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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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Lyft Stock: Potential Amidst Crisis (NASDAQ:LYFT)
Thesis Lyft (NASDAQ:LYFT) is a leading business in the ridesharing market which focuses on customer…
Siemens Energy shares drop 30% on wind turbine problems
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DraftKings Stock: A Bet On Positive EBITDA In Q2 Could Payoff (NASDAQ:DKNG)
Back in March, I wrote that DraftKings (NASDAQ:DKNG) was a speculative bet and that while…
Italian oil major Eni buys Neptune Energy for $4.9bn
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Aemetis Stock: Mounting Financial Pressure As Debt Levels Reach Critical Point (AMTX)
Introduction Aemetis (NASDAQ:AMTX) is an international company that specializes in renewable natural gas and fuels.…
Eddie Wu prepares to run Alibaba empire built with mentor Jack Ma
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SLVP May Not Perform Well Amid A Gloomy Silver Outlook
This analysis confirms the Sell rating for the iShares MSCI Global Silver and Metals Miners…
The shipping rivals plotting divergent courses on global trade
Mediterranean Shipping Company and AP Møller-Maersk were always unlikely bedfellows. Yet in 2015, the world’s…
Darden: Limited Margin Of Safety At Current Levels (NYSE:DRI)
While the S&P 500 (SPY) and Nasdaq Composite (COMPQ) are off to their strongest H1…
Should private equity own Simon & Schuster?
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Top Ships: Proposed Suezmax Tanker Spin-Off Represents Interesting Speculation (TOPS)
Note: I have covered Top Ships (NASDAQ:TOPS) previously, so investors should view this as an…
US to lend $9.2bn for Ford battery plants in clean energy push
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Tracking Chris Hohn’s TCI Fund Management 13F Portfolio – Q1 2023 Update
This article is part of a series that provides an ongoing analysis of the changes…
Almost 770,000 Calpers members hit by cyber attack
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Canopy Growth Corporation (CGC) Q4 2023 Earnings Call Transcript
Canopy Growth Corporation (NASDAQ:CGC) Q4 2023 Results Conference Call June 22, 2023 5:30 PM ET…