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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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Don’t Look Back – The Next Emerging-Market Decade Will Be Different
By Sammy Suzuki, CFA For over a decade, emerging markets (EMs) have been full of…
‘People are nervous’: Taiwan’s wealthy shelter money overseas in fear of China conflict
Lynn, a Taiwanese stock trader, has never been to Europe. But, in February, she spent…
Fixed Income Investment Outlook Q3 2023: Last Mile For Tightening
Commentary With roughly 500 basis points of rate hikes in the rearview mirror, the Federal…
Backlash over labour reforms tests India’s manufacturing ambitions
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CGGR: Banner 2023 Amid Growth Rotation, Issues Under The Hood
Amid the AI frenzy and the market pricing in expectations for more accommodative monetary policy…
China stock falls leave investors pining for support from Beijing
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AT&T: Compelling Despite The $28 Billion Hole (NYSE:T)
AT&T Is Not A Good Business Warren Buffett is known for saying: It's far better…
Trump Media merger partner reveals $18mn preliminary settlement with SEC
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7 Expected Dividend Increases In July 2023
The second half of 2023 is officially on the way! June ended with a bang…
Live news: Odey Asset Management in talks with Green Ash over Adrian Courtenay’s fund
Emma Dunkley, Siddharth Venkataramakrishnan, Laura Noonan and Jane Croft in LondonThe UK’s financial watchdog has…
Oncolytics: Proof Of Concept In 2 Large Market Indications (NASDAQ:ONCY)
Oncolytics Biotech (NASDAQ:ONCY) is a good speculative biotech play to look into. The reason why…
Prigozhin appeals for public support as Wagner continues recruiting
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Manufacturing Spending Booms, XME A Possible (Inexpensive) Beneficiary
Heading into the second half, now might be an opportune time to look at price…
Stress test discrepancy prompts Bank of America to delay dividend announcement
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Generac Holdings: Mixed Results Don’t Make This Pullback A Buy
Investment Rundown To start, Generac Holdings Inc (NYSE:GNRC) experienced a 22% decrease in sales, down…