Investment firm Ashva Capital Management outlines its investment case for The Walt Disney Company in its Q4 2025 letter, highlighting the entertainment giant's enduring value proposition amid near-term market volatility.
Investment firm Giverny Capital Asset Management reduced its stake in industrial manufacturer AMETEK in Q4 2025, highlighting a disciplined approach to valuation as markets remain captivated by AI narratives. The firm's portfolio underperformed major indices, pressured by its underweight stance in mega-cap technology.
Buoyed by robust quarterly and full-year results, Annaly Capital Management is pivoting more capital toward residential credit and mortgage servicing rights. The mortgage REIT's strategic shift aims to build on its earnings momentum while navigating an evolving interest rate landscape.
A significant purchase of the Invesco BulletShares 2027 Corporate Bond ETF by BCS Wealth Management highlights a strategic move to build predictable cash flows within a multi-year portfolio, emphasizing capital preservation over speculative yield chasing.
Dentsply Sirona faces mounting pressure as declining sales and poor capital returns challenge its recovery narrative. With shares down sharply over multiple years, investors question management's strategy in a competitive dental market.
Oxford Lane Capital (OXLC) reported a challenging third fiscal quarter, marked by a significant drop in net asset value and investment income, prompting management to reduce its monthly distribution. The firm cited volatile conditions in the CLO and leveraged loan markets as key headwinds, while outlining a strategy to preserve capital for opportunistic investments.
Analysts at BTIG have upgraded mortgage REIT Annaly Capital Management (NLY) from 'Neutral' to 'Buy', with a $25 price target, arguing the stock is positioned to benefit from dividend stability and potential spread movements in a turbulent interest rate landscape.
UBS initiates coverage on Rithm Capital with a Buy rating and a $16 price target, highlighting the REIT's aggressive acquisition strategy—including the purchases of Paramount Group and Crestline—as a key driver for expanding its asset management footprint and unlocking shareholder value.
Investment firm Giverny Capital Asset Management detailed its sale of Fiserv shares in its 2025 year-end letter, pointing to market fixation on artificial intelligence and the financial technology giant's steep decline. The move highlights a broader divergence between fundamental performance and current investor sentiment.
Investment firm Giverny Capital Asset Management has sold its position in Align Technology (ALGN), revealing a strategic pivot towards AI-focused equities amid a challenging year where its portfolio lagged the broader market.
Despite a 4.7% portfolio contribution from Alphabet (GOOG), Giverny Capital Asset Management's 2025 returns trailed the broader market, highlighting the challenges of a strategy focused on niche leaders amid a tech-dominated rally.
Waste Management capped off a strong 2025 with record cost performance and margin expansion, driven by operational discipline and its growing sustainability portfolio. The company forecasts continued growth for 2026, backed by robust cash flow and ambitious capital return plans.
Blue Owl Capital faces a wave of securities class actions alleging disclosure failures around liquidity and redemptions, casting a shadow over its robust alternative asset management platform. As legal pressures mount, the market weighs solid analyst backing against growing governance concerns, setting the stage for a pivotal earnings report.
Annaly Capital Management capped off a robust 2025 with a fourth-quarter economic return of 8.6%, driven by a constructive fixed-income environment and growth across its core strategies. The mortgage REIT highlighted conservative leverage, a secure dividend, and strategic capital deployment as it navigates evolving market conditions.
Investment firm Giverny Capital outlines its rationale for adding Watsco to its portfolio, highlighting a value-oriented strategy as markets remain dominated by AI euphoria. The firm's latest investor letter reveals a challenging quarter of narrow returns.
Investment firm Giverny Capital highlights insurance distributor TWFG as a key holding in its latest letter, revealing a challenging year where its value-focused strategy lagged the AI-fueled market rally.
Amid a challenging period for its share price, cybersecurity firm OneSpan is demonstrating a powerful operational turnaround, with its return on capital employed (ROCE) skyrocketing. This key profitability metric now vastly outpaces the industry, suggesting past investments are paying off and warranting a closer look from investors.
Amid a market obsessed with artificial intelligence, investment firm Giverny Capital reveals a new position in Hawkins, Inc., a specialty chemicals manufacturer. We examine the rationale behind this contrarian bet and what it says about current market dynamics.
Investment firm Giverny Capital has sold its position in auto-finance provider Credit Acceptance Corporation, citing a challenging market environment dominated by AI hype and large-cap tech outperformance. The move highlights a broader divergence between fundamental business performance and current investor sentiment.
PGIM India Asset Management, the underperforming local arm of the U.S. financial giant, has drawn acquisition interest from domestic rivals Groww and Edelweiss as its parent considers an exit from the competitive market.
