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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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America’s lavish red carpet for Modi
“Operation seduce Narendra Modi” is not a new thing. But Joe Biden is taking flattery…
Wall Street Lunch Podcast: Inflation Still A Big Battle
Listen on the go! Subscribe to Wall Street Breakfast on Apple Podcasts and Spotify This…
Volkswagen plans external audit of controversial plant in Xinjiang
Volkswagen intends to commission an independent audit of its factory in Xinjiang, as discussions with…
Tractor Supply: Attractive Fundamentals; Presently Overvalued (NASDAQ:TSCO)
Thesis When the pandemic first caused a shift in buying habits, some retailers began experiencing…
FTC alleges Amazon ‘tricked and trapped’ customers with Prime subscriptions
The US Federal Trade Commission has sued Amazon, accusing it of duping customers into signing…
Leading The AI Gold Rush: Nvidia’s Positioning And Market Potential (NASDAQ:NVDA)
Introduction Since ChatGPT's appearance, artificial intelligence (AI) is on the mouth of every investor. As…
Europe’s defence sector needs closer co-operation, says Saab boss
European defence industry needs to co-operate more closely on supply lines for Ukraine to avert…
Paycor Stock Is Poised For Success In The HCM Market (NASDAQ:PYCR)
Investment Thesis I consider Paycor HCM, Inc. (NASDAQ:PYCR) to be a promising investment opportunity in…
US justice Samuel Alito defends fishing trip with billionaire Paul Singer
US Supreme Court justice Samuel Alito has insisted there was “no obligation” to recuse himself…
Marathon Petroleum Stock: What To Make Of Its Dividend (MPC)
Introduction When it comes to the nation's largest (pure-play) refinery company, Marathon Petroleum (NYSE:MPC), there…
Jay Powell to say June rate pause ‘prudent’ but US inflation battle not over
Jay Powell is set to defend the Federal Reserve’s decision to forgo an interest rate…
Wall Street Breakfast: Powell On The Hill
Powell on the Hill Get ready for Fed Chair Jerome Powell's semiannual monetary policy testimony…
Volodymyr Zelenskyy pleads for ‘real’ reconstruction projects
President Volodymyr Zelenskyy appealed to his allies to start funding “real projects” for his country’s…
U.S. GoldMining Stock: Overvalued; Possible Downside Ahead (NASDAQ:USGO)
This Analysis Gives U.S. GoldMining a Sell Rating If you have U.S. GoldMining (NASDAQ:USGO), this…
China hits out at US after Joe Biden calls Xi Jinping a ‘dictator’
China has responded with outrage after US president Joe Biden called his counterpart Xi Jinping…