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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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Wall Street Breakfast Podcast: Canada to Subsidize Stellantis
Listen below or on the go on Apple Podcasts and Spotify Canada to subsidize Stellantis…
Dan Jørgensen: A shipping levy is an innovative source of climate finance
Countries clashed at this week’s UN International Maritime Organization meeting over the possible rollout of…
United Microelectronics: Solid Upside Despite Sales Slide (Intrinsic Valuation) (NYSE:UMC)
Investment Thesis Even after taking into account the declining sales trend, United Microelectronics Corporation (NYSE:UMC)…
European stocks follow Asia lower ahead of US jobs data
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Amgen Stock: Is The 3.79% Dividend Yield Worth The Fuss? (NASDAQ:AMGN)
Business Introduction According to Amgen (NASDAQ:AMGN) 2022 10-K, Amgen focuses on areas of high unmet…
Labour to oppose scrapping of controversial post-Leveson press rule
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ViewRay: Near-Term Bankruptcy Filing Might Be In The Cards – Sell (NASDAQ:VRAY)
Note: I have covered ViewRay, Inc. (NASDAQ:VRAY) previously, so investors should view this as an…
Brazil’s tax reform wins approval in lower house of Congress
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Shopify: Living On Past Glory (NYSE:SHOP)
Shopify's (NYSE:SHOP) stock has moved higher in recent months on the back of stable growth…
Janet Yellen to push back against pressure on US businesses during China trip
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Duluth Holdings: Pressure On Revenue And Margin Remains (NASDAQ:DLTH)
Introduction Shares of Duluth Holdings (NASDAQ:DLTH) have fallen 2.3% YTD. Despite the fact that the…
US hiring expected to have slowed in June
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TD SYNNEX: Promising Long-Term Investment Despite Q2 Hurdles (NYSE:SNX)
Thesis TD SYNNEX Corporation's (NYSE:SNX) Q2 2023 earnings reflect a robust, albeit not entirely rosy,…
Samsung forecasts 96% quarterly profit fall to 14-year low due to chip glut
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SVAL: Is This Small-Cap Value ETF That’s 33% Regional Banks Primed For A Recovery?
Investment Thesis Investors in small-cap value stocks had a tough first half of the year,…