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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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Japanese chip player JSR gets buyout proposal from state-backed fund
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TJX Companies: The Reasons Our View Remains Neutral (NYSE:TJX)
The TJX Companies, Inc. (NYSE:TJX), is one of the leading off-price apparel and home fashions…
Vladimir Putin’s invisible generals vulnerable despite surviving revolt
There was no sound on the brief video of Sergei Shoigu published on Monday morning…
A Dividend Aristocrat Is At An Inflection Point (NYSE:SWK)
In this article I will outline why I think, Stanley Black & Decker Inc. (NYSE:SWK),…
Ardian raises $20bn to buy stakes in buyout funds
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FTXO: An Underperforming Banking ETF With Attractive Yields (NASDAQ:FTXO)
Strategy Launched and managed by First Trust Advisors L.P. in 2016, the First Trust Nasdaq…
China’s biggest IPO in years poses $9bn question for Goldman Sachs and rivals
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Why I Keep Buying Extra Space Storage’s 4.6% Yield (NYSE:EXR)
Introduction In the past few days, I have written two articles on REITs. In both…
Oil prices rise and stocks mixed after revolt in Russia
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This Is The Sell-Off I Was Looking For. Be Careful What You Wish For
How hard is it to moderate my market pronouncements to have a bit of healthy…
Oil and gas majors step up efforts to diversify into lithium
Oil and gas majors are stepping up efforts to break into lithium to diversify beyond…
EDEN: Quality At A Price (BATS:EDEN)
The iShares MSCI Denmark ETF (BATS:EDEN) is a value-weighted ETF containing prominent Danish equities, with…
Europe’s bank resolution authority seeks ‘firepower’ to deal with collapsed lenders
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OneMain’s New 9% Notes Provide Opportunity For Income Investors (NYSE:OMF)
Consumer lending financial company OneMain Holdings (NYSE:OMF) announced last week that it would be offering…
Cut public spending or boost taxes to help tackle inflation, says BIS
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