tweedy browne
24 posts
Tweedy Browne: Why Insider Buys + Low Valuation Stocks OutperformIn a recent interview on WealthTrack, John Spears of Tweedy, Browne shared the empirical research that led to the creation of their new ETF. “The big thing I think that tipped t…- Tweedy Browne: Finding The Best Value Investing OpportunitiesLet’s be honest – the current U.S market is obsessed with AI hype and nosebleed valuations. Yet while others chase momentum, Tweedy Browne’s Thomas Shrager and Jay Hill keep the…
Tweedy Browne’s John Spears – Boring Companies & Outsized ReturnsDuring his recent interview on the RWH Podcast, John Spears of Tweedy Browne discussed boring companies and outsized returns. Here’s an excerpt from the interview: John Spears: …
Tweedy Browne: This Is An Excellent Time To Be ‘Mining For Value’In their latest 2022 semi-annual report, Tweedy Browne explain why this is an excellent time to be ‘mining for value’. Here’s an excerpt from the report: While the “zero bound” …- Tweedy Browne: Non-US Stocks Priced For ArmageddonIn their latest Q3 2022 Letter, Tweedy Browne explain why non-US stocks are priced for Armageddon. Here’s an excerpt from the letter: Rising equity market volatility continues t…
- Tweedy Browne: Price Matters AgainIn their recent interview with Advisor Perspectives, the team at Tweedy Browne explained why price matters again and how the future is bright for value investors. Here’s an exce…
- Tweedy Browne: How To Combine Insider Buying With Cheap Valuations To Find OpportunitiesIn their recent interview with The Market, Thomas Shrager and Robert Wyckoff of Tweedy Browne explain how they combine insider buying with cheap valuations to identify opportuni…
- Tweedy Browne: Value Stocks Will Continue To Outperform GrowthIn their latest Q2 2022 Letter, Tweedy Browne explain why value stocks will continue to outperform growth. Here’s an excerpt from the letter: Macroeconomic issues, including the…
- Tweedy Browne: Price Is Once Again Starting To Matter In InvestingIn their latest Q4 2021 Market Commentary, Tweedy Browne explain why price is once again starting to matter in investing. Here’s an excerpt from the letter: The last five years …
- Tweedy Browne: Rotation Towards Value Ongoing And SustainableIn their latest Q3 2021 Letter, Tweedy Browne says the rotation towards value is ongoing and sustainable. Here’s an excerpt from the letter: Since the vaccine announcements last…
- Tweedy Browne: Rotation To Value Will ContinueIn their latest Q2 2021 Market Commentary, Tweedy Browne says that the rotation to value is set to continue. Here’s an excerpt from the commentary: Looking forward, the question…
- Tweedy Browne: How To Calculate The Intrinsic Value For BusinessesIn their latest conversation at the 2021 Virtual Value Investing Conference, the team at Tweedy Browne discussed a number of topics including how they calculate the intrinsic va…
- Tweedy Browne: The Near-Term Prospects For Value InvestorsIn their latest Q1 2021 Letter, Tweedy Browne discuss the near-term prospects for value investing. Here’s an excerpt from the letter: Despite rising valuations, we continue to u…
Tweedy Browne: The Historical Tug of War Between Growth and ValueTweedy Browne recently released a great paper titled – The Historical Tug of War Between Growth and Value, which shows that empirically a differential of at least 1,000 basis po…- Tweedy Browne: If History Is Any Indicator Value Is Set To ReboundIn their latest 2020 Semi-Annual Report, Tweedy Browne provides some great insights into why if history is any indicator value investing is set to rebound, should active manager…
- Tweedy Browne: Green Shoots Appearing For Value InvestingIn their latest Q3 2020 Market Commentary value investing firm provides some great insights on where they believe the ‘green shoots’ are starting to appear for value investors. …
- Tweedy Browne: Value Has Rarely, If Ever, Been Cheaper Compared To GrowthIn their latest Q2 2020 market commentary value firm Tweedy Browne discussed the rebound in U.S equities from early March, and that value stocks have rarely, if ever, been cheap…
- Tweedy Browne: Value Investing Will Continue To ThriveIn a recent interview with Advisor Perspectives the team at Tweedy Browne discussed why they believe value investing will continue to thrive. Here’s some excerpts from the inter…