Tweedy Browne: Non-US Stocks Priced For Armageddon

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In their latest Q3 2022 Letter, Tweedy Browne explain why non-US stocks are priced for Armageddon. Here’s an excerpt from the letter: Rising equity market volatility continues to churn up investment opportunities, particularly in non-US equity markets where many stocks, in our view, are currently priced for Armageddon. As a … Read More

Tweedy Browne: Price Matters Again

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In their recent interview with Advisor Perspectives, the team at Tweedy Browne explained why price matters again and how the future is bright for value investors. Here’s an excerpt from the interview: Bob Wyckoff: We’ve been through a 10-year period, going back to 2012, that’s been a very tough stretch … Read More

Tweedy Browne: Rotation To Value Will Continue

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In their latest Q2 2021 Market Commentary, Tweedy Browne says that the rotation to value is set to continue. Here’s an excerpt from the commentary: Looking forward, the question of the hour for many market observers is whether this rotation into value, which began in November, will be sustainable. While … Read More

Tweedy Browne: Top Buys, Top Sells (Q1 2020)

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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

Tweedy Browne: Q3 2019 Top 10 Holdings

Johnny Hopkinstweedy browneLeave a Comment

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