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Insider Monkey Blog

Portillo’s (PTLO) Fell due to the Slow Pace of Execution

White Brook Capital Partners, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 5 - Hedge Fund Investor Letters, News

White Brook Capital Partners’ Thoughts on Rigetti Computing (RGTI)

White Brook Capital Partners, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 5 - Hedge Fund Investor Letters, News

Here’s Why White Brooke Capital Sold Tile Shop Holdings (TTSH)

White Brook Capital Partners, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 5 - Hedge Fund Investor Letters, News

White Brook Capital’s Q3 2025 Investor Letter

White Brook Capital Partners, an investment management firm, released its third-quarter 2025 investor letter.

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December 5 - Hedge Fund Investor Letters, News

Night Watch Investment Management Regained Confidence in Brookdale Senior Living (BKD). Here’s How

Night Watch Investment Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 5 - Hedge Fund Investor Letters, News

Is Western Digital Corp (WDC) Benefitting From AI Spending?

Night Watch Investment Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 5 - Hedge Fund Investor Letters, News

Night Watch Investment Management’s Q3 2025 Investor Letter

Night Watch Investment Management, an investment management firm, released its third-quarter 2025 investor letter.

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December 5 - Hedge Fund Investor Letters, News

SCCM Enhanced Equity Income Fund Sold Conagra (CAG) in Q3

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Enhanced Equity Income Fund” third-quarter...

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December 5 - Hedge Fund Investor Letters, News

Here’s What Led SCCM Enhanced Equity Income Fund to Sell Its Position in Rio Tinto plc (RIO)

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Enhanced Equity Income Fund” third-quarter...

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December 5 - Hedge Fund Investor Letters, News

SCCM Enhanced Equity Income Fund Sold Baxter Int’l (BAX) Due to Near-Term Headwinds

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Enhanced Equity Income Fund” third-quarter...

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December 5 - Hedge Fund Investor Letters, News

Power Metallic Intercepts 4.40 Meters of 12.18% Cu (14.34% CuEqRec) included within 20.40 Meters of 2.91% Cu (3.58% CuEqRec) in Hole 25-029b at Lion, and Completes the Extension of PN-24-064 to define large off-hole BHEM anomaly

Power Metallic Mines Inc the “Company” or “Power Metallic” (TSXV:PNPN) (OTCBB:PNPNF) (Frankfurt: IVV1) is pleased to provide a release of assays from its summer drill ...

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December 5 - Press Releases

Here’s Why SCCMS Enhanced Equity Income Fund Added Smurfit WestRock (SW) to Its Portfolio

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Enhanced Equity Income Fund” third-quarter...

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December 5 - Hedge Fund Investor Letters, News

Schafer Cullen Capital Management Enhanced Equity Income Fund’s Q3 2025 Investor Letter

Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc.

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December 5 - Hedge Fund Investor Letters, News

Bybit Private Wealth Management Beat November Downtrend with Top Fund Delivering Close to 30% APR

Bybit, the world’s second-largest cryptocurrency exchange by trading volume, showcases the latest monthly performance update of its Private Wealth Management (PWM) division, ...

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December 5 - Press Releases

The Trade Desk (TTD) Tumbled on Softer Than Expected Guidance

Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter.  A copy of the letter can be downloaded here.

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December 5 - Hedge Fund Investor Letters, News

Harding Loevner Global Equity Strategy’s Views on Oracle (ORCL)

Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter.  A copy of the letter can be downloaded here.

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December 5 - Hedge Fund Investor Letters, News

Tradeweb Markets’ (TW) Performance Affected by High Volatility

Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter.  A copy of the letter can be downloaded here.

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December 5 - Hedge Fund Investor Letters, News

Broadcom (AVGO) Forecast: AI Revenue Beyond This Year’s 50–60% Surge

Harding Loevner, an asset management company, released its “Global Equity Strategy” third-quarter 2025 investor letter.  A copy of the letter can be downloaded here.

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December 5 - Hedge Fund Investor Letters, News

America’s Car-Mart, Inc. (NASDAQ:CRMT) Q2 2026 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the America's Car-Mart Second Quarter Fiscal 2026 Results Conference Call.

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December 5 - News, Transcripts

ChargePoint Holdings, Inc. (NYSE:CHPT) Q3 2026 Earnings Call Transcript

ChargePoint Holdings, Inc. (NYSE:CHPT) Q3 2026 Earnings Call Transcript December 4, 2025ChargePoint Holdings, Inc. misses on earnings expectations.

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December 5 - News, Transcripts

Domo, Inc. (NASDAQ:DOMO) Q3 2026 Earnings Call Transcript

Operator: Greetings, and welcome to the Domo, Inc. Q3 Fiscal Year 2026 Earnings Call. At this time, all participants are in a listen-only mode.

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December 5 - News, Transcripts

Ulta Beauty, Inc. (NASDAQ:ULTA) Q3 2025 Earnings Call Transcript

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

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December 5 - News, Transcripts

Dollar General Corporation (NYSE:DG) Q3 2026 Earnings Call Transcript

Dollar General Corporation (NYSE:DG) Q3 2026 Earnings Call Transcript December 4, 2025Dollar General Corporation beats earnings expectations.

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December 5 - News, Transcripts

Dollar General Corporation (NYSE:DG) Q3 2025 Earnings Call Transcript

Dollar General Corporation (NYSE:DG) Q3 2025 Earnings Call Transcript December 4, 2025Dollar General Corporation beats earnings expectations.

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December 5 - News, Transcripts

John Wiley & Sons, Inc. (NYSE:WLY) Q2 2026 Earnings Call Transcript

John Wiley & Sons, Inc. (NYSE:WLY) Q2 2026 Earnings Call Transcript December 4, 2025John Wiley & Sons, Inc. beats earnings expectations.

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December 5 - News, Transcripts

BRP Inc. (NASDAQ:DOOO) Q3 2026 Earnings Call Transcript

Operator: Good morning, ladies and gentlemen. Welcome to the BRP Inc.'s FY '26 Third Quarter Results Conference Call.

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December 5 - News, Transcripts

The Kroger Co. (NYSE:KR) Q3 2025 Earnings Call Transcript

Rob Quast: Good morning, and welcome to The Kroger Co. Third Quarter 2025 Earnings Conference Call. Please note this event is being recorded.

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December 5 - News, Transcripts

The Kroger Co. (NYSE:KR) Q3 2026 Earnings Call Transcript

Operator: Good morning, and welcome to The Kroger Co. Third Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded.

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December 5 - News, Transcripts

Genesco Inc. (NYSE:GCO) Q3 2026 Earnings Call Transcript

Operator: Good day, everyone, and welcome to Genesco Third Quarter Fiscal 2026 Conference Call. Just a reminder, today's call is being recorded.

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December 5 - News, Transcripts

Build-A-Bear Workshop, Inc. (NYSE:BBW) Q3 2025 Earnings Call Transcript

Build-A-Bear Workshop, Inc. (NYSE:BBW) Q3 2025 Earnings Call Transcript December 4, 2025Build-A-Bear Workshop, Inc. beats earnings expectations.

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December 5 - News, Transcripts

Build-A-Bear Workshop, Inc. (NYSE:BBW) Q3 2026 Earnings Call Transcript

Build-A-Bear Workshop, Inc. (NYSE:BBW) Q3 2026 Earnings Call Transcript December 4, 2025Build-A-Bear Workshop, Inc. beats earnings expectations.

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December 5 - News, Transcripts

The Toronto-Dominion Bank (NYSE:TD) Q4 2025 Earnings Call Transcript

The Toronto-Dominion Bank (NYSE:TD) Q4 2025 Earnings Call Transcript December 4, 2025The Toronto-Dominion Bank beats earnings expectations.

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December 5 - News, Transcripts

Hormel Foods Corporation (NYSE:HRL) Q4 2025 Earnings Call Transcript

Hormel Foods Corporation (NYSE:HRL) Q4 2025 Earnings Call Transcript December 4, 2025Hormel Foods Corporation beats earnings expectations.

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December 5 - News, Transcripts

Bank of Montreal (NYSE:BMO) Q4 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the BMO Financial Group's Q4 2025 Earnings Release and Conference Call for December 4, 2025. Your host for today is Christine Viau.

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December 5 - News, Transcripts

The Cooper Companies, Inc. (NASDAQ:COO) Q4 2025 Earnings Call Transcript

The Cooper Companies, Inc. (NASDAQ:COO) Q4 2025 Earnings Call Transcript December 4, 2025The Cooper Companies, Inc. beats earnings expectations.

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December 5 - News, Transcripts

Sportsman’s Warehouse Holdings, Inc. (NASDAQ:SPWH) Q3 2025 Earnings Call Transcript

Sportsman's Warehouse Holdings, Inc. (NASDAQ:SPWH) Q3 2025 Earnings Call Transcript December 4, 2025Sportsman's Warehouse Holdings, Inc. misses on earnings expectations.

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December 5 - News, Transcripts

Sportsman’s Warehouse Holdings, Inc. (NASDAQ:SPWH) Q3 2026 Earnings Call Transcript

Sportsman's Warehouse Holdings, Inc. (NASDAQ:SPWH) Q3 2026 Earnings Call Transcript December 4, 2025Sportsman's Warehouse Holdings, Inc. misses on earnings expectations.

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December 5 - News, Transcripts

Canadian Imperial Bank of Commerce (NYSE:CM) Q4 2025 Earnings Call Transcript

Canadian Imperial Bank of Commerce (NYSE:CM) Q4 2025 Earnings Call Transcript December 4, 2025Canadian Imperial Bank of Commerce beats earnings expectations.

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December 5 - News, Transcripts

Hewlett Packard Enterprise Company (NYSE:HPE) Q4 2025 Earnings Call Transcript

Hewlett Packard Enterprise Company (NYSE:HPE) Q4 2025 Earnings Call Transcript December 4, 2025Hewlett Packard Enterprise Company beats earnings expectations.

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December 5 - News, Transcripts

Hovnanian Enterprises, Inc. (NYSE:HOV) Q4 2025 Earnings Call Transcript

Hovnanian Enterprises, Inc. (NYSE:HOV) Q4 2025 Earnings Call Transcript December 4, 2025Hovnanian Enterprises, Inc. beats earnings expectations.

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December 5 - News, Transcripts

Donaldson Company, Inc. (NYSE:DCI) Q1 2026 Earnings Call Transcript

Donaldson Company, Inc. (NYSE:DCI) Q1 2026 Earnings Call Transcript December 4, 2025Donaldson Company, Inc. beats earnings expectations.

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December 5 - News, Transcripts

Argan, Inc. (NYSE:AGX) Q3 2026 Earnings Call Transcript

Operator: Good evening, ladies and gentlemen, and welcome to the Argan, Inc. Earnings Release Conference Call for the 2026Q3 ended 10/31/2025. This call is being recorded.

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December 5 - News, Transcripts

Stitch Fix, Inc. (NASDAQ:SFIX) Q1 2026 Earnings Call Transcript

Stitch Fix, Inc. (NASDAQ:SFIX) Q1 2026 Earnings Call Transcript December 4, 2025Stitch Fix, Inc. reports earnings inline with expectations.

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December 5 - News, Transcripts

UP Fintech Holding Limited (NASDAQ:TIGR) Q3 2025 Earnings Call Transcript

UP Fintech Holding Limited (NASDAQ:TIGR) Q3 2025 Earnings Call Transcript December 4, 2025UP Fintech Holding Limited beats earnings expectations.

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December 5 - News, Transcripts

Science Applications International Corporation (NASDAQ:SAIC) Q3 2026 Earnings Call Transcript

Science Applications International Corporation (NASDAQ:SAIC) Q3 2026 Earnings Call Transcript December 4, 2025Science Applications International Corporation beats earnings expectations...

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December 5 - News, Transcripts

Zumiez Inc. (NASDAQ:ZUMZ) Q3 2026 Earnings Call Transcript

Operator: Good afternoon, ladies and gentlemen. Welcome to the Zumiez, Inc. Third Quarter Fiscal 2025 Earnings Conference Call.

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December 5 - News, Transcripts

ServiceTitan, Inc. (NASDAQ:TTAN) Q3 2026 Earnings Call Transcript

ServiceTitan, Inc. (NASDAQ:TTAN) Q3 2026 Earnings Call Transcript December 4, 2025ServiceTitan, Inc. beats earnings expectations.

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December 5 - News, Transcripts

REX American Resources Corporation (NYSE:REX) Q3 2025 Earnings Call Transcript

REX American Resources Corporation (NYSE:REX) Q3 2025 Earnings Call Transcript December 4, 2025REX American Resources Corporation beats earnings expectations.

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December 5 - News, Transcripts

REX American Resources Corporation (NYSE:REX) Q3 2026 Earnings Call Transcript

REX American Resources Corporation (NYSE:REX) Q3 2026 Earnings Call Transcript December 4, 2025REX American Resources Corporation beats earnings expectations.

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December 5 - News, Transcripts

SentinelOne, Inc. (NYSE:S) Q3 2026 Earnings Call Transcript

Operator: Hello, and welcome to the SentinelOne Q3 FY 2026 Earnings Conference Call. [Operator Instructions] Also, as a reminder, this conference is being recorded today.

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December 5 - News, Transcripts

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