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.
Norwegian energy giant Equinor is selling its onshore shale assets in Argentina's Vaca Muerta formation to local operator Vista Energy, marking a strategic pivot as it doubles down on offshore exploration and core international markets.
After a punishing multi-year slump, materials stocks are showing signs of life in 2026. Dow and LyondellBasell, offering yields of 5% and 10.9% respectively, present a high-risk, high-reward proposition for income investors betting on a sector recovery.
Amid a challenging year where mega-cap tech dominated, investment firm Giverny Capital outlines its contrarian stance, highlighting specialty insurer Kinsale Capital Group as a core holding despite recent underperformance.
With a commanding 84% institutional ownership, American Electric Power (AEP) finds its fate closely tied to major financial players. While such heavy institutional backing often signals stability, it also introduces unique market risks that retail investors should watch closely.
With its ex-dividend date approaching, Federated Hermes (NYSE: FHI) draws income-focused investors. We analyze the sustainability of its 2.6% yield amidst steady earnings growth and a conservative payout ratio.
As tech giants scramble to curb soaring AI costs, a strategic pivot toward custom silicon is reshaping the competitive landscape, with Broadcom's design prowess and TSMC's manufacturing dominance creating a powerful new axis of influence.
While carrier capacity and reliability show signs of recovery, a new FreightWaves white paper reveals a more complex and unforgiving cost environment emerging for 2026. Shippers must navigate a labyrinth of rules, fees, and contract nuances that are quietly driving up expenses.
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 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.
American Airlines begins compensating flight attendants left without accommodations during Winter Storm Fern, as the union accuses management of contract violations and calls for accountability.
Binance has converted $100 million in stablecoins to Bitcoin, marking the first major transaction under its plan to shift $1 billion of its user protection fund into the cryptocurrency. The move, executed as Bitcoin faces selling pressure, is drawing comparisons to traditional market stabilization efforts.
Buoyed by its leadership in artificial intelligence and cloud computing, Alphabet's stock has significantly outperformed major indices over the past year, with Wall Street analysts maintaining a strongly bullish consensus.
Footwear giant Deckers Brands announced a 7.1% rise in Q3 FY26 net sales to $1.95 billion, driven by explosive growth from its HOKA running brand and solid gains from UGG, despite a challenging retail environment.
Despite a steep decline from its highs, UiPath's pivot towards agentic AI and a path to sustained profitability is drawing investor scrutiny. We examine its valuation, competitive moat, and growth runway in a crowded field.
Barrell Craft Spirits has sold a contract bottling plant in Jeffersontown, Kentucky, consolidating operations back to its Louisville site amid shifting consumer demand and a broader slowdown in the US whiskey category.
The Geely-owned electric vehicle maker Polestar has secured a major $400 million equity investment from a consortium led by Sumitomo Mitsui Banking Corporation and Standard Chartered Bank, signaling crucial financial backing as it navigates a competitive market.
As Chinese exports, from electric vehicles to e-commerce goods, reshape Latin American markets, governments and industries grapple with the dual pressures of affordable consumer goods and strained local manufacturing, forcing a delicate recalibration of trade policies and regional alliances.
As the global payments giant prepares to report its fiscal year results, analysts forecast continued strong fundamentals for Visa. However, its recent underperformance against the broader market and a cautious consumer climate raise questions for investors seeking value.
Cryptocurrency-linked equities faced renewed selling pressure ahead of Monday's market open, even as Bitcoin itself showed signs of stabilization following a volatile weekend.
