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Business

McEwen Mining's Valuation Puzzle: Mixed Signals Amid Precious Metals Volatility

McEwen Mining (NYSE: MUX) presents a complex picture for investors, with recent share price movements showing short-term declines against a backdrop of longer-term gains. As the market digests its latest financial results—$166.5 million in revenue alongside an $11.9 million net loss—questions arise about how to value its exposure to gold, silver, and copper. This analysis delves into the valuation metrics and market sentiment surrounding the miner.

Business

Giverny Capital Exits Fiserv Stake, Citing AI Shift and Underperformance

Investment firm Giverny Capital Asset Management detailed its sale of Fiserv shares in its 2025 year-end letter, pointing to market fixation on artificial intelligence and the financial technology giant's steep decline. The move highlights a broader divergence between fundamental performance and current investor sentiment.