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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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Elon Musk claims more trust can be put in his xAI than OpenAI and Google
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Air Industries Group (AIRI) Q1 2023 Earnings Call Transcript
Air Industries Group (NYSE:AIRI) Q1 2023 Earnings Conference Call July 12, 2023 4:15 PM ET…
Yevgeny Prigozhin’s ‘toxic’ media empire left in Kremlin limbo
A week after Yevgeny Prigozhin’s Wagner group’s mutiny failed in June, the warlord’s online media…
O’Reilly Automotive: Margin And Inventory Concerns (NASDAQ:ORLY)
O'Reilly Automotive (NASDAQ:ORLY) has an outstanding growth engine. The company is one of the largest…
Quant funds move into unfettered pink sheet stock trading
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Utah Medical Products: Earnings Power Warrants Further Re-Rating (NASDAQ:UTMD)
Investment briefing In my April publication on Utah Medical Products, Inc. (NASDAQ:UTMD), I outlined the…
US Virgin Islands to seek $190mn from JPMorgan in Jeffrey Epstein trial
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More Challenges Await AbbVie Following A Disappointing Quarter (NYSE:ABBV)
Before the market open on July 27, 2023, AbbVie Inc. (NYSE:ABBV), one of the leaders…
Polish diplomat’s BMW advert was turned into lure by Russian hackers
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VWO: Using Strength To Take Profit And Shift To Bonds (VWO)
The Vanguard FTSE Emerging Markets Index Fund ETF (NYSEARCA:VWO) has reacted positively to the recent…
Admit it, markets are in a sweet spot
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The Bond Bandit – Seize The Anti-ESG Premium
Introduction In the context of bond investing, I started thinking about the idea of an…
The BBC’s never-ending crisis
Last week, BBC director-general Tim Davie was preparing to launch a fresh start for the…
USMV: Too Expensive On Valuation, New Relative Lows Versus The S&P 500
Playing it safe has been a losing strategy since the calendar flipped. The iShares MSCI…
UK regulators open door to quick Microsoft-Activision deal
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