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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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Compound Your Wealth With ResMed (NYSE:RMD)
Introduction I've been busy researching healthcare stocks after coming to the conclusion that I want…
Inflation’s return changes the world
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Kodiak Gas Services: Horsepower In The Field, Not The Stock (NYSE:KGS)
Shares of Kodiak Gas Services (NYSE:KGS) have seen a lackluster public debut with shares trading…
Airbus moves ahead with UK lightweight wing programme
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Duolingo: Gamified EdTech Growth Play (NASDAQ:DUOL)
Introduction A creeping inner tension inevitably emerges whenever I sit down and try to analyse…
Russia has lost half its combat capability in Ukraine, says UK armed forces chief
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Hermes: In Its Own League, But Still Highly Priced (OTCMKTS:HESAF)
There's nothing that stops the French luxury fashion stock Hermès (OTCPK:HESAY, OTCPK:HESAF). Not exceptionally high…
French businesses start rebuilding after riot ‘nightmare’
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AGNC Investment: Digging For Value In The 7-10% Yielding Preferreds
This article was first released to Systematic Income subscribers and free trials on June 22.…
Nato extends Jens Stoltenberg’s term as secretary-general
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NRG: Go Back To The Basics To Deliver Returns
High Voltage Electric Power Lines At Sunset Introduction NRG Energy (NYSE:NRG) is a mid-cap utility…
Guatemala’s democracy ‘at risk’ after court delays presidential vote results
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Marathon Digital Could Benefit From ETF Talks (NASDAQ:MARA)
With BlackRock (BLK) filing for its own Bitcoin ETF, many are expecting Bitcoin prices to…
Swiss investors in Credit Suisse join class action challenging UBS deal
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HP Stock: A Buffett-Style Dividend Bargain (NYSE:HPQ)
With every new generation come with dreams of riches to be made from the stock…