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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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Meta Platforms: Caution – Privacy Changes Incoming (NASDAQ:META)
The Thesis Given the changes around data privacy, I don't see the Meta Platforms, Inc.…
Scientists close to proving Earth has entered man-made Anthropocene era
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Phreesia Expects Slower Revenue Growth In Fiscal 2024 (NYSE:PHR)
A Quick Take On Phreesia Phreesia, Inc. (NYSE:PHR) provides healthcare IT software to streamline patient…
US judge denies FTC attempt to block Microsoft’s Activision deal
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Modine Manufacturing Stock Is Still A Solid Bet On EV Future (NYSE:MOD)
Introduction I have written about Modine Manufacturing Company (NYSE:MOD) before - the first and last…
Saudi Arabia sought central role in professional golf
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Danske Bank: Undervaluation Is Not Warranted (OTCMKTS:DNSKF)
Danske Bank A/S (DNSKF) is currently trading at a much lower valuation than its Nordic…
Harvard withdraws papers in dishonesty expert scandal
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Novavax Faces Uphill Battle In Competitive Vaccine Market (NASDAQ:NVAX)
Introduction Novavax (NASDAQ:NVAX), a biotechnology company, specializes in creating innovative vaccines against serious infectious diseases…
The west must recognise its hypocrisy
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Note To Landstar Investors: There Is An Alternative (NASDAQ:LSTR)
It's been just shy of eight months since I sold my Landstar System, Inc. (NASDAQ:LSTR)…
The BBC’s coverage of their suspended star is a mistake
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CommBank Australia (CBAUF) Stock: Headed Down Under
By Levi at Elliott Wave Trader, produced with Avi Gilburt There's an ebb and flow…
Nuclear power Spac: Sam Altman, AI king, seeks to split atoms
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iShares ETF: Diversified Portfolio At Reasonable Cost; PEG Under 2 To Boot (NYSEARCA:IRBO)
Sell-side research readers like me can't seem to go more than a few days without…