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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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Mitsubishi suspends China production as car sales plunge
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Expedia: Margin Expansion Story (NASDAQ:EXPE)
Last year, we provided a comps analysis on Expedia numbers between the pre-COVID-19 level and…
European stocks dip as investors await bank earnings
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Mesabi Trust Stock: There’s A Strong Headwind, But Also An Opportunity (NYSE:MSB)
This Analysis Assigns a ‘Hold’ Rating to Mesabi Trust This analysis gives shares of Mesabi…
‘It’s really the Wild West’: Vienna’s spying problem spins out of control
Vienna, a city synonymous with shady Cold War intrigue, has once again become the espionage…
IPO Market Showing Signs Of Life, Drawing Second-Half Optimism On Wall Street
Q2 2023 marked the seventh consecutive quarter of lower year-on-year IPO activity, according to Wall…
Can Cornwall get a slice of the lithium revolution?
In 1746 English pharmacist William Cookworthy helped fend off Chinese porcelain imports by discovering the…
Agency MBS: The Overhang That Wasn’t
By Jason W. Smith After failures at SVB and Signature, markets have successfully absorbed vast…
Australia picks new central bank chief after backlash over rate rises
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Horizon Technology Finance: Venture Lending With A 10.2% Yield Paid Monthly (NASDAQ:HRZN)
There are three metrics to look for when assessing the investment pitch of a business…
India commits to new defence contracts ahead of Narendra Modi’s Paris visit
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Holcim Stock: Concrete Upside In Concrete, But Beware Valuation (HCMLY)
Dear readers, In this article, I'll update you on the advantages and potential of investing…
Bob Iger returns to Disney leadership at a time of ‘wrenching change’
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EVgo Stock: Risks May Overshadow The Potential Reward (NASDAQ:EVGO)
[Please note that this is a further report on companies offering electric vehicle charging services.…
WHO warning on aspartame makes life less sweet for drinks makers
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