Tag Archive

In his latest article titled – Don’t Wait For The Robins, Wally Weitz explains how investors miss out on outsized returns by waiting for the market to turn. Here’s an excerpt from the article: The bad news for corporate profits is likely to continue for a while, and the bear … Read More

In his latest article titled – Certain Uncertainty, Wally Weitz explains why great investors don’t require certainty in markets. Here’s an excerpt from the article: What we have learned, over 50+ and 25+ years of investing, is that through the full range of imaginable (and some unimaginable) business conditions, entrepreneurs … Read More

In his latest video at Weitz Asset TV, Barton Hooper, Director of Equity Research says investors should take comfort in what they ignore. Here’s and excerpt from the video: Well, you know, I said there’s a certain comfort in knowing what to ignore. And I think energy and commodities is … Read More

In their latest presentation titled – Stock Investing Amid Market Drawdowns and Rising Rates, Wally Weitz and team discuss the importance of sticking with your strategy regardless of scary news headlines. Here’s an excerpt from the presentation: Well, I hate to date myself so badly, but I can remember the … Read More

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

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

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

In his latest interview on the VVI Q&A Speaker Series at Brown University, Wally Weitz discussed his transition from traditional value to fast growing stocks. Here’s an excerpt from the interview: Weitz: It took me a long time to get around to some of the higher quality businesses because they… … Read More

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

In his latest interview on Asset TV, Wally Weitz discussed why value investing will always work because humans let their emotions drive what they do. Here’s an excerpt from the interview: Well, I hope art matters because I’m not too good on science, but you know, I’ve been investing for … Read More

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