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Insider Monkey Blog

What Makes Arch Capital Group Ltd. (ACGL) a Lucrative Investment?

Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 3 - Hedge Fund Investor Letters, News

Collective Mining Drills High-Grade Tungsten, Copper, Gold, and Silver at Apollo System

On June 2, Collective Mining Ltd.

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June 3 - News

Kymera Therapeutics Announces Positive First-in-Human Results from Phase 1 Clinical Trial of KT-621

On June 2, Kymera Therapeutics Inc.

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June 3 - News

Artemis Resources Announces New Drill Program Across Australian Gold & Copper Projects

On Tuesday, Artemis Resources Limited (OTC:ARTTF) announced a significant drill program totaling up to 5,000 meters.

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June 3 - News

Appalaches Capital’s Q1 2025 Investor Letter

Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter.

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June 3 - Hedge Fund Investor Letters, News

Is Aris Water Solutions (ARIS) Driving Sustainable Practices in Oil Production?

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

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June 3 - Hedge Fund Investor Letters, News

Veracyte (VCYT) Shares Pulled Back Despite Beating Expectations

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

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June 3 - Hedge Fund Investor Letters, News

How Digital Platforms Are Changing Consumer Spending Habits

Digital technology continues to reshape how individuals in the UK manage money, access entertainment, and make day-to-day purchasing decisions.

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June 3 - Business, News

Analyst Says Walt Disney (DIS) Needs ‘Tonnage’ of Content to Become the ‘Go-To’ Media App

Walt Disney (DIS) is currently in the news following the success of its key titles, including 'Lilo & Stitch,' and reports of the company initiating layoffs.

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June 3 - News

Guidewire Software (GWRE) Benefited from the Business Model Transition

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

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June 3 - Hedge Fund Investor Letters, News

Josh Brown Says Safari Browser Search Decline a ‘Watershed’ Moment for Alphabet (GOOG)

Alphabet Inc (NASDAQ:GOOG) is on investors' radar as the company faces antitrust struggles and AI-related threats to its search business.

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June 3 - News

Jim Cramer Says Starbucks (SBUX) Stock Sellers are ‘Stupid’ – ‘How Dare They’

Starbucks shares are down 8% so far this year as investors parse the company's struggles in China and progress on its turnaround plan.

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June 3 - News

What Makes FTAI Aviation Ltd. (FTAI) a Good Investment?

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

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June 3 - Hedge Fund Investor Letters, News

These 10 Stocks Already Sank in June

The stocks defied a broader market optimism, with all Wall Street’s major indices finishing in the green.

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June 3 - Market Movers, News

Analyst Points to Potential ‘Game Changer’ for Tesla (TSLA)

Tim Higgins, Wall Street Journal business columnist, recently talked to CNBC about the capabilities of Tesla (TSLA) CEO Elon Musk and how he can turn around the company with increased...

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June 3 - News

Anayst Explains Amazon (AMZN) Tariff Exposure

Amazon shares are on investors' radar as the company launches new initiatives to grow its consumer business.

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June 3 - News

MACOM Technology Solutions Holdings (MTSI) Slid on Negative Sentiment in the Market

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

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June 3 - Hedge Fund Investor Letters, News

Here’s Why Artisan Small Cap Fund Trimmed its Position in SharkNinja (SN)

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

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June 3 - Hedge Fund Investor Letters, News

Artisan Small Cap Fund Decided to Exit Dayforce (DAY)

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

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June 3 - Hedge Fund Investor Letters, News

Should You Invest in Sweetgreen (SG)?

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

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June 3 - Hedge Fund Investor Letters, News

Artisan Small Cap Fund Added Freshworks (FRSH) as it Reported Thesis-Affirming Earnings

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

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June 3 - Hedge Fund Investor Letters, News

Foraxi Introduces the World’s First Trading Fund Insurance Plan to Empower Global Forex Traders

Foraxi, a leading global Forex trading platform, has announced the launch of the world’s first Trading Fund Insurance Plan, marking a significant milestone in the financial ...

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June 3 - Press Releases

Artisan Small Cap Fund Sold Dutch Bros (BROS) for Valuation discipline

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

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June 3 - Hedge Fund Investor Letters, News

Here’s Why Artisan Small Cap Fund Ended Its Investment Campaign in MYR Group (MYRG)

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

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June 3 - Hedge Fund Investor Letters, News

Is Kratos Defense & Security Solutions (KTOS) Aligned with Current Defense Priorities?

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

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June 3 - Hedge Fund Investor Letters, News

Here’s Why Halozyme Therapeutics (HALO) Rebounded in Q1

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

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June 3 - Hedge Fund Investor Letters, News

Artisan Partners Small Cap Fund’s Q1 2025 Investor Letter

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

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June 3 - Hedge Fund Investor Letters, News

Analyst Explains Why Walmart (WMT) Remains ‘Top Idea’ Despite Tariff Impact

"Walmart (NYSE:WMT) has been a top idea for us because it addresses both needs and wants. It has a great value-leading grocery business.

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June 3 - News

Is Lululemon (LULU) Trading at a Reasonable Price Now?

RGA Investment Advisors, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 3 - Hedge Fund Investor Letters, News

Semtech Corporation (NASDAQ:SMTC) Q1 2026 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to Semtech Corporation's First Quarter Fiscal Year 2026 Earnings Conference Call.

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June 3 - News, Transcripts

Nutanix, Inc. (NASDAQ:NTNX) Q3 2025 Earnings Call Transcript

Operator: Good day and thank you for standing by. Welcome to the Nutanix Third Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.

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June 3 - News, Transcripts

UP Fintech Holding Limited (NASDAQ:TIGR) Q1 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to the UP Fintech Holding Limited First Quarter 2025 Earnings Conference Call.

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June 3 - News, Transcripts

Campbell Soup Company (NASDAQ:CPB) Q3 2025 Earnings Call Transcript

Campbell Soup Company (NASDAQ:CPB) Q3 2025 Earnings Call Transcript June 2, 2025Campbell Soup Company beats earnings expectations.

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June 3 - News, Transcripts

Science Applications International Corporation (NASDAQ:SAIC) Q1 2026 Earnings Call Transcript

Science Applications International Corporation (NASDAQ:SAIC) Q1 2026 Earnings Call Transcript June 2, 2025Science Applications International Corporation misses on earnings expectations...

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June 3 - News, Transcripts

Canopy Growth Corporation (NASDAQ:CGC) Q4 2025 Earnings Call Transcript

Operator: Good morning. My name is Joanna. I will be a conference operator today.

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June 3 - News, Transcripts

NetApp, Inc. (NASDAQ:NTAP) Q4 2025 Earnings Call Transcript

Operator: Good day and welcome to the NetApp Fourth Quarter and Fiscal Year 2025 Earnings Call. All participants will be in a listen-only mode.

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June 3 - News, Transcripts

NGL Energy Partners LP (NYSE:NGL) Q4 2025 Earnings Call Transcript

NGL Energy Partners LP (NYSE:NGL) Q4 2025 Earnings Call Transcript May 29, 2025NGL Energy Partners LP beats earnings expectations.

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June 3 - News, Transcripts

Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB) Q1 2025 Earnings Call Transcript

Red Robin Gourmet Burgers, Inc. (NASDAQ:RRGB) Q1 2025 Earnings Call Transcript May 29, 2025Red Robin Gourmet Burgers, Inc. beats earnings expectations.

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June 3 - News, Transcripts

PagerDuty, Inc. (NYSE:PD) Q1 2026 Earnings Call Transcript

Tony Righetti: Fiscal year 2026 results.

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June 3 - News, Transcripts

Costco Wholesale Corporation (NASDAQ:COST) Q3 2025 Earnings Call Transcript

Costco Wholesale Corporation (NASDAQ:COST) Q3 2025 Earnings Call Transcript May 29, 2025Costco Wholesale Corporation beats earnings expectations.

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June 3 - News, Transcripts

American Eagle Outfitters, Inc. (NYSE:AEO) Q1 2025 Earnings Call Transcript

American Eagle Outfitters, Inc. (NYSE:AEO) Q1 2025 Earnings Call Transcript May 29, 2025American Eagle Outfitters, Inc. misses on earnings expectations.

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June 3 - News, Transcripts

Marvell Technology, Inc. (NASDAQ:MRVL) Q1 2026 Earnings Call Transcript

Marvell Technology, Inc. (NASDAQ:MRVL) Q1 2026 Earnings Call Transcript May 29, 2025Marvell Technology, Inc. beats earnings expectations.

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June 3 - News, Transcripts

The Gap, Inc. (NYSE:GAP) Q1 2025 Earnings Call Transcript

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

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June 3 - News, Transcripts

Dell Technologies Inc. (NYSE:DELL) Q1 2026 Earnings Call Transcript

Dell Technologies Inc. (NYSE:DELL) Q1 2026 Earnings Call Transcript May 29, 2025Dell Technologies Inc. misses on earnings expectations.

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June 3 - News, Transcripts

Elastic N.V. (NYSE:ESTC) Q4 2025 Earnings Call Transcript

Operator: Good afternoon, and welcome to the Elastic N.V. Fourth Quarter Fiscal 2025 Earnings Results Conference Call. All participants will be in listen-only mode.

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June 3 - News, Transcripts

Zscaler, Inc. (NASDAQ:ZS) Q3 2025 Earnings Call Transcript

Operator: Thank you for standing by, and welcome to Zscaler's Third Quarter Fiscal Year 2025 Earnings Conference Call.

Keep Reading →

June 3 - News, Transcripts

Ambarella, Inc. (NASDAQ:AMBA) Q1 2026 Earnings Call Transcript

Operator: Hello, everyone, and welcome to Ambarella's First Quarter Fiscal Year 2026 Earnings Call. At this time, all participants are in a listen-only mode.

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June 3 - News, Transcripts

Ulta Beauty, Inc. (NASDAQ:ULTA) Q1 2025 Earnings Call Transcript

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

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June 3 - News, Transcripts

UiPath Inc. (NYSE:PATH) Q1 2026 Earnings Call Transcript

Operator: Greetings, and welcome to the UiPath First Quarter 2026 Earnings Conference Call. At this time, all participants are in a listen-only mode.

Keep Reading →

June 3 - News, Transcripts

The Cooper Companies, Inc. (NASDAQ:COO) Q2 2025 Earnings Call Transcript

The Cooper Companies, Inc. (NASDAQ:COO) Q2 2025 Earnings Call Transcript May 29, 2025The Cooper Companies, Inc. beats earnings expectations.

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June 3 - News, Transcripts

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