In their latest 2020 Semi-Annual Report, Tweedy Browne provides some great insights into why if history is any indicator value investing is set to rebound, should active managers ‘chase the puck’ or stick with their disciplines, and signs of speculative excess – Tesla and Day Traders. Here’s some excerpts from … Read More
Tweedy Browne: Green Shoots Appearing For Value Investing
In their latest Q3 2020 Market Commentary value investing firm provides some great insights on where they believe the ‘green shoots’ are starting to appear for value investors. Here’s an excerpt from the letter: It has been an extraordinarily difficult stretch of time for value investors, with zero interest rates … Read More
Tweedy Browne: Value Has Rarely, If Ever, Been Cheaper Compared To Growth
In their latest Q2 2020 market commentary value firm Tweedy Browne discussed the rebound in U.S equities from early March, and that value stocks have rarely, if ever, been cheaper compared to growth. Here’s an excerpt from the commentary: If you were Rip Van Winkle, just waking up from a … Read More
Tweedy Browne: Value Investing Will Continue To Thrive
In a recent interview with Advisor Perspectives the team at Tweedy Browne discussed why they believe value investing will continue to thrive. Here’s some excerpts from the interview: It’s been a tough stretch for value investing, particularly for those who take a statistical or a factor-based approach. The value factor … Read More
Tweedy Browne: Top Buys, Top Sells (Q1 2020)
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
Tweedy Browne: Q3 2019 Top 10 Holdings
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
Tweedy Browne – Unlike A Fruit Fly We Are All Blessed With The Ability To Take A Longer Term Perspective
One of the best resources available to value investors are the shareholder letters from Tweedy Browne. Tweedy Browne is one of the longest serving value investing firms in the United States and was founded in 1920 by Forrest Berwind “Bill” Tweedy. When Bill Tweedy founded his firm, he concentrated in … Read More
Tweedy, Browne Co. – Passive Strategies Are Cyclical – Leading To A Comeuppance For Index Funds
One of the best resources for value investors are the newsletters at Value Investor Insight (VII), they’re full of great interviews with value investing gurus. VII recently interviewed the team at Tweedy, Browne Co. about their value investing strategy, how to find potential opportunities, and their thoughts on the impact of … Read More
Tweedy Browne – Focus On The Knowable While Protecting Mightily Against The Unknowable
One of the value investing firms we follow closely at The Acquirer’s Multiple – Stock Screener is Tweedy, Browne Company LLC (Tweedy Browne). Tweedy Browne, a successor to Tweedy & Co., was first established by Forrest Birchard Tweedy in 1920 as a dealer in closely held and inactively traded securities. … Read More
The Best Paper Ever Written On What Has Worked In Investing – Tweedy Browne
Without doubt, this is the best paper every written on What Has Worked In Investing. What Has Worked In Investing, Studies of Investment Approaches and Characteristics Associated With Exceptional Returns A long time ago, Tweedy Browne compiled a complimentary booklet entitled What Has Worked In Investing. Their paper describes over 50 … Read More