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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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Wall Street Lunch: Traders Sell The News On Banks
Listen below or on the go on Apple Podcasts and Spotify This is an abridged…
State Street shares sink 10% after it says it must pay more to depositors
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JPMorgan Chase Q2: Buy The Next Dip (NYSE:JPM)
Investment thesis JPMorgan Chase (NYSE:JPM) just reports its 2023 Q2 earnings report ("ER"). The ER…
Singapore tycoon arrested over graft agency probe involving minister
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The June CPI Report Likely The Last Good News Of 2023
The set-up This cautionary article is written at a time when there is what seems…
BlackRock predicts ‘trillions’ in fixed income investment as profits rise
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iShares Frontier And Select EM ETF: Slight Improvement In Frontier Market Sentiment (FM)
Opportunity Overview Frontier Markets had a rough year in 2022, as they declined by 26%…
Nokia and Ericsson hit by weaker demand in US
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Castellum AB (publ) 2023 Q2 – Results – Earnings Call Presentation (OTCMKTS:CWQXF)
This article was written bySeeking Alpha's transcripts team is responsible for the development of all…
Citi profits drop as slowdown and lay-offs bite
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Verizon’s 7.5% Yield Is A Once-In-A-Lifetime Opportunity (NYSE:VZ)
A lot of investors are worried about buying anything right now, and that's understandable. Let's…
JPMorgan reaps profit boost from higher rates
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OXSQ: Partial Redemption Of 2024 Bond Highlights Resilience Of RIC Debt
In this article we highlight the recent partial redemption of the 6.5% 2024 bonds from…
EU regulator warns against repeat of emergency energy measures
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Lindsay Stock: Overvalued With Declining Revenues (NYSE:LNN)
Lindsay Corporation (NYSE:LNN) offers road infrastructure and water management services globally. They work in two…