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Vulcan Value Partners Q4 2025 Letter
Portfolio Review All of our strategies had positive returns for the year. These results are detailed in the table below.…
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The march of the mash-up enters increasingly bizarre territory
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Dividend Champion, Contender, And Challenger Highlights: Week Of July 9
This article was written byMaximize your income with the world’s highest-quality dividend investments I am…
Buyout group Francisco Partners to acquire Macrobond for almost €700mn
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TSI: Time To Buy Mortgages
Thesis In the past week we have seen rates up again, with the market now…
Sequoia China’s push into Singapore sets up fight against Indian arm
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Imperial Brands: Downgrading To Hold Until Reported Results Reflect Strategy Is Working
Thesis Imperial Brands (OTCQX:IMBBY) is one of the largest international tobacco companies globally. Cigarettes and…
Most white Americans do not think their ethnicity affects their success
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Bowlero: Huge Drop In Share Price Is Another Buying Opportunity (NYSE:BOWL)
Thesis In my last article on Bowlero (NYSE:BOWL), I recommended to go long as management…
Austria’s ÖMV to continue to import Russian gas, chief says
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State Street: Good, But Not Good Enough (NYSE:STT)
Introduction It's time to dive into the State Street Corporation (NYSE:STT). Not only did I…
US controls on investment will not harm China, Yellen tells Beijing
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DAX: Still An Inexpensively Priced Play On The Resilience Of German Large-Caps (DAX)
German manufacturing survived severe challenges last year amid energy disruptions from the Russia-Ukraine conflict. But…
First Horizon’s Financial Journey Amid Merger Chaos (NYSE:FHN)
First Horizon Corporation (NYSE:FHN), the Memphis-based regional financial services powerhouse, has always been a quiet…
JPST: Currently An Inferior Choice To SGOV (NYSEARCA:JPST)
The JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) is an income ETF that aims to bring investors…
A first step in repairing US-China ties
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