASML) to Its Portfolio

Artisan Partners, an investment management company, released its “Artisan Value Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 21 - Hedge Fund Investor Letters, News

Artisan Value Fund is Confident in its Investment in Thermo Fisher Scientific (TMO). Here’s Why

Artisan Partners, an investment management company, released its “Artisan Value Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 21 - Hedge Fund Investor Letters, News

Here’s Why Dollar General (DG) Continued Its Strength in Q2

Artisan Partners, an investment management company, released its “Artisan Value Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 21 - Hedge Fund Investor Letters, News

Smoke-Free Product Platform Boosted Philip Morris International (PM) in Q2

Artisan Partners, an investment management company, released its “Artisan Value Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 21 - Hedge Fund Investor Letters, News

Should You Hold Diamondback Energy (FANG) for the Long Term?

Artisan Partners, an investment management company, released its “Artisan Value Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 21 - Hedge Fund Investor Letters, News

Is Schlumberger Limited’s (SLB) Long-Term Outlook Intact?

Artisan Partners, an investment management company, released its “Artisan Value Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 21 - Hedge Fund Investor Letters, News

What Makes Lam Research (LRCX) a Good Long-Term Buy?

Artisan Partners, an investment management company, released its “Artisan Value Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 21 - Hedge Fund Investor Letters, News

Artisan Partners Value Fund’s Q2 2025 Investor Letter

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

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August 21 - Hedge Fund Investor Letters, News

Choice Equities Capital Management’s Updates on Magnite (MGNI)

Choice Equities Capital Management, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 21 - Hedge Fund Investor Letters, News

Genius Sports Limited (GENI) Maintains Strong Momentum with Recent Favorable Developments

Choice Equities Capital Management, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 21 - Hedge Fund Investor Letters, News

Choice Equities Capital Management’s Q2 2025 Investor Letter

Choice Equities Capital Management, an investment management company, released its second-quarter 2025 investor letter.

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August 21 - Hedge Fund Investor Letters, News

Longleaf Partners Small-Cap Fund’s Updates on Westrock Coffee (WEST)

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” second-quarter 2025 investor letter.

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August 21 - Hedge Fund Investor Letters, News

Boston Beer Company (SAM) Slid Due to Macro Concerns

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” second-quarter 2025 investor letter.

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August 21 - Hedge Fund Investor Letters, News

Will PotlatchDeltic Corporation (PCH) Grow Despite Challenges?

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” second-quarter 2025 investor letter.

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August 21 - Hedge Fund Investor Letters, News

Do You Believe in the Long-Term Growth Potential of Atlanta Braves Holdings (BATRK)?

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” second-quarter 2025 investor letter.

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August 21 - Hedge Fund Investor Letters, News

Longleaf Partners Small-Cap Fund Trimmed Oscar Health (OSCR) on Strength

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” second-quarter 2025 investor letter.

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August 21 - Hedge Fund Investor Letters, News

Longleaf Partners Small-Cap Fund’s Q2 2025 Investor Letter

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” second-quarter 2025 investor letter.

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August 21 - Hedge Fund Investor Letters, News

Telix Pharmaceuticals Limited (NASDAQ:TLX) Q1 2025 Earnings Call Transcript

Telix Pharmaceuticals Limited (NASDAQ:TLX) Q1 2025 Earnings Call Transcript August 21, 2025Telix Pharmaceuticals Limited misses on earnings expectations.

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August 21 - News, Transcripts

Aegon Ltd. (NYSE:AEG) Q2 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Aegon's First Half 2025 Results Conference Call.

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August 21 - News, Transcripts

ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) Q2 2025 Earnings Call Transcript

ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) Q2 2025 Earnings Call Transcript August 20, 2025ZIM Integrated Shipping Services Ltd. misses on earnings expectations.

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August 21 - News, Transcripts

Target Corporation (NYSE:TGT) Q2 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. Welcome to the Target Corporation Second Quarter Earnings Release Conference Call.

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August 21 - News, Transcripts

FLEX LNG Ltd. (NYSE:FLNG) Q2 2025 Earnings Call Transcript

Knut Traaholt: [Audio Gap] a quick note, we will be using some non-GAAP measures such as TCE, Adjusted EBITDA and adjusted net income.

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August 21 - News, Transcripts

GDS Holdings Limited (NASDAQ:GDS) Q2 2025 Earnings Call Transcript

GDS Holdings Limited (NASDAQ:GDS) Q2 2025 Earnings Call Transcript August 20, 2025GDS Holdings Limited beats earnings expectations.

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August 21 - News, Transcripts

ATRenew Inc. (NYSE:RERE) Q2 2025 Earnings Call Transcript

Operator: Good morning, and good evening, ladies and gentlemen.

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August 21 - News, Transcripts

Dycom Industries, Inc. (NYSE:DY) Q2 2026 Earnings Call Transcript

Dycom Industries, Inc. (NYSE:DY) Q2 2026 Earnings Call Transcript August 20, 2025Dycom Industries, Inc. beats earnings expectations.

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August 21 - News, Transcripts

Baidu, Inc. (NASDAQ:BIDU) Q2 2025 Earnings Call Transcript

Operator: Hello, and thank you for standing by for Baidu's Second Quarter 2025 Earnings Conference Call. [Operator Instructions]. Today's conference is being recorded.

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August 21 - News, Transcripts

FinVolution Group (NYSE:FINV) Q2 2025 Earnings Call Transcript

Operator: Hello, ladies and gentlemen. Thank you for participating in the Second Quarter 2025 Earnings Conference Call for FinVolution Group.

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August 21 - News, Transcripts

Kanzhun Limited (NASDAQ:BZ) Q2 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to the Kanzhun Limited Second Quarter 2025 Financial Results Conference Call.

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August 21 - News, Transcripts

Sociedad Química y Minera de Chile S.A. (NYSE:SQM) Q2 2025 Earnings Call Transcript

Sociedad Química y Minera de Chile S.A. (NYSE:SQM) Q2 2025 Earnings Call Transcript August 20, 2025Sociedad Química y Minera de Chile S.A. misses on earnings expectations.

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August 21 - News, Transcripts

H World Group Limited (NASDAQ:HTHT) Q2 2025 Earnings Call Transcript

H World Group Limited (NASDAQ:HTHT) Q2 2025 Earnings Call Transcript August 20, 2025H World Group Limited beats earnings expectations.

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August 21 - News, Transcripts

Analog Devices, Inc. (NASDAQ:ADI) Q3 2025 Earnings Call Transcript

Analog Devices, Inc. (NASDAQ:ADI) Q3 2025 Earnings Call Transcript August 20, 2025Analog Devices, Inc. beats earnings expectations.

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August 21 - News, Transcripts

Lowe’s Companies, Inc. (NYSE:LOW) Q2 2025 Earnings Call Transcript

Lowe's Companies, Inc. (NYSE:LOW) Q2 2025 Earnings Call Transcript August 20, 2025Lowe's Companies, Inc. beats earnings expectations.

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August 21 - News, Transcripts

Kingsoft Cloud Holdings Limited (NASDAQ:KC) Q2 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Kingsoft Cloud's Second Quarter 2025 Earnings Conference Call.

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August 21 - News, Transcripts

Coty Inc. (NYSE:COTY) Q4 2025 Earnings Call Transcript

Olga Levinzon: Hello, everyone. This is Olga Levinzon, Coty's Senior Vice President of Investor Relations.

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August 21 - News, Transcripts

The TJX Companies, Inc. (NYSE:TJX) Q2 2026 Earnings Call Transcript

The TJX Companies, Inc. (NYSE:TJX) Q2 2026 Earnings Call Transcript August 20, 2025The TJX Companies, Inc. beats earnings expectations.

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August 21 - News, Transcripts

The Estée Lauder Companies Inc. (NYSE:EL) Q4 2025 Earnings Call Transcript

The Estée Lauder Companies Inc. (NYSE:EL) Q4 2025 Earnings Call Transcript August 20, 2025The Estée Lauder Companies Inc. misses on earnings expectations.

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August 21 - News, Transcripts

Jiayin Group Inc. (NASDAQ:JFIN) Q2 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen. Thank you for standing by, and welcome to the Jiayin Group's Second Quarter 2025 Earnings Conference Call.

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August 21 - News, Transcripts

iQIYI, Inc. (NASDAQ:IQ) Q2 2025 Earnings Call Transcript

Operator: Hello, everyone, and thank you for joining ICE's second quarter 2025 earnings conference call.

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August 21 - News, Transcripts

Futu Holdings Limited (NASDAQ:FUTU) Q2 2025 Earnings Call Transcript

Futu Holdings Limited (NASDAQ:FUTU) Q2 2025 Earnings Call Transcript August 20, 2025Futu Holdings Limited beats earnings expectations.

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August 21 - News, Transcripts

La-Z-Boy Incorporated (NYSE:LZB) Q1 2026 Earnings Call Transcript

Operator: Greetings, and welcome to the La-Z-Boy Incorporated Fiscal 2026 First Quarter Conference Call. [Operator Instructions].

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August 21 - News, Transcripts

Toll Brothers, Inc. (NYSE:TOL) Q3 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Toll Brothers Third Quarter Fiscal Year 2025 Conference Call.

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August 21 - News, Transcripts

Fluent, Inc. (NASDAQ:FLNT) Q2 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome. Thank you for joining us to discuss Fluent's second quarter 2025 earnings results.

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August 21 - News, Transcripts

Jack Henry & Associates, Inc. (NASDAQ:JKHY) Q4 2025 Earnings Call Transcript

Operator: Good morning, everyone. Welcome to the Jack Henry Fourth Quarter and Full Year 2025 Earnings Conference Call. [Operator Instructions].

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August 21 - News, Transcripts

Ellington Credit Company (NYSE:EARN) Q2 2025 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen. Thank you for standing by. Welcome to the Ellington Credit Company Fiscal Quarter ended June 30, 2025 Results Conference Call.

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August 21 - News, Transcripts

James Hardie Industries plc (NYSE:JHX) Q1 2026 Earnings Call Transcript

James Hardie Industries plc (NYSE:JHX) Q1 2026 Earnings Call Transcript August 19, 2025James Hardie Industries plc misses on earnings expectations.

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August 21 - News, Transcripts

Carlyle Credit Income Fund (NYSE:CCIF) Q3 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Carlyle Credit Income Fund Third Quarter 2025 Financial Results Investor Conference Call.

Keep Reading →

August 21 - News, Transcripts

Keysight Technologies, Inc. (NYSE:KEYS) Q3 2025 Earnings Call Transcript

Keysight Technologies, Inc. (NYSE:KEYS) Q3 2025 Earnings Call Transcript August 19, 2025Keysight Technologies, Inc. beats earnings expectations.

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August 21 - News, Transcripts

Faraday Future Intelligent Electric Inc. (NASDAQ:FFAI) Q2 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the Faraday Future Intelligent Electric Inc. Second Quarter 2025 Earnings Call.

Keep Reading →

August 21 - News, Transcripts

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