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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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Albanese’s Labor wins landslide victory in Australian election
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BJ’s Restaurants Stock: Investors Should Be Optimistic (NASDAQ:BJRI)
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Saudi-led Opec+ expands production despite falling oil prices
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US ability to defeat China in Taiwan threatened, top Indo-Pacific commander warns
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Trump’s tariffs are a gift to the mafia
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Citi del Sol: How the party ended for Wall Street bank’s Málaga experiment
In 2022, as junior investment bankers complained of burnout from a record-breaking dealmaking boom, Citigroup…
Get ready for a corporate rush for cash
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How much exposure to US stocks is too much?
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US lawmakers urge SEC to delist Alibaba and Chinese companies
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Dubai draws Swiss family offices tired of tax and regulation
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US to demand Google break up its online advertising business
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Canada’s Mark Carney to meet Donald Trump in Washington on Tuesday
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