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Here's What Lifted Olo (OLO) in Q2
Conestoga Capital Advisors, an asset management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter began with a historically poor start but gained momentum later as tariff fears subsided and market volatility dropped precipitously. Conestoga Micro Cap Composite appreciated 15.65% net-of-fees in the second quarter but underperformed the Russell Microcap Growth Index's 20.92% return. In a highly volatile market led by high-beta and lower-quality stocks, the firm does not expect the fund to align with index performance. Please review the fund's top 5 holdings to gain insight into their key selections for 2025. In its second quarter 2025 investor letter, Conestoga Capital Advisors highlighted stocks such as Olo Inc. (NYSE:OLO). Headquartered in New York, New York, Olo Inc. (NYSE:OLO) offers a SaaS platform for restaurants. The one-month return of Olo Inc. (NYSE:OLO) was 13.93%, and its shares gained 117.60% of their value over the last 52 weeks. On July 25, 2025, Olo Inc. (NYSE:OLO) stock closed at $10.14 per share, with a market capitalization of $1.714 billion. Conestoga Capital Advisors stated the following regarding Olo Inc. (NYSE:OLO) in its second quarter 2025 investor letter: "Olo Inc. (NYSE:OLO) is a SaaS technology platform that enables it's greater than 700 restaurant brand customers to reach their customers across over 85,000 locations. OLO has been a leader in two of the past three quarters. In its 1Q earnings report, OLO announced a major win with the Chipotle restaurant chain. Also, during the quarter, OLO announced that Red Lobster had come back to their platform after attempting to build their own solution but realizing OLO was a better option. There was also speculation during the quarter that OLO could be considering strategic alternatives, which contributed to the stock gains." A business executive showcasing a mobile ordering app to a busy restaurant staff. Olo Inc. (NYSE:OLO) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 27 hedge fund portfolios held Olo Inc. (NYSE:OLO) at the end of the first quarter compared to 30 in the previous quarter. In the first quarter of 2025, Olo Inc. (NYSE:OLO) generated total revenue of $80.7 million, reflecting an increase of 21% year-over-year. While we acknowledge the potential of Olo Inc. (NYSE:OLO) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Olo Inc. (NYSE:OLO) and shared the list of best overlooked stocks that pay dividends. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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Carlyle picks insiders for newly minted role of co-presidents after reshuffle
(Reuters) -Alternative asset manager Carlyle said on Monday it has rejigged its senior leadership ranks and named three of its veterans for its newly created role of co-presidents. Chief Financial Officer John Redett, credit head Mark Jenkins and client business head Jeff Nedelman will become the company's co-presidents, effective January 1, 2026. "These individuals, all Carlyle veterans, are proven leaders whose deep expertise and extensive experience will drive our next phase of growth," CEO Harvey Schwartz said in a statement. Since Schwartz took the helm in 2023, Carlyle has undergone a multi-year transformation to boost growth by rejigging leadership and realigning its compensation model, while expanding beyond its private equity roots. The company said the leadership appointments would bolster its ability to operate at scale in a competitive environment. In the newly created roles, the trio will closely work with Schwartz to further Carlyle's growth ambitions, the firm said. In addition to their new roles, Jenkins will lead the credit and insurance business, while Nedelman will continue to head the client business. Redett will lead Carlyle's private equity business as well as oversee the corporate private equity and real assets businesses. Justin Plouffe, who is the current deputy chief investment officer for Carlyle's credit business, will succeed Redett as the finance boss of Carlyle next year, the company said. Michael Wand, who oversees the firm's private equity business in Europe, will become the head of EMEA investments and work in tandem with the company's co-presidents. Admiral James Stavridis, the former Supreme Allied Commander at NATO and Carlyle's vice chair of global affairs, will become the company's vice chairman. With $453 billion of assets under management, Carlyle deploys private capital across private equity, credit and its AlpInvest business. Carlyle is set to report its quarterly results next week. Its stock has jumped nearly 26% this year. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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Capital Clean Energy Carriers Corp. Schedules Second Quarter 2025 Earnings Release, Conference Call and Webcast
ATHENS, Greece, July 28, 2025 (GLOBE NEWSWIRE) -- Capital Clean Energy Carriers Corp. (NASDAQ: CCEC) today announced that before the NASDAQ market opens on July 31, 2025, CCEC will release financial results for the second quarter ended June 30, 2025. On the same day, Thursday, July 31, 2025, CCEC will host an interactive conference call at 8:00 a.m. Eastern Time to discuss the financial results. Conference Call Details: Participants should dial into the call 10 minutes before the scheduled time using the following numbers: 877 405 1226 (US Toll-Free Dial In) or +1 201 689 7823 (US and Standard International Dial In). Please quote 'Capital Clean Energy' to the operator and/or conference ID 13754092. Click here for additional participant International Toll-Free access numbers. Alternatively, participants can register for the call using the call me option for a faster connection to join the conference call. You can enter your phone number and let the system call you right away. Click here for the call me option. Slides and Audio Webcast There will also be a live, and then archived, webcast of the conference call and accompanying slides, available through the Company's website. To listen to the archived audio file, visit our website and click on Webcasts & Presentations under our Investor Relations page. Participants to the live webcast should register on the website approximately 10 minutes prior to the start of the webcast. Add to CalendarTo easily add this event to your calendar, please use the following links: Outlook | Google Calendar About Capital Clean Energy Carriers Corp. Capital Clean Energy Carriers Corp. (NASDAQ: CCEC), an international shipping company, is one of the world's leading platforms of gas carriage solutions with a focus on energy transition. CCEC's in-the-water fleet includes 15 high specification vessels, including 12 latest generation LNG/Cs and three legacy Neo-Panamax container vessels. In addition, CCEC's under-construction fleet includes six additional latest generation LNG/Cs, six dual-fuel medium gas carriers and four handy LCO2/multi-gas carriers, to be delivered between the first quarter of 2026 and the third quarter of 2027. For more information about CCEC, please visit Contact Details: Investor Relations / MediaBrian GallagherEVP Investor RelationsTel. +44-(770) 368 4996E-mail: Nicolas Bornozis/ Markella Kara Capital Link, Inc. (New York) Tel. +1-212-661-7566E-mail: ccec@ in to access your portfolio
