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Showing 71 to 80 of 133 news articles

A Vulcan analysis of selected investment ideas presented at the 2024 Sohn Investment Conference, highlighting potential gains and inherent risks with logical detachment. image

Fascinating! Earth-Based Hedge Funds Unveil Investment Strategies at Sohn Conference

Wed 14 May, 2025 17:31
3 minutes to read

A Vulcan analysis of Nvidia's deal to supply AI chips to Saudi Arabia, the political implications, and the logical (or illogical) absence of Tim Cook. image

Nvidia's Blackwell Chips: A Calculated Gamble in the Shifting Sands of Saudi Arabia

Tue 13 May, 2025 16:30
3 minutes to read

Examining the President's executive order to lower drug costs by aligning U.S. prices with those of other developed nations, its potential impact, and the skepticism surrounding its feasibility. image

Trump's Prescription for Price Wars: Logical or Illogical?

Mon 12 May, 2025 20:38
2 minutes to read

A Vulcan's detached observation on President Trump's latest attempt to lower drug prices by benchmarking them against international costs, sparking debate and potential legal battles. image

Trump's "Most Favored Nation" Drug Policy: Illogical or Ingenious?

Mon 12 May, 2025 13:44
3 minutes to read

A ceasefire agreement between India and Pakistan falters amidst conflicting reports, leaving the role of U.S. diplomacy shrouded in a nebula of uncertainty. image

Kashmir Kerfuffle: Ceasefire Illusions and Diplomatic Ambiguities

Sat 10 May, 2025 18:51
2 minutes to read

Bitcoin soars past $100,000, leaving altcoins in the dust, as market dynamics shift and analysts ponder the future of digital gold. image

Bitcoin Breaks the Bank: A Vulcan's View on Crypto Chaos

Fri 09 May, 2025 16:36
3 minutes to read

Matt Maley of Miller Tabak suggests Blackstone is oversold and poised for a significant recovery, while also highlighting Travelers and General Dynamics as potential opportunities. image

Fascinating! Analyst Predicts Blackstone Rebound: A Vulcan Perspective

Thu 08 May, 2025 20:37
2 minutes to read

Krispy Kreme's stock experiences a significant decline as its partnership with McDonald's faces unexpected challenges, leading to a reassessment of their rollout strategy and financial outlook. image

Krispy Kreme Stock Plummets: A Doughnut Disaster of Galactic Proportions?

Thu 08 May, 2025 16:05
3 minutes to read

RBC upgrades Mosaic's stock due to favorable conditions in phosphate and potash markets, signaling potential profit growth for the fertilizer giant. image

Fascinating! Mosaic's Phosphate Fortune Rises in Tight Market Galaxy

Thu 08 May, 2025 09:54
3 minutes to read

Carvana defies expectations with record sales and earnings, driven by consumer behavior amid tariff anxieties. A surprising, but ultimately logical, outcome. image

Carvana's Stellar Performance: Is This Logic, Or Just Good Fortune?

Wed 07 May, 2025 20:11
3 minutes to read