Investment Screening

Business

Curbline Properties: Is the Recent Rally Justified? A Deep Dive into Valuation and Risks

Shares of real estate investment trust Curbline Properties (CURB) have gained momentum, closing recently at $24.25. With reported revenue of $163.7 million and net income of $41 million, the stock appears undervalued by some metrics. However, a sky-high P/E ratio and sector headwinds prompt a closer look at whether the market is pricing in unrealistic growth.

Feb 2, 2026

Business

Markets Brace for Volatility as AI Spending Concerns Weigh on Tech, Disney Leadership in Focus

U.S. stock futures point lower amid renewed scrutiny over AI investments, with Nvidia's landmark OpenAI deal reportedly under strain. Disney beats earnings estimates as leadership transition talks emerge, while Oracle plans a massive $50 billion raise to fuel its AI ambitions.

Feb 2, 2026

Kansas Overhauls Education Savings Program: Lower Fees, More Choices Arrive in March

TOPEKA — Kansas's popular Learning Quest 529 savings plans are set for a significant upgrade next month, promising families new investment options, enhanced planning tools, and reduced management fees under a new administrator, State Treasurer Steven Johnson announced.

Feb 2, 2026

Business

Dollar General's Earnings Surge Fuels Q4 Rally, Defying Broader Market Trends

Amid a quarter dominated by mega-cap tech and AI fervor, Pzena Investment Management's value-focused fund highlighted discount retailer Dollar General as a key performer, driven by strong earnings that propelled its stock.

Feb 2, 2026

Business

Fidelity, Broadcom Reach Settlement in Critical Software Access Dispute

Fidelity Investments and Broadcom have settled a legal dispute that threatened Fidelity's access to business-critical software, averting a potential operational crisis. The agreement, reached just before a key court hearing, ensures continued service for a Fidelity subsidiary.

Feb 2, 2026

Business

Curreen Capital's 'Ugly Duckling' Strategy Delivers 31% Gain, Eyes VF Corp Amid Apparel Giant's Slump

Investment firm Curreen Capital posted strong 2025 results, crediting its focus on undervalued 'ugly duckling' stocks. The fund's latest letter spotlights VF Corporation (VFC), the embattled owner of Vans and The North Face, as a potential turnaround play despite its shares falling over 20% in the past year.

Feb 2, 2026

Business

Microsoft's AI Bet Sends Spending Soaring, Cloud Growth Cools; Shares Tumble

Microsoft's aggressive investment in AI infrastructure led to a sharp rise in capital expenditures, while its flagship Azure cloud service showed signs of moderating growth. The mixed results triggered a significant after-hours sell-off, raising questions about the near-term profitability of its AI ambitions.

Feb 2, 2026

Business

Curreen Capital's 'Ugly Duckling' Strategy Pays Off, Spotlights Advance Auto Parts

Investment firm Curreen Capital, which targets undervalued 'ugly duckling' companies, reported strong 2025 returns. Its latest investor letter highlights automotive parts retailer Advance Auto Parts (AAP) as a prime example of its contrarian approach, despite the stock's recent volatility and mixed performance.

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

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 $250 Million in 2026

The investment giant deepens its commitment to low-cost investing with sweeping expense ratio cuts across 53 funds, marking its largest two-year fee reduction on record.

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

Crypto Funds Bleed $1.7 Billion in a Week as ETF Enthusiasm Cools

Digital asset investment products faced massive withdrawals last week, with U.S. spot Bitcoin ETFs leading the sell-off. The outflows have pushed year-to-date net redemptions past $1 billion, signaling a sharp shift in investor sentiment amid market turmoil.

Feb 2, 2026

Business

Campbell Oil Expands Fuel Footprint with Strategic Acquisition of North Carolina Distributor

Campbell Oil, following recent investments in its convenience store chain, has acquired Smith Oil Distributors, signaling a renewed strategic push to grow its fuel and energy services segment in the Southeastern U.S.

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

The 2026 Lifetime ISA Guide: Where Savers Under 40 Can Get the Best Deal

With a 25% government bonus and tax-free growth, the Lifetime ISA remains a key tool for first-time buyers and retirement savers. We review the top cash and investment providers for 2026, as the scheme faces a planned 2028 overhaul.

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

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