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You may be concerned about the recent declines in AI stocks such as NVDA.
Hedge Fund Investor Letters Q3 2025
We will be sharing Q3 2025 hedge fund investor letters in this article.
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Oddity Tech Ltd. (ODD) Slid as the Results Fell Short of Expectations
Polen Capital, an investment management company, released its “Polen U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Carpenter Technology Corporation (CRS) Traded Lower in Q3
Polen Capital, an investment management company, released its “Polen U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Powell Industries (POWL) Benefited from Data Center CapEx Spending
Polen Capital, an investment management company, released its “Polen U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Lifted Joby Aviation (JOBY) in Q3
Polen Capital, an investment management company, released its “Polen U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Bloom Energy Corporation (BE): Powering the Future of AI Data Centers
Polen Capital, an investment management company, released its “Polen U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Polen U.S. Small Cap Growth Strategy’s Q3 2025 Investor Letter
Polen Capital, an investment management company, released its “Polen U.S. Small Cap Growth Strategy” third-quarter 2025 investor letter.
Here’s How Apple (AAPL) Impacted Baron Opportunity Fund’s Performance
Baron Funds, an investment management company, released its “Baron Opportunity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Baron Opportunity Fund’s Q3 2025 Investor Letter
Baron Funds, an investment management company, released its “Baron Opportunity Fund” third-quarter 2025 investor letter.
Do You Believe Synopsys (SNPS) Has Promising Potential?
Baron Funds, an investment management company, released its “Baron Opportunity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Tourlite Fund’s New Long Addition: TIC Solutions (TIC)
Tourlite Capital Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Growth Potential of FTAI Aviation (FTAI)?
Tourlite Capital Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here are Tourlite Fund’s Thoughts on FTAI Infrastructure (FIP)
Tourlite Capital Management, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
13 Stocks That Crossed Jim Cramer's Radar
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the weakness in the stock market as technology stocks headed towards ending a seven-month winning streak.
Tourlite Capital Management’s Q3 2025 Investor Letter
Tourlite Capital Management, an investment management firm, released its third-quarter 2025 investor letter.
What Makes Birkenstock Holding plc (BIRK) a Unique Asset?
Baron Funds, an investment management company, released its “Baron Discovery Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Lifted Morgan Stanley (MS) in Q3
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor letter.
Here’s Why SCCM Value Equity Fund Sold Sempra (SRE) in Q3
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor letter.
SCCM Value Equity Fund Sold Kenvue (KVUE) Due to Less Compelling Valuation
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor letter.
Bristol Myers Squibb Company (BMY) Slipped due to Lowered EPS Guidance
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor letter.
Here’s Why The Cigna Group (CI) Traded Lower in Q3
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor letter.
Mondelez International (MDLZ) Fell -6.6% in Q3
Cullen Capital Management, LLC, operating under the name Schafer Cullen Capital Management, Inc. (SCCM), has released its “SCCM Value Equity Strategy” third-quarter investor letter.
EON Resources Inc. (AMEX:EONR) Q3 2025 Earnings Call Transcript
Operator: Welcome to the EON Resources Inc. announces Third Quarter 2025 Earnings Call. [Operator Instructions] It is now my pleasure to turn the floor over to your host, David Smith.
Wix.com Ltd. (NASDAQ:WIX) Q3 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to Wix.com Ltd.'s Third Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
IceCure Medical Ltd (NASDAQ:ICCM) Q3 2025 Earnings Call Transcript
Operator: Good morning, and thank you for standing by. Currently, all of the participants are in listen only mode. After management's discussion, there will be a question and answer session.
Data Storage Corporation (NASDAQ:DTST) Q3 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Data Storage Corporation Third Quarter Earnings Conference Call. [Operator Instructions]. As a reminder, this conference is being recorded.
Global-e Online Ltd. (NASDAQ:GLBE) Q3 2025 Earnings Call Transcript
Operator: Welcome to the Global-E Third Quarter 2025 Earnings Conference Call. This call is being simultaneously webcast on the company's website in the Investors section under News & Events.
BingEx Limited (NASDAQ:FLX) Q3 2025 Earnings Call Transcript
Operator: Good day, and welcome to BingEx' 2025 Third Quarter Financial Results Conference Call. Today's conference is being recorded.
Kingsoft Cloud Holdings Limited (NASDAQ:KC) Q3 2025 Earnings Call Transcript
Kingsoft Cloud Holdings Limited (NASDAQ:KC) Q3 2025 Earnings Call Transcript November 19, 2025Kingsoft Cloud Holdings Limited beats earnings expectations.
Universal Technical Institute, Inc. (NYSE:UTI) Q4 2025 Earnings Call Transcript
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Valvoline Inc. (NYSE:VVV) Q4 2025 Earnings Call Transcript
Operator: Hello, and welcome everyone to the Valvoline Inc.'s 4Q Earnings Conference Call and Webcast. My name is Becky, and I'll be your operator today.
ProPhase Labs, Inc. (NASDAQ:PRPH) Q3 2025 Earnings Call Transcript
Noella Alexander-Young: Hello, and good afternoon, everyone. Welcome to today's presentation. My name is Noella Alexander-Young, virtual event moderator here at Renmark Financial Communications.
Lowe's Companies, Inc. (NYSE:LOW) Q3 2025 Earnings Call Transcript
Operator: Good morning, everyone. Welcome to Lowe's Companies' Third Quarter 2025 Earnings Conference Call. My name is Rob, and I'll be your operator for today's call.
Lowe's Companies, Inc. (NYSE:LOW) Q3 2026 Earnings Call Transcript
Operator: Good morning, everyone. Welcome to Lowe's Companies Third Quarter 2025 Earnings Conference Call. My name is Rob, and I'll be your operator for today's call.
Palo Alto Networks, Inc. (NASDAQ:PANW) Q1 2026 Earnings Call Transcript
Hamza Fodderwala: We are the Chargept of Enterprise. If you are using AI for generating code, you have to make sure you are free of any malicious code, any malware.
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