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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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China’s premier criticises west’s de-risking drive at ‘Summer Davos’
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SpartanNash Stock: Earnings Jeopardized By Interest Expenses (NASDAQ:SPTN)
SpartanNash (NASDAQ:SPTN) is a grocery wholesaler and retailer. With razor thin operating margins the company…
US corporate jet spending jumps as executives keep pandemic-era perks
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Johnson Controls Or Carrier Global? Picking The Winner (NYSE:CARR)
Introduction At the request of my exclusive subscriber to compare Johnson Controls International (NYSE:JCI) and…
Landmark EU digital rules face first legal challenge
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Montrose Environmental Stock: M&A Activities Picking Up, May Drive Growth (NYSE:MEG)
Summary I initially recommend in January to buy Montrose Environmental (NYSE:MEG) based on a few…
Hollywood producer says champagne gifts for Netanyahu may have been ‘excessive’
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STEO And Tight Oil Update, June 2023
A guest post by D Coyne The EIA’s Short Term Energy Outlook (STEO) was published…
KPMG to axe 5% of US workforce as demand for services slows
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Going Back To Base | Seeking Alpha
In the face of conflicting signals from our short- and medium-term outlooks, our Asset Allocation…
West explores nuclear risks from unstable Putin regime
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Money Supply Velocity Increasing, Indicating Stronger Economic Growth
The talk of a recession has been ongoing for what seems like more than a…
Hong Kong’s crypto push puts HSBC and StanChart in a bind
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Before The Battery And Magnet: IRA And Mineral Supply Chains
The US Inflation Reduction Act (IRA) is designed to encourage investment throughout the supply chain…
IMF warns central banks of ‘uncomfortable truth’ in inflation fight
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