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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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How Heineken tapped into China’s beer market
Western consumer brands in China have long been coming to terms with the prospect of…
Donald Trump makes risky bet by rekindling his trade war with the EU
Donald Trump loves to make deals. And he may be calculating that his sudden escalation…
Rating agencies in public brawl over scores for private credit
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
America cannot afford to sweep Biden’s blunders under the carpet
Democrats and much of the US media should take a moment to apologise to Robert…
Trump’s attack on Harvard won’t make America great again
Unlock the White House Watch newsletter for freeYour guide to what Trump’s second term means…
What EU exports are hit hardest by Trump’s 50% tariff threat?
Donald Trump’s threat to impose a 50 per cent tariff on all exports from the…
Donald Trump dismisses dozens of National Security Council officials
Unlock the White House Watch newsletter for freeYour guide to what Trump’s second term means…
UK investigates possible Russian involvement in Starmer arson attacks
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Donald Trump says Nippon Steel to form partnership with US Steel
Unlock the White House Watch newsletter for freeYour guide to what Trump’s second term means…
Donald Trump issues directive to fast-track nuclear energy development
Unlock the White House Watch newsletter for freeYour guide to what Trump’s second term means…
Oracle to buy $40bn of Nvidia chips for OpenAI’s new US data centre
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Israel’s reinvasion of Gaza is a strategic disaster
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
US debt fears put dollar on track for worst week since tariffs sell-off
Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories…
Harvard sues to challenge Trump’s international student ban
Unlock the White House Watch newsletter for freeYour guide to what Trump’s second term means…
AMD: Valuation Is Attractive Now, Shifting To Buy (Rating Upgrade) (NASDAQ:AMD)
This article was written byFollowProfessional equity portfolio manager for a boutique buy-side asset manager.My focus…