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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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Beyond Meat: We Are Still Not Buying After The Recent Rally (NASDAQ:BYND)

Beyond Meat, Inc. (NASDAQ:BYND) manufactures, markets, and sells plant-based meat products in the United States

San Antonio Spurs look to French basketball sensation Wemby to revive fortunes

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Total Energy Services: 2023 Is Shaping Up As A Good Year (TSX:TOT:CA)

Introduction At Microcap Review, we like to write about micro-cap stocks on SA, and today

Taxi test for bonds signals end of the ‘Tina’ era

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Micron: A Joint Beneficiary Of Nvidia’s AI, Depending On Earnings (NASDAQ:MU)

If you look at Micron Technology, Inc. (NASDAQ:MU) stock performance in the last month, it

New Hunter owner to tap brand’s British roots to give sales some welly

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Lattice Semiconductor: Double-Digit Revenue Growth To Continue (NASDAQ:LSCC)

In our previous analysis of Lattice Semiconductor Corporation (NASDAQ:LSCC), we identified the company's distinct focus

US brings first charges against Chinese entities over fentanyl ‘precursors’

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Ventas Stock: Blowout Performance From SHOP (NYSE:VTR)

When we last covered Ventas, Inc. (NYSE:VTR), we brought attention to the fact that the

Vladimir Putin was tricked into invading Ukraine, claims Wagner leader

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Understanding Snowflake: An In-Depth Exploration Of The Data Giant

After absorbing a plethora of videos, reading countless articles, and studying the tech sphere in

How India is slowly moving into the American orbit

Before he became Indian prime minister in 2014, Narendra Modi could not get a visa

NRG Energy’s Analyst Day Underlines Its Commitment To Controversial ‘All In’ Retail Model

The decision from NRG Energy (NYSE:NRG) to pivot the business away from its traditional asset-based

Hunter Biden: the president’s son in Republican crosshairs

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Wall Street Lunch Podcast: Pass The CHIPs

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