L1 Capital International Fund released its Q4 2025 investor letter, reporting a 2.2% quarterly return and 9.8% annual return. The fund highlighted its position in AerCap Holdings, which closed at $141.84 per share on January 14, 2026.
A retired couple, both 65, with $1.3 million saved and $6,000 monthly income faces uncertainty over Social Security claiming timing, impacting early withdrawal risks.
L1 Capital's Q4 2025 investor letter details fund returns and discusses Intercontinental Exchange stock, noting AI concerns affecting its price.
L1 Capital released its 2025 fourth-quarter investor letter, reporting a 9.8% annual return and detailing its investment in HCA Healthcare, which saw a 55% share price gain in 2025.
Goldman Sachs and Morgan Stanley reported strong Q4 earnings, with dealmaking revenue surging. Other major banks showed mixed results, while shares of both firms fell in premarket trading.
TSMC's Q4 profits rose 35% year-over-year, beating expectations. The company plans up to $56 billion in new factories outside Taiwan and the US, citing strong AI chip demand.
L1 Capital's International Fund released its Q4 2025 investor letter, detailing performance and its view on Uber Technologies as a strategic holding amid autonomous vehicle developments.
L1 Capital International Fund released its Q4 2025 investor letter, reporting a 2.2% quarterly return and detailing its new position in Salesforce, citing AI concerns and growth moderation as factors in the stock's decline.
L1 Capital International Fund released its Q4 2025 investor letter, reporting a 2.2% quarterly return and 9.8% annual return. The letter highlighted Jacobs Solutions Inc., noting the firm increased its position after viewing share price weakness as unjustified.
Nu Holdings stock rose 62% in 2025 and 364% over three years. The company reported 42% revenue growth in Q3 2025 and expects 31% growth in 2026, with 127 million customers across Brazil, Mexico, and Colombia.
L1 Capital's International Fund released its Q4 2025 investor letter, reporting a 9.8% annual return and highlighting Taiwan Semiconductor Manufacturing Company as a top holding.
Salesforce shares continue to decline amid AI competition fears, despite CEO Marc Benioff's strengthened ties with the Trump administration and the company's AI initiatives showing growth.
Nvidia, Microsoft, and Apple have each reached a $4 trillion market capitalization in 2025, driven by AI and cloud computing dominance.
Meta Platforms cuts over 1,000 jobs in its Reality Labs division, shifting focus from the metaverse to AI wearables and phone features, causing related crypto tokens to slide.
Savings account rates have fallen since 2024 Federal Reserve cuts, with top rates around 4% APY from banks like SoFi, Barclays, and Valley Direct as of January 15, 2026.