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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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I-Mab Gets New CEO After Long Search. Sale Of The Company Coming Next?
After 18 months without a chief executive, innovative drug maker I-Mab (NASDAQ:IMAB) could finally be…
European airport boss calls for scrutiny of rising airfares
Receive free Airlines updatesWe’ll send you a myFT Daily Digest email rounding up the latest…
Brookfield Infrastructure Is One Of The Best Income Plays On The Market (NYSE:BIP)
Introduction It's time to talk about Brookfield Infrastructure Partners LP (NYSE:BIP) and its twin, the…
Fears grow of deepfake ID scams following Progress hack
When Progress Corp, the Massachusetts-based maker of business software, revealed its file transfer system had…
A Week In The Markets: Preparing For The Latest Economic Updates
This article was written byMatthew Sauer is the Founder and Chief Investment Officer of the…
Russia and its propagandists strive for normality after Wagner uprising
When warlord Yevgeny Prigozhin’s fighters were marching on Moscow, Margarita Simonyan, an arch-propagandist who is…
FTEC: Expensive Valuation After Rally In H1 2023
Introduction Back in April 2020, we wrote an article analyzing the Fidelity MSCI Information Technology…
India gears up for multibillion-dollar battery subsidies
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Tencent: Long-Term Decline In Profitability, Unattractive Valuation
Investment thesis This year, Tencent's (OTCPK:TCEHY) stock significantly underperformed the U.S. stock market and many…
China’s $7tn energy overhaul sparks battery ‘gold rush’
Receive free Chinese business & finance updatesWe’ll send you a myFT Daily Digest email rounding…
The Smart Way To Invest In EPR Properties: The Preferred Shares (NYSE:EPR)
This article was first published to members of my service on June 23th 2023. All…
The myth of autocratic competence takes another hit
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AeroVironment, Inc. (AVAV) Q4 2023 Earnings Call Transcript
AeroVironment, Inc. (NASDAQ:AVAV) Q4 2023 Earnings Conference Call June 27, 2023 4:30 PM ET Company…
Ivanka Trump cut loose from Trump Organization fraud lawsuit
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Solaris Oilfield Infrastructure: New Products Brings FCF Growth Prospects (NYSE:SOI)
Investment Rundown Solaris Oilfield Infrastructure, Inc. (NYSE:SOI) has so far been able to offset some…