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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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Joe Biden predicts Ukraine war will not ‘go on for years’
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BBCA ETF: Structurally Better Than EWC, But Limited Incentive To Go Long Now
BBCA vs. The Stalwart The JPMorgan BetaBuilders Canada ETF (BATS:BBCA) offers coverage to over 82…
ChatGPT maker investigated by US regulators over AI risks
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REMX Could Soar As China Limits Critical Commodities (NYSEARCA:REMX)
In a September 2022 Seeking Alpha article, I outlined the three reasons to consider buying…
Chinese-backed carmaker Lotus ‘studying’ US factory
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Limbach Stock: Valuation Is Very Attractive (NASDAQ:LMB)
Investment thesis Limbach Holdings, Inc (NASDAQ:LMB) stock attracted my attention because, at the moment, it…
Germany warns companies to reduce dependence on China
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Salesforce: Positive On Price Hikes (NYSE:CRM)
Elevator Pitch I continue to assign a Buy rating to Salesforce, Inc. (NYSE:CRM) stock. With…
Should the AI doctor see you now?
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Kala Pharmaceuticals’ KPI-012: Novel Orphan Drug Therapy For PCED
Introduction I give a hold rating to Kala Pharmaceuticals (NASDAQ:KALA). I think the company has…
Allen & Overy warns of headwinds as profits drop
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Air Canada: Encouraging Growth In Passenger Revenue Per RPM (AC:CA)
Investment Thesis: I expect Air Canada to continue to see upside from here, on the…
European stocks tick higher after drop in US inflation
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Veeco Instruments: Boost From China Is Not Likely To Last (NASDAQ:VECO)
Veeco Instruments (NASDAQ:VECO), a supplier of semiconductor process equipment, had a terrific month of May,…
OECD tax plan targeting multinationals beset by clashes
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