News

Lucid CEO Warns New Cars Are About To Get More Expensive: 'No Other Way Around It'
Lucid CEO issues a price warning, Musk's companies infuse cash into xAI and Hyundai will ride out tariffs with cheap cars.
Corner Office Conversation: Cognizant CEO Ravi Kumar S on its AI Playbook
What happens when 20% of your code is written by machines? In this Corner Office Conversation, host Anirban Chowdhury speaks to Ravi Kumar, CEO at Cognizant, to unpack how the tech major is ...
Oakmark Equity and Income Fund is Excited to Invest in Allison Transmission Holdings (ALSN). Here’s Why
Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here.
Fiserv (FI) Fell on Concerns Over Declining Payment Volume
Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q2 2025 investor letter. A copy of ...
Do You Believe in the Upside Potential of ICON PLC (ICLR)?
Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q2 2025 investor letter. A copy of ...
Oakmark Global Fund Added BNP Paribas SA (BNPQY) on a Dip
Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” second quarter 2025 investor letter.
Is Adidas AG (ADDDF) Poised for Above-Market Growth?
Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” second quarter 2025 investor letter.
Is Keurig Dr Pepper (KDP)Trading at a Discount?
Oakmark Funds, advised by Harris Associates, released its “Oakmark Global Fund” second quarter 2025 investor letter.
Google, Anthropic, OpenAI and xAI join US defence to tackle national security with AI
The US Department of Defence has awarded $200 million contracts to OpenAI, Google, Anthropic, and Elon Musk’s xAI to enhance ...
Amcor plc (AMCR): A Bull Case Theory
We came across a bullish thesis on Amcor plc on Valueinvestorsclub.com by singletrack. In this article, we will summarize the ...
TransUnion (TRU): A Bull Case Theory
We came across a bullish thesis on TransUnion on Valueinvestorsclub.com by sirisaiah623. In this article, we will summarize the bulls’ thesis on TRU.
Verona Pharma plc (VRNA): A Bull Case Theory
We came across a bullish thesis on Verona Pharma plc (VRNA) on Capital Employed’s Substack by Patients Capital Management. In ...