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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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Chinese private tutors resurgent as parents fear children falling behind
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Spectrum’s Rolvedon A Differentiator In A $3B/Yr Market (NASDAQ:SPPI)
Spectrum Spectrum Pharmaceuticals (NASDAQ:SPPI) is a biopharmaceutical company that develops and commercializes hematology (blood) and…
Elliott/NRG: clash between energy group and activist will be a slow burn
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3-Year VIX Low: 7 Reasons Why Even Lower Levels Likely Ahead (VIX)
Sometimes the early bird gets the worm, but sometimes the early bird gets frozen to…
Germany locks in more US natural gas as it shuns Russian supply
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MongoDB, Inc. (MDB) Investor Session at MongoDB.local NYC 2023 (Transcript)
MongoDB, Inc. (NASDAQ:MDB) Investor Session at MongoDB.local NYC 2023 June 22, 2023 11:30 AM ET…
TikTok operating chief Pappas to step down after five years
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FactSet Research Systems Inc. 2023 Q3 – Results – Earnings Call Presentation (NYSE:FDS)
This article was written bySeeking Alpha's transcripts team is responsible for the development of all…
Five dead after ‘catastrophic implosion’ of submersible
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Dolby Laboratories Sees Return To Growth Ahead (NYSE:DLB)
A Quick Take On Dolby Laboratories Dolby Laboratories, Inc. (NYSE:DLB) reported its FQ2 2023 financial…
How Stockton Rush’s vision ended in tragedy for Titan submersible
Stockton Rush launched the manned submersible operator OceanGate with vast ambition. “Stockton was opening up…
Equity CEFs: I Continue To Add To DPG (NYSE:DPG)
Duff & Phelps is a popular fund manager in utility and infrastructure equity CEFs though…
Microsoft paints Sony as ‘complainer-in-chief’ against $75bn Activision deal
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Methode Electronics, Inc. (MEI) Q4 2023 Earnings Call Transcript
Methode Electronics, Inc. (NYSE:MEI) Q4 2023 Results Conference Call June 22, 2023 11:00 AM ET…
US stocks and Treasury yields rise as Fed chair warns of more rate rises
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