December 31, 2024

Inside This Issue


The GOAT

Warren Buffett, Berkshire Hathaway

It’s a daunting, albeit enjoyable, task to try to capture the key elements of Warren Buffett’s investing strategy. We've made an attempt at that here, augmented by investment-case discussions with five PMs about their holdings in Berkshire-owned stocks Occidental Petroleum, VeriSign, Sirius XM, Chubb and Ally Financial. By John Heins and John Rotonti

Read More


Getting the Story

Tania Pouschine, Fithian LLC

Tania Pouschine of Fithian LLC describes why she approaches investing like the investigative journalist she once was, the virtues she sees in taking a global approach, why today’s market is starting to remind her of the dot-com bubble, and what she thinks the market is missing today in Lindt & Sprüngli, Kuehne + Nagel, Idexx and Universal Music Group.

Read More


A Fresh Look: Equinox Gold

Handicapping the puts and takes of a still rising mid-tier gold producer after a gold-price run.
Read More

A Fresh Look: Vinci

Navigating one of today's prevalent investment risks: the unpredictable machinations of politics.
Read More

Editor's Letter

One famous investor's takeaways from Warren Buffett; Is quality potentially over-loved?
Read More

Register to View Our Free Sample Content

 


Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
Project Image

John Heins co-founded Value Investor Media, Inc. in 2004 and since then has served as its President and as the Editor-in-Chief of Value Investor Insight. In 2016 he took on an additional role as a Professor of Value Investing at the University of Alabama and is now the Director of the university's C.T. and Kelley Fitzpatrick Center for Value Investing.