Letters by company

Stanley Black & Decker, INC.

1 letter discussing SWK. Everything written about it on this site is on its ticker page.

Vulcan Value Partners First Quarter 2025 Vulcan Value Partners used tariff-driven volatility to improve price-to-value ratios, add capital to stable-value businesses and raise its margin of safety. The firm bought Medpace, Stanley Black & Decker, TPG, Jones Lang LaSalle and Sodexo, while selling Skyworks from concentrated strategies after reassessing its competitive moat. First Quarter 2025 AMZN $2.8TCRM $199BGOOGL $4.2T