Warren Buffett: Why We Don’t Cut Costs in Tough Times

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In his 1987 Berkshire Hathaway Annual Letter, Warren Buffett discusses his management philosophy regarding flexible budgets and cost-cutting. He emphasizes the importance of maintaining the quality of a business, regardless of short-term fluctuations in profit. Using examples from The Buffalo News and See’s Candies, Buffett rejects the notion of reducing … Read More

Energy Drink Wars

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During their recent episode, Taylor, Carlisle, and Alex Morris discussed Energy Drink Wars. Here’s an excerpt from the episode: Alex: There’s tons of competition in the category for one. I think what they’ve said specifically is that C-stores are the ones that are showing the most pressure at the moment, … Read More

Bill Nygren: The Key To Long Term Value Investing

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During this interview with Stephen Clapham – Bill Nygren reflects on 40 years of value investing, emphasizing the importance of not only analyzing companies’ balance sheets but also the quality of their management. He explains that early in his career, he learned to focus on undervalued companies with strong leadership … Read More

Howard Marks: The Economic Lessons of Animal Farm

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In his latest memo titled – Shall we Repeal The Laws of Economics?, Howard Marks reflects on his early understanding of economic systems, shaped by George Orwell’s Animal Farm. He highlights the dangers of centrally planned economies, using the book’s motto—”From each according to his ability, to each according to … Read More

Terry Smith – Top 10 Holdings – Latest 13F

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One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

VALUE: After Hours (S06 E34): Alex Morris on The Science of Hitting, Celsius $CELH, $MNST, $FND, $SMG

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In their latest episode of the VALUE: After Hours Podcast, Tobias Carlisle, Jake Taylor, and Alex Morris discuss: Energy Drink Wars: How Celsius, Monster, and Red Bull Target Different Audiences Dollar General vs. Dollar Tree: How Are They Handling Today’s Economic Pressures? What Bears Can Teach Investors About Surviving Market … Read More

This Week’s Best Value Investing News, Podcasts, Interviews (09/20/2024)

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This week’s best investing news: Howard Marks Memo – Shall We Repeal The Laws of Economics? (OakTree) Mohnish Pabrai’s keynote address at TiECON Southwest (MP) Terry Smith – Fundsmith – Dubai Eye Business Breakfast interview (DE) Forecastability and Portfolio Optimization (Verdad) GMO Commentary: The What-Why-When-How Guide to Owning Emerging Debt … Read More

Richard Pzena: Great Companies Rarely Come Cheap

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In this interview with Value Investor Insight, Richard Pzena explains that the companies he invests in are often viewed negatively, which is why they’re cheap. Critics frequently point out the numerous problems with these companies, but Pzena invests when he believes the factors causing their low prices are temporary. He … Read More

Large-Cap Stocks In Trouble: Here Are The 10 Worst Performers Over The Past 12 Months

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Over the past twelve months ten Large-Cap stocks have underperformed all others. Here’s this week’s top 10 worst performing Large-Caps in the last twelve months: Name 1 Year Price Returns (Daily) Walgreens Boots Alliance (WBA) -56.70% Albemarle (ALB) -50.31% Intel (INTC) -41.97% Estee Lauder Companies (EL) -41.80% APA (APA) -39.46% … Read More