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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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AI ‘euphoria’ and EV bets drive South Korea market rally
South Korea’s $1.8tn stock market is approaching bull market territory, as foreign investors pile into…
Palantir Technologies: Sell The AI Rip (NYSE:PLTR)
After a solid beat on Q1'23 earnings, Palantir Technologies (NYSE:PLTR) has soared in what wasn't…
Odey EU funds discuss restrictions on withdrawals as founder sidelined
EU funds managed by Odey Asset Management are discussing restrictions on investors’ withdrawals as part…
Medical Properties Trust Reveals Its Own Bullish Case (NYSE:MPW)
As a rather outspoken person myself, it's refreshing to see a management team actively relate…
Live news: The week ahead
A defiant Donald Trump will once again be in the spotlight when he appears at…
Adobe Stock: Buy The Bullish Momentum (Technical Analysis) (NASDAQ:ADBE)
In an era rapidly advancing towards an AI-driven future, numerous companies are tactically aligning their…
UBS sets ‘red lines’ for Credit Suisse staff after takeover completion
UBS is to impose tight restrictions on Credit Suisse bankers including a ban on new…
Amazon: The Real Story From Q1 (Plus Reaction To The Bernstein Open Letter) (NASDAQ:AMZN)
Panic Averted We are now six weeks out from the Amazon.com, Inc. (NASDAQ:AMZN) April 27th…
Johnson’s angry exit from parliament poses fresh dilemmas for Sunak
Rishi Sunak had hoped to move beyond the psychodrama of the Boris Johnson premiership and…
Fed Hikes, Quantitative Tightening And International Price Action
Listen on the go! Subscribe to Wall Street Breakfast on Apple Podcasts and Spotify Mike…
Sturgeon’s arrest a ‘watershed’ for Nationalist cause
For former Scottish first minister Nicola Sturgeon, the crisis that engulfed her Scottish National party…
Zscaler Stock: Sales Resilience in a Challenging Market (NASDAQ:ZS)
It's been a rollercoaster for Zscaler's (NASDAQ:ZS) stock over the spring season, but it proved…
Ukraine claims to have breached Russian defences in south-east
Ukrainian forces intensified their counter-offensive over the weekend, claiming to have breached Russia’s defences and…
The New Cold War, And Its Economic Consequences
Co-authored with Philip Mause. The New Cold War, And Its Economic Consequences Increased tensions growing…
Odey’s alleged victims criticise partners’ attempts to distance themselves from financier
The women who said they were assaulted or harassed by Crispin Odey in several incidents…