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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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Tesla Vs. Ford: Risky For Different Reasons (NYSE:F)
Risky For Different Reasons The primary risk with Tesla, Inc. (NASDAQ:TSLA) is its valuation, which…
OECD pressed Australia to drop plan to reveal where multinationals pay tax
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The Markets, The Data, The Pain
Look around, look almost anywhere, and the economic data is getting painful. You can start…
Amanda Staveley: the ‘fearless’ financier easing Saudi drive into sport
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Blue Apron: A Lifeline Is In Place (Rating Upgrade) (NYSE:APRN)
It's no surprise that amid harsh macro conditions, struggling smaller companies have found it even…
Diverse is not the same as cosmopolitan
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AT&T Stock: I Love A Good Free Fall (NYSE:T)
You just have to get bargains one way or another. Stocks in "free fall" are…
Dutch government collapses after immigration dispute
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Sapiens International Expects Higher Revenue Growth In 2023 (NASDAQ:SPNS)
A Quick Take On Sapiens International Sapiens International Corporation N.V. (NASDAQ:SPNS) provides a range of…
Luxury cruise liner’s launch delayed as dozens of ships face potential safety hazard
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Calibre Mining: Steady Growth In Reserves Per Share (TSX:CXB:CA)
2023 has been another rollercoaster ride of a year for investors in the VanEck Gold…
Mark Zuckerberg vs Elon Musk: clash of the tech egos
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Mosaic: Significantly Undervalued But Without A Catalyst (NYSE:MOS)
Introduction It's time to discuss The Mosaic Company (NYSE:MOS). In early May, I wrote an…
David Adjaye gave names of alleged abuse victims to Ghanaian government
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AMD’s Breakthroughs At AI Tech Premiere
Investment Thesis Advanced Micro Devices, Inc. (NASDAQ:AMD) has positioned itself as a frontrunner in the…