Executive Stock Sales

Business

Disney Beats Q1 Estimates, Holds Steady on Full-Year Outlook as Streaming and Parks Drive Growth

The Walt Disney Company surpassed Wall Street's revenue and earnings expectations for its fiscal first quarter, powered by strength in its streaming services and theme parks. The media giant reaffirmed its full-year forecast for double-digit profit growth, signaling confidence in its ongoing strategic transformation.

Feb 2, 2026

Business

Amazon in Advanced Talks to Lead OpenAI's Mega-Funding Round with Potential $50 Billion Investment

Amazon is negotiating a landmark investment of up to $50 billion in OpenAI, according to sources familiar with the matter. The move could position the tech giant as the lead investor in a funding round aiming to raise up to $100 billion ahead of a potential trillion-dollar IPO.

Feb 2, 2026

Business

Google Settles Android Data Privacy Lawsuit for $135 Million

Google has agreed to a $135 million settlement to resolve a class-action lawsuit alleging unauthorized data collection by its Android operating system, pending court approval. The deal also mandates clearer user controls and disclosures.

Feb 2, 2026

Business

Curreen Capital's 'Ugly Duckling' Strategy Delivers Strong 2025 Returns, Spotlights Frontdoor

Investment firm Curreen Capital posted a 30.97% annual return for 2025, crediting its focus on undervalued, well-managed companies. The firm's latest investor letter highlights home service provider Frontdoor (FTDR) as a key holding, despite it not being among the most popular hedge fund picks.

Feb 2, 2026

Business

ADP's Shareholder Returns Outpace Earnings Growth, Raising Questions on Market Sentiment

While Automatic Data Processing (NASDAQ:ADP) has delivered solid earnings growth over five years, its share price appreciation has notably lagged the broader market. A deeper look reveals dividends have bolstered total returns, but recent underperformance highlights investor caution toward the payroll giant.

Feb 2, 2026

Business

Vanguard Slashes Fees on Dozens of Funds, Intensifying Price War in Asset Management

The investment giant Vanguard has cut management fees on 53 of its mutual funds and ETFs, a move projected to save investors nearly $250 million in 2026 and marking the latest salvo in an industry-wide race to lower costs for everyday savers.

Feb 2, 2026

Business

Curreen Capital's 'Crazy Cheap' Bet on Fortrea Pays Off as Fund Posts Strong 2025 Gains

Investment firm Curreen Capital, known for targeting undervalued 'ugly duckling' companies, highlighted contract research organization Fortrea Holdings as a prime example of its strategy in its latest investor letter. The firm reported a 30.97% return for 2025.

Feb 2, 2026

Business

Vanguard Slashes Fees Again: Investors to Save Nearly $600 Million as Fund Giant Flexes Scale

In a move that deepens its cost leadership, Vanguard has reduced expense ratios on dozens of funds, marking the second major round of cuts under CEO Salim Ramji and highlighting the intense pressure on fees in the asset management industry.

Feb 2, 2026

Business

FPA Crescent Fund Sheds Microsoft Stake, Citing AI Valuation Concerns and Shifting Portfolio Strategy

First Pacific Advisors' FPA Crescent Fund disclosed it sold its position in tech giant Microsoft in Q4 2025. The value-focused fund explained the move was driven by a search for greater upside in other AI-related investments, despite acknowledging Microsoft's strong fundamentals.

Feb 2, 2026

Business

Polish E-Commerce Battle Escalates: Erli Files Antitrust Lawsuit Against Allegro Over Pricing Practices

Polish online marketplace Erli has filed a lawsuit against dominant rival Allegro, alleging the platform abuses its market power to pressure sellers into maintaining higher prices on competing sites. Allegro denies the accusations, stating its seller benefit programs are voluntary.

Feb 2, 2026

Business

AMD's Steady Execution Charts a Course for Long-Term Growth, Says Ashva Capital

Investment firm Ashva Capital Management highlights Advanced Micro Devices (AMD) in its latest investor letter, citing the chipmaker's disciplined execution as a cornerstone for enduring growth, even as the fund's overall 2025 returns trailed major indices.

Feb 2, 2026

Business

Why Micron Technology Became Ashva Capital's Crown Jewel: A Bet on Memory's Future

Investment firm Ashva Capital Management reveals Micron Technology as its largest holding in its latest investor letter, detailing a conviction play on the memory chip giant's long-term trajectory amid AI-driven demand and market volatility.

Feb 2, 2026

Business

Who Really Controls Krona Public Real Estate? A Look Inside the Shareholder Registry

While individual investors hold a significant 32% stake in Krona Public Real Estate AB (FRA:927), effective control rests with public companies, which command a 40% ownership bloc. This concentration of power raises questions about corporate governance and future strategy for the Swedish property firm.

Feb 2, 2026

Business

Carlsberg Exits Tibetan Brewery Venture, Ceding Full Control to Local Partner

Danish brewing giant Carlsberg has agreed to sell its 50% stake in the Lhasa Brewery joint venture to its local partner, Tibet Development, for 292 million yuan ($42 million), ending a partnership marked by operational disputes and significant financial impairments.

Feb 2, 2026

Business

San Antonio's Housing Market Stalls as Sellers Retreat, Listings Plunge 20%

New home listings in the San Antonio metro area fell sharply in December, the steepest decline among major U.S. cities, as a growing imbalance between sellers and buyers prompts homeowners to stay put.

Feb 2, 2026

Business

Disney's Long-Term Cash Flow in Focus as Ashva Capital Weighs In

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.

Feb 2, 2026

Business

Tesla Bets the Factory: Musk Redirects Fremont Production Lines to Fuel Optimus Robot Ambitions

In a strategic pivot, Tesla's Q4 earnings call revealed plans to halt Model S and X production at its Fremont plant, repurposing the space for a massive push into humanoid robotics with the Optimus project, as Elon Musk outlines a vision for a million-unit annual output.

Feb 2, 2026

Business

From $2.9 Billion to $7,386: How Tesla's Cybertruck Stumble Evaporated a Korean Family's Fortune

A South Korean family's paper wealth soared past $800 million after their company, L&F Co., inked a landmark battery materials deal with Tesla. Less than two years later, a quiet regulatory filing slashed the contract's value by 99.9997%, a collapse tied directly to Tesla's production struggles with its Cybertruck and 4680 battery cells.

Feb 2, 2026

Business

Giverny Capital Bets on HVAC Giant Watsco Amid Tech-Led Market Volatility

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.

Feb 2, 2026

Business

Giverny Capital Bets on Insurance Platform TWFG Amid Tech-Driven Market Headwinds

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.

Feb 2, 2026