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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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Wall Street Breakfast: What Moved Markets
Wall Street's major averages closed out a strong first half of the year on an…
US Supreme Court’s conservatives solidify power in a polarising term
A year after striking down the constitutional right to abortion, the US Supreme Court’s conservative…
Rivian: Navigating Through Production Inefficiencies To Capitalize On Growing Markets
Electric Truck Maker Rivian Debuts On The Nasdaq Exchange Introduction Rivian Automotive Inc (NASDAQ:RIVN) has…
Joe Biden makes big fundraising push to allay doubts over 2024 run
Joe Biden has been rushing to win financial support for his 2024 re-election campaign with…
My Dividend Growth Income – June 2023 Update
Once again, my dividend growth portfolio delivered an exciting achievement for the month. I set…
A glimpse of a different Russia
Welcome back. Western government analysts, independent experts and media commentators have been pressed all week…
High Interest Rates And The Euro Area Economy
The eurozone has yet to experience the full impact of high interest rates on economic…
YouTube cracks down on North Korean vloggers presenting regime’s ‘likeable’ face
With her cut-glass English accent and love of the Harry Potter series, 11-year-old Song-a might…
Home Depot: Expectations Can Be Beat If Recession Is Avoided (NYSE:HD)
In practical and material terms, the American dream has long centered around agricultural land ownership…
Vincent Bolloré, the conservative billionaire taking on France’s mainstream media
Receive free Vincent Bolloré updatesWe’ll send you a myFT Daily Digest email rounding up the…
Week On Wall Street – Unraveling This Complex Market
"Common Sense is something everyone needs, few have, and none think they lack." …. Benjamin…
Harry Markowitz, economist, 1927-2023
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Atmus Filtration Technologies Stock: New IPO Is A Buy With Room For Growth (NYSE:ATMU)
Atmus Filtration Technologies (NYSE:ATMU) debuted in the stock market through an IPO on May 22,…
HSBC departure spells doom for isolated experiment of Canary Wharf
Receive free Architecture updatesWe’ll send you a myFT Daily Digest email rounding up the latest…
Why Sabre Insurance Stock Is Undervalued After 2022 Sell-Off (OTCMKTS:SBIGY)
Background Sabre Insurance Group (OTCPK:SBIGY) is a niche UK auto insurer underwriting "non-standard" risk. This…