Activist investment firm Tsai Capital has taken a stake in QXO, spotlighting the distributor's ambitious plan to consolidate the fragmented building products industry. The move comes as QXO's stock shows strong recent momentum despite longer-term headwinds.
For the second year running, a Chicago financial institution has become the nation's first bank failure. Regulators shuttered Metropolitan Capital Bank & Trust on Friday, citing unsafe practices and depleted capital. The FDIC facilitated a swift takeover by Detroit's First Independence Bank, ensuring depositors are protected.
Capital Southwest Corporation (NASDAQ: CSWC) reported strong fourth-quarter revenue growth of 18.2%, surpassing Wall Street expectations. However, the business development company's GAAP earnings per share came in modestly below analyst consensus estimates.
German Chancellor Friedrich Merz has called for urgent action to dismantle barriers and create a truly integrated European capital market, arguing it is essential for the bloc's economic competitiveness and to keep innovative firms from listing abroad.
Amid a volatile market for mining stocks, Ramelius Resources stands out with a consistently high Return on Capital Employed (ROCE) of 30%, significantly outpacing its industry peers and fueling its multi-bagger potential.
Investment firm Monument Capital Management has completely exited its position in Grand Canyon Education, selling 19,133 shares. The move comes as the education services provider navigates legal challenges and market underperformance.
Main Street Capital (NYSE: MAIN) stands out in the BDC sector with its unique policy of paying monthly dividends supplemented by periodic special payouts. While appealing to income-focused investors, this approach raises questions about the sustainability of its cash flows and the underlying health of its portfolio in a shifting economic landscape.
Shares of Brookdale Senior Living (BKD) climbed over 7% after RBC Capital reaffirmed its confidence in the company's long-term prospects, citing strong industry tailwinds and improved operational positioning.
In a significant vote of confidence for Latin America's premier shale play, investment firm PING Capital Management has substantially increased its holding in Argentina-focused Vista Energy, underscoring a strategic focus on operational execution over mere commodity price speculation.
AIGH Capital Management has liquidated its entire position in semiconductor firm MaxLinear, a move that coincides with the chipmaker's recent strong quarterly earnings report, raising questions about the fund's strategy.
Meta Platforms' relentless investment in artificial intelligence infrastructure is set to drive capital expenditures to unprecedented levels in 2026, raising questions about long-term returns for the cash-rich tech giant.
Specialty insurer Kinsale Capital Group continues to outpace broader industry growth in key metrics, driven by its focus on underserved, higher-risk markets. However, its premium valuation and recent stock volatility have intensified debate among investors about its long-term sustainability.
Freedom Capital initiates coverage on Mama's Creations (MAMA) with a Buy rating and a $16 price target, citing the company's expanding national footprint, product innovation, and strong recent earnings as key growth catalysts in the fresh meal sector.
While Apis Capital's flagship fund posted stellar 2025 returns, its latest investor letter spotlights the ongoing divergence of opinion on AI pure-plays like C3.ai, where heavy investment needs clash with market expectations for profitability.
Apis Capital's flagship fund, which surged 55% in 2025, spotlights clinical-stage biotech Celcuity in its latest investor letter, citing the company's novel platform for matching cancer patients with targeted therapies.
Firm Capital Property Trust (TSE:FCD.UN) delivered a 22% total shareholder return over the past year, buoyed by dividends, despite a more modest share price gain and underlying earnings pressure. The performance highlights the complex dynamics between dividend yield, market sentiment, and fundamental business health in the current real estate investment trust (REIT) landscape.
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.
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.
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.
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.
