Investment management company Vulcan Value Partners recently released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was a good one for the portfolios. The absolute performance was positive across all the strategies, while the relative performance lagged. In the quarter, the Large Cap Composite returned 4.6% net of […]...

JumpCloud Inc. today announced it is collaborating with Google Workspace to deliver the Work Transformation Set. This solution combines secure, AI-powered productivity and collaboration tools from Google Workspace with JumpCloud's identity, device, and access management. This is offered to enterprises in a single, cost-effective price and contract from Google...

Stock markets have sailed through the first test of the third-quarter earnings season with flying colors, while early indications from the tech sector and dovish signals from the Federal Reserve suggest the rally has plenty of fuel to power into the end of the year and beyond. Trade and tariff policy changes, the ongoing surge in gold prices and broader concerns over the risks of a bubble developing in artificial intelligence stocks may have injected a fresh round of uncertainty into global markets over the three months ending in September, but it hasn’t hurt the bottom line of Wall Street’s biggest banks. Banks are likely to get further support from the Federal Reserve, which is both signaling lower interest rates over the coming months and possibly ending the sale of assets on its $6.6 trillion balance sheet in order to ensure funding markets have ample liquidity...