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Insider Monkey Blog

Munro Global Growth Fund’s Biggest Performance Contributor: Nvidia (NVDA)

Munro Partners, an investment management firm, released its “Munro Global Growth Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 22 - Hedge Fund Investor Letters, News

Munro Global Growth Fund’s Q2 2025 Investor Letter

Munro Partners, an investment management firm, released its “Munro Global Growth Fund” second-quarter 2025 investor letter. In the June quarter, the Fund returned 16.1%.

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August 22 - Hedge Fund Investor Letters, News

Artisan Small Cap Fund Moved Back Clearwater Analytics Holdings (CWAN) into the “Garden from the Crop”

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

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August 22 - Hedge Fund Investor Letters, News

Here’s What Made the Artisan Small Cap Fund Reinvest in Wingstop (WING)

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

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August 22 - Hedge Fund Investor Letters, News

Solid Earnings Lifted iRhythm Technologies (IRTC) in Q2

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

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August 22 - Hedge Fund Investor Letters, News

Here are the Drivers Behind MACOM Technology Solutions Holdings’ (MTSI) Surge in Q2

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

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August 22 - Hedge Fund Investor Letters, News

Flex Ltd. (FLEX) is Benefitting from a Strategic Shift Toward High-Value, Secular Growth Markets

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

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August 22 - Hedge Fund Investor Letters, News

Artisan Partners Small Cap Fund’s Q2 2025 Investor Letter

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

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August 22 - Hedge Fund Investor Letters, News

Is Lindblad Expeditions Holdings (LIND) Poised for Long-Term Multiple Expansion?

Ariel Investments, an investment management company, released its “Ariel Small Cap Value Strategy” second-quarter 2025 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Here’s Why OneSpaWorld Holdings Ltd. (OSW) Surged in Q2 Amid Investor Concerns

Ariel Investments, an investment management company, released its “Ariel Small Cap Value Strategy” second-quarter 2025 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Investors’ Concerns Affected First American Financial Corporation (FAF) in Q2

Ariel Investments, an investment management company, released its “Ariel Small Cap Value Strategy” second-quarter 2025 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Is WEX (WEX) a Good Long-Term Investment?

Ariel Investments, an investment management company, released its “Ariel Small Cap Value Strategy” second-quarter 2025 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Ariel Small Cap Value Added Zebra Technologies (ZBRA) to Its Portfolio in Q2

Ariel Investments, an investment management company, released its “Ariel Small Cap Value Strategy” second-quarter 2025 investor letter.

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August 22 - Hedge Fund Investor Letters, News

Ariel Investments Small Cap Value Strategy’s Q2 2025 Investor Letter

Ariel Investments, an investment management company, released its “Ariel Small Cap Value Strategy” second-quarter 2025 investor letter.

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August 22 - Hedge Fund Investor Letters, News

B.O.S. Better Online Solutions Ltd. (NASDAQ:BOSC) Q2 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. Welcome to the BOS conference call. [Operator Instructions].

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August 22 - News, Transcripts

Bilibili Inc. (NASDAQ:BILI) Q2 2025 Earnings Call Transcript

Operator: Good day, and welcome to the Bilibili Second Quarter 2025 Financial Results and Business Update Conference Call. Today's conference is being recorded.

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August 22 - News, Transcripts

OSI Systems, Inc. (NASDAQ:OSIS) Q4 2025 Earnings Call Transcript

Operator: Thank you for standing by, and welcome to the OSI Systems Fourth Quarter 2025 Conference Call.

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August 22 - News, Transcripts

SelectQuote, Inc. (NYSE:SLQT) Q4 2025 Earnings Call Transcript

Operator: Welcome to SelectQuote's Fourth Quarter Earnings Conference Call.

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August 22 - News, Transcripts

ScanSource, Inc. (NASDAQ:SCSC) Q4 2025 Earnings Call Transcript

Operator: Welcome to the ScanSource Quarterly Earnings Conference Call. [Operator Instructions] Today's call is being recorded.

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August 22 - News, Transcripts

Twin Disc, Incorporated (NASDAQ:TWIN) Q4 2025 Earnings Call Transcript

Twin Disc, Incorporated (NASDAQ:TWIN) Q4 2025 Earnings Call Transcript August 21, 2025Twin Disc, Incorporated misses on earnings expectations.

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August 22 - News, Transcripts

LSI Industries Inc. (NASDAQ:LYTS) Q4 2025 Earnings Call Transcript

LSI Industries Inc. (NASDAQ:LYTS) Q4 2025 Earnings Call Transcript August 21, 2025LSI Industries Inc. beats earnings expectations.

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August 22 - News, Transcripts

Yiren Digital Ltd. (NYSE:YRD) Q2 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen, and welcome to the Yiren Digital Second Quarter 2025 Earnings Conference Call.

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August 22 - News, Transcripts

Walmart Inc. (NYSE:WMT) Q2 2026 Earnings Call Transcript

Operator: Greetings. Welcome to Walmart Inc.'s Second Quarter Fiscal Year 2026 Earnings Call. At this time, all participants will be in listen-only mode.

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August 22 - News, Transcripts

Yunji Inc. (NASDAQ:YJ) Q2 2025 Earnings Call Transcript

Operator: Good morning and good evening, ladies and gentlemen. Thank you for standing by, and welcome to the Yunji's First Half 2025 Earnings Conference Call.

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August 22 - News, Transcripts

Walmart Inc. (NYSE:WMT) Q2 2026 Earnings Call Transcript

Operator: Greetings. Welcome to Walmart Inc.'s Second Quarter Fiscal Year 2026 Earnings Call. At this time, all participants will be in listen-only mode.

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August 22 - News, Transcripts

Yatsen Holding Limited (NYSE:YSG) Q2 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, good day, and welcome to the Yatsen Second Quarter 2025 Earnings Conference Call. Today's conference is being recorded.

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August 22 - News, Transcripts

The Marzetti Company (NASDAQ:MZTI) Q4 2025 Earnings Call Transcript

The Marzetti Company (NASDAQ:MZTI) Q4 2025 Earnings Call Transcript August 21, 2025The Marzetti Company misses on earnings expectations.

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August 22 - News, Transcripts

Full Truck Alliance Co. Ltd. (NYSE:YMM) Q2 2025 Earnings Call Transcript

Full Truck Alliance Co. Ltd. (NYSE:YMM) Q2 2025 Earnings Call Transcript August 21, 2025Full Truck Alliance Co. Ltd. beats earnings expectations.

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August 22 - News, Transcripts

VNET Group, Inc. (NASDAQ:VNET) Q2 2025 Earnings Call Transcript

VNET Group, Inc. (NASDAQ:VNET) Q2 2025 Earnings Call Transcript August 21, 2025VNET Group, Inc. misses on earnings expectations.

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August 22 - News, Transcripts

Canadian Solar Inc. (NASDAQ:CSIQ) Q2 2025 Earnings Call Transcript

Canadian Solar Inc. (NASDAQ:CSIQ) Q2 2025 Earnings Call Transcript August 21, 2025Canadian Solar Inc. misses on earnings expectations.

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August 22 - News, Transcripts

Hovnanian Enterprises, Inc. (NYSE:HOV) Q3 2025 Earnings Call Transcript

Hovnanian Enterprises, Inc. (NYSE:HOV) Q3 2025 Earnings Call Transcript August 21, 2025Hovnanian Enterprises, Inc. misses on earnings expectations.

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August 22 - News, Transcripts

Is Intuit (INTU) a Resilient Company?

Baron Funds released its “Baron Durable Advantage Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 22 - Hedge Fund Investor Letters, News

Nordson Corporation (NASDAQ:NDSN) Q3 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for joining us, and welcome to the Nordson Corporation Third Quarter Fiscal Year 2025 Conference Call.

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August 22 - News, Transcripts

Unifi, Inc. (NYSE:UFI) Q4 2025 Earnings Call Transcript

Operator: Good morning, and thank you for attending Unifi's Fourth Quarter and Fiscal 2025 Earnings Conference Call. Today's conference is being recorded.

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August 22 - News, Transcripts

John B. Sanfilippo & Son, Inc. (NASDAQ:JBSS) Q4 2025 Earnings Call Transcript

Operator: Good day, ladies and gentlemen, and thank you for standing by. Welcome to the John B. Sanfilippo & Son, Inc.

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August 22 - News, Transcripts

Banco BBVA Argentina S.A. (NYSE:BBAR) Q2 2025 Earnings Call Transcript

Operator: Good morning, everyone, and welcome to BBVA's Argentina Second Quarter '25 Results Conference Call. Today with us are Mr.

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August 22 - News, Transcripts

Corporación América Airports S.A. (NYSE:CAAP) Q2 2025 Earnings Call Transcript

Operator: Good morning, and welcome to the Corporación América Airports' Second Quarter 2025 Conference Call.

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August 22 - News, Transcripts

Here’s What Makes Monolithic Power Systems (MPWR) an Investment Bet?

Baron Funds released its “Baron Durable Advantage Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 22 - Hedge Fund Investor Letters, News

What Makes Welltower (WELL) Both Offensive and Defensive?

Baron Funds released its “Baron Durable Advantage Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 22 - Hedge Fund Investor Letters, News

Is Danaher Corporation (DHR) a Quality Compounder With Long-Term Revenue Growth?

Baron Funds released its “Baron Durable Advantage Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 22 - Hedge Fund Investor Letters, News

What Makes Texas Roadhouse (TXRH) a Lucrative Investment?

Baron Funds released its “Baron Durable Advantage Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 22 - Hedge Fund Investor Letters, News

Baron Durable Advantage Fund Added CME Group (CME) Driven by Varied Growth Drivers

Baron Funds released its “Baron Durable Advantage Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 22 - Hedge Fund Investor Letters, News

Texas Instruments Incorporated (TXN) Slid on Investor Concerns

Baron Funds released its “Baron Durable Advantage Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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August 22 - Hedge Fund Investor Letters, News

Smarter Stock Investing: Edgen Introduces AI for Predictions, Ratings, and Market Insights

Edgen, an AI-driven market intelligence platform, today announced a series of major platform upgrades, centered on the launch of AI-generated stock picks, stock ratings, and stock...

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August 22 - Press Releases

How promotional strategies shape online gambling participation

In the dynamic world of online gambling, promotional strategies play a pivotal role in attracting and retaining players.

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August 22 - Business, News

Nexus International Sets Latin America Ambitions with New São Paulo Base

Nexus International has opened a new regional office in São Paulo, signaling a decisive step in the company’s strategy to scale its footprint across Latin America.

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August 22 - Business, News

8 Best US Stocks Under $10 to Invest in

Everyone seeks a stock that has good upside potential, but a stock that is cheap and has good prospects - that’s what a steal deal looks like.

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August 21 - Hedge Funds, News

13 Oversold Value Stocks to Invest in Now

Amid Wall Street’s latest pullback, opportunities have emerged beyond the high-priced tech companies that have dominated the market in 2025.

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August 21 - Hedge Funds, News

Pipeline Growth and Analyst Confidence Drive Buy Ratings on HA Infrastructure

[caption id="attachment_1208926" align="aligncenter" width="1456"] A rooftop view of a busy city skyline with solar energy panels and wind turbines illuminating the skyline.[/...

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August 21 - News

Credit Agreement Fuels Growth Prospects for ONE Gas Utility Operations

[caption id="attachment_1211507" align="aligncenter" width="1456"] A technician inspecting a gas pipeline, symbolizing the security of a regulated gas utility company.[/caption...

Keep Reading →

August 21 - News

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