Vulcan Value Partners’ Thoughts on Medpace Holdings (MEDP)

Investment management company Vulcan Value Partners recently released its fourth-quarter 2025 investor letter. A copy of the ...

I asked you to talk me into a Suns trade and I’m still waiting

Ten days ago, I threw a challenge into the void. I went to The Feed and asked, in full Stephen Crowder fashion, for someone ...

China’s green-energy revolution is losing $60 billion a year. Why are investors still ...

China is praised for being a global alternative-enegy innovator. But its coal mining industry holds the real power.

Trump day at Davos

— PM MARK CARNEY starts his day in Davos with an “Investors Industry Governors Meeting” at the World Economic Forum, and then an “informal gathering of world economic leaders luncheon.” Both events ...

Should You Be Excited for Regeneron (REGN)?

Longleaf Partners, managed by Southeastern Asset Management, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Fund returned 3.35% in the quarter, ...