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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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The week that shocked golf
The sporting world had no shortage of global shockwaves this week — the once-unthinkable tie-up…
Minto Apartment REIT: Tough Times But Discount To NAV Makes It Speculative Buy (MI.UN:CA)
Introduction Minto Apartment REIT (TSX:MI.UN:CA) is a Canadian residential REIT with just over 6,700 suites…
Sunak faces third by-election after former minister quits Parliament
Rishi Sunak is facing three challenging by-elections in the coming weeks after former UK cabinet…
Stocks To Watch: FOMC, Inflation Reports, Salesforce AI Event, And Kroger Earnings
Get ahead of the market by subscribing to Seeking Alpha's Stocks to Watch, a preview…
Italy’s Serie A draws private equity interest for media rights stake
Italy’s top football league has started talks with private equity firms over the sale of…
CEF Weekly Review: Sell In May Worked This Time
This article was first released to Systematic Income subscribers and free trials on June 4.…
Crispin Odey to leave hedge fund after assault claims, partners say
Partners at Odey Asset Management said that founder Crispin Odey would leave the firm after…
The Market Research Inventory [MRI]: Investors Should Monitor MRI Often
Introduction When thinking about an article, usually I want to read my own articles, but…
Boris Johnson goes full Trump in search of one last act
There is no cunning plan. No secret wheeze to secure Boris Johnson’s return to power.…
SCHG ETF: If I Could Own Just One Security Forever, This Would Be It
This article was published on Dividend Kings on Wednesday, June 7th. --------------------------------------------------------------------------------------- I've been asked…
Russia’s opposition fails to unite against Putin
Russia’s browbeaten opposition gathered in Brussels to plot a path back to democracy this week,…
Palm Capital Q1 2023 Investment Manager Commentary
At Palm Capital, we look for businesses with durable competitive advantages run by exceptional managers.…
Nigeria’s new president suspends central bank governor
Nigeria’s new president has suspended the country’s central bank governor, marking the end of an…
Global Payments Stock: Locked Value Is Yet To Manifest (NYSE:GPN)
Global Payments Inc. (NYSE:GPN) is well positioned to benefit from the growth in the digital…
Barclays warns former staff in bid to stem investment bank exodus
Barclays is fighting to stem an exodus from its investment bank after around 30 of…