Core Insights - Longleaf Partners Fund reported a return of -0.33% in Q3 2025, underperforming the S&P 500's 8.12% and the Russell 1000 Value's 5.33% [1] - The fund focuses on investments in real assets and brands that generate growing free cash flow (FCF) per share, with an expectation that the FCF multiple could rise from ~10x to the mid-teens [1] Company Highlights - Bio-Rad Laboratories, Inc. (NYSE:BIO) had a one-month return of 24.80% and a 52-week gain of 5.76%, closing at $338.67 with a market capitalization of $8.893 billion on October 23, 2025 [2] - Bio-Rad was noted as a positive contributor to the fund's performance due to steadier earnings than expected, positioning the company for earnings growth in 2026 and beyond [3] - The company's investment in Sartorius is showing encouraging year-over-year trends, and Bio-Rad is actively repurchasing shares with a nearly net cash balance sheet [3]

It’s a special Friday. My Toronto Blue Jays host game one of the World Series in Toronto tonight against Shohei Ohtani and the Los Angeles Dodgers. It’s the Jays' first appearance in the World Series in 32 years. More News from Barchart I can’t wait for the game to begin. It’s been a magical season for Major League Baseball’s only Canadian team. Go Jays. Make Canada proud! Now on to the business at hand. In Thursday’s options trading, the volume was 57.83 million, slightly higher than the average dail ...

It's time to spotlight the defense sector following a big week for earnings in the space. Joining us now is Tony Bankrooft, portfolio manager of the Gabelli Commercial Aerospace and Defense ETF. Tony, thank you for taking the time to be with us today.You know, uh, it's been a big week in in the space and I'd love to just get some of your key takeaways from the earnings we've gotten so far. >> Yeah, great to be back, Marley. Um you know overall uh air travel is strong, plane backlog uh orders are at record h ...

Group 1 - The article discusses the analysis of oil and gas companies, specifically focusing on EQT Corporation and its acquisition of Equitrans, which is expected to materially lower costs [2] - Despite higher natural gas prices in the current quarter, EQT's profit comparison shows a loss from the previous period, indicating the cyclical nature of the oil and gas industry [2] - The author emphasizes the importance of patience and experience in navigating the boom-bust cycles of the oil and gas sector [2] Group 2 - The analysis includes a breakdown of key financial metrics such as balance sheets, competitive positioning, and development prospects for companies in the oil and gas space [1] - The service provided to members includes exclusive analysis on certain companies that is not available on the free site, highlighting the value of membership [1]

Richard Drury/DigitalVision via Getty Images By Mike Larson It’s subtle. But it’s there. I’m talking about the modest rotation out of more offensive sectors and in to more defensive ones. Look at these two MoneyShow Charts of the Day. The ...

A consortium of Grindr shareholders who own more than 60% of its outstanding shares, including George Raymond Zage III and James Fu Bin Lu, has submitted a non-binding proposal to take the dating app ... ...

Core Insights - Amazon.com, Inc is experiencing strong momentum in its retail business and significant growth in its AWS cloud division, driven by increasing demand for AI services [1] - The company is well-positioned for continued growth and improved profitability due to a healthy retail division, accelerating AI demand, and a rapidly expanding advertising business [1] E-commerce and Retail Strength - The core retail business is supported by positive consumer spending sentiment, with strong results from Prime Day and the Prime Big Deal Days indicating ongoing momentum [4] - Despite competition from platforms like Temu, Shein, and TikTok Shop, Amazon remains relatively insulated among incumbent e-commerce platforms [5] AWS and AI Acceleration - Investor concerns about AWS's growth relative to competitors are acknowledged, but optimism remains due to strong underlying demand reflected in backlog growth and increased capital expenditure guidance [6] - AWS's AI business is growing at a triple-digit rate, with a strategic partnership with AI startup Anthropic expected to significantly contribute to revenue growth in 2025 and 2026 [6] High-Margin Business Mix - The rapidly expanding advertising business is identified as a key growth pillar, with a clear path to sustainable margin improvement driven by a shift towards AWS and advertising, optimizations in the fulfillment network, and increased automation [7] Financial Projections - The company is projected to exceed operating income expectations, with third-quarter revenue estimated at $179.37 billion (up from $177.84 billion) and EPS at $1.57 (up from $1.45) [8]

Group 1 - A consortium of Grindr shareholders, owning over 60% of outstanding shares, has proposed to take the dating app private for approximately $3.46 billion [1] - Following the announcement, Grindr's shares increased by over 22% [1] - Grindr has become a prominent dating platform for the LGBTQIA+ community since its launch in 2009, with millions of users across more than 190 countries [1] Group 2 - The consortium has received significant expressions of interest for financing, including multiple highly confident letters and equity contributions, indicating strong support for the acquisition [2] - The shareholders are confident that the financing sources will be sufficient to fund the acquisition [2] - Grindr has not yet responded to requests for comment regarding the proposal [2]

Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” third-quarter 2025 investor letter. The letter can be downloaded here. The fund returned -0.33% in the third quarter, compared to the S&P 500’s 8.12 % return and the Russell 1000 Value’s 5.33% return. The firm is not happy with the flat performance of the portfolio, emphasizing its investments in real assets and brands that generate growing free cash flow (FCF) per share. Despite facing market pressures from speculati ...

Despite struggling for support till mid afternoon, European stocks edged higher on Friday after cooler-than-expected U.S. consumer price inflation raised prospects of an interest rate cut by the Federal Reserve next week. Investors also digested a fresh batch of corporate earnings announcements, and regional economic data, in addition to following the developments on the geopolitical front.Data from the Labor Department showed the U.S. consumer price index rose by 0.3% in September after climbing by 0.4% i ...