value investing
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Greg Abel’s Berkshire Hathaway Portfolio: Biggest Buys, Sells, And Top Holdings RevealedBerkshire Hathaway reported an equity portfolio of approximately $263.1 billion in the latest reported quarter, reflecting Greg Abel’s growing influence alongside the long-stand…
American Express (AXP): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: American Express (AXP). Profile American Express is a global payments and …
Weekly Investing Roundup – News, Podcasts, Interviews (05/22/2026)This week’s best investing news: David Einhorn pitches at Sohn Investment Conference 2026 (Sohn) Ray Dalio: Long Island University Commencement Speech (RD) Priced for Perfection…
VALUE: After Hours (S08 E17): Why Market Flows Are Distorting ValuationsDuring their episode, Taylor, Carlisle, and Tweedy Browne’s John Spears And Jay Hill discussed Why Market Flows Are Distorting Valuations. Here’s an excerpt from the episode: [J…
Jim Chanos Says Investors Are Confusing Cyclical AI Earnings With Permanent GrowthArtificial intelligence spending, record-breaking capital expenditure plans, and increasingly aggressive valuation assumptions have created a market environment where investor e…
Buffett-Style Options: How Buffett Turns Options Into a ‘Can’t Lose’ SetupMarkets remain heavily focused on momentum, AI narratives, and short-term price action, but beneath the surface a growing number of investors are revisiting more conservative st…- VALUE: After Hours (S08 E17): Big Tech Buybacks May Be Destroying Shareholder ValueDuring their episode, Taylor, Carlisle, and Tweedy Browne’s John Spears And Jay Hill discussed Big Tech Buybacks May Be Destroying Shareholder Value. Here’s an excerpt from the …
Mohnish Pabrai Says Technology Is Overrated In InvestingArtificial intelligence, venture capital optimism, and the pursuit of rapid financial outcomes continue to dominate investor thinking. Across both public and private markets, ca…- VALUE: After Hours (S08 E17): How Insider Buying Can Reveal Undervalued StocksDuring their recent episode, Taylor, Carlisle, and Tweedy Browne’s John Spears And Jay Hill discussed How Insider Buying Can Reveal Undervalued Stocks. Here’s an excerpt from th…
- VALUE: After Hours (S08 E17): AI Fear Is Creating New OpportunitiesDuring their recent episode, Taylor, Carlisle, and Tweedy Browne’s John Spears And Jay Hill discussed AI Fear Is Creating New Opportunities. Here’s an excerpt from the episode: …
David Einhorn Says Market Is Ignoring Deep Value Opportunities In Transitioning BusinessesMarkets continue to reward momentum, thematic narratives, and perceived certainty, while many businesses undergoing difficult transitions remain deeply discounted. At the recent…
Seth Klarman’s Top Holdings, Trades & Investment StrategyBaupost Group LLC reported an equity portfolio of approximately $5.12 billion in the latest reported quarter, continuing Seth Klarman’s long-standing value-oriented investment a…- VALUE: After Hours (S08 E17): Tweedy Browne’s John Spears And Jay Hill On Value Investing And Insider BuyingDuring their episode, Taylor, Carlisle, and Tweedy Browne’s John Spears And Jay Hill discussed: AI Fear Is Creating New Opportunities How Insider Buying Can Reveal Undervalued S…
Merck & Co. (MRK): Our Calculation of Intrinsic ValueEach week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Merck & Co. (MRK). Profile Merck & Co. is one of the world’s leading globa…
Weekly Investing Roundup – News, Podcasts, Interviews (05/15/2026)This week’s best investing news: Michael Burry says the market today feels like ‘the last months of the 1999-2000 bubble’ (CNBC) David Einhorn: Looking for misunderstood stocks …
Buffett-Style Options: The Put Option Strategy That Built Berkshire’s Biggest DealInvestors have long associated Warren Buffett with buying great businesses and holding them for decades. Less discussed, however, is Buffett’s long history of using conservative…
Rob Vinall’s (RV CAPITAL) Top Holdings, Trades & Investment StrategyRV Capital AG reported an equity portfolio of approximately $429.5 million in the latest reported quarter, reflecting founder Rob Vinall’s highly concentrated, long-term investm…
Tom Russo On Berkshire Hathaway And The Power Of Long-Term ThinkingMarkets increasingly reward speed, immediacy, and narrative momentum. Capital rotates rapidly between themes, while institutional pressure often forces companies and investors t…