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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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Gap in borrowing costs between developing and emerging markets at 16-year low
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Trimble Has Substantial Upside Potential Despite Flat Growth (NASDAQ:TRMB)
Trimble (NASDAQ:TRMB) is a multifaceted technology solutions provider with vertical software stacks across multiple industries,…
Ban on national digital taxes extended to buy time for OECD deal
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Erasca Stock: Trading Near Cash Value (NASDAQ:ERAS)
Wealth is a person's ability to survive a certain number of days forward." - R.…
The new era of big government: Biden rewrites the rules of economic policy
A defunct slide projector in an empty office and peeling paint in the employee canteen…
Global ETF Market Facts: 3 Things To Know From Q2 2023
3 things to know from Q2 2023 Exchange traded funds (ETFs) remain a fraction of…
Court ruling changes the game for Microsoft’s $75bn Activision deal
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Keysight: Capitalizing On 5G And Software-Centric Solutions Strategy (NYSE:KEYS)
Keysight Technologies (NYSE:KEYS) is a leading provider of testing and measurement solutions for various industries,…
Nvidia in talks to be an anchor investor in Arm IPO
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Diageo: Liquid Product, Solid Margins (NYSE:DEO)
Investment Thesis Diageo (NYSE:DEO) operational and financial results look promising. Company's strategy is into increasing…
Assured Guaranty has more than $10bn exposure to troubled UK water companies
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BlackSky Technology: Fundamentals Don’t Support Recent Rally (NYSE:BKSY)
BlackSky Technology (NYSE:BKSY) is a geospatial intelligence company which uses both hardware and software analytics…
Toyota to step up hydrogen fuel cells push outside Japan
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Technology Advancements Driving Opportunities In Health Care
By Nick Getaz, CFA, Portfolio Manager, Research Analyst, Franklin Equity Group; Amritha Kasturirangan, Portfolio Manager,…
Japanese banks accused of ‘gender-washing’ over women in management
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