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Insider Monkey Blog

Giverny Capital Asset Management’s Q3 2025 Investor Letter

Giverny Capital Asset Management, LLC, an investment management company, recently published its third-quarter 2025 investor letter.

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December 9 - Hedge Fund Investor Letters, News

LPL Financial Holdings (LPLA) Surged Following the Strong Results

Spheria Asset Management, an investment management company, released its October 2025 “Spheria Global Opportunities Fund” investor letter.

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December 9 - Hedge Fund Investor Letters, News

What Makes United States Lime & Minerals (USLM) a High-Quality Business?

Spheria Asset Management, an investment management company, released its October 2025 “Spheria Global Opportunities Fund” investor letter.

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December 9 - Hedge Fund Investor Letters, News

Spheria Global Opportunities Fund’s Q3 2025 Investor Letter

Spheria Asset Management, an investment management company, released its October 2025 “Spheria Global Opportunities Fund” investor letter.

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December 9 - Hedge Fund Investor Letters, News

Vision Capital Fund’s Views on Lululemon (LULU)

Vision Capital 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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December 9 - Hedge Fund Investor Letters, News

Is Vision Capital Fund’s Investment Thesis for The Trade Desk (TTD) Aligned with The CEO’s Strategy?

Vision Capital 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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December 9 - Hedge Fund Investor Letters, News

Here’s What Drove Vision Capital Fund to Pick Cloudflare (NET)

Vision Capital 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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December 9 - Hedge Fund Investor Letters, News

Vision Capital Fund’s Q3 2025 Investor Letter

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

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December 9 - Hedge Fund Investor Letters, News

Here’s What Lifted Wolverine Worldwide (WWW) in Q3

Platinum Asset Management, an investment management company, released its Q3 2025 investor letter for “Platinum International Brands Fund”.

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December 9 - Hedge Fund Investor Letters, News

Mama’s Creations, Inc. (NASDAQ:MAMA) Q3 2026 Earnings Call Transcript

Mama's Creations, Inc. (NASDAQ:MAMA) Q3 2026 Earnings Call Transcript December 8, 2025Mama's Creations, Inc. beats earnings expectations.

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December 9 - News, Transcripts

Phreesia, Inc. (NYSE:PHR) Q3 2026 Earnings Call Transcript

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

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December 9 - News, Transcripts

Ooma, Inc. (NYSE:OOMA) Q3 2026 Earnings Call Transcript

Operator: Hello. And welcome to Ooma, Inc.'s third quarter fiscal year 2026 financial results. At this time, all participants are in a listen-only mode.

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December 9 - News, Transcripts

SideChannel, Inc. (OTC:SDCH) Q4 2025 Earnings Call Transcript

Operator: Greetings. Welcome to the SideChannel SDCH Fiscal Year 2025 Q4 Financial Results Update Conference Call.

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December 9 - News, Transcripts

Platinum International Brands Fund’s Views on Birkenstock (BIRK)

Platinum Asset Management, an investment management company, released its Q3 2025 investor letter for “Platinum International Brands Fund”.

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December 9 - Hedge Fund Investor Letters, News

Platinum International Brands Fund’s Q3 2025 Investor Letter

Platinum Asset Management, an investment management company, released its Q3 2025 investor letter for “Platinum International Brands Fund”.

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December 9 - Hedge Fund Investor Letters, News

Do You Believe in the Growth Potential of SAP (SAP)?

Polen Capital, an investment management company, released its third-quarter 2025 “Polen International Growth Strategy” investor letter.

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December 9 - Hedge Fund Investor Letters, News

Here’s How ICON plc (ICLR) Recovered from Challenges

Polen Capital, an investment management company, released its third-quarter 2025 “Polen International Growth Strategy” investor letter.

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December 9 - Hedge Fund Investor Letters, News

Investor Optimism Around AI Boosted ASML (ASML) in Q3

Polen Capital, an investment management company, released its third-quarter 2025 “Polen International Growth Strategy” investor letter.

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December 9 - Hedge Fund Investor Letters, News

Here’s What Drove Shopify’s (SHOP) Strong Performance

Polen Capital, an investment management company, released its third-quarter 2025 “Polen International Growth Strategy” investor letter.

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December 9 - Hedge Fund Investor Letters, News

Polen International Growth’s Q3 2025 Investor Letter

Polen Capital, an investment management company, released its third-quarter 2025 “Polen International Growth Strategy” investor letter.

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December 9 - Hedge Fund Investor Letters, News

LVS Advisory’s Discussion on its Growth Portfolio’s investment: Golar LNG (GLNG)

LVS Advisory, a New York City-based full-service investment firm, recently released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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December 9 - Hedge Fund Investor Letters, News

LVS Advisory’s Q3 2025 Investor Letter

LVS Advisory, a New York City-based full-service investment firm, recently released its third-quarter 2025 investor letter.

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December 9 - Hedge Fund Investor Letters, News

Improved Efficiency in the Auto Platform Division Boosted Cleveland-Cliffs’ (CLF) Performance

Voya Investment Management, an investment management company, released its third-quarter 2025 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter...

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December 9 - Hedge Fund Investor Letters, News

Uranium Energy Corp. (UEC) Soared After Sweetwater Uranium Complex Update

Voya Investment Management, an investment management company, released its third-quarter 2025 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter...

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December 9 - Hedge Fund Investor Letters, News

Overweight Exposure in Primoris Services Corp. (PRIM) Helped Voya MI Dynamic Small Cap Fund’s Performance

Voya Investment Management, an investment management company, released its third-quarter 2025 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter...

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December 9 - Hedge Fund Investor Letters, News

AvePoint (AVPT) Fell Following the Earnings Miss

Voya Investment Management, an investment management company, released its third-quarter 2025 investor letter for its “Voya MI Dynamic Small Cap Fund.” A copy of the letter...

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December 9 - Hedge Fund Investor Letters, News

Wall Street Sees a 54% Upside to Sylvamo Corporation (SLVM)

Sylvamo Corporation (NYSE:SLVM) is one of the best dividend stocks to buy.

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December 9 - News

Wall Street Sees a 47% Upside to SunCoke Energy (SXC)

SunCoke Energy, Inc. (NYSE:SXC) is one of the best dividend stocks to buy.

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December 9 - News

Wall Street Sees a 62% Upside to Apogee Enterprises (APOG)

Apogee Enterprises, Inc. (NASDAQ:APOG) is one of the best dividend stocks to buy.

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December 9 - News

Wall Street Sees a 92% Upside to Energizer Holdings (ENR)

Energizer Holdings, Inc. (NYSE:ENR) is one of the best dividend stocks to buy.

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December 9 - News

Wall Street Sees a 38% Upside to H2O America (HTO)

H2O America (NASDAQ:HTO) is one of the best dividend stocks to buy.

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December 9 - News

Wall Street Sees a 43% Upside to J&J Snack Foods Corp (JJSF)

J&J Snack Foods Corp. (NASDAQ:JJSF) is one of the best dividend stocks to buy.

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December 9 - News

Is John Wiley & Sons (WLY) One of the Best Small-Cap Dividend Stocks To Buy?

John Wiley & Sons, Inc. (NYSE:WLY) is one of the best dividend stocks to buy. On November 25, WLY disclosed that it has entered a partnership with IQVIA Holdings Inc.

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December 9 - News

Wall Street Sees a 78% Upside to HNI Corporation (HNI)

HNI Corporation (NYSE:HNI) is one of the best dividend stocks to buy.

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December 9 - News

Wall Street Sees a 144% Upside to Upbound Group (UPBD)

Upbound Group, Inc. (NASDAQ:UPBD) is one of the best dividend stocks to buy.

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December 9 - News

Wall Street Sees a 13% Upside to Greenbrier Companies (GBX)

The Greenbrier Companies, Inc. (NYSE:GBX) is one of the best dividend stocks to buy.

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December 9 - News

Wall Street Sees a 41% Upside to Select Medical Holdings (SEM)

Select Medical Holdings Corporation (NYSE:SEM) is one of the best dividend stocks to buy.

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December 9 - News

Wall Street Sees a 180% Upside to Cogent Communications (CCOI)

Cogent Communications Holdings, Inc. (NASDAQ:CCOI) is one of the best dividend stocks to buy.

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December 9 - News

Is Norwegian Cruise Line Holdings Ltd. (NCLH) the Lowest P/E Ratio Stock of the S&P 500 in 2025?

Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH) is among the Top 15 Lowest P/E Ratios of the S&P 500 in 2025.

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December 9 - News

Verizon Communications Inc. (VZ)’s CEO Tells Employees Last Month’s Layoffs Were Inevitable

Verizon Communications Inc. (NYSE:VZ) is among the Top 15 Lowest P/E Ratios of the S&P 500 in 2025.

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December 9 - News

Baird Downgrades Synchrony Financial (SYF) To Neutral, Maintains Price Target of $82

Synchrony Financial (NYSE:SYF) is among the Top 15 Lowest P/E Ratios of the S&P 500 in 2025.

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December 9 - News

Wall Street Remains Cautious on Molson Coors Beverage Company (TAP)

Molson Coors Beverage Company (NYSE:TAP) is among the Top 15 Lowest P/E Ratios of the S&P 500 in 2025.

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December 9 - News

Analysts Cautious on HP Inc. (HPQ) Amid Rising Memory Costs

The research firm expressed concerns about rising memory prices, which it believes could significantly impact the company’s earnings in fiscal 2026, including a likely 10% reduction...

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December 9 - News

Wall Street Analysts Have Consensus Hold Recommendation For Baxter International Inc. (BAX)

Baxter International Inc. (NYSE:BAX) is among the Top 15 Lowest P/E Ratios of the S&P 500 in 2025.

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December 9 - News

Here Is Why JPMorgan Downgraded Fiserv, Inc. (FISV) To Neutral

Fiserv, Inc. (NASDAQ:FISV) is among the Top 15 Lowest P/E Ratios of the S&P 500 in 2025.

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December 9 - News

Johnson Rice Upgrades APA Corporation (APA) To Accumulate, Lifts Price Target

APA Corporation (NASDAQ:APA) is among the Top 15 Lowest P/E Ratios of the S&P 500 in 2025.

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December 9 - News

General Motors Company (GM) a Moderate Buy, Per Analysts Consensus

General Motors Company (NYSE:GM) is among the Top 15 Lowest P/E Ratios of the S&P 500 in 2025.

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December 9 - News

Argus Research Upgrades The AES Corporation (AES) To Buy, Price Target at $18

The AES Corporation (NYSE:AES) is among the Top 15 Lowest P/E Ratios of the S&P 500 in 2025.

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December 9 - News

Analysts See 27% Upside To Comcast Corporation (CMCSA) Despite Cautious View

Comcast Corporation (NASDAQ:CMCSA) is among the Top 15 Lowest P/E Ratios of the S&P 500 in 2025.

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December 9 - News

Wall Street Analysts Anticipate 32% Upside To Global Payments Inc. (GPN)

Global Payments Inc.

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December 9 - News

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