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Value Investing

Reflections on Buffett and The Future of Berkshire

Reflections on Buffett and The Future of Berkshire

May 3, 2025 Reading Time: 4 minutes

At Berkshire’s annual meeting today in Omaha, NE, Warren Buffett announced that he will be stepping down as CEO at the end of the year and handing the reigns to Greg Abel – ending an epic 70 year career in…

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Chris Begg on Value Investing 3.0

Chris Begg on Value Investing 3.0

April 26, 2025 Reading Time: 6 minutes

I am currently about halfway through a fascinating podcast in which William Green, author of Richer, Wiser, Happier, interviews Chris Begg, Chief Investment Officer of East Coast Asset Management. One of the most intriguing concepts in the podcast is the…

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NKE: This Is When You Back Up The Truck

NKE: This Is When You Back Up The Truck

March 21, 2025 Reading Time: 4 minutes

I’ve had my eye on Nike (NKE) for a year and a half now, initiating a starter position 9 months ago, and waiting for a moment to go bigger. This is it. First let’s talk about the quarter. It was…

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The Enduring Investment Principles Of Warren Buffett

The Enduring Investment Principles Of Warren Buffett

January 14, 2025 Reading Time: 10 minutes

I have recently been reading the 5th edition of The Essays of Warren Buffett edited by Lawrence Cunningham. Reading these excerpts from Buffett’s Berkshire Annual Letters over the years has been an extremely calming experience for me, almost a form…

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ULTA: Buffett And The Missing Link In Value Investing

ULTA: Buffett And The Missing Link In Value Investing

August 30, 2024 Reading Time: 4 minutes

Earlier this month news broke that Berkshire Hathaway had acquired a position in beaten down retailer Ulta Beauty (ULTA). The stock soared the next day in reaction but it’s coming back to earth this morning after a weak earnings report…

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Don’t Call It A Bubble, BBY Earnings

Don’t Call It A Bubble, BBY Earnings

February 29, 2024 Reading Time: 6 minutes

Jon Sindreu wrote a very interesting article for the WSJ’s Heard On The Street section this morning (“Don’t Call AI Craze A Bubble” [SUBSCRIPTION REQUIRED]). Sindreu wants to make a distinction between the current market – in which blue chip…

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Is Value Investing Dead? A Look Back At The Last 15 Years

Is Value Investing Dead? A Look Back At The Last 15 Years

January 8, 2024 Reading Time: 6 minutes

At the end of his long life, Charlie Munger expressed doubts about the future of value investing: I think that the modern investors, to get ahead, almost has to get in a few stocks that are way above average. They…

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In Search Of Deep Value: AAP & TGT

In Search Of Deep Value: AAP & TGT

November 13, 2023 Reading Time: 3 minutes

Two stocks that may represent deep value report earnings Wednesday morning: Advanced Auto Parts (AAP) and Target (TGT). AAP was decimated six months ago when it drastically cut full year earnings guidance. A quarter ago, AAP brought in a new…

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The Stock Game: Value, Macro, Momentum And Technical Approaches

The Stock Game: Value, Macro, Momentum And Technical Approaches

August 31, 2023 Reading Time: 10 minutes

Written on the occasion of Warren Buffett’s 93rd birthday (8/30/23): The game taught me the game – Jesse Livermore There are four perennial approaches to the stock game: value, macro, momentum and technical. Value investing was founded by Ben Graham…

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In Search Of Deep Value: ZM & AAP

In Search Of Deep Value: ZM & AAP

August 20, 2023 Reading Time: 4 minutes

Most of the time cheap stocks are cheap for good reason. While they look good on current financial metrics like the P/E ratio, their businesses are in decline and a more far sighted analysis of their business reveals them to…

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I dropped out of Philosophy graduate school to start Top Gun in 2006 to profit from the bursting of the housing bubble. The stock market peaked in 2007 and Top Gun beat the S&P by more than 50% in 2008... Learn More

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