Parnassus Investments, an investment management firm, released its “Parnassus Value Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund focuses on owning a concentrated portfolio of U.S. large-cap stocks. For the third quarter of 2025, the fund reported a net return of 7.46% outperforming its benchmark, the Russell 1000 Value Index, which returned 5.33% for the same period. During the quarter, the portfolio reduced its weight in the IT sector to increase ho ...

辉瑞收购Metsera - 辉瑞在竞购肥胖症药物开发商Metsera的竞争中获胜，Metsera已接受辉瑞的收购要约[1] - Metsera拒绝诺和诺德收购报价的原因是考虑到美国反垄断风险[1] - 此次交易金额可能高达100亿美元，辉瑞最初的报价为73亿美元，诺和诺德出价90亿美元，辉瑞最终匹配并略微提高了报价[4] - 肥胖症药物市场规模预计将达到1250亿美元[4] - 交易宣布后，Metsera股价下跌近15%，辉瑞股价则有所上涨[4] 达吉欧管理层变动 - 达吉欧公司任命英国杂货巨头乐购的前首席执行官Dave Lewis为其新首席执行官[1] - Dave Lewis将于2026年初正式上任[2] - 此消息推动达吉欧公司股价走高[1] UPS与FedEx运营动态 - UPS和FedEx将停飞其机队中总计超过50架McDonald Douglas和MD11货机[2] - 此次停飞行动是由于上周UPS一架MD11货机在肯塔基州坠毁，事故造成至少14人遇难[2] Visa与万事达法律和解 - Visa和万事达卡接近与商户就信用卡 interchange 费用达成和解[2] - 此项法律纠纷已持续近二十年[2] - 该消息来源于《华尔街日报》的报道[2] BBC管理层变动 - 英国广播公司新闻负责人因对编辑特朗普总统2021年1月6日演讲方式的批评而辞职[3] - 批评者认为，BBC在去年的一部纪录片中对演讲的编辑方式具有误导性并删除了上下文[3]