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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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Russia uprising latest: Putin accuses Prigozhin of treason
Vladimir Putin has admitted the situation in Rostov-on-Don is “complicated” after Yevgeny Prigozhin’s forces seized command…
Grupo Aeroportuario del Pacifico Stock: Favorable Nearshoring Trends (NYSE:PAC)
Investment Thesis Grupo Aeroportuario del Pacífico (NYSE:PAC) has grown over 300% in the past decade,…
Extreme tourism: ‘If it was safe, that’s not an adventure’
Tomaž Rotar knows a thing or two about life and death in extreme environments. In…
CEF Weekly Review: Watch Out For CEF Triple Whammies
This article was first released to Systematic Income subscribers and free trials on June 18.…
Prigozhin uprising claims Russian city of Rostov in ‘march’ on capital
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Electronic Arts Stock: Solid Buy At These Levels (NASDAQ:EA)
Investment Thesis I wanted to take a look at Electronic Arts (NASDAQ:EA) after it just…
Siemens Energy: hurricane warning highlights industry-wide headwinds
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Risk-Off Key Theme In Markets
By Fawad Razaqzada Weakness in data and very hawkish central banks have revived investor concerns…
Zambia agrees ‘milestone’ debt relief plan with China and other creditors
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Global Week Ahead: Inflation And Recession Risks
By Ed Moya US While Europe appears at great risk for a recession as traders…
Investors bet UK interest rates will soar to 25-year high
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Every Gamer Can Be A Developer: The Impact Of Generative AI On User-Generated Content
By Andrew Kim, Research Associate and Nicholas Grous, Associate Portfolio Manager Now that 3.2 billion…
Janet Yellen defends dollar as Brics nations debate reserve status
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Analyzing The Pullback | Seeking Alpha
The S&P 500 (SPY) has pulled back about 2.2% since its high close for the…
Moody’s warns of ‘serious challenge’ to $1.4tn private credit market
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