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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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Fed Walking Primrose Path, Cataclysmic Scenarios With David Trainer
Listen below or on the go on Apple Podcasts and Spotify. David Trainer on why,…
Turkey triples petrol taxes as Erdoğan tries to repair public finances
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Recession Alert: Safeguard Your Income For What’s Coming Next
Co-authored with PendragonY. A Recession is Coming The next recession is always ahead; the only…
Singer and actor Jane Birkin dies at 76
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Savara: A Speculative Play (NASDAQ:SVRA)
May your choices reflect your hopes, not your fears.”― Nelson Mandela We have not taken…
The EU should aim for its own Belt and Road
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Philip Morris Stock: Assessing The Impact Of ZYN (NYSE:PM)
Background Long gone are the days of the Marlboro man on billboards across the United…
US officials downplay hopes of end to restrictions on China trade
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Alibaba: Caught In The U.S. And Beijing Crossfire (NYSE:BABA)
The BABA Investment Thesis Is Not For The Faint Hearted We previously covered Alibaba Group…
The trouble with American exceptionalism
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PTF: Technology Dashboard For July
This monthly article series shows a dashboard with aggregate industry metrics in technology and communication…
LinkedIn’s Ryan Roslansky: ‘You can only learn how to be a CEO by being a CEO’
Ryan Roslansky’s LinkedIn page lists 46 skills, from product management to problem solving. But none…
Universal Insurance Holdings: Growing Despite Headwinds (NYSE:UVE)
Introduction Universal Insurance Holdings, Inc. (NYSE:UVE) doesn’t get a lot of attention on here it…
Italy set for record temperatures as southern Europe bakes in heatwave
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Synaptics Incorporated: Battling Inventory Issues But Efficiently (NASDAQ:SYNA)
Investment Rundown Facing some short-term headwinds like inventory difficulties for their largest revenue stream seems…