Multiple Catalysts Prompted The London Company Small-Mid Cap Strategy’s Cooper Companies (COO) Addition The London Company released its Q1 2026 investor letter for "The London Company Small-Mid Cap Strategy". In early 2026, US equities declined, with the Russell 3000 falli
There is some confusion. The headline says that SpaceX opened at $172 per share but a subsequent headline now reads that SpaceX is indicated at $170 I don't see price action and CNBC is muddling along with an interview with Gwynne Shotwel SpaceX Pres and COO. I don'
Quick Read - Under IRC §1014, heirs inherit appreciated assets at fair market value at death, erasing embedded gains and saving one family roughly $290,000 in taxes. - Selling $1.3 million in gains during life triggers roughly $320,000 in combined federal and state taxes that...<
Quick Read - MCD stock is down 5.67% YTD while global comps grew 3.8% and quarterly loyalty sales topped $9 billion. - Wall Street's $331 consensus underweights McDonald's $38 billion loyalty flywheel spanning 70 markets and compounding systemwide sales. - Reaching $375 by 2028...</strong
The new system enables high-volume production of cellulose-based packaging, targeting demand for sustainable alternatives to plastic. Valmet has launched Valmet 3D Fiber technology, a production system for high-speed manufacturing of three-dimensional fiber-based packaging
In its first-quarter 2026 investor letter, The London Company Small-Mid Cap Strategy highlighted Trex Company, Inc. (NYSE:TREX). Trex Company, Inc. (NYSE:TREX) is a leading manufacturer of composite decking and railing products On June 11, 2026, Trex Company, Inc. (
MarketAxess Holdings (MKTX) was trading higher as BofA Securities raised its recommendation on the stock to Neutral from Underperform on potential e-trading reacceleration. Shares were 1.88% higher at $118.52 after the market opened on Friday. "MKTX was the first mover
In its first-quarter 2026 investor letter, The London Company Small-Mid Cap Strategy highlighted ACI Worldwide, Inc. (NASDAQ:ACIW). ACI Worldwide, Inc. (NASDAQ:ACIW) is a software company that develops, installs, and supports a wide range of software products and solutions
Specialty chemicals firm ESI contributed to portfolio gains amid sector dispersion and small-cap strength in Q1 2026. Element Solutions Inc (ESI) emerged as a standout performer in Q1 2026, bolstering returns for The London Company Small-Mid Cap Strategy. The specialty che
South Korea's Personal Information Protection Commission (PIPC) has levied a penalty surcharge of Won624.68bn ($411.19m) on e-commerce company Coupang, marking the largest penalty ever imposed in the country for a personal data breach. Of the total amount, Won423.6bn relat
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