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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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Is the US about to screw SWFs?
Just ahead of Christmas, the US Inland Revenue Service dropped a bunch of proposed changes to Section 892 of the…
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There is more to life and death than GDP
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JEPQ: Growth Stocks Up, VIX Down, I Am Out (NASDAQ:JEPQ)
I have previously argued that JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) offers investors an…
Japan arms itself for global chip wars with $6.4bn state-backed deal
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Siemens Healthineers (SMMNY): Still An Interesting MedTech Name But Now At A Premium
Siemens Healthineers (OTCPK:SMMNY), a global medical technology (‘MedTech’) leader in the imaging and diagnostics markets,…
Mukesh Ambani seeks winning edge over Disney in India’s streaming battle
India’s richest man Mukesh Ambani has in a matter of months turned his streaming platform…
Nestle: Profitability Powerhouse But Growth Problems (OTCMKTS:NSRGY)
Investment thesis Our current investment thesis is: Nestle has quality brands that are maintaining and…
Vietnam becomes vital link in supply chain as business pivots from China
Space at the Deep C Two industrial estate in northern Vietnam is in such demand…
Micron: Multiple Quarters Of Negative 50% Decline In Revenue (NASDAQ:MU)
What Happens Micron Technology (NASDAQ:MU) just reported decent results for its 3Q FY2023 earnings, even…
Janet Yellen set to visit Beijing in new US effort to ease tensions with China
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Schnitzer Steel Stock: Tapping Into The Demand Surge (NASDAQ:SCHN)
Thesis The third-quarter fiscal report for 2023 highlights Schnitzer Steel's robust financial growth, powered by…
US private equity faces extra scrutiny under new merger review rules
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Canacol Energy Stock: 10% Dividend Yield While Waiting For Capital Gains (TSX:CNE:CA)
Introduction I have been following Canacol Energy (TSX:CNE:CA) (OTCQX:CNNEF) for a while here at Seeking…
Starmer faces Labour unrest over ‘witch-hunt’ to stifle dissent
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VALE: Speculative Nickel Play – Betting On The 2030 Electrification Cadence (NYSE:VALE)
VALE's Iron Ore Investment Thesis Has Faded We previously covered Vale S.A. (NYSE:VALE) in January…
Barclays seeks to end relationship as Odey Asset Management’s corporate bank
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