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Stock impact report

Artisan International Small-Mid Fund Q3 2025 Contrarianism Pays Off [Seeking Alpha]

Insulet Corporation (PODD) 
Last insulet corporation earnings: 2/25 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.insulet.com/investor-relations
Company Research Source: Seeking Alpha
During this time, when many investors saw insulin pumps as “GLP-1 losers,” we acquired a position in Insulet (PODD) and added to our position in ConvaTec (CNVVY). We acquired shares of SolarEdge on the day the Trump administration began to review the Biden agenda. Investors wrote off WNS as an IT outsourcer and “AI loser,” rather than recognizing it as a business-process outsourcing firm that had successfully leveraged AI to help its customers automate tasks, such as pricing and insurance claims. Devrimb/iStock via Getty Images The following segment was excerpted from the Artisan International Small-Mid Fund Q3 2025 Commentary Perspectives—When Contrarianism Pays Off In a market dominated by momentum, we would like to remind our readers of our contrarian approach, how it This article was written by Show less Read more
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