Wally Weitz: Emperor’s New Clothes Moments Ahead

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In his latest Q4 2021 Market commentary, Wally Weitz discussed the likelyhood of some emperor’s new clothes moments ahead. Here’s an excerpt from the commentary: “Deep value” had its moments, especially as energy jumped from the performance doghouse to the top of the charts. Innovative new companies threatening to “disrupt” … Read More

Weitz: Build A Portfolio Where Each Position Is Significant Enough To Matter, Yet None Can Individually Make Or Break Your Results

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In their latest Q3 2021 Market Commentary, Weitz Investment says build a portfolio where each position is significant enough to matter, yet none can individually make or break your results. Here’s an excerpt from the commentary: The portfolio is focused and well-aligned with our vision for successful large-cap investing. We … Read More

Weitz: How To Identify Quality Companies

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In their latest Weitz Quarterly Connection Webcast, the team discussed how they use their Weitz Quality Score Matrix to identify quality companies. Here’s an excerpt from the webcast: So, a question may be how do we identify quality companies? And, you know, we go about our process using both quantitative … Read More

Wally Weitz: It’s Not Supposed To Be Easy

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In his latest commentary titled – It’s Not Supposed To Be Easy, Wally Weitz uses one of Charlie Munger’s age-old quotes to explain the current investing environment. Here’s an excerpt from the commentary: In our combined 70+ years of investing, there’s a lesson about investing that seems to repeat itself … Read More

Wally Weitz: How Value Investing Has Evolved Over Decades

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In a recent discussion on Asset TV, value investors Dmitry Khaykin, Matthew Norris, and Wally Weitz discussed finding opportunities in the current environment and shared their economic outlooks moving forward. Weitz also provided some great insights into how his value investing strategy has evolved over the years. Here’s an excerpt … Read More

Wallace (Wally) Weitz – Business value “reality” exerts a “gravitational pull” on its stock price

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One of our favorite investors at The Acquirer’s Multiple – Stock Screener is Wallace (Wally) Weitz. Weitz is founder and co-chief investment officer of Weitz Investments. Weitz has spent over three decades putting his instinct for opportunity to work for shareholders. Influenced by the value investing model of Benjamin Graham … Read More