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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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Winklevoss twins sue crypto investor DCG after dispute over restructuring
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June 2023 Non-Farm Payrolls Report – What The Fed Will Do
The stronger ADP National Employment Report for June, released a day before the non-farm payrolls…
Ant Group fined $1bn as China regulators conclude overhaul
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Louisiana-Pacific: An Imperfect Stock Priced For Perfection (NYSE:LPX)
It’s been about 17 months since I last wrote about Louisiana-Pacific Corporation (NYSE:LPX), and that’s…
Italy’s Giorgia Meloni opens door to more workers from outside the EU
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Amazon Stock: Higher Margins Are Already Priced-In (AMZN)
About 15 months ago I warned of some major risks associated with Amazon's (NASDAQ:AMZN) share…
US to supply Ukraine with cluster bombs for first time
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Mammoth Energy Services: A Roaring Q1 2023 Revenue, But Don’t Get Trampled By Risk
Editor's note: Seeking Alpha is proud to welcome Nost Associates as a new contributor. It's…
The Musk-Zuck ruck — why we need more white-collar rumbles
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Galiano Gold: Waiting For AGM To Restart (NYSE:GAU)
Introduction Galiano Gold (NYSE:GAU) operates and manages the Asanko gold mine, or AGM, located in…
France cracks down on fireworks used in clashes with police
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Wake Up And Smell The Dividend Cash Flow
Co-authored with "Hidden Opportunities." Cash flow is a terminology that symbolizes the movement of money…
Open Society president Mark Malloch-Brown: ‘Obviously “Lord Global” got that wrong’
It is a gloriously sunny day as I squeeze into the elevator of the cheery…
Wall Street Breakfast Podcast: Canada to Subsidize Stellantis
Listen below or on the go on Apple Podcasts and Spotify Canada to subsidize Stellantis…
Dan Jørgensen: A shipping levy is an innovative source of climate finance
Countries clashed at this week’s UN International Maritime Organization meeting over the possible rollout of…