The release of Berkshire Hathaway’s 2020 earnings report earlier this month shed light on how “one of Buffett’s boldest bets to date” —on Chinese automaker BYD” — is “paying huge…
Day: March 23, 2021
The Great Value Rotation and the Strategy’s Evolution
Many market pundits and value investing advocates believe that value stocks are in line to reverse their long patch of underperformance, fueling a renewed debate about the strategy’s future that…
Bill Nygren Talks Two Markets
In an interview with CNBC earlier this month, Oakmark CIO Bill Nygren described what he sees at two different markets at work. “There’s a speculative part of the market,” that…
Dalio Says It’s Time to Buy Amid “Stupid” Bond Economics
Bridgewater founder Ray Dalio, who openly disdains holding cash amid a rising money supply and inflation risk, says bonds and other U.S. dollar-denominated assets may also be a bad bet.…