The London Company released its Q1 2026 investor letter for "The London Company Large Cap Strategy". In early 2026, US equities declined, with the Russell 3000 falling 4% and the S&P posting losses A copy of the letter is available to download here. The year started
Quick Read - AVUV's energy and regional bank holdings convert sticky 3% inflation and a steep yield curve into earnings, driving 19% year-to-date gains. - AVUV's five-year 67% return dwarfs IWM's 23%, though VBR offers comparable small-cap value exposure at lower fees without...<
The Swedish property firm divests its 53-turbine wind assets to focus on renewable energy supply agreements amid sector growth. Wallenstam has agreed to sell its wind farm portfolio, consisting of 53 turbines with a total capacity of 112MW, to Locus Energy for $87.46m. The
ING’s James Smith highlights a softer UK backdrop than in 2022, with vacancies falling, unemployment rising and wage growth slowing, while firms and workers have limited pricing and bargaining power. He judges that the Bank of England (BoE) is torn between a prolonged paus
The UK’s Financial Reporting Council (FRC) says it has initiated an investigation into several small accountancy practices that worked for collapsed mortgage lender Market Financial Solutions (MFS). According to a Financial Times (FT) report, MFS and a series of entities o
Freight tech firm Einride lists under tickers ENRD and ENRDW after shareholder approval of its de-SPAC transaction. Einride, a Stockholm-based freight technology company, began trading on Nasdaq Wednesday under tickers ENRD and ENRDW. The listing follows a de-SPAC process
Is SKM a good stock to buy? We came across a bullish thesis on SK Telecom Co., Ltd. on Bullseye Research's Substack by Bullseye Investing In this article, we will summarize the bulls' thesis on SKM. SK Telecom Co., Ltd.'s share was trading at $41.21 as of June 9th.
Lightspeed and Marqeta stand out as potential acquisition candidates amid sector consolidation and valuation discounts. Three fintech firms are drawing attention as potential takeover targets in the accelerating payments consolidation. Lightspeed Commerce (LSPD) and Marqet
Is SFM a good stock to buy? We came across a bullish thesis on Sprouts Farmers Market, Inc. on Kaizen Lab's Substack In this article, we will summarize the bulls' thesis on SFM. Sprouts Farmers Market, Inc.'s share was trading at $84.74 as of June 9th. SFM's trailin
Shares of Micron Technology (NASDAQ: MU) have been falling recently. Entering trading on Thursday, the stock's valuation remained just above $1 trillion in market cap, but its price was just under $900, down 18% from its 52-week high of just over $1,089 The stock, h
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