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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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Ukraine loses ground in Kursk as US cuts off support

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With Long Timeline To Full Recovery, Sensata Technologies Continues To Struggle (NYSE:ST)

This article was written byFollowStephen Simpson is a freelance financial writer and investor.Spent close to

Hundreds killed in clashes and revenge attacks in Syria

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories

Hikma races to launch generic versions of blockbuster obesity drugs

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories

The Gulf state purging tens of thousands of its citizens

When Faisal checked in at Kuwait’s international airport late last year, he was a jet-setting

China’s consumer prices fall for first time in over a year

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Chinese investors privately take stakes in Elon Musk’s companies

Wealthy Chinese investors are quietly funnelling tens of millions of dollars into private companies controlled

Son of Brazil’s indicted ex-president Bolsonaro lobbies Trump camp

The son of Brazil’s former hard-right president Jair Bolsonaro is lobbying the Trump administration over

Bridgestone and Michelin test advances in puncture-free tyres

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories

Businesses bemoan Indian ‘tax terrorism’ and red tape

On the face of it, expanding operations in one of the world’s fastest-growing countries should

US in exploratory talks with DR Congo over mineral deal

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Is this dotcom bust 2.0?

Unlock the Editor’s Digest for freeRoula Khalaf, Editor of the FT, selects her favourite stories

A darling of renewed US energy dominance reels from own mis-steps

Senior Trump administration officials attended an event on Thursday celebrating the $18bn expansion of an

‘Not for the faint of heart’: Private equity’s last retail barbarian

Ailing retailers like Walgreens Boots Alliance have scared off even the most daring Wall Street

And, The Stock Market… | Seeking Alpha

This article was written byFollowJohn M. Mason writes on current monetary and financial events. He