The investment fund sold $3.87 million worth of shares in the Argentine bank, reflecting a strategic portfolio adjustment as the lender navigates a challenging economic environment.
Norwegian energy giant Equinor has agreed to sell its onshore assets in Argentina's Vaca Muerta shale play to Vista Energy, marking a strategic retreat from the region while maintaining its offshore exploration interests. The move underscores the company's ongoing portfolio realignment towards core offshore and international projects.
ExxonMobil has commenced commercial operations at a significant carbon capture and storage (CCS) facility in Louisiana, developed in partnership with CF Industries. The move signals a strategic expansion of the oil giant's low-carbon portfolio and has sparked debate among investors weighing its long-term value against current momentum.
Amidst a turbulent period for craft distilling, the founders of Casey Jones Distillery in Hopkinsville, KY, have sold their bourbon and moonshine operation to Pennsylvania-based B3 Beverage Company, securing the legacy of a family-run business while joining a growing portfolio of craft breweries and distilleries.
After months of political gridlock and a series of no-confidence votes, France's parliament is poised to adopt the contentious 2026 budget. The survival of Prime Minister Sebastien Lecornu's government hinges on Monday's vote, marking a critical juncture for the nation's fiscal and political stability.
Tree Accountancy strengthens its regional footprint by absorbing Pomegranate Consulting's UK portfolio and key staff, marking its second strategic acquisition in three years as it expands advisory services.
The Schwab U.S. Dividend Equity ETF (SCHD) offers investors a balanced approach to generating income, targeting financially robust companies with a history of growing dividends. We examine its strategy, performance, and role in a portfolio.
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.
As BlackRock expands access to private assets for wealthy clients through a new partnership, a significant markdown in one of its private credit portfolios and a new executive incentive plan are drawing investor attention to the risks and opacity inherent in the booming alternatives space.
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.
Amid a sluggish housing sector, Installed Building Products (IBP) has demonstrated remarkable resilience, becoming a standout performer in Giverny Capital's portfolio. The insulation specialist's shares have surged over 50% in the past year, bucking broader market trends.
Despite a challenging 2025, Giverny Capital's latest investor letter highlights Charles Schwab as a key portfolio contributor, projecting sustained growth for the financial giant as market dynamics evolve.
As markets face significant pressure, certain portfolios tied to strategic commodities, resilient tech, and innovative crypto infrastructure are showing notable resilience. Analysts point to long-term thematic bets that are weathering the current storm.
For those on a fixed income, inflation isn't just an economic indicator—it's a direct assault on financial security. Experts warn that failing to plan for rising costs can halve a retiree's purchasing power over decades. Here’s a strategic guide to building a resilient portfolio.
BeOne Medicines extends its collaboration with quantitative systems pharmacology firm InSysBio, aiming to optimize clinical trial dosing and mitigate cytokine release syndrome risks across its broad portfolio of 15 novel oncology assets.
While LKQ's stock has mirrored the broader market's gains, a deeper look at its core fundamentals reveals concerning trends in organic revenue, cash flow stability, and returns on capital, prompting some investors to seek growth elsewhere.
In the quarters leading to his retirement as CEO, Warren Buffett orchestrated a significant portfolio shift, slashing Berkshire's stake in Bank of America while steadily accumulating shares in Domino's Pizza, highlighting a strategic bet on consumer resilience and brand loyalty.
Roth Capital has upgraded Energy Fuels (UUUU) from 'Sell' to 'Neutral', raising its price target to $15. The move follows the uranium miner's strategic acquisition of Australian Strategic Materials, expanding its rare earths portfolio and positioning within Western critical mineral supply chains.
February opens with a brutal sell-off across digital assets, seeing over $2.5 billion in liquidations and pushing Ethereum to the brink of $2,000. The turmoil coincides with a historic drop in gold, fueling debates on market stability and the path forward.
Amid a volatile market, EFG International's consistent profit growth and significant insider holdings present a compelling case for stability-focused investors, setting it apart from riskier, loss-making ventures.
