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.
The derivatives exchange is in early talks to reintroduce binary options for individual investors, aiming to capture the growing appetite for event-based wagering while staying within regulated financial markets.
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.
A combination of moderating inflation and resilient corporate earnings is setting the stage for sustained stability in stock markets, with the recent rally now encompassing small-caps, value stocks, and multiple sectors.
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.
The Qatar Investment Authority has backed a new $200 million fund by Shorooq Partners, aiming to inject institutional capital into the region's mature startups and bridge a critical funding hurdle on the path to public listings.
Digital asset investment products faced a second consecutive week of massive withdrawals, totaling $1.7 billion, pushing year-to-date flows into negative territory amid a hawkish Fed and market uncertainty.
U.S. stock futures pointed to a lower open Monday as investors braced for a flood of corporate earnings and crucial labor market reports that could sway Federal Reserve policy expectations.
Foundation Investment Partners, through its platform Sustainable Packaging, has acquired Paper Converters, a Walterboro-based manufacturer of spiral-wound paper tubes and boards, marking a strategic consolidation in the eco-friendly packaging sector.
While large-cap stocks dominate markets with their scale, some industry titans are struggling to find new avenues for expansion. We examine three household names where valuation concerns and growth constraints signal potential underperformance.
In turbulent markets, volatility presents both opportunity and peril. We analyze two names where the risk may be worth the reward, and one where the fundamentals give us pause.
As Chinese exports, from electric vehicles to e-commerce parcels, flood Latin American markets, nations across the region are grappling with the dual pressures of protecting domestic industries and maintaining vital economic ties with Beijing.
Profitability alone doesn't guarantee a winning investment. We analyze three companies with strong margins to uncover which are leveraging their financial strength for future gains and which may be losing momentum.
Despite a 44.5% surge in the past six months, driven by solid quarterly results, analysts are sounding a note of caution on Sealed Air (SEE). Concerns over stagnant sales volume, slowing revenue forecasts, and declining returns on capital suggest the packaging giant's momentum may be hard to sustain. We examine the risks and highlight a more compelling investment opportunity in the industrial sector.
While growth often requires investment, a sustained negative free cash flow can signal deep-seated issues. We examine three well-known companies where the cash burn warrants a cautious approach from investors.
The third-quarter earnings season for apparel retailers revealed a stark divergence. While some brands like Abercrombie & Fitch soared on strong results, others, including Tilly's and Torrid, faced investor skepticism despite meeting top-line expectations. We analyze the performance, the shifting retail landscape, and what it signals for the sector's future.
The alternative investment manager faces heightened scrutiny as analysts project a slowdown in revenue growth ahead of Tuesday's earnings release, despite a history of recent beats.
In a landmark move to end regulatory ambiguity, the SEC and CFTC have formally merged their 'Project Crypto' into a single rulebook. The joint initiative aims to harmonize federal oversight of crypto markets, drawing clearer lines between securities and commodities as legislative efforts advance in Congress.
As global markets navigate a period of uncertainty, a select group of technology companies across Norway, Sweden, and Israel are posting explosive growth. We examine the financials and strategies behind Appear ASA, Hacksaw AB, and NextVision Stabilized Systems—firms turning innovation into investor returns.
Crude oil benchmarks plunged over 7%, with Brent near $66 and WTI around $62, as President Trump's comments eased fears of a U.S.-Iran conflict and a sell-off in metals markets spilled over. Analysts suggest the drop reflects a rapid unwinding of risk premiums rather than a fundamental change in supply dynamics.
